Cathie Wood's ETFs Outperform Market in 2026; Netflix Loses $82 Billion in Market Cap
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 22 2026
0mins
Should l Buy NFLX?
Source: Fool
- Netflix Market Cap Loss: Netflix's stock has plummeted 35% since its summer peak, resulting in an $82 billion market cap loss, reflecting the market pressure following its acquisition of Warner Bros. Discovery, which has weakened investor confidence in future growth.
- Earnings Report Performance: Despite Netflix's Q4 revenue rising 18% year-over-year and net income increasing by 30%, the 2026 operating margin outlook of only 31.5% fell short of market expectations, prompting analysts to lower earnings targets for the next two years.
- Tempus AI Growth Momentum: Tempus AI has seen revenue growth of 75%, 90%, and 85% in the first three quarters of 2025, indicating strong demand for its oncology and hereditary testing products, although growth is expected to decelerate to 24% in 2026.
- Kodiak AI Market Potential: Kodiak AI, with a market cap of only $1.6 billion, focuses on the commercial trucking and public sector markets, having driven over 3 million miles in just four months, showcasing its unique business model and potential for future growth.
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Analyst Views on NFLX
Wall Street analysts forecast NFLX stock price to rise
38 Analyst Rating
27 Buy
10 Hold
1 Sell
Moderate Buy
Current: 93.430
Low
92.00
Averages
114.18
High
150.00
Current: 93.430
Low
92.00
Averages
114.18
High
150.00
About NFLX
Netflix, Inc. is a provider of entertainment services. The Company acquires, licenses and produces content, including original programming. It provides paid memberships in over 190 countries offering television (TV) series, films and games across a variety of genres and languages. It allows members to play, pause and resume watching as much as they want, anytime, anywhere, and can change their plans at any time. The Company offers members the ability to receive streaming content through a host of Internet-connected devices, including TVs, digital video players, TV set-top boxes and mobile devices. It is engaged in scaling its streaming service, such as introducing games and advertising on its service, as well as offering live programming. It is developing technology and utilizing third-party cloud computing, technology and other services. The Company is also engaged in scaling its own studio operations to produce original content.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Netflix Aims to Expand NFL Game Coverage
- Coverage Expansion: Netflix is reportedly seeking to double its NFL game coverage by acquiring a four-game package that includes a Thanksgiving Eve game and an international game, enhancing its sports content appeal.
- Current Agreement Expiration: The existing deal with the NFL is set to expire at the end of 2026, and Netflix currently holds a three-year Christmas Day package that typically features two games, providing a strategic window for future negotiations.
- Flexible Negotiation Strategy: The NFL is adopting a “flexible approach” to selling additional games and may open negotiations with current rights holders like Google and Amazon, which could influence Netflix's bargaining position.
- Media Asset Transaction Impact: The recent deal between the NFL and Disney’s ESPN allows ESPN to own and operate NFL Network and NFL Red Zone, while the NFL acquired a 10% stake in ESPN, creating new opportunities for future media collaborations.
See More
Netflix Raises Prices Again, Testing Consumer Confidence
- Price Increase Strategy: Netflix has announced price hikes across all plans, with increases up to 35%, raising the premium plan to $26.99 per month, the standard plan to $19.99, and the ad-supported tier to $8.99, reflecting the company's confidence in its platform despite inflationary pressures.
- User Growth and Profitability: Despite the price increases, Netflix continues to experience subscriber growth, with significant improvements in margins, indicating a shift in investor focus from subscriber totals to profitability, showcasing the company's resilience in economic cycles.
- Market Reaction and Stock Performance: Netflix's stock has surged 184.3% over the past three years, although it is down 30.3% from its all-time high, demonstrating market recognition of its long-term growth potential, even as it faces short-term challenges.
- Economic Indicator Signal: If the subscriber count remains stable post-price increase, Netflix may be viewed as a consumer staple; conversely, significant subscriber losses could signal economic recession risks, as household spending accounts for 70% of GDP.
See More
Netflix Raises Prices Amid Inflationary Pressures
- Price Increase Strategy: Netflix has announced price hikes across all plans, with the premium plan rising to $26.99 per month, standard to $19.99, and ad-supported to $8.99, reflecting the company's confidence in pricing amid inflationary pressures aimed at boosting revenue and maintaining profitability.
- User Growth and Profitability: Despite economic challenges, Netflix has sustained subscriber growth and significantly improved margins, shifting investor focus from total subscribers to profitability, indicating the company's resilience in economic cycles.
- Non-Household User Charges: Netflix has also increased charges for non-household users, with ad-free users now paying $9.99 and ad-supported users $6.99 per month, further enhancing overall revenue and demonstrating the effectiveness of its user retention strategies.
- Economic Impact Assessment: This price increase is seen as a litmus test for the U.S. economy; if subscriber losses exceed revenue gains, it could signal weakening household spending, which drives 70% of U.S. GDP, prompting investors to carefully assess market dynamics.
See More
Netflix Allegedly Aiming to Broaden NFL Games Coverage
Netflix's Christmas Day Game Package: Netflix is in the final year of its three-year Christmas Day game package, for which it paid approximately $75 million per game.
Interest from Competitors: Google’s YouTube and several broadcast partners, including Amazon, have expressed interest in adding additional games to their offerings, particularly for the NFL.
Expansion Plans: Netflix is reportedly looking to expand its current two-game package to four games for the National Football League, including new games like the Thanksgiving Eve game.
Subscription Price Changes: Netflix recently raised its Standard subscription prices in the U.S., with the new prices set at $8.99 for the plan with ads and $19.99 for the standard plan, although no specific date for these changes was mentioned for existing subscribers.
See More
NETFLIX AIMS TO INCREASE NFL TWO-GAME PACKAGE TO FOUR GAMES - WSJ
- Expansion Plans: Netflix is looking to expand its current two-game package to include four games.
- Focus on Gaming: This move indicates Netflix's commitment to enhancing its gaming offerings as part of its overall service.
See More
NFL Requests Ban on Manipulable Betting Contracts
- Market Regulation: The NFL has sent a letter to prediction market operators requesting the removal of what it deems 'objectionable bets' from their platforms to safeguard the integrity of the games and the interests of participants.
- Manipulability Concerns: The letter outlines examples of event contracts that could be easily manipulated by a single individual, such as whether a kicker will miss a field goal, highlighting the NFL's vigilance regarding these types of wagers.
- Market Participant Dynamics: While the NFL remains cautious about prediction markets, platforms like Kalshi and Polymarket have rapidly emerged in this burgeoning industry, attracting interest from traditional sports betting companies like FanDuel and DraftKings.
- Regulatory Call: NFL executives have stated that the current lack of effective regulation in sports prediction markets necessitates continued engagement with the CFTC to establish essential regulatory frameworks that protect game integrity.
See More
Netflix Aims to Expand NFL Game Coverage
- Coverage Expansion: Netflix is reportedly seeking to double its NFL game coverage by acquiring a four-game package that includes a Thanksgiving Eve game and an international game, enhancing its sports content appeal.
- Current Agreement Expiration: The existing deal with the NFL is set to expire at the end of 2026, and Netflix currently holds a three-year Christmas Day package that typically features two games, providing a strategic window for future negotiations.
- Flexible Negotiation Strategy: The NFL is adopting a “flexible approach” to selling additional games and may open negotiations with current rights holders like Google and Amazon, which could influence Netflix's bargaining position.
- Media Asset Transaction Impact: The recent deal between the NFL and Disney’s ESPN allows ESPN to own and operate NFL Network and NFL Red Zone, while the NFL acquired a 10% stake in ESPN, creating new opportunities for future media collaborations.
See More
Netflix Raises Prices Again, Testing Consumer Confidence
- Price Increase Strategy: Netflix has announced price hikes across all plans, with increases up to 35%, raising the premium plan to $26.99 per month, the standard plan to $19.99, and the ad-supported tier to $8.99, reflecting the company's confidence in its platform despite inflationary pressures.
- User Growth and Profitability: Despite the price increases, Netflix continues to experience subscriber growth, with significant improvements in margins, indicating a shift in investor focus from subscriber totals to profitability, showcasing the company's resilience in economic cycles.
- Market Reaction and Stock Performance: Netflix's stock has surged 184.3% over the past three years, although it is down 30.3% from its all-time high, demonstrating market recognition of its long-term growth potential, even as it faces short-term challenges.
- Economic Indicator Signal: If the subscriber count remains stable post-price increase, Netflix may be viewed as a consumer staple; conversely, significant subscriber losses could signal economic recession risks, as household spending accounts for 70% of GDP.
See More
Netflix Raises Prices Amid Inflationary Pressures
- Price Increase Strategy: Netflix has announced price hikes across all plans, with the premium plan rising to $26.99 per month, standard to $19.99, and ad-supported to $8.99, reflecting the company's confidence in pricing amid inflationary pressures aimed at boosting revenue and maintaining profitability.
- User Growth and Profitability: Despite economic challenges, Netflix has sustained subscriber growth and significantly improved margins, shifting investor focus from total subscribers to profitability, indicating the company's resilience in economic cycles.
- Non-Household User Charges: Netflix has also increased charges for non-household users, with ad-free users now paying $9.99 and ad-supported users $6.99 per month, further enhancing overall revenue and demonstrating the effectiveness of its user retention strategies.
- Economic Impact Assessment: This price increase is seen as a litmus test for the U.S. economy; if subscriber losses exceed revenue gains, it could signal weakening household spending, which drives 70% of U.S. GDP, prompting investors to carefully assess market dynamics.
See More
Netflix Allegedly Aiming to Broaden NFL Games Coverage
Netflix's Christmas Day Game Package: Netflix is in the final year of its three-year Christmas Day game package, for which it paid approximately $75 million per game.
Interest from Competitors: Google’s YouTube and several broadcast partners, including Amazon, have expressed interest in adding additional games to their offerings, particularly for the NFL.
Expansion Plans: Netflix is reportedly looking to expand its current two-game package to four games for the National Football League, including new games like the Thanksgiving Eve game.
Subscription Price Changes: Netflix recently raised its Standard subscription prices in the U.S., with the new prices set at $8.99 for the plan with ads and $19.99 for the standard plan, although no specific date for these changes was mentioned for existing subscribers.
See More
NETFLIX AIMS TO INCREASE NFL TWO-GAME PACKAGE TO FOUR GAMES - WSJ
- Expansion Plans: Netflix is looking to expand its current two-game package to include four games.
- Focus on Gaming: This move indicates Netflix's commitment to enhancing its gaming offerings as part of its overall service.
See More
NFL Requests Ban on Manipulable Betting Contracts
- Market Regulation: The NFL has sent a letter to prediction market operators requesting the removal of what it deems 'objectionable bets' from their platforms to safeguard the integrity of the games and the interests of participants.
- Manipulability Concerns: The letter outlines examples of event contracts that could be easily manipulated by a single individual, such as whether a kicker will miss a field goal, highlighting the NFL's vigilance regarding these types of wagers.
- Market Participant Dynamics: While the NFL remains cautious about prediction markets, platforms like Kalshi and Polymarket have rapidly emerged in this burgeoning industry, attracting interest from traditional sports betting companies like FanDuel and DraftKings.
- Regulatory Call: NFL executives have stated that the current lack of effective regulation in sports prediction markets necessitates continued engagement with the CFTC to establish essential regulatory frameworks that protect game integrity.
See More
