Cathie Wood's ETFs Outperform Market in 2026; Netflix Loses $82 Billion in Market Cap
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
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.
Analyst Views on NFLX
Wall Street analysts forecast NFLX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NFLX is 129.47 USD with a low forecast of 92.00 USD and a high forecast of 152.50 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
38 Analyst Rating
27 Buy
9 Hold
2 Sell
Moderate Buy
Current: 85.360
Low
92.00
Averages
129.47
High
152.50
Current: 85.360
Low
92.00
Averages
129.47
High
152.50
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.
