Trump Announces Global Tariff Increase from 10% to 15%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 23 2026
0mins
Should l Buy NFLX?
Catch up on the weekend's top five stories with this list compiled by The Fly: 1) President Trump said on social media, "Based on a thorough, detailed, and complete review of the ridiculous, poorly written, and extraordinarily anti-American decision on Tariffs issued yesterday, after MANY months of contemplation, by the United States Supreme Court, please let this statement serve to represent that I, as President of the United States of America, will be, effective immediately, raising the 10% Worldwide Tariff on Countries, many of which have been 'ripping' the U.S. off for decades, without retribution (until I came along!), to the fully allowed, and legally tested, 15% level. During the next short number of months, the Trump Administration will determine and issue the new and legally permissible Tariffs, which will continue our extraordinarily successful process of Making America Great Again - GREATER THAN EVER BEFORE!! 2) President Trump said on social media, "Netflix (NFLX) should fire racist, Trump Deranged Susan Rice, IMMEDIATELY, or pay the consequences. She's got no talent or skills - Purely a political hack! HER POWER IS GONE, AND WILL NEVER BE BACK. How much is she being paid, and for what??? Thank you for your attention to this matter. President DJT" 3) Honeywell (HON) is thinking of walking away from its acquisition of Johnson Matthey's Catalyst Technologies business, Aaron Kirchfeld and Liana Baker of Bloomberg reports, citing people familiar with the matter. The final decision is set to be made in the coming days, the sources added. 4) Rolls-Royce (RYCEY) is expected to announce a new buyback program worth as much as EUR 1.5B, Mark Kleinman of Sky News reports. 5) The Federal Energy Regulatory Commission authorized the application for TXNM Energy (TXNM) to be acquired by Blackstone Infrastructure (BX). The order states FERC finds the transaction consistent with the public interest.
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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: 90.920
Low
92.00
Averages
114.18
High
150.00
Current: 90.920
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 Walks Away from Warner Acquisition: A Strategic Decision
- Acquisition Decision Analysis: Netflix initially planned to acquire Warner Bros. for approximately $83 billion, but opted out as Paramount's bid escalated to $110 billion, demonstrating the company's rational decision-making in a high-valuation environment and avoiding potential financial risks.
- Strong Financial Performance: Despite walking away from the acquisition, Netflix has achieved double-digit revenue growth and solid free cash flow recently, indicating that its internal growth strategy is effective and does not rely on external acquisitions for business expansion.
- Avoidance of Integration Risks: Acquiring Warner would have involved complex business integrations, including HBO and HBO Max, which could distract management and slow decision-making; Netflix's decision to walk away mitigates this potential execution risk.
- Capital Allocation Discipline: Netflix's choice reflects its discipline as a capital allocator, avoiding the temptation to pursue growth at any cost and instead focusing on long-term value creation, which is a positive signal for investors.
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- Disney's Deal with OpenAI: In December, Walt Disney entered into a $1 billion agreement to allow its characters to be featured on OpenAI's video app, Sora.
- Current Status of the Initiative: Just three months after the deal, the project seems to be failing or has been abandoned.
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Netflix's Strategic Decision to Walk Away from Warner Bros. Acquisition
- Acquisition Decision Analysis: Netflix's choice to walk away from the proposed $83 billion acquisition of Warner Bros. Discovery, despite the deal's transformational potential, underscores the company's disciplined approach, stating that the transaction was a 'nice to have' rather than a 'must have' at any price, reflecting rationality in a competitive market.
- Changing Competitive Landscape: As Paramount entered the bidding with a $110 billion offer, Netflix recognized that the acquisition costs had exceeded reasonable limits, opting to withdraw and avoid risky investments at inflated valuations, a decision that helps safeguard the company's financial health and future growth potential.
- Focus on Internal Growth: With double-digit revenue growth and stable free cash flow over recent quarters, Netflix demonstrates strong core business performance, and walking away from the acquisition allows the company to concentrate on its internal growth strategy rather than diverting management attention to complex integration processes.
- Long-term Value Creation: While abandoning the Warner acquisition may seem like a missed opportunity, Netflix's decision reflects the strength of its management and stable culture, emphasizing the importance of maintaining capital allocation discipline in the pursuit of growth, which is crucial for long-term shareholder wealth creation.
See More
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- Upgrade Based on Iran War: Wells Fargo upgrades Kinetik, ONEOK, and Enterprise Products Partners from equal weight to overweight, anticipating that the Iran war will create a structural shift in global energy markets, boosting demand for U.S. energy, particularly in Permian gas and NGL supply.
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- Arm Rating Upgrade: Wolfe upgrades Arm from market perform to outperform, citing the company's recent in-house chip launch and significantly increased earnings forecasts for FY28 and FY31, setting a target price of $166, reflecting optimism about its new business model.
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Sentiment Shift for Netflix and Oracle Stocks
- Netflix Drops Acquisition Bid: Netflix has opted out of its bid for WBD, as it could not match Paramount Skydance's latest offer, leading to a significant rebound in its stock price post-announcement, indicating a market reassessment of its strategic direction.
- Strong Cloud Revenue Growth: Oracle's latest earnings report revealed a 44% year-over-year increase in cloud revenue to $8.9 billion, exceeding expectations, while its remaining Performance Obligations (RPO) reached $553 billion, up 325% year-over-year, showcasing the company's successful transition in the AI era.
- Stock Price Rebound Trend: Both Netflix and Oracle have seen notable rebounds in their stock prices after previous declines, with Netflix recovering after dropping its acquisition bid and Oracle gaining investor confidence due to robust cloud performance, reflecting a positive shift in market sentiment.
- Investor Confidence Restoration: With the latest developments from Netflix and Oracle, investor confidence is gradually being restored, particularly as Netflix enhances its strategy through increased original content and exploration of new revenue streams, improving market expectations for future growth.
See More
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- Concert in Seoul: A recent concert held in Seoul attracted a massive audience, drawing in 18.4 million viewers.
- Impact on Netflix: The event's popularity has significant implications for Netflix, likely boosting its viewership and engagement metrics.
See More
Netflix Walks Away from Warner Acquisition: A Strategic Decision
- Acquisition Decision Analysis: Netflix initially planned to acquire Warner Bros. for approximately $83 billion, but opted out as Paramount's bid escalated to $110 billion, demonstrating the company's rational decision-making in a high-valuation environment and avoiding potential financial risks.
- Strong Financial Performance: Despite walking away from the acquisition, Netflix has achieved double-digit revenue growth and solid free cash flow recently, indicating that its internal growth strategy is effective and does not rely on external acquisitions for business expansion.
- Avoidance of Integration Risks: Acquiring Warner would have involved complex business integrations, including HBO and HBO Max, which could distract management and slow decision-making; Netflix's decision to walk away mitigates this potential execution risk.
- Capital Allocation Discipline: Netflix's choice reflects its discipline as a capital allocator, avoiding the temptation to pursue growth at any cost and instead focusing on long-term value creation, which is a positive signal for investors.
See More
Disney's Agreement with OpenAI Falls Apart Following Sora Closure: Reasons for the Split.
- Disney's Deal with OpenAI: In December, Walt Disney entered into a $1 billion agreement to allow its characters to be featured on OpenAI's video app, Sora.
- Current Status of the Initiative: Just three months after the deal, the project seems to be failing or has been abandoned.
See More
Netflix's Strategic Decision to Walk Away from Warner Bros. Acquisition
- Acquisition Decision Analysis: Netflix's choice to walk away from the proposed $83 billion acquisition of Warner Bros. Discovery, despite the deal's transformational potential, underscores the company's disciplined approach, stating that the transaction was a 'nice to have' rather than a 'must have' at any price, reflecting rationality in a competitive market.
- Changing Competitive Landscape: As Paramount entered the bidding with a $110 billion offer, Netflix recognized that the acquisition costs had exceeded reasonable limits, opting to withdraw and avoid risky investments at inflated valuations, a decision that helps safeguard the company's financial health and future growth potential.
- Focus on Internal Growth: With double-digit revenue growth and stable free cash flow over recent quarters, Netflix demonstrates strong core business performance, and walking away from the acquisition allows the company to concentrate on its internal growth strategy rather than diverting management attention to complex integration processes.
- Long-term Value Creation: While abandoning the Warner acquisition may seem like a missed opportunity, Netflix's decision reflects the strength of its management and stable culture, emphasizing the importance of maintaining capital allocation discipline in the pursuit of growth, which is crucial for long-term shareholder wealth creation.
See More
Latest Rating Changes on Wall Street
- Tesla Neutral Rating: Goldman Sachs maintains a neutral stance on Tesla, expressing caution regarding its semiconductor ventures, noting a mixed track record in semiconductor engineering, while suggesting potential applications for inference chips in data centers and distributed computing remain to be seen.
- Upgrade Based on Iran War: Wells Fargo upgrades Kinetik, ONEOK, and Enterprise Products Partners from equal weight to overweight, anticipating that the Iran war will create a structural shift in global energy markets, boosting demand for U.S. energy, particularly in Permian gas and NGL supply.
- ESCO Technologies Buy Initiation: Deutsche Bank initiates coverage on ESCO Technologies with a Buy rating and a $350 target price, highlighting its potential for “defensive growth at a discount” in the aerospace and defense sectors, indicating strong confidence in the company's future.
- Arm Rating Upgrade: Wolfe upgrades Arm from market perform to outperform, citing the company's recent in-house chip launch and significantly increased earnings forecasts for FY28 and FY31, setting a target price of $166, reflecting optimism about its new business model.
See More
Sentiment Shift for Netflix and Oracle Stocks
- Netflix Drops Acquisition Bid: Netflix has opted out of its bid for WBD, as it could not match Paramount Skydance's latest offer, leading to a significant rebound in its stock price post-announcement, indicating a market reassessment of its strategic direction.
- Strong Cloud Revenue Growth: Oracle's latest earnings report revealed a 44% year-over-year increase in cloud revenue to $8.9 billion, exceeding expectations, while its remaining Performance Obligations (RPO) reached $553 billion, up 325% year-over-year, showcasing the company's successful transition in the AI era.
- Stock Price Rebound Trend: Both Netflix and Oracle have seen notable rebounds in their stock prices after previous declines, with Netflix recovering after dropping its acquisition bid and Oracle gaining investor confidence due to robust cloud performance, reflecting a positive shift in market sentiment.
- Investor Confidence Restoration: With the latest developments from Netflix and Oracle, investor confidence is gradually being restored, particularly as Netflix enhances its strategy through increased original content and exploration of new revenue streams, improving market expectations for future growth.
See More
BTS Concert in Seoul Attracts 18.4 Million Viewers, According to Netflix
- Concert in Seoul: A recent concert held in Seoul attracted a massive audience, drawing in 18.4 million viewers.
- Impact on Netflix: The event's popularity has significant implications for Netflix, likely boosting its viewership and engagement metrics.
See More
