Trump to Address Housing Affordability at WEF in Davos
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 17 2026
0mins
Should l Buy NFLX?
Source: Yahoo Finance
- Davos Forum Highlights: The World Economic Forum will take place in Davos, Switzerland next week, where Trump is set to speak on Wednesday, focusing on housing affordability and potentially proposing to allow Americans to use their 401K for down payments, which could influence real estate investment decisions.
- Fed Controversy Escalates: The dispute between the Trump administration and the Federal Reserve will head to the Supreme Court on Wednesday for oral arguments regarding Trump's attempt to fire Fed governor Lisa Cook, a case that may impact the relationship between Trump and Fed Chair Powell, thereby affecting market confidence.
- Earnings Season Accelerates: Earnings season is picking up speed with Dow components like Procter & Gamble, 3M, and Johnson & Johnson set to report results, particularly Netflix, which will announce its earnings after the close on Tuesday, having seen its stock drop about 25% over the past three months, leading to cautious investor sentiment about its future.
- Economic Data Release: The Fed's preferred inflation gauge, the Personal Consumption Expenditures (PCE) index, will be released on Thursday, with the market closely watching this data for its implications on future monetary policy, potentially influencing investor decisions and market trends.
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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: 95.200
Low
92.00
Averages
114.18
High
150.00
Current: 95.200
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.
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- Theatrical Premiere Arrangement: The first two episodes will have early screenings on April 18 in 34 U.S. AMC theaters, along with New York's Paris Theater and Netflix House Philadelphia, creating a 'must-see first' atmosphere that heightens viewer anticipation.
- Character Continuity and Strategic Positioning: The new series is set between seasons 2 and 3, featuring core characters like Eleven, Mike, and Will, which helps Netflix maintain viewer engagement post the flagship series' conclusion and lays groundwork for future live-action spin-offs.
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- User Base Comparison: With approximately 325 million subscribers, Netflix significantly outnumbers HBO Max's 130 million, reinforcing its strong competitive position and leadership in the streaming industry.
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- Stock Price Recovery: Following the abandonment of the acquisition, Netflix's stock surged 24% in the past month, indicating a restoration of investor confidence in the company's independent growth and reflecting market approval of its existing business model.
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- Philip Morris's Growth Potential: Despite facing volume declines in the U.S., Philip Morris shows strong international demand and rapid growth in its smoke-free products, particularly Zyn and Iqos, positioning it well for performance during a recession.
- Defensive Investment Strategy: In light of increasing economic uncertainty, companies like Walmart, Netflix, and Philip Morris demonstrate strong risk resilience, making them attractive candidates for defensive investment portfolios to navigate potential market volatility.
See More
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- Netflix's Growth Potential: Netflix has shown strong stock performance during recessions, with a 12% rise in 2008 and a 67% increase in 2020, and the introduction of lower-priced ad-supported tiers is likely to enhance its subscriber appeal during economic downturns.
- Philip Morris's Market Positioning: Although Philip Morris has not faced significant recessions since its spin-off in 2008, its tobacco products' economic insensitivity and the growth potential of its smoke-free portfolio position it well for strong performance during downturns, especially with sustained demand in international markets.
- Investor Caution: While Walmart is viewed as a defensive investment, analysts suggest that there are currently ten other stocks that may offer higher returns, prompting investors to carefully consider market dynamics when making investment decisions.
See More
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- Animated Spin-off Launch: Netflix is set to release 'Stranger Things: Tales From '85', transforming its first animated spin-off into both a streaming event and a limited theatrical experience, aimed at attracting a broader audience and extending brand influence.
- Theatrical Premiere Arrangement: The first two episodes will have early screenings on April 18 in 34 U.S. AMC theaters, along with New York's Paris Theater and Netflix House Philadelphia, creating a 'must-see first' atmosphere that heightens viewer anticipation.
- Character Continuity and Strategic Positioning: The new series is set between seasons 2 and 3, featuring core characters like Eleven, Mike, and Will, which helps Netflix maintain viewer engagement post the flagship series' conclusion and lays groundwork for future live-action spin-offs.
- Market Potential and Audience Expansion: Produced by Flying Bark with a stylized 1980s aesthetic, the animated series is expected to broaden merchandising opportunities and attract younger, family-oriented audiences while avoiding the high budgets associated with VFX-heavy live-action productions.
See More
Netflix Abandons Warner Bros. Acquisition Plans
- Acquisition Withdrawal: Netflix's attempt to acquire Warner Bros. for $82.7 billion was abandoned due to a bidding war with Paramount, which made the deal financially unattractive, highlighting the company's focus on maintaining financial health.
- Positive Market Reaction: Following the abandonment of the acquisition, Netflix's stock surged 24% in a month, indicating investor confidence in the company's ability to grow independently without the need for acquisitions.
- User Base Comparison: With approximately 325 million subscribers, Netflix significantly outnumbers HBO Max's 130 million, reinforcing its strong competitive position and leadership in the streaming industry.
- Strong Financial Performance: Netflix's profits reached $11 billion in 2025, doubling in just two years, demonstrating the effectiveness of its growth strategy and suggesting a solid outlook for future growth, even as its valuation rises to 38 times earnings.
See More
Netflix Abandons Warner Bros. Acquisition Efforts
- Acquisition Plan Termination: Netflix's attempt to acquire Warner Bros. for $82.7 billion was abandoned due to a bidding war with Paramount that made the deal financially unattractive, allowing Netflix to avoid taking on additional debt, which alleviated investor concerns.
- Stock Price Recovery: Following the abandonment of the acquisition, Netflix's stock surged 24% in the past month, indicating a restoration of investor confidence in the company's independent growth and reflecting market approval of its existing business model.
- User Base Comparison: With approximately 325 million global subscribers, Netflix significantly outnumbers HBO Max's 130 million, showcasing its strong competitive position in the streaming market and further solidifying its market leadership.
- Profit Growth Potential: Netflix's profits reached $11 billion in 2025, doubling in just two years, indicating the effectiveness of its growth strategy and suggesting continued strong profitability ahead, even as its valuation has risen to 38 times earnings.
See More
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- Copyright Infringement Concerns: Senators Marsha Blackburn and Peter Welch highlighted in a letter to ByteDance's CEO that Seedance 2.0 represents the most blatant example of copyright infringement to date, demanding an immediate shutdown of the app and the implementation of effective safeguards to prevent further violations.
- Regulatory Calls: The letter underscores growing concerns in Congress regarding how AI companies develop and utilize their models, emphasizing that responsible global companies must adhere to laws and respect intellectual property and personal likeness rights.
- Hollywood's Response: Hollywood groups, including the Motion Picture Association, have issued a cease-and-desist letter to ByteDance, demonstrating strong opposition to Seedance 2.0, which has led ByteDance to pause the global launch of the app.
- Legislative Developments: While Congress has largely taken a hands-off approach to AI regulation, Blackburn and Welch have introduced targeted bills aimed at helping artists protect their copyrighted works from being used to train AI, reflecting concerns over the rapid evolution of the industry.
See More
Investment Opportunities Amid Economic Recession
- Walmart's Resilience: Historically, Walmart has outperformed during major recessions, with a 21% stock increase in 2020, and now derives about 60% of its sales from groceries, enhancing its appeal during economic downturns and expected to continue attracting consumers.
- Netflix's Entertainment Edge: During recessions, Netflix's stock rose 12% in 2008 and 67% in 2020, and the introduction of lower-priced ad-supported tiers is likely to further boost its subscriber growth potential amid economic slowdowns.
- Philip Morris's Growth Potential: Despite facing volume declines in the U.S., Philip Morris shows strong international demand and rapid growth in its smoke-free products, particularly Zyn and Iqos, positioning it well for performance during a recession.
- Defensive Investment Strategy: In light of increasing economic uncertainty, companies like Walmart, Netflix, and Philip Morris demonstrate strong risk resilience, making them attractive candidates for defensive investment portfolios to navigate potential market volatility.
See More
Investment Opportunities During Economic Recession
- Walmart's Resilience: Historically, Walmart has outperformed during three major recessions, including a 21% increase during the COVID-19 pandemic, demonstrating its market resilience as a low-cost retailer, and is expected to continue attracting consumers amid future economic uncertainties.
- Netflix's Growth Potential: Netflix has shown strong stock performance during recessions, with a 12% rise in 2008 and a 67% increase in 2020, and the introduction of lower-priced ad-supported tiers is likely to enhance its subscriber appeal during economic downturns.
- Philip Morris's Market Positioning: Although Philip Morris has not faced significant recessions since its spin-off in 2008, its tobacco products' economic insensitivity and the growth potential of its smoke-free portfolio position it well for strong performance during downturns, especially with sustained demand in international markets.
- Investor Caution: While Walmart is viewed as a defensive investment, analysts suggest that there are currently ten other stocks that may offer higher returns, prompting investors to carefully consider market dynamics when making investment decisions.
See More
