Bill Ackman Lost $400 Million on Netflix. Now He Sees 20%-Plus Annual Returns

Billionaire investor Bill Ackman lost more than $400 million on Netflix Inc. (NASDAQ:NFLX) in 2022 after deciding its future was too difficult to predict. Four years later, he's back, forecasting annualized investment returns above 20% despite another disappointing earnings reaction.

Benzinga • an hour ago

Stock Market Today, Oct. 22: Netflix Rises as Investors Capitalize on Post-Earnings Sell-Off

NASDAQ · As of 4:00 PM ET 10/22/26

The Motley Fool • 17 hours ago

Netflix Has Another Tough Month, Dropping 10%: This Wall Street Pro Says 90% Gains Lie Ahead

Netflix slashed its ad revenue outlook, shed 30% this year, and watched competitors gain while it fell, yet one Wall Street analyst still sees a near-doubling from here. What would have to go right to make that call pay off?

24/7 Wall Street • Oct 22, 2026

Netflix Stock Has a Long-Term Opportunity That Short-Term Investors May Be Missing

Netflix just posted a strong earnings beat, then watched its stock sink to near 52-week lows as investors fixated on one number in the outlook. The real story is what the market may be pricing in wrong.

24/7 Wall Street • a day ago

Netflix Stock Is on Track for Its Worst Year Since 2022. Is It Finally a Buy?

Netflix's third-quarter revenue grew 12% year over year to $12.9 billion. The company now expects around $2.7 billion in ad revenue in 2026, down from about $3 billion.

The Motley Fool • Oct 22, 2026

The Truth About Netflix's Massive Stock Buybacks

Netflix posted an 11.9% year-over-year revenue increase in the third quarter alongside a 34.6% rise in operating income, and the stock fell nearly 7% anyway. Historical data shows that Netflix's buyback strategy is systematic rather than opportunistic.

The Motley Fool • 20 hours ago

This Congressman Can't Stop Buying the Dip on Netflix, Even as It Hit 52-Week Low

A Louisiana congressman with a seat on the House capital markets subcommittee kept buying Netflix through nine consecutive purchases as the stock fell to a new 52-week low, drawing accusations of conflict of interest and leaving every disclosed lot underwater.

24/7 Wall Street • a day ago

Cathie Wood Just Bought Netflix Stock. Should You Follow Her?

Cathie Wood's Ark Next Generation ETF bought 18,000 share of Netflix on Wednesday. The stock is trading near two-year lows on concerns about slowing growth and weak engagement.

The Motley Fool • 13 hours ago

Netflix: Earnings Are Growing, But The Market Doesn't Care

Netflix remains a buy, despite recent stock underperformance driven by multiple contractions rather than deteriorating fundamentals. Q3 results showed 11.8% YoY revenue growth, 37% operating income growth, and strong free cash flow, with operating margins expected to rise further. Engagement concerns persist, but churn and retention metrics remain healthy, and international content performance, notably in India, demonstrates growth potential.

Seeking Alpha • Oct 22, 2026

Netflix: Don't Start Buying After The Q3 Post-Earnings Price Drop

I rate Netflix a Hold as the valuation compresses amid slowing growth and intensifying competition, particularly from YouTube. Despite robust margins and strong cash flow, NFLX's content spending is rising faster than revenue, pressuring operating leverage. Market expectations for durable top-line growth have faded; current valuation requires 19.3% annual FCF growth, which appears aggressive.

Seeking Alpha • Oct 22, 2026