Why Netflix Stock Rallied Today

Bill Ackman's Pershing Square Capital has taken a sizeable stake in Netflix. The company's double-digit revenue growth, expanding profitability, and compelling valuation make it an attractive opportunity.

The Motley Fool • 3 hours ago

Netflix stock jumps 4% as Bill Ackman returns with a new stake

Netflix NFLX stock rose more than 4% on Thursday after billionaire investor Bill Ackman's Pershing Square Capital Management disclosed a new stake in the streaming giant, marking a return to the company more than four years after exiting its previous investment at a loss. In its second-quarter shareholder letter, Pershing Square revealed it had acquired a 4.9% portfolio stake in Netflix.

Invezz • an hour ago

Ackman unveils six new investments including Netflix, Visa, Mastercard in biggest portfolio overhaul in years

Bill Ackman unveiled six ​new holdings including Netflix , Visa and Mastercard , marking the billionaire investor's biggest portfolio overhaul in years.

Reuters • 6 hours ago

Bill Ackman unveils 6 new investments including Netflix, Visa, Mastercard in major portfolio overhaul

The billionaire said he believes the firms' earnings are poised for strong growth, which he views as the greatest driver of investment value over time.

New York Post • 2 hours ago

3 Reasons to Hold Netflix Stock Despite a 20.9% YTD Decline

NFLX's resilient revenues, rising margins and $3B ad opportunity support a hold despite its 20.9% YTD drop and premium valuation.

Zacks Investment Research • 2 hours ago

Bill Ackman's Pershing Square Just Bought Netflix and 5 Other Stocks. Here's What Investors Need to Know.

Pershing was able to purchase Netflix stock after a major sell-off earlier this year. Ackman also took new positions in Visa and Mastercard.

The Motley Fool • 2 hours ago

Netflix: The Window Before The Re-Rating

Netflix (NFLX) trades at ~20x forward earnings, with the market underestimating its monetization strategy despite slowing revenue growth to ~12% by Q3 2026. NFLX's new Ads Suite, pricing power, and disciplined margin management are driving a shift from subscriber acquisition to monetizing its 325 million-member base. Management targets double-digit earnings growth, supported by ad revenue, pricing, and margin levers, with share repurchases prioritized over large acquisitions.

Seeking Alpha • 6 hours ago

Bill Ackman once exited Netflix stake in a huff. Why he's buying the streaming giant again as well as these five stocks.

Netflix is once again an apple in Bill Ackman's eye, as the streamer was among six stocks Pershing Square added in the last six months.

Market Watch • 7 hours ago

Thursday's Morning Movers: NFLX Pershing Stake, TPR Earnings Plunge, FIVE Upgrade

Coach is "carrying the company" while Kate Spade sales decline, says Diane King Hall, who takes investors through Tapestry (TPR) earnings as shares sell off. Elsewhere in retail, Five Below (FIVE) rallied after Jefferies upgraded the stock.

Bill Ackman's Newest Holdings

The hedge fund manager has added Visa, Mastercard, Netflix and three other new investments to his portfolios.

Barrons • 2 hours ago