Movie Industry Hit Hard: Is Netflix Still a Buy With Tariff Concern?

Netflix stock fell 4% to $1,113 at market open Monday, which would have been its worst loss in more than a month. President Donald Trump’s announced he’d slap a high penalty on films produced abroad. The streaming service had previously been hailed by Wall Street as a “predictable” stock amid Trump's unpredictable tariffs.

avatarantiti
04-15

Bloomberg Netflix 1Q Preview: Member Momentum to Endure, Yet No Disclosure

$Netflix(NFLX)$ will no longer disclose subscriber metrics starting in 1Q, yet growth will persist on a loaded content slate and momentum from 4Q, when it added 19 million members. The focus now turns to revenue growth (1Q guidance of 11%) and average revenue per member (ARM), which likely got a boost from recent US and UK price increases, along with steady user gains.Confidence has been building for margin expansion, with management targeting 29% in 2025 after posting a 600-bp jump in 2024 to 27%. Fundamentals are solid, anchored by double-digit revenue gains and cash flow increasing to at least $8 billion this year. That will rise even higher in 2026, potentially fueling buybacks.Netflix is still building streaming dominance by expanding users a
Bloomberg Netflix 1Q Preview: Member Momentum to Endure, Yet No Disclosure
$Netflix(NFLX)$ Netflix is riding a wave of bullish sentiment ahead of its earnings. Options traders expect an 8.5% move, putting $1,000 well within reach. Analysts from Oppenheimer and BofA have set price targets above $1,150. The ad-supported tier and sports content are unlocking new revenue streams. Strong free cash flow gives it resilience in uncertain markets. Netflix has shifted focus from subscriber counts to profitability and engagement. Its pricing power and global content appeal remain unmatched. With the right numbers, this earnings could be a breakout moment. Hitting $1,000 wouldn’t be hype—it’d be justified. The momentum is real, and Wall Street knows it.
I'm calling Netflix for a solid green close on Monday, projecting a 5-10% pop. The recent earnings beat and Morgan Stanley's 'Top Pick' designation should outweigh concerns about rising content costs and ad sentiment. With a strong technical setup and bullish sentiment, I'm confident NFLX will ride the wave of positivity, pushing shares up towards $1,030-$1,070.
avatarAN88
04-17
$Netflix(NFLX)$  nah people are crazy. Too many places to watch free
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