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Below is Validea's guru fundamental report for NETFLIX INC (NFLX). Of the 22 guru strategies we follow, NFLX rates highest using our Twin Momentum Investor model based on the published strategy of Dashan Huang. This momentum model looks for a combination of fundamental momentum

Roku (NASDAQ: ROKU) is a peculiar company. It is a streaming TV platform, a sector littered by big technology companies with close to unlimited budgets. And yet, Roku is the market share leader in the United States and increasingly growing in international markets such as Mexico.

It was a little over six years ago that Apple became the world's first trillion-dollar company. Now, there are several others with market caps over $1 trillion and a handful of companies valued at over $3 trillion.The stock market can do just about anything in the short term, so

In this podcast, Motley Fool co-founder David Gardner welcomes back an expert as we start by talking about risk. Then, a nonpartisan look at the upcoming election: What truly drives America forward -- regardless of political tides?

Netflix (NFLX) stock is up 79% over the past 12 months and trading at a premium valuation. Does the streaming giant have another leg higher, or is the rally running out of steam? With the stock up significantly and shares trading at 38 times analysts’ December 2024 earnings estimates, it might seem that shares are running out of juice. However, the company has a secret weapon that it is ready to launch this month and expand as we head into 2025 – a new in-house ad server. I’m bullish on Netflix because of its new in-house ad server, which should allow the company to capitalize on its growing ad-supported tier and make it a more valuable partner for advertisers, unlocking the next phase of the company’s growth.  Ad-Supported Memberships Are Growing Things are going well for Netflix. The $324.6 billion company reported strong third-quarter results, growing revenue 15% year-over-year. Meanwhile, it increased operating income by a scorching 52% year-over-year to $2.9 billion, and its operating margin was 30%, up from 22% last year. In addition, ad-supported memberships are becoming a bigger part of the company’s business, as they grew a remarkable 35% quarter-over-quarter. And Netflix’s new secret weapon is poised to make this ad-supported tier even more lucrative for the company in the months ahead. Netflix’s new ad server will launch in Canada this month and then in additional markets in 2025. Netflix previously relied on Microsoft’s (MSFT) ad server, but its new ad server will take advantage of partnerships with Google Live and Trade Desk (TTD).    What Is an Ad Server? What is an ad server, and why is this important for Netflix? According to Amazon (AMZN) Web Services (AWS), ad servers are “the technology engines that allow advertisers and publishers to optimize, manage, and distribute ads across a multitude of paid channels,” such as Netflix and YouTube. Netflix’s ad server will allow it to sell advertising slots to potential advertisers who want to advertise to viewers watching Netflix content.  Digital ads like these are quite valuable to advertisers because they are more targeted and tailored to the specific viewer than traditional broadcast ads. Netflix is very close to the end user and their data, so based on the user’s viewing habits and other data, Netflix’s server may know that they like golf and can serve them ads for new golf clubs or golf apparel, which are more relevant to them than a broader ad for something they are not interested in. As you can imagine, these narrowly-targeted, data-driven ads are also more valuable to the advertisers themselves.  “Episodic” Ads that Tell a Story Netflix has also talked about the idea of serving customers “episodic” ads that tell a story within themselves, which could help to attract attention and maintain interest from viewers. Co-CEO and President Ted Sarandos says that the ad server is a “key server in unlocking value” in the ad-supported market and that “while we’ve got lots of work to do, we are very confident in our ability to execute and grow our ad business much like we did with the paid sharing initiative.”  Ultimately, the proprietary ad server will empower Netflix to deliver more targeted, more valuable ads to its growing number of ad-tier subscribers around the world, powering the next leg up in the company’s growth.  Netflix’s Valuation  As discussed above, Netflix trades at a premium valuation of 38.1 times earnings, but with analysts projecting earnings per share to grow to $23.79 for Fiscal 2025, the company trades at a slightly more inviting valuation of 31.8 times forward earnings, getting a bit closer to the S&P 500’s ( SPX ) average valuation of 25 times earnings. As the company continues to grow its ad-supported tier and better monetize this segment thanks to its in-house ad server, earnings should continue to grow over time and make this valuation more palatable.  Is NFLX Stock a Buy, According to Analysts? Turning to Wall Street, NFLX earns a Moderate Buy consensus rating based on 25 Buys, 10 Holds, and two Sells assigned in the past three months. The average NFLX stock price target of $786.34 implies 4% upside potential from current levels. See more NFLX analyst ratings Smart Score  While Wall Street analysts view Netflix as a Moderate Buy, TipRanks’ proprietary Smart Score system is decidedly bullish. The Smart Score is a quantitative stock scoring system created by TipRanks. It gives stocks a score from one to 10, based on eight key market factors. Scores of eight, nine, or 10 are considered equivalent to an Outperform rating. Netflix boasts an impressive Outperform-equivalent Smart Score of 9 out of 10.  Looking Ahead Netflix has been a great growth story for a long time and has gained nearly 80% over the past 12 months. However, the company could still have ample room for growth ahead as it debuts its new ad server in Canada this month and then rolls it out to a larger number of markets in 2025. I’m bullish on Netflix based on the development and rollout of this valuable tool that Sarandos called the “key to unlocking value” in the ad market.  Disclosure

It is a big day for streaming giant Netflix (NFLX) as reports from The Wrap reveal that Netflix is on a tear at the Artios Awards. Some of the biggest honors in television casting are up for grabs, and from the look of it, it will not be a television network but rather a streamer that takes the prizes home. Shareholders were modestly enthused and sent shares up fractionally in the closing minutes of Friday afternoon’s trading. The Artios Awards, the awards function of the Casting Society (CSA), is celebrating its 40 th anniversary this year. The Awards comprise 22 separate categories, and Netflix will have several shows up for awards therein. Netflix has 17 different nominations this time around, which is better than twice the eight it had for the 39 th Artios Awards. Netflix shows up for awards include The Crown, Baby Reindeer, and Ripley. Given that HBO Max (WBD) only had six nominations in total and was the second-highest total of nominations, it is clear that Netflix is making its presence known as a streaming force. Interestingly, this will also be the last Artios Awards, the report noted, before the Academy Awards bring out their own Oscar category for “achievement in casting.” Raimi’s Don’t Move Thriller Puzzles Viewers While Netflix is cleaning up in awards show nominations, some other issues are cropping up. Sam Raimi’s latest thriller, Don’t Move, is running into an unexpected problem: the roughly last two-thirds of the movie. The Independent notes that Don’t Move’s first 20 minutes are a taut, fast-paced thriller. However, the last 70 minutes or so just go about as flat as the lead actor, who by that point has been completely paralyzed. Moreover, several shows will be departing Netflix altogether soon, including Warrior, a show that many believed would become a major part of Netflix thanks to a 93% score on Rotten Tomatoes. Six installments of Child’s Play will also depart the platform, from Child’s Play 2 all the way to Cult of Chucky. In addition, two Dr. Seuss movies, the first three installments of The Expendables, and Eat Pray Love will be departing the platform, among many others. Is Netflix Stock a Good Buy Right Now? Turning to Wall Street, analysts have a Moderate Buy consensus rating on NFLX stock based on 25 Buys, 10 Holds, and two Sells assigned in the past three months, as indicated by the graphic below. After a 78.53% rally in its share price over the past year, the average NFLX price target of $786.34 per share implies 4% upside potential. See more NFLX analyst ratings Disclosure

Netflix (NFLX) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.

Below is Validea's guru fundamental report for NETFLIX INC (NFLX). Of the 22 guru strategies we follow, NFLX rates highest using our Twin Momentum Investor model based on the published strategy of Dashan Huang. This momentum model looks for a combination of fundamental momentum

The streaming pioneer has done an excellent job increasing subscribers, profits, and cash flow.

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For Immediate ReleaseChicago, IL – October 31, 2024 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the fi

Below is Validea's guru fundamental report for NETFLIX INC (NFLX). Of the 22 guru strategies we follow, NFLX rates highest using our Twin Momentum Investor model based on the published strategy of Dashan Huang. This momentum model looks for a combination of fundamental momentum

Netflix (NASDAQ:NFLX) stock has had a solid year, rising by almost 60% year-to-date as the company successfully navigated a brief subscriber decline post-Covid-19. This compares to rival Disney (NYSE:DIS), which has gained a mere 5% over the same period. However, despite Netflix&

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Below is Validea's guru fundamental report for NETFLIX INC (NFLX). Of the 22 guru strategies we follow, NFLX rates highest using our Twin Momentum Investor model based on the published strategy of Dashan Huang. This momentum model looks for a combination of fundamental momentum

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