Netflix, Inc. provides entertainment services. It offers TV series, documentaries, feature films, and games across various genres and languages. The company also provides 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 has operations in approximately 190 countries. The company was incorporated in 1997 and is headquartered in Los Gatos, California.

Netflix выглядит как качественный, но уже дорогой актив: операционная и чистая рентабельность высокие, а прибыльность по ROE, ROA и ROI заметно выше отраслевой медианы. Выручка, валовая прибыль, EBITDA и чистая прибыль растут, что подтверждает устойчивость бизнес-модели и способность монетизировать масштаб. При этом мультипликаторы P/S, P/B и P/FCF остаются существенно выше медианы сектора, а P/E тоже выше рынка, поэтому текущая оценка уже закладывает сильные ожидания по будущему росту. Снижение P/E и P/FCF по сравнению с более ранними периодами — позитивный сигнал, но оно пока не настолько сильное, чтобы полностью снять риск переоценённости. Баланс в целом выглядит приемлемо: debt/equity ниже отраслевой медианы и снижается, current ratio улучшился, а объём денежных средств остаётся значительным. Однако quick ratio равен нулю, что указывает на слабую мгновенную ликвидность и требует осторожности при оценке краткосрочной устойчивости. Долгосрочный долг остаётся существенным, хотя и не выглядит чрезмерным на фоне высокой прибыльности и собственного капитала. Валовая маржа немного ниже медианы отрасли, но операционная и чистая маржа компенсируют этот недостаток за счёт эффективного контроля расходов. Отсутствие дивидендов делает инвестиционный кейс полностью завязанным на росте прибыли и мультипликаторов, а не на текущем денежном доходе. В сумме фундаментал поддерживает компанию как сильного лидера с хорошим качеством прибыли, но высокая абсолютная оценка ограничивает потенциал пересмотра вверх. Для инвестора это скорее история стабильного качества и роста, чем явной недооценки, поэтому целевой ориентир требует умеренной консервативной корректировки вниз.

Netflix, Inc.

Средний индекс, значительно упал. Оптимистичный взгляд на свои позиции резко сменился на неуверенность.

Medium index, significantly down. An optimistic view of his position suddenly changed to uncertainty.

Слабый индекс, незначительно упал. Уверенность медведей остается на низком уровне.

Weak index, slightly down. Bearish confidence remains low.

Сильный индекс, значительно упал. Рынок не поддерживает быков.

Strong index, significantly down. The market does not support the bulls.

Сильный индекс, значительно вырос. Рынок на стороне медведей.

Strong index, significantly up. The market is on the bears' side.

Средний индекс, значительно упал. Отток средств из лонгов увеличился и находится на высоком уровне.

Medium index, significantly down. The outflow of funds from longs has increased and is at a high level.

Слабый индекс, незначительно вырос. Приток средств в шорты остается положительным.

Weak index, slightly up. The inflow of funds into shorts remains positive.

Netflix демонстрирует сильный рост прибыли и высокую рентабельность, но торгуется с заметной премией к отрасли, поэтому оценка выглядит уже напряжённой.

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Hub Group, Inc. (Symbol: HUBG), where a total of 11,257 contracts have traded so far, representing approximately 1.1 million underlying shares. That amounts to about 137.3% of HUBG's average daily trading volume over the past month of 820,065 shares. Particularly high volume was seen for the $40 strike put option expiring July 17, 2026, with 4,503 contracts trading so far today, representing approximately 450,300 underlying shares of HUBG. Below is a chart showing HUBG's trailing twelve month trading history, with the $40 strike highlighted in orange:
Netflix Inc (Symbol: NFLX) saw options trading volume of 346,198 contracts, representing approximately 34.6 million underlying shares or approximately 104% of NFLX's average daily trading volume over the past month, of 33.3 million shares. Particularly high volume was seen for the $80 strike put option expiring June 12, 2026, with 21,494 contracts trading so far today, representing approximately 2.1 million underlying shares of NFLX. Below is a chart showing NFLX's trailing twelve month trading history, with the $80 strike highlighted in orange:
And C3.ai Inc (Symbol: AI) saw options trading volume of 80,179 contracts, representing approximately 8.0 million underlying shares or approximately 100.4% of AI's average daily trading volume over the past month, of 8.0 million shares. Especially high volume was seen for the $11 strike call option expiring June 12, 2026, with 18,778 contracts trading so far today, representing approximately 1.9 million underlying shares of AI. Below is a chart showing AI's trailing twelve month trading history, with the $11 strike highlighted in orange:
For the various different available expirations for HUBG options, NFLX options, or AI options, visit StockOptionsChannel.com.
Further HUBG Research:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Noteworthy Friday Option Activity: HUBG, NFLX, AI

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Neos Nasdaq-100 High Income ETF (Symbol: QQQI) where we have detected an approximate $296.6 million dollar inflow -- that's a 2.5% increase week over week in outstanding units (from 216,010,000 to 221,330,000). Among the largest underlying components of QQQI, in trading today Netflix Inc (Symbol: NFLX) is down about 1.8%, Intuitive Surgical Inc (Symbol: ISRG) is off about 1.7%, and Honeywell International Inc (Symbol: HON) is up by about 2.2%. For a complete list of holdings, visit the QQQI Holdings page » The chart below shows the one year price performance of QQQI, versus its 200 day moving average:
Looking at the chart above, QQQI's low point in its 52 week range is $47.87 per share, with $57.84 as the 52 week high point — that compares with a last trade of $55.90. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Further QQQI Research:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

QQQI, NFLX, ISRG, HON: Large Inflows Detected at ETF

Key Points
Netflix is highly profitable, but its revenue growth going forward will likely slow down as its operations mature.
Roku's soaring platform sales will drive impressive free cash flow generation in the years ahead, according to management.
Based on individual goals, the best streaming stock will differ among investors.
There's a divergence happening within the world of streaming entertainment. Netflix (NASDAQ: NFLX), the pioneer in the industry, has seen its share price fall 12% in 2026 (as of June 10). Roku (NASDAQ: ROKU), on the other hand, is up 11% this year.
These companies have different operations. But investors might look at them as a way to allocate capital to a growing and tech-forward industry. The performance of their shares might provide an indication as to the direction their businesses are going in.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Which of these well-known streaming stocks is the better one to buy in June?
The behemoth is slowing down
Netflix continues to dominate video entertainment. It has more than 325 million subscribers. Its massive scale supports huge profits. The company's operating margin in Q1 was a reported 32.3%.
But it's becoming clear that its next phase will be defined by slower growth. Management expects sales to rise 13.3% (at the midpoint) year over year in 2026, which would be the slowest pace since 2012 (besides 2022 and 2023).
During theearnings call co-CEO Greg Peters mentioned that Netflix hasn't yet captured 45% of its addressable market based on about 800 million total smart-TV-capable households in the countries it operates in. This means that there is still a sizable untapped opportunity to continue pushing growth. In theory, this is the correct view.
However, bringing these consumers on as Netflix subscribers will be much more difficult than it has been. Competition is incredibly fierce. Key markets like the U.S. and Canada are essentially saturated. And growth in emerging countries, like India, Brazil, and Mexico, will come from cheaper membership tiers that will have less impact on revenue.
Based on the stock's 12% decline this year and the 39% fall from its peak in June 2025, the market might be accepting this new reality. Shares trade at a price-to-earnings ratio of 26.5, representing a 36% discount to the five-year trailing average.
It's all about free cash flow
During the first quarter (ended March 31), Roku reported a year-over-year revenue gain of 22.4%, with the top line totaling $1.2 billion. This was the fastest growth rate since Q1 2022.
The company's platform segment is operating at a high level. Its sales were up 28% in Q1, driven by a 27% increase in advertising and a 30% jump in subscriptions. This is a very high-margin revenue stream, with the gross margin coming in at 51.6%.
Roku's position as an agnostic streaming ecosystem works to its benefit. While content companies spend copious amounts of money to develop shows and movies, this business provides a meaningful value proposition as the aggregator of all those offerings. More than 100 million households are Roku customers, giving the company's smart-TV operating system the leading market share in North America.
Although revenue trends get the attention, it's time investors start to focus on the profit story. The leadership team forecasts $360 million in net income this year. And in 2028, they expect Roku to generate $1 billion in free cash flow (FCF), up 107% from 2025. Cost controls and rising high-margin platform revenue are tailwinds.
Shares trade at 17.3 times the 2028 $1 billion FCF estimate. That's a compelling valuation to pay, given Roku's outstanding growth trajectory.
What's your objective?
Both Netflix and Roku are in strong positions within the broader media and entertainment landscape. Investors looking to bet on streaming's ongoing success are wise to consider these two businesses.
Netflix is the safer opportunity. It has established a leadership position, supported by a tech-enabled platform and strong content creation. And its impressive profitability is hard to overlook.
Roku's advertising-heavy model is taking off, even though it can be more cyclical. But the company's rising FCF is an encouraging trend that can boost shareholder value.
Investors deciding between these two streaming stocks must determine their ultimate objective. If you're after a proven and stable company, Netflix is the better choice. But if you want the chance to achieve better returns, Roku has more upside over the next five years.
Should you buy stock in Roku right now?
Before you buy stock in Roku, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Roku wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $442,220!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,230,114!*
Now, it’s worth noting Stock Advisor’s total average return is 926% — a market-crushing outperformance compared to 203% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of June 11, 2026.
Neil Patel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Netflix and Roku. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Netflix Is Down 12% in 2026, While Roku Is Up 11%. Which Streaming Stock Is the Better Buy in June?

In this video, I will discuss four interesting companies worth your attention, especially during these uncertain times. Watch the short video to learn more, consider subscribing, and click the special offer link below.
*Stock prices used were from the trading day of June. 4, 2026. The video was published on June. 5, 2026.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Should you buy stock in Meta Platforms right now?
Before you buy stock in Meta Platforms, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Meta Platforms wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $439,038!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,277,804!*
Now, it’s worth noting Stock Advisor’s total average return is 942% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of June 11, 2026.
Neil Rozenbaum has positions in Alphabet, Meta Platforms, Netflix, Reddit, and SoFi Technologies. The Motley Fool has positions in and recommends Alphabet, Meta Platforms, Netflix, and Reddit. The Motley Fool has a disclosure policy. Neil is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

4 Top Stocks I'm Buying In June

Key Points
The Trade Desk faces structural risk as ad spend shifts from the open web to closed, walled-garden platforms.
An investable case may depend on steadier leadership and a clear plan to reignite growth in this new ad landscape.
As digital advertising shifts toward powerful closed platforms, questions are mounting about how The Trade Desk (NASDAQ: TTD) can adapt, reignite growth, and justify its valuation. Watch the video below to see why one investor is staying cautious.
*This video was published on Jun. 9, 2026.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Should you buy stock in The Trade Desk right now?
Before you buy stock in The Trade Desk, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and The Trade Desk wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $445,672!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,280,566!*
Now, it’s worth noting Stock Advisor’s total average return is 948% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of June 9, 2026.
Andy Cross has positions in Alphabet, Netflix, and The Trade Desk. Asit Sharma, CPA has positions in Netflix. Jason Hall has positions in The Trade Desk and has the following options: long September 2026 $25 calls on The Trade Desk and short January 2028 $40 puts on The Trade Desk. The Motley Fool has positions in and recommends Alphabet, Netflix, and The Trade Desk. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Is The Trade Desk Still Investable as the Internet Closes?

For Immediate Release
Chicago, IL – June 9, 2026 – Today, Zacks Investment Ideas feature highlights iShares Semiconductor ETF SOXX, Uber Technologies, Inc. UBER and Netflix, Inc. NFLX.
2 Non-AI Tech Stocks to Buy Now for 40%+ Upside Following the Nasdaq Slide
AI and chip stocks tanked on Friday, sending the Nasdaq tumbling 4%. The bulls could dig their heels in again early next week. But there's no doubt that a larger pullback will happen at some point to provide a healthy recalibration because stocks can only climb so high before the laws of market gravity take over.
This means investors should start buying tech stocks right now that haven't rallied to new all-time highs alongside semiconductor and artificial intelligence stocks.
Netflix stock is down almost 40% from its 2025 highs to trade at a discount to the technology sector (22X forward earnings vs. 26.1X) despite crushing it over the last 10 and 20 years. The streaming entertainment giant is more resilient to AI threats than many technology firms, and Netflix is set to grow its earnings by 42% in 2026 on 14% higher sales.
Meanwhile, Uber has fallen 30% since October, and its average Zacks price target offers 48% upside from its current levels. The ride-hailing company's long-term upside remains in place even as it faces possible disruptions from tech firms looking to capture their share of a possible future full of robotaxis and autonomous delivery vehicles.
Uber and Netflix are also looking to find support at some key technical ranges that might make them more enticing for long-term investors since they offer strong growth that's not based on AI promises alongside solid value in an overheated market.
Portfolio Rotation: Buy Stocks Outside AI and Semiconductors
AI and chip stocks look overheated in the short run. For example, the iShares Semiconductor ETF soared 95% between March 30 and June 4, taking it miles above its 10-week moving average and to its most overbought RSI levels in over a decade.
Some investors might not want to chase AI and chip stocks that have soared 50%, 100%, or 200% YTD (including the huge fall on Friday).
The next pullback to a key technical level might be scooped up rather quickly considering that the long-term AI outlook is bullish. It is just hard to try to chase stocks here, especially if Friday's selling triggers the start of a near-term selloff.
Thankfully, the long-term bull case for the stock market remains firmly intact. Total annual S&P 500 earnings are projected to grow 20% in 2026 on 9.3% higher sales, blowing away 2024 and 2025's growth rates. The benchmark is projected to follow this up with 16.7% EPS expansion next year and 15.2% higher in 2028.
More importantly, all 16 Zacks sectors are projected to report YoY earnings growth in 2026, highlighting impressive expansion and economic resilience despite fears.
Buy Tech Stock Uber Now for Value, Growth & 40% Upside
Uber Technologies, Inc.'s core ride-hailing and delivery businesses are more popular than ever, particularly among higher-income consumers who are less impacted by inflation and economic cycles. The company is also running a physical business that's not going to be disrupted by AI. Uber is poised to thrive in the potential driverless vehicle era through numerous partnerships and beyond.
Uber's gross bookings are projected to jump 21% in 2026, based on our Zacks Key Company Metrics data. Its monthly active platform customers (MAPCs) are projected to climb 9% to 219.9 million in 2026, up from 202 million last year, 171 million in 2024 (vs. 118 million in 2021).
The firm has exploded in popularity as it delivery business and ride-hailing units gain steam in the U.S. and globally. It grew its revenue 300% from the pre-Covid 2019 period's $13 billion to $52 billion in 2025. Looking ahead, Uber is projected to grow its revenue by 11% in 2026 and over 15% next year to $66.6 billion.
The firm's Uber One paid membership surpassed 50 million members globally in the first quarter of 2026, with "50% of Mobility and Delivery Gross Bookings now generated by members." Uber is expanding its business via deals with Expedia to capture more "everyday consumer intent" across mobility, local commerce, and travel.
It has also turned into a profitable company by taking a larger percentage of each ride/delivery fare while optimizing pricing and driver payments, alongside other profitability efforts. Uber posted GAAP earnings per share of $4.73 a share in FY25 vs. a loss of -$4.69 a share in 2022.
That said, its EPS growth is projected to take a hit in 2026 due to a ramp-up in investments across autonomous vehicles/robotaxis, international delivery expansion, AI efforts, and a key accounting change due to a business model change in the UK. Thankfully, it's projected to bounce back and return to YoY growth in FY27 and beyond.
Uber stock has dropped 30% from its October 2025 highs. The stock has climbed 70% since going public in May 2019. It is trying to hold its ground at the key technical range above, while trying to finally climb back above its 21-week moving average.
Uber is trading 95% below its highs and 22% below Tech at 20.2X forward earnings. It also trades at a 65% discount to Tech and 60% against its peaks at 2.4X forward sales. Uber's average Zacks price target offers 48% upside from its current $70.71 a share.
NFLX: Buy This Tech Stock Now and Hold Forever?
Netflix, Inc. stock has fallen ~40% from its summer 2025 highs, providing investors with a great chance to buy a proven tech giant that's growth isn't tied to lofty AI goals.
Plus, NFLX's at-home entertainment model isn't easily disrupted by AI, and it's one of the last small luxuries that people cut back on.
NFLX stock has skyrocketed ~20,700% in the past 20 years and 750% in the past decade, to blow away tech during both periods.
Yet, its recent fall, coupled with its strong earnings growth outlook, has it trading at a 60% discount to its highs and 15% below Tech at 22.0X forward 12-month earnings. Netflix is trading at some of its most oversold RSI levels in the last 10 years and attempting to hold its ground at a key 2024 breakout range.
NFLX's average Zacks price target marks 42% upside from its current levels, and it would have to jump nearly 65% to return to its all-time highs.
Netflix's balance sheet is strong, greatly expanding its shareholders' equity in the past five-plus years. It is also now churning out strong free cash flow growth, boosted by its ability to raise prices, streamline operations, and more. And it isn't caught up in the AI arms race that's starting to drain the Mag 7's cash reserves.
NFLX formally dropped out of the bidding war to buy Warner Bros. Discovery. The move will turn out to be a win in the long run since it preserved its core business model and balance sheet. Netflix said it crossed the 325 million paid memberships milestone in the final quarter of 2025, up from 302 million in 2024.
The streaming TV giant Netflix rolled out a lower-cost, ad-supported subscription plan in the fall of 2022. The ad-based tier has gained a ton of momentum since then, helping it compete in a highly competitive streaming marketplace.
On top of that, Netflix's expansion into live sports (deals with the NFL, WWE, and much more), reality TV, podcasts, and more has helped it retain and attract subscribers. It is even rolling out video game content.
The company is projected to grow its revenue by 14% in 2026 and 12% next year to reach $57.47 billion. This YoY growth is roughly in line with its 12.7% average sales expansion in the trailing five years.
NFLX is projected to grow its earnings by 42% in 2026 and 7% in FY27, following 28% growth last year and 65% in 2024.
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.
Radical New Technology Could Hand Investors Huge Gains
Quantum Computing is the next technological revolution, and it could be even more advanced than AI.
While some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.
Senior Stock Strategist Kevin Cook reveals 7 carefully selected stocks poised to dominate the quantum computing landscape in his report, Beyond AI: The Quantum Leap in Computing Power.
Kevin was among the early experts who recognized NVIDIA's enormous potential back in 2016. Now, he has keyed in on what could be "the next big thing" in quantum computing supremacy. Today, you have a rare chance to position your portfolio at the forefront of this opportunity.
See Top Quantum Stocks Now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
iShares Semiconductor ETF (SOXX): ETF Research Reports
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Zacks Investment Ideas feature highlights: SOXX, Uber Technologies and Netflix

Key Points
Investors will need to see Netflix's market cap expand by 192% annualized over the next four years.
However, the streaming stock's current valuation and lower growth prospects are notable headwinds.
Netflix (NASDAQ: NFLX) shares might be 39% off their record right now (as of June 4), but investors can't argue with its long-term performance. The streaming stock has rocketed 719% higher in the past decade. Today, the company's market capitalization sits at a sizable $343 billion.
But could this become a trillion-dollar stock by 2030?
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Netflix's market cap will need to expand by 192% over the next four years to reach the 13-figure club, which currently has only 15 members in it. This translates to a robust 30.7% annualized growth rate.
As a reference, over the past four years, Netflix's valuation has risen by 289%. However, this comparison might be skewed since the stock tanked in 2022 due to subscriber losses, so it was starting from a low base.
It doesn't seem likely that Netflix will be able to reach a trillion-dollar market cap by 2030. For starters, its valuation isn't cheap, so there is a low probability that the multiple can introduce meaningful upside. The stock trades at a price-to-earnings ratio of 26.3.
Additionally, the company's growth is slowing. Management expects Netflix to report $51.2 billion in revenue in 2026 (at the midpoint), which would be up 13.3% year over year.
Long gone are the days of greater than 20% annualized top-line gains. This isn't exactly a surprising revelation. Netflix is more mature than it was in its earlier years. And competition for attention is fierce.
Should you buy stock in Netflix right now?
Before you buy stock in Netflix, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Netflix wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $443,191!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,258,838!*
Now, it’s worth noting Stock Advisor’s total average return is 941% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of June 8, 2026.
Neil Patel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Netflix. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Will Netflix Become a Trillion-Dollar Stock by 2030?

Key Points
SpaceX will be a top holding in the S&P 500 and Nasdaq-100.
But it could dominate communication sector ETFs.
SpaceX could become the second-most-valuable communications stock, behind Alphabet.
Even if you have zero interest in buying SpaceX when it goes public as early as June 12, its initial public offering (IPO) is highly likely to affect your portfolio.
About 156 million U.S. adults own stocks. And a lot of that wealth is in S&P 500 index funds, mutual funds, and market-cap weighted growth-focused exchange-traded funds (ETFs) that could soon own SpaceX.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Investors looking for a scoop of SpaceX rather than a sprinkle have come to the right place. Out of Vanguard's 56 low-cost equity-focused ETFs, the Vanguard Communication Services ETF (NYSEMKT: VOX) will likely hold (by far) the highest percentage of SpaceX stock.
The SpaceX IPO is a market-altering event
SpaceX is raising $75 billion at a valuation of around $1.75 trillion -- making it the largest IPO in history. The S&P 500 and Nasdaq-100 (the largest 100 non-financial companies on the Nasdaq Composite) are paving the way for fast-track entry for mega-cap growth stocks like SpaceX, Anthropic, and OpenAI, potentially weeks after they go public.
The fast-track entry will allow these behemoth companies to bypass the traditional seasoning period, during which newly public companies are assessed against core principles. The issue with the seasoning period is that it effectively creates a lag, so a newly listed company can post monster gains that index fund investors miss out on. And then, the company is added to the index at a higher price. This is exactly what happened with Tesla (NASDAQ: TSLA), which went public in 2010 but wasn't added to the S&P 500 until December 2020, when it had a market cap in the hundreds of billions.
However, valuing SpaceX at $1.75 trillion right off the bat would effectively break index funds and passively managed market-cap-weighted ETFs, because the float of $75 billion would be simply too small for funds to properly weight SpaceX as a top holding. Therefore, the S&P 500 and Nasdaq-100 will most likely weight SpaceX based on three to five times the value of the shares available to the public to trade, known as the float, rather than its market cap. And as insiders sell SpaceX shares, the float will increase, and so will SpaceX's weight.
Even if SpaceX were weighted by market cap at $1.75 trillion, it would account for only a little over 2% of the S&P 500. That could still be a meaningful stake for investors with the bulk of their hard-earned savings in an S&P 500 index fund. But investors looking for outsize SpaceX exposure through a low-cost ETF should instead consider the Vanguard Communication Services ETF.
Preparing the communications sector for liftoff
The sector-based ETF invests in the largest communication sector stocks. And although it remains to be seen which of the 11 Global Industry Classification Standard (GICS) sectors SpaceX joins, I think communications will be the obvious choice, given that SpaceX makes the bulk of its revenue from its Starlink network of low-Earth-orbit satellites and owns the social media platform X (formerly Twitter).
If SpaceX joins the communications sector at three to five times its $75 billion float, it would have a valuation weighting of $225 billion to $375 billion, which would put it ahead of Verizon Communications (NYSE: VZ) but likely behind Netflix (NASDAQ: NFLX) for the fourth spot in the Vanguard Communication Services ETF. However, SpaceX will allow insiders to sell some of their holdings well before the usual 180-day lockup period. As my colleague Bram Berkowitz outlines, additional sales could take place at least five to 10 trading dates after the IPO, as well as 70, 90, 105, 120, and 135 days after the IPO.
That should give SpaceX enough time to be market-cap weighted rather than float weighted by the end of 2026. And if that were to happen, and SpaceX were to join the communications sector and retain its lofty $1.75 trillion valuation, it could make up around 19% of the Vanguard Communications Sector ETF.
That's a lot of "what ifs." But the point is that as long as SpaceX gets added to the communications sector, and it doesn't crash after its IPO, it will very quickly become a top-three holding in the communications sector alongside Meta Platforms (NASDAQ: META) and Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG).
Add it all up, and the Vanguard Communication Services ETF is an intriguing buy for investors seeking outsize exposure to SpaceX through an ETF wrapper.
Should you buy stock in Vanguard World Fund - Vanguard Communication Services ETF right now?
Before you buy stock in Vanguard World Fund - Vanguard Communication Services ETF, consider this:
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Daniel Foelber has positions in Netflix. The Motley Fool has positions in and recommends Alphabet, Meta Platforms, Netflix, and Tesla. The Motley Fool recommends Verizon Communications. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Prediction: SpaceX Will Be 19% of This Low-Cost Vanguard ETF Before the End of 2026

AI and chip stocks tanked on Friday, sending the Nasdaq tumbling 4%. The bulls could dig their heels in again early next week. But there’s no doubt that a larger pullback will happen at some point to provide a healthy recalibration because stocks can only climb so high before the laws of market gravity take over.
This means investors should start buying tech stocks right now that haven’t rallied to new all-time highs alongside semiconductor and artificial intelligence stocks.
Netflix stock is down almost 40% from its 2025 highs to trade at a discount to the technology sector (22X forward earnings vs. 26.1X) despite crushing it over the last 10 and 20 years. The streaming entertainment giant is more resilient to AI threats than many technology firms, and Netflix is set to grow its earnings by 42% in 2026 on 14% higher sales.
Meanwhile, Uber has fallen 30% since October, and its average Zacks price target offers 48% upside from its current levels. The ride-hailing company’s long-term upside remains in place even as it faces possible disruptions from tech firms looking to capture their share of a possible future full of robotaxis and autonomous delivery vehicles.
Image Source: Zacks Investment Research
Uber and Netflix are also looking to find support at some key technical ranges that might make them more enticing for long-term investors since they offer strong growth that’s not based on AI promises alongside solid value in an overheated market.
Portfolio Rotation: Buy Stocks Outside AI and Semiconductors
AI and chip stocks look overheated in the short run. For example, the iShares Semiconductor ETF SOXX soared 95% between March 30 and June 4, taking it miles above its 10-week moving average and to its most overbought RSI levels in over a decade.
Some investors might not want to chase AI and chip stocks that have soared 50%, 100%, or 200% YTD (including the huge fall on Friday).
Image Source: Zacks Investment Research
The next pullback to a key technical level might be scooped up rather quickly considering that the long-term AI outlook is bullish. It is just hard to try to chase stocks here, especially if Friday’s selling triggers the start of a near-term selloff.
Thankfully, the long-term bull case for the stock market remains firmly intact. Total annual S&P 500 earnings are projected to grow 20% in 2026 on 9.3% higher sales, blowing away 2024 and 2025’s growth rates. The benchmark is projected to follow this up with 16.7% EPS expansion next year and 15.2% higher in 2028.
Image Source: Zacks Investment Research
More importantly, all 16 Zacks sectors are projected to report YoY earnings growth in 2026, highlighting impressive expansion and economic resilience despite fears.
Buy Tech Stock Uber Now for Value, Growth & 40% Upside
Uber Technologies, Inc.’s UBER core ride-hailing and delivery businesses are more popular than ever, particularly among higher-income consumers who are less impacted by inflation and economic cycles. The company is also running a physical business that’s not going to be disrupted by AI. Uber is poised to thrive in the potential driverless vehicle era through numerous partnerships and beyond.
Uber’s gross bookings are projected to jump 21% in 2026, based on our Zacks Key Company Metrics data. Its monthly active platform customers (MAPCs) are projected to climb 9% to 219.9 million in 2026, up from 202 million last year, 171 million in 2024 (vs. 118 million in 2021).
Image Source: Zacks Investment Research
The firm has exploded in popularity as it delivery business and ride-hailing units gain steam in the U.S. and globally. It grew its revenue 300% from the pre-Covid 2019 period’s $13 billion to $52 billion in 2025. Looking ahead, Uber is projected to grow its revenue by 11% in 2026 and over 15% next year to $66.6 billion.
The firm’s Uber One paid membership surpassed 50 million members globally in the first quarter of 2026, with “50% of Mobility and Delivery Gross Bookings now generated by members.” Uber is expanding its business via deals with Expedia to capture more “everyday consumer intent” across mobility, local commerce, and travel.
Image Source: Zacks Investment Research
It has also turned into a profitable company by taking a larger percentage of each ride/delivery fare while optimizing pricing and driver payments, alongside other profitability efforts. Uber posted GAAP earnings per share of $4.73 a share in FY25 vs. a loss of -$4.69 a share in 2022.
That said, its EPS growth is projected to take a hit in 2026 due to a ramp-up in investments across autonomous vehicles/robotaxis, international delivery expansion, AI efforts, and a key accounting change due to a business model change in the UK. Thankfully, it’s projected to bounce back and return to YoY growth in FY27 and beyond.
Image Source: Zacks Investment Research
Uber stock has dropped 30% from its October 2025 highs. The stock has climbed 70% since going public in May 2019. It is trying to hold its ground at the key technical range above, while trying to finally climb back above its 21-week moving average.
Uber is trading 95% below its highs and 22% below Tech at 20.2X forward earnings. It also trades at a 65% discount to Tech and 60% against its peaks at 2.4X forward sales. Uber’s average Zacks price target offers 48% upside from its current $70.71 a share.
NFLX: Buy This Tech Stock Now and Hold Forever?
Netflix, Inc. NFLX stock has fallen ~40% from its summer 2025 highs, providing investors with a great chance to buy a proven tech giant that's growth isn’t tied to lofty AI goals.
Plus, NFLX’s at-home entertainment model isn’t easily disrupted by AI, and it’s one of the last small luxuries that people cut back on.
Image Source: Zacks Investment Research
NFLX stock has skyrocketed ~20,700% in the past 20 years and 750% in the past decade, to blow away tech during both periods.
Yet, its recent fall, coupled with its strong earnings growth outlook, has it trading at a 60% discount to its highs and 15% below Tech at 22.0X forward 12-month earnings. Netflix is trading at some of its most oversold RSI levels in the last 10 years and attempting to hold its ground at a key 2024 breakout range.
NFLX’s average Zacks price target marks 42% upside from its current levels, and it would have to jump nearly 65% to return to its all-time highs.
Image Source: Zacks Investment Research
Netflix’s balance sheet is strong, greatly expanding its shareholders' equity in the past five-plus years. It is also now churning out strong free cash flow growth, boosted by its ability to raise prices, streamline operations, and more. And it isn’t caught up in the AI arms race that’s starting to drain the Mag 7’s cash reserves.
NFLX formally dropped out of the bidding war to buy Warner Bros. Discovery. The move will turn out to be a win in the long run since it preserved its core business model and balance sheet. Netflix said it crossed the 325 million paid memberships milestone in the final quarter of 2025, up from 302 million in 2024.
Image Source: Zacks Investment Research
The streaming TV giant Netflix rolled out a lower-cost, ad-supported subscription plan in the fall of 2022. The ad-based tier has gained a ton of momentum since then, helping it compete in a highly competitive streaming marketplace.
On top of that, Netflix's expansion into live sports (deals with the NFL, WWE, and much more), reality TV, podcasts, and more has helped it retain and attract subscribers. It is even rolling out video game content.
Image Source: Zacks Investment Research
The company is projected to grow its revenue by 14% in 2026 and 12% next year to reach $57.47 billion. This YoY growth is roughly in line with its 12.7% average sales expansion in the trailing five years.
NFLX is projected to grow its earnings by 42% in 2026 and 7% in FY27, following 28% growth last year and 65% in 2024.
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Quantum Computing is the next technological revolution, and it could be even more advanced than AI.
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iShares Semiconductor ETF (SOXX): ETF Research Reports
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

2 Non-AI Tech Stocks to Buy Now for 40%+ Upside as the Nasdaq Tanks

Key Points
Nvidia can still ride the wave of the AI industry.
Netflix's shares look undervalued relative to its growth potential.
Is now a good time to invest in stocks? Some might hesitate to do so due to the significant volatility equity markets have experienced this year and the possibility of even more troubles ahead. Others would argue that the stock market is overvalued right now and advocate waiting for a pullback. However, even in this environment, there are attractive companies to be had that can perform well over the long run. Here are two of the best, in my view: Nvidia (NASDAQ: NVDA) and Netflix (NASDAQ: NFLX). For those with $500 to spare (that isn't put away for emergencies), here is why it'd be wise to invest that money in these stocks.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
1. Nvidia
Nvidia's run over the past five years has been nothing short of exceptional. The company's dominance in the GPU (Graphics Processing Unit) market -- the workhorse of artificial intelligence (AI) training -- has catapulted it to the largest corporation by market cap. Some may feel that Nvidia has peaked and that there isn't much upside left for the company. In fact, despite its most recent financial results being strong -- Nvidia beat expectations on the top and bottom lines -- Nvidia's shares dropped.
However, my view is that the semiconductor specialist remains one of the best growth stocks to invest in. Here are three reasons why. First, demand for the company's products should remain high through the medium term. Hyperscalers (and plenty of other companies) are pouring fortunes into AI infrastructure. This spending could reach between $3 trillion and $4 trillion by the end of the decade, according to Nvidia.
Nvidia's best-in-class GPUs and CUDA ecosystem, which give it a wide moat, position it well to capitalize on this. Second, as we experience a shift to agentic AI -- with AI agents running on CPUs (Central Processing Units) -- Nvidia also sees a large market to tap into. The company thinks it could be worth $200 billion. Nvidia is working hard to tap into this opportunity. Notably, it is launching its Vera CPU to compete in this market. Nvidia does not need to dominate it the way it does the GPU space.
But progress in this space could meaningfully move the needle over the next few years. Lastly, Nvidia's shares look surprisingly affordable. The company is trading at 25.6x forward earnings. And for reference, the average forward P/E (price-to-earnings) for information technology stocks is currently 25.9. Nvidia looks more than reasonably valued at current levels, and the stock could, once again, beat the market over the next five years. Investors can purchase two of its shares for $500 right now.
2. Netflix
Netflix has had a rough go of it this year, partly due to poor guidance following its first-quarter earnings update. The stock has declined 10% to date. Can it bounce back? Historically, it's been hard to keep Netflix down for too long. Post-earnings dips are often followed by sustained runs, especially for investors who hang onto its shares for long enough, say, several years. True, a lot has changed for Netflix over the past decade. It now has far more competition in the streaming market.
However, Netflix also has attractive opportunities and a wide moat that could allow it to deliver solid returns to patient investors. Streaming may seem ubiquitous, but analysts project it will continue to expand at least through the medium term.
For its part, Netflix is seeking to enter niches of the field where it lags significantly behind some competitors. The list includes long-form video podcasts and sports streaming, areas where, if it can make solid headway, it could boost viewership and engagement on its platform. Further, Netflix's core advantage remains its vast ecosystem, which provides it with ample data to guide its content strategy.
Netflix reportedly has industry-leading churn rates -- despite raising its prices pretty regularly -- which speaks volumes about the value its customers place on the platform. All of those points indicate that Netflix is well-positioned to continue riding the streaming tailwind for a while and deliver excellent returns, especially for investors who buy its shares on the dip. Investors can get six of the company's shares at current levels with some change to spare.
Should you buy stock in Nvidia right now?
Before you buy stock in Nvidia, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $439,847!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,342,065!*
Now, it’s worth noting Stock Advisor’s total average return is 968% — a market-crushing outperformance compared to 211% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of June 5, 2026.
Prosper Junior Bakiny has positions in Nvidia. The Motley Fool has positions in and recommends Netflix and Nvidia. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Founded in 1993 in Alexandria, VA., by brothers David and Tom Gardner, The Motley Fool is a multimedia financial-services company dedicated to building the world's greatest investment community. Reaching millions of people each month through its website, books, newspaper column, radio show, television appearances, and subscription newsletter services, The Motley Fool champions shareholder values and advocates tirelessly for the individual investor. The company's name was taken from Shakespeare, whose wise fools both instructed and amused, and could speak the truth to the king -- without getting their heads lopped off.

Indicator	TTM Median
P/E	29.71 14.98
Price/Sales	8.51 0.97
P/B	14.60 1.50
P/FCF	42.27 11.86

Indicator	TTM Median
ROE	43.25 12.40
ROA	23.81 5.02
ROI	27.81 7.39
Net Worth	395.71 0.83
Quick Ratio	0.00 0.93
Current Ratio	1.41 1.21

Indicator	TTM Median
Net Profit Margin	28.52 9.36
Operating Margin	29.72 13.53
Gross Margin	49.03 54.05
Return on tangible equity	43.25 28.67

Indicator	TTM Median
EPS	0.70 0.28
EPS Forecast	0.76 0.22
Revenue	12.25B 89.00M
Gross Profit	6.36B —
EBITDA	7.81B —

Netflix, Inc.

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