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, Inc.

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Netflix Inc (Symbol: NFLX), where a total volume of 64,325 contracts has been traded thus far today, a contract volume which is representative of approximately 6.4 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 250.7% of NFLX's average daily trading volume over the past month, of 2.6 million shares. Especially high volume was seen for the $1260 strike call option expiring September 12, 2025, with 2,666 contracts trading so far today, representing approximately 266,600 underlying shares of NFLX. Below is a chart showing NFLX's trailing twelve month trading history, with the $1260 strike highlighted in orange:
Meta Platforms Inc (Symbol: META) saw options trading volume of 214,227 contracts, representing approximately 21.4 million underlying shares or approximately 210.8% of META's average daily trading volume over the past month, of 10.2 million shares. Especially high volume was seen for the $780 strike call option expiring September 12, 2025, with 18,668 contracts trading so far today, representing approximately 1.9 million underlying shares of META. Below is a chart showing META's trailing twelve month trading history, with the $780 strike highlighted in orange:
And PACS Group Inc (Symbol: PACS) options are showing a volume of 8,385 contracts thus far today. That number of contracts represents approximately 838,500 underlying shares, working out to a sizeable 208.9% of PACS's average daily trading volume over the past month, of 401,310 shares. Particularly high volume was seen for the $15 strike call option expiring January 15, 2027, with 698 contracts trading so far today, representing approximately 69,800 underlying shares of PACS. Below is a chart showing PACS's trailing twelve month trading history, with the $15 strike highlighted in orange:
For the various different available expirations for NFLX options, META options, or PACS options, visit StockOptionsChannel.com.
Also see:
KS YTD Return
Funds Holding FDM
EZU Split History
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable Tuesday Option Activity: NFLX, META, PACS

Disney DIS currently trades at a compelling valuation, with a P/E ratio of 18.41x, which is below its five-year historical average of 20.79x and the Zacks Media Conglomerates industry average of 20.1x. This discounted multiple presents an intriguing opportunity for investors, yet several strategic considerations suggest maintaining a hold position while awaiting clearer catalysts in 2025.
The entertainment conglomerate demonstrated resilient performance in its third-quarter fiscal 2025 results, with total segment operating income increasing 8% to $4.6 billion and adjusted earnings per share rising 16% to $1.61.
Management's confidence in the trajectory prompted an upward revision to fiscal 2025 guidance, now targeting adjusted earnings per share of $5.85, representing 18% growth from fiscal 2024. This improved outlook reflects the successful execution of streaming profitability initiatives and robust theme park performance; however, investors should consider the timing of their entry carefully.
DIS’ P/E F12M Ratio Depicts Discounted Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for fiscal 2025 revenues is pegged at $94.91 billion, indicating 3.88% year-over-year growth, with earnings expected to increase 17.91% to $5.86 per share. These projections suggest steady growth ahead.
The Walt Disney Company Price and Consensus
Streaming Transformation Gaining Momentum
Disney's direct-to-consumer segment achieved a pivotal milestone, swinging to operating income of $346 million in the third quarter of fiscal 2025 against a loss in the prior-year period. The streaming business added 1.8 million Disney+ subscribers during the quarter, reaching 128 million total subscribers, demonstrating sustainable growth despite intense competition from Netflix, which commands substantially higher valuations at current levels.
Looking ahead, management expects Disney+ and Hulu subscriptions to increase by more than 10 million in the fiscal fourth quarter, primarily driven by the expanded Charter Communications distribution deal. The company raised its direct-to-consumer operating income guidance to $1.3 billion for fiscal 2025, marking a significant turnaround from substantial losses just two years ago. The forthcoming integration of Hulu into Disney+ creates additional synergies and positions the platform competitively against streaming rivals.
ESPN's Strategic Evolution Holds Promise
The sports segment represents a critical growth catalyst with several transformative initiatives underway. ESPN's new direct-to-consumer streaming service launched on Aug. 21, 2025, priced at $29.99 monthly, marking a pivotal shift in sports media distribution. The platform secured exclusive WWE wrestling events and strengthened its position through a landmark deal where the NFL acquired a 10% stake in ESPN, bringing NFL Network and RedZone content to the platform while enhancing distribution capabilities.
Management anticipates the ESPN streaming service will be accretive to earnings in its first year, with potential benefits including reduced churn rates and enhanced advertising value. The sports segment's operating income guidance improved to 18% year-over-year growth for fiscal 2025, up from previous 13% growth expectations, reflecting strong momentum in advertising revenues and strategic content investments.
Theme Park Expansion Pipeline
Disney's experiences segment delivered 8% revenue growth to $9.1 billion in the fiscal third quarter, with domestic parks operating income rising 22% to $1.7 billion. Guest spending increased at domestic theme parks while Disney Cruise Line benefited from fleet expansion, including the Disney Treasure launch. The company maintains unprecedented expansion plans globally, positioning for sustained growth beyond current fiscal periods.
Major developments include the Tropical Americas land at Animal Kingdom featuring Encanto and Indiana Jones attractions opening in 2027, alongside Avengers Campus doubling in size at Disney California Adventure with construction beginning in 2026. Additional projects encompass the reimagined Test Track at EPCOT reopening in 2025 and international expansions, including new Frozen and Lion King lands at Disneyland Paris. These investments demonstrate commitment to long-term growth while potentially pressuring near-term margins.
Competitive Landscape Considerations
Disney's year-to-date performance in 2025 reflects modest gains of approximately 6.7%, trailing significantly behind the Zacks Consumer Discretionary sector. In comparison, shares of Disney’s competitors, including Warner Bros. Discovery WBD, Amazon AMZN and Netflix NFLX have returned 16.8%, 7.5% and 39.7%, respectively.
DIS’s Year-to-Date Performance
Image Source: Zacks Investment Research
Netflix maintains commanding leadership as the streaming giant's pure-play model continues attracting premium valuations. Amazon Prime Video's parent Amazon demonstrates strong performance, bolstered by Prime Video's expanding advertising revenues reaching $12.8 billion quarterly. Disney's valuation discount relative to Netflix appears justified, given its operational margins, yet Disney offers diversification advantages over Netflix's singular streaming focus. Warner Bros. Discovery continues facing debt burdens and linear television headwinds, which contrast with Disney's improving fundamentals. Amazon Prime Video benefits from Amazon's ecosystem integration, providing competitive advantages in content investment capacity that pressure both Disney and standalone players. While Netflix commands investor confidence through consistent execution, Disney's multiple revenue streams position favorably against Warner Bros. Discovery's restructuring challenges and Amazon Prime Video's subsidized model within Amazon's broader e-commerce dominance.
Investment Recommendation
Despite trading at historically discounted valuations and demonstrating operational improvements across streaming and parks segments, investors should maintain a hold position on Disney stock. The combination of macroeconomic uncertainty, ongoing theme park construction disruptions through 2026, and competitive streaming market dynamics suggests patience may reward those awaiting better entry points. The company's strong fundamentals support eventual appreciation, but near-term catalysts appear limited despite ongoing significant capital investments. Investors should monitor fiscal fourth-quarter results for streaming subscriber trajectory validation and assess theme park attendance trends amid expansion-related disruptions before increasing positions. Disney currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Disney Trades at 18.41x Discounted P/E: Buy, Sell or Hold the Stock?

Netflix NFLX is steadily expanding its advertising revenues to diversify income and enhance business resilience. After doubling ad revenues in 2024, the company aims to repeat that performance in 2025. This surge is driven by the rapid adoption of its ad-supported tier, which now has 94 million monthly active users, representing over 55% of new sign-ups in available markets.
The company’s advertising strategy relies on expanding ad-tier penetration, deploying advanced ad-tech and leveraging premium content. Netflix has completed the global rollout of its proprietary Netflix Ads Suite platform, and recently integrated Yahoo DSP, enhancing targeting, measurement and programmatic capabilities. These upgrades, coupled with live programming like WWE Raw, NFL Christmas Day games and major boxing events, are attracting advertisers seeking premium, brand-safe environments.
Ad revenue growth remains strong and highly profitable, enabling Netflix to boost margins while maintaining competitive pricing for consumers. The ad tier’s strong engagement with 41 hours of viewing per month per user underscores its long-term potential. Building on this momentum, Netflix expects to nearly double its advertising revenues in 2025, leveraging its expansive global user base and growing ad-tier adoption. Reflecting this optimism, management has raised its full-year 2025 revenue guidance to $44.8-$45.2 billion, marking a 15-16% year-over-year increase, primarily driven by advertising gains.
The key challenge lies in balancing ad-tier adoption without eroding premium subscriptions amid rising competition from Disney+ and Amazon. Yet, with its global scale, advanced ad tech and growing roster of premium programming, Netflix is well-positioned to make advertising a core revenue engine and deliver sustained growth in the years ahead.
Amazon & Disney Challenge Netflix in Ad Streaming
Amazon’s AMZN Prime Video has become Netflix’s top ad-supported rival by making ads the default. Roughly 80% of U.S. users and 115 million viewers are on its ad tier, fueling second-quarter 2025 ad revenues of $15.6 billion, up 23% year over year. Amazon boosts engagement with shoppable ads, AI-driven targeting and exclusive sports like NASCAR and NBA broadcasts. An integration with Roku further expands Amazon’s reach to 80 million households, cementing its scale and redefining streaming monetization against Netflix.
Disney’s DIS Disney+ leverages iconic franchises and bundled strength to rival Netflix. By raising ad-free prices, Disney pushes users toward its cheaper ad-supported tier, boosting adoption and revenues. Bundling Disney+ with Hulu and ESPN+ creates unmatched value for families, sports fans and general audiences. With Marvel, Pixar and Star Wars fueling loyalty, Disney sustains engagement across platforms, positioning Disney+ as a powerful long-term challenger in ad-supported streaming.
NFLX’s Price Performance, Valuation & Estimates
Shares of Netflix have gained 39.5% year to date compared with the Zacks Broadcast Radio and Television industry’s return of 30.8%.
NFLX’s YTD Price Performance
Image Source: Zacks Investment Research
From a valuation standpoint, Netflix appears overvalued, trading at a forward 12-month price-to-sales ratio of 10.79 compared to the broader Zacks Broadcast Radio and Television industry's forward earnings multiple of 4.95X. NFLX carries a Value Score of D.
NFLX’s Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for NFLX’s 2025 revenues is pegged at $45.03 billion, reflecting 15.47% year-over-year growth. The consensus mark for 2025 earnings is pegged at $26.06 per share, unchanged over the past 30 days and up 2.9% over the past 60 days. This indicates a 31.42% increase from the previous year.
Image Source: Zacks Investment Research
NFLX stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

NFLX's Advertising Revenues Fuel Top-Line Growth: Is It Sustainable?

Roku's ROKU strategic pivot toward sports content represents a calculated effort to capture higher-value audiences and drive engagement metrics that typically command premium advertising rates. The integration of YouTube TV into its Sports Experience adds marquee events like NFL Sunday Ticket alongside partners such as DAZN Live Sports, FOX One, Spectrum TV and Xfinity Stream. This positions Roku as a central hub for live programming, a category that anchors users and attracts premium sponsors.
Sports contributed meaningfully to Roku’s second-quarter 2025 results. Platform revenues increased 18% year over year to $975 million. Streaming hours advanced to 35.4 billion, up 5.2 billion from the prior year. Within The Roku Channel, MLB Sunday Leadoff boosted average reach by more than 40% across its first seven games, while sponsorships from Corona, T Mobile and Geico reflect advertiser appetite for sports inventory. Upcoming events such as the X Games Aspen 2025, a summer X Games showcase, Pro Volleyball Federation matches, and the Bassmaster Elite qualifier series are also expected to drive engagement, adding breadth to Roku’s live sports slate and reinforcing its value for advertisers.
The Zacks Consensus Estimate for the third quarter of 2025 platform revenue is pegged at $1.05 billion, representing 15.5% growth from the prior year. Streaming hours are pegged at 37.03 billion, up 15.8% year over year. These expectations suggest that sports integration is not just a seasonal uplift but could evolve into a recurring growth engine, supporting both engagement and top-line expansion.
Roku Faces Competition in Sports Streaming
Netflix NFLX and AMAZON AMZN are intensifying their push into live sports, directly competing with Roku’s strategy. Netflix has experimented with marquee events like the Netflix Cup and is expanding into live sports specials to diversify beyond scripted content. Amazon, through Prime Video, holds exclusive rights to NFL Thursday Night Football, making sports a key pillar of its streaming appeal. Both Netflix and Amazon aim to leverage sports to drive recurring engagement and attract premium advertisers, highlighting the competitive environment Roku must navigate as live programming becomes a broader industry growth lever.
ROKU’s Share Price Performance, Valuation and Estimates
ROKU shares have jumped 28.1% year to date, underperforming the Zacks Broadcast Radio and Television industry’s growth of 28.1% but outperforming the Zacks Consumer Discretionary sector’s return of 11.3%.
ROKU’s YTD Price Performance
Image Source: Zacks Investment Research
From a valuation standpoint, Roku stock is currently trading at a forward 12-month Price/Sales ratio of 2.8X compared with the industry’s 4.95X. ROKU has a Value Score of D.
ROKU's Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for third-quarter 2025 earnings is pegged at 7 cents per share, unchanged over the past 30 days, indicating a significant improvement over the year-ago quarter’s loss of 6 cents per share.
Roku, Inc. Price and Consensus
Roku currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Zacks Names #1 Semiconductor Stock
This under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.
See This Stock Now for Free >>
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
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Can Sports Engagement Emerge as ROKU's Next Pillar for Revenue Growth?

Key Points
Subscribers and revenue have both soared, as this disruptive company has come to dominate its market.
Despite its current scale, there is still opportunity for growth in the years ahead.
This company’s market cap has climbed more than 12-fold in the past decade.
All investors want to find businesses early on that eventually become extremely valuable in the future.
A lot of attention goes to companies that have exceeded a $1 trillion valuation, due to how dominant they've become, and the shareholder returns they've produced. The exclusive trillion-dollar club contains just 11 companies (as of Sept. 4) right now. But the group is poised to add more members over time.
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There's one booming stock, which has soared 1,140% in the past decade, that has a real shot to reach a $1 trillion market cap by 2035.
Here's what investors need to know.
Remarkable past success
There aren't many success stories in corporate history that can outshine Netflix (NASDAQ: NFLX). The business deserves credit for having completely upended how households consume video content. Instead of having to watch TVs or movies at certain times of the day, while paying a hefty monthly fee, Netflix gave consumers a much better experience. People could watch what they want, when they want, all at a lower price point.
This disruptive strategy has led to tremendous success. Netflix ended 2024 with 302 million total subscribers. That has driven huge revenue gains. In recent years, growth has been supported by a very successful ad-based subscription tier, as well as live events.
The company has a highly regarded brand name in the industry, so much so that Netflix is often used as a verb. And its scale is a key contributor to the financial performance. Netflix can spend significantly on content, but it's still extremely profitable. The leadership team expects to post an operating margin of about 30% in 2025 (at current foreign exchange rates), with free cash flow coming in between $8 billion and $8.5 billion.
Netflix's story is far from over. Its success is set to continue. And in 10 years, the company should be valued at $1 trillion.
Strong momentum
Netflix has become a dominant force in the media and entertainment world. The momentum keeps up to this day. Revenue soared 16% year over year in Q2 (ended June 30). And the leadership team upped their guidance, showcasing confidence, with revenue expectations of $45 billion (at the midpoint) for fiscal 2025.
These impressive results are happening in a crowded market. Competition for viewer attention is incredibly fierce these days. Netflix not only has to go up against its direct peers, like Walt Disney's Disney+ and Hulu, Warner Bros Discovery's HBO Max, Amazon Prime Video, and Alphabet's YouTube, but there are also other activities that people can choose to do in their free time.
But looking out 10 years to 2035, it's difficult to envision a scenario where Netflix isn't a much bigger business. The streaming platform might be ubiquitous in the U.S. and Canada, but there is a lot of opportunity to expand in other regions, like Latin America, Africa, and Asia.
One critical factor
As of Sept. 4, Netflix sports a market cap of $534 billion. For the sake of simplicity, let's just say that the market cap would need to double in 10 years to hit the $1 trillion mark. This implies a 7% annualized gain. Based on the company's historical trajectory, this outcome seems very reasonable. In the past decade, Netflix's market cap has skyrocketed 1,140%.
Investors who are more bullish might be wondering if the business can get into the trillion-dollar club a lot sooner. While that's a possibility, Netflix faces one major hurdle to higher stock gains. Its valuation looks steep these days. Shares trade at a price-to-earnings ratio of 53.6, a multiple that has expanded by 167% just in the past three years.
The market has become overly enthused with Netflix's success. Nonetheless, investors shouldn't be surprised to see Netflix joining the $1 trillion club by 2035.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

By 2035, This Unstoppable Stock Could Hit $1 Trillion

The Trillion-Dollar AI Question

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Invesco NASDAQ 100 ETF (Symbol: QQQM) where we have detected an approximate $359.9 million dollar inflow -- that's a 0.6% increase week over week in outstanding units (from 249,020,000 to 250,540,000). Among the largest underlying components of QQQM, in trading today Netflix Inc (Symbol: NFLX) is down about 0.5%, T-Mobile US Inc (Symbol: TMUS) is up about 1%, and Linde PLC (Symbol: LIN) is lower by about 0.1%. For a complete list of holdings, visit the QQQM Holdings page » The chart below shows the one year price performance of QQQM, versus its 200 day moving average:
Looking at the chart above, QQQM's low point in its 52 week range is $165.72 per share, with $240.11 as the 52 week high point — that compares with a last trade of $236.81. 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.
Also see:
ETFs With Notable Outflows
LIDR market cap history
IYW Videos
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

QQQM, NFLX, TMUS, LIN: ETF Inflow Alert

Disney’s DIS Experiences segment delivered a standout performance in the third quarter of fiscal 2025, signaling strong momentum and exciting prospects ahead. The segment generated over $9 billion in revenues, up 8% year over year, while operating income rose to $2.5 billion, driven by higher guest spending at theme parks and resorts. Walt Disney World achieved an all-time high for third-quarter revenues, supported by strong demand, longer guest stays and bookings up 4% year over year.
The key drivers were seasonal tailwinds and cost efficiencies. The Easter period added about $40 million, while Disney Cruise Line's controlled pre-opening costs added another $30 million. Beyond seasonal gains, Disney is leveraging immersive offerings, including the upcoming World of Frozen at Disneyland Paris in 2026, as well as expansions for Villains, Cars, and Monsters, Inc. at U.S. parks, and major anniversaries such as Disneyland’s 70th — all of which fuel engagement and spending.
Looking ahead, global expansion is central to the company’s growth. The upcoming Disneyland Abu Dhabi, fully financed by Miral, marks Disney’s entry into the Middle East without significant capital outlay. Meanwhile, Disney Cruise Line is set to launch two new ships later this year — the Disney Destiny and Disney Adventure, including its largest ship ever and its first homeported in Asia — bringing the fleet to eight cruise ships.
According to the Zacks model, Experiences revenues are projected to grow 5% year over year, reaching $35.9 billion in 2025, underscoring the long-term growth potential of this segment. With fiscal fourth quarter 2025 bookings expected to rise 6%, Disney’s Experiences segment is on course for sustained momentum.
Disney vs. Competitors: The Global Growth Battle
Comcast CMCSA is accelerating global expansion through NBCUniversal’s bold theme park strategy. Comcast’s $7 billion Epic Universe in Orlando, with iconic IPs like Harry Potter and Super Nintendo, showcases innovation that pressures Disney worldwide. In Asia, Comcast’s Universal Studios Beijing underscores its ability to penetrate booming tourism markets and rival Disney’s dominance. By leveraging immersive technologies, diversified franchises and globally deployed parks, Comcast is positioning itself as a formidable challenger in the global entertainment and tourism expansion race.
Netflix NFLX continues to outpace Disney in the streaming race across Asia and the Middle East. Netflix reported 24.1% APAC revenue growth in the second quarter of 2025, fueled by massive investments of $18 billion in India and $2.5 billion in Korean content, backed by hubs in Seoul, Tokyo, and Mumbai. In the Middle East and North Africa, Netflix leads with 6.8 million subscribers, projected to hit 11 million by 2027, surpassing Disney+. With early market entry, deep localization and data-driven strategies, Netflix cements its superiority in capturing diverse global audiences.
DIS’ Share Price Performance, Valuation & Estimates
DIS shares have gained 5.4% in the year-to-date period, underperforming both the Zacks Consumer Discretionary sector’s rise of 10.9% and the Zacks Media Conglomerates industry’s growth of 11.1%.
DIS’ YTD Price Performance
Image Source: Zacks Investment Research
From a valuation standpoint, DIS stock is currently trading at a forward 12-month Price/Earnings ratio of 18.35X compared with the industry’s 20.19X. DIS has a Value Score of B.
DIS’ Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Disney’s fiscal 2025 and 2026 earnings is pegged at $5.86 and $6.49 per share, respectively, reflecting upward revisions of 1.4% and 1.6% over the past 30 days. These projections imply year-over-year growth of 17.91% for fiscal 2025 and 10.69% for fiscal 2026.
Image Source: Zacks Investment Research
DIS stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Disney Experiences Shines Bright: Will Global Growth Unlock More Value?

Key Points
Roblox has a brilliant strategy that allows it to capitalize on hot trends in the interactive entertainment industry.
FuboTV is about to get a major injection of new subscribers after announcing a major deal with Disney's Hulu.
Tech stocks aren't the only way to make money in this bull market. Roblox (NYSE: RBLX) and FuboTV (NYSE: FUBO) are two notable growth stocks in digital entertainment that have seen their share prices soar 120% to 170%, respectively, year to date.
Do these stocks have room to run? Read on to learn what has caused these stocks to take off, and whether they are worth buying at these highs.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »
1. Roblox
Roblox stock has skyrocketed in 2025 after reporting strong growth on its platform, resulting from new game experiences and improvements to the user experience from artificial intelligence (AI). The stock took off in March following the release of Grow a Garden, which went viral, attracting millions of users per day in the weeks following launch. This release validates Roblox's ability to leverage its user-created content to capitalize on hot trends in interactive entertainment.
This release builds on the momentum Roblox was experiencing entering the year. For the second quarter, it reported a 21% year-over-year increase in revenue, while bookings (a non-GAAP adjusted measure of revenue) grew 51% year over year to more than $1.4 billion.
Roblox is aiming to capture 10% of the global gaming market over the long term, which could grow its annual revenue to nearly $20 billion, up from its trailing-12-month revenue of $4 billion. Part of the company's strategy is rolling out AI features to make creating experiences easier. This would lead to a steady flow of new content to support growth.
Roblox also has an opportunity to grow advertising revenue over the long term, as major brands seek exposure to a vibrant platform with a young demographic. Nike, Amazon, and Gucci are just a few of the brands that are on the platform. There's also the potential to build new revenue streams from monetizing its AI features over the long term.
There are a lot of positives to look forward to if you're already invested in Roblox stock, but with the shares trading at a high valuation after the recent surge, new investors shouldn't feel like they are missing out. The stock's current price-to-sales multiple of 20 has doubled year to date and is stretched well above its previous three-year average of 10 times sales. Investors will likely see the stock offer a better value point down the road to start a position.
2. FuboTV
Shares of FuboTV have nearly tripled this year after announcing a deal with Walt Disney to combine with Hulu Live TV, and therefore, significantly expand Fubo's subscriber base. The deal is expected to close in Q4, although it still needs to pass regulatory approval.
The deal is a big win for FuboTV given the competitive intensity of the live TV streaming market. Between 2020 and 2022, FuboTV reported very high growth in revenue, but since 2023, growth has notably slowed. Competition from Alphabet's YouTube TV and other platforms could be part of the problem. However, the market is expected to grow 28% annually to $256 billion by 2032, according to Custom Market Insights.
FuboTV said its revenue declined 2.8% year over year in Q2. This is after reporting a 25% year-over-year increase in the year-ago quarter. While part of the decline was due to the loss of certain ad-related content from other content providers, its North American subscribers also fell 6.5% year over year, indicating a highly competitive market.
But Fubo's challenges are why investors are bullish on the Hulu combination. It will expand Fubo's subscriber base to 6.2 million in North America, up from 1.35 million North American subscribers reported in Q2. The combination with Hulu Live TV will significantly expand its reach and revenue opportunities.
Wall Street analysts expect Fubo's revenue to grow at a 26% annualized rate to reach $5.1 billion by 2029. The average price target among analysts that cover the stock is pointing to 31% upside from the current $3.45 share price.
However, nothing is set in stone as the Department of Justice (DOJ) is currently reviewing the deal for antitrust violations. Until that review is completed and the deal closes, the stock will likely continue trade around the current share price. The additional content and subscriber reach will certainly lift FuboTV's prospects, but the streaming landscape is still fluid with competition from Netflix, Amazon, and YouTube TV. This still makes FuboTV's long-term profitability uncertain, which could limit upside in the stock.
Should you invest $1,000 in Roblox right now?
Before you buy stock in Roblox, consider this:
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John Ballard has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Amazon, Netflix, Nike, Roblox, Walt Disney, and fuboTV. 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.

Growth Stock Alert: Are You Missing Out on These 120% Gainers?

Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in Baxter International Inc (Symbol: BAX), where a total of 179,716 contracts have traded so far, representing approximately 18.0 million underlying shares. That amounts to about 236.1% of BAX's average daily trading volume over the past month of 7.6 million shares. Particularly high volume was seen for the $24 strike call option expiring September 12, 2025, with 92,032 contracts trading so far today, representing approximately 9.2 million underlying shares of BAX. Below is a chart showing BAX's trailing twelve month trading history, with the $24 strike highlighted in orange:
Netflix Inc (Symbol: NFLX) options are showing a volume of 43,340 contracts thus far today. That number of contracts represents approximately 4.3 million underlying shares, working out to a sizeable 160.7% of NFLX's average daily trading volume over the past month, of 2.7 million shares. Particularly high volume was seen for the $1210 strike call option expiring September 05, 2025, with 1,716 contracts trading so far today, representing approximately 171,600 underlying shares of NFLX. Below is a chart showing NFLX's trailing twelve month trading history, with the $1210 strike highlighted in orange:
And Meta Platforms Inc (Symbol: META) saw options trading volume of 154,592 contracts, representing approximately 15.5 million underlying shares or approximately 150.5% of META's average daily trading volume over the past month, of 10.3 million shares. Particularly high volume was seen for the $775 strike call option expiring September 05, 2025, with 6,554 contracts trading so far today, representing approximately 655,400 underlying shares of META. Below is a chart showing META's trailing twelve month trading history, with the $775 strike highlighted in orange:
For the various different available expirations for BAX options, NFLX options, or META options, visit StockOptionsChannel.com.
Also see:
EMCB Dividend History
LZB Insider Buying
NYF market cap history
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Periodand min./max. price, $	Price change, %		Volatility, %		Volume, $
Periodand min./max. price, $	NFLX	Industry	NFLX	Industry	Volume, $
Yesterday 1,246.7 - 1,265.7	-4.79	0.15	12.30	0.62	1.35B
Week 1,203.4 - 1,267.1	-1.51	2.34	1.77	5.26	7.05B
Month 1,180.4 - 1,267.1	0.32	2.61	6.35	8.26	32.98B
3 Months 1,144.7 - 1,341.2	-3.31	13.81	15.30	16.56	112.84B
6 Months 821.1 - 1,341.2	35.64	6.59	23.71	24.70	263.67B
Year 660.8 - 1,341.2	75.35	12.07	32.75	32.81	439.87B
3 years 211.7 - 1,341.2	416.91	19.16	64.85	82.13	1.14T
5 years 162.7 - 1,341.2	135.80	249.98	97.76	101.31	1.81T
All time 0.3 - 773.0	59,177.32	199.05	—	—	1.78T

Netflix, Inc.

Price and volatility history

Risk ratios