Netflix Co-CEO Says Growth Is Not Moving Fast Enough
Viewing rose 2% in H1 2026; Wells Fargo stays Underweight with a $57 target.
Viewing rose 2% in H1 2026; Wells Fargo stays Underweight with a $57 target.
Deutsche Bank raised Netflix to Buy from Hold, lowered its price target to $95, and said overseas viewing and valuation look attractive.
The $110B Warner deal offers growth but faces execution risk, cable decline, and delays.
Wells Fargo says Netflix engagement “looks worrying” and sees top-100 original hours falling 21% in H2 2026.
JPMorgan and Morgan Stanley stay bullish ahead of the Nov. 19 launch.
Pershing Square adds Netflix, Visa, Mastercard, Alcon, ICE & S&P Global in its largest portfolio shift. Also exits Hertz after a “bungled” offering.