Overview
- Shares have fallen about 19% since the Nov. 17, 2025, 10-for-1 stock split through Jan. 9, leaving the price under $100 and near a three-year valuation low.
- The pullback followed a third-quarter miss on Wall Street profit expectations even as revenue growth continued.
- Netflix is competing with Paramount Skydance for Warner Bros. Discovery film and TV assets, drawing questions about purchase price, financing, and integration.
- Recent high-profile releases, including the final season of Stranger Things and Guillermo del Toro’s Frankenstein, are highlighted as potential subscriber catalysts.
- The company opened two Netflix House immersive locations, a move supporters say could aid long-term growth and bolster a buy-the-dip case.