Netflix showed strong progress in the advertising business in 4Q results, according to Baird’s Vikram Kesavabhotla and John Rigatti, who cite management’s description of F25 as transitioning from “crawl to walk” in advertising.” The analysts also say Netflix is enjoying healthy engagement trends, and note there’s a meaningful runway ahead to support continued market share gains. Investor sentiment could further improve as the company executes longer-term initiatives, such as live programming and video games, and benefits from its scarcity value in the public markets, they write. Baird raises its price target to $1,200 from $875. Netflix climbs 10% to $957, and is up 96% in the past 12 months.

How long can Netflix’s stock stay hot? With sports and advertising both cooking, one formerly neutral analyst now sees recent business momentum continuing for years. It’s time to think about Netflix Inc.’s stock in a whole new way, according to an analyst who’s just come around to a bullish view. Previously, Rosenblatt Securities analyst Barton Crockett was cautious about Netflix’s (NFLX) outlook and saw some risk to the multiple. But after a quarter in which Netflix “delivered on so many levels,” he thinks the stock “needs to be rethought.” Crockett more than doubled his price target on Netflix shares – to $1,494 from $680 – while upgrading the stock to buy from neutral. That target is higher than any listed on FactSet, and it’s 56% above current levels. He now thinks it’s possible that the company can beat its already raised outlook, helping to support his new multiple of 45

U.S. stock indexes add to their recent rally helped by gains in AI-linked stocks after the leaders of SoftBank, Oracle and OpenAI, standing alongside President Trump, pledge $500 billion in artificial-intelligence investment in the U.S. Nvidia and Microsoft, which will also be involved, rise over 4% and ARM jumps 16%. Netflix rises 9.7% after the streaming company reports strong earnings. Procter & Gamble gains 1.9% after posting solid results while Johnson & Johnson loses 1.9% as its sales outlook disappoints. DJIA rises 130 points, or 0.3%, to 44156, the S&P 500 gains 0.6% to 6086 and the Nasdaq jumps 1.3% to 20009.

Netflix Inc (NASDAQ:NFLX) stock hit all-time highs Wednesday on the heels of a quarterly financial report that beat analyst estimates and saw record subscriber growth. With the stock price gains, Netflix is now worth more than the media companies that own the four U.S. broadcast networks and several other streaming companies combined. What Happened: Netflix reported 18.9 million net new paid subscribers in the fourth quarter, setting a new company record. The company ended the quarter with 301.6 million global paid subscribers, continuing its dominance in the streaming sector. Along with dominating the streaming sector, Netflix is also dominating the overall entertainment sector taking time away from traditional broadcasters and cable networks. The company is also seeing its valuation rise while other media companies have had falling stock prices over the last year. Netflix is now worth more than the four broadcast network parent companies combined as shown below. CBS, owned byParamount