

A Q3 2026 earnings beat on October 20 hasn't repaired the damage at Netflix (NASDAQ:NFLX | NFLX Price Prediction), where softer advertising and revenue guidance overshadowed the headline numbers and sent the stock lower.

Netflix's third-quarter revenue and earnings were strong, but its fourth-quarter guidance was disappointing. The company plans to double down on a strategy that has worked in the past to help it overcome recent challenges.

NFLX lifts its operating margin to 34.6% as revenues grow 11.8%, but rising content costs, weaker ad revenue and lower cash flow guidance test its profitability outlook.

Billionaire investor Bill Ackman lost more than $400 million on Netflix Inc. (NASDAQ:NFLX) in 2022 after deciding its future was too difficult to predict. Four years later, he's back, forecasting annualized investment returns above 20% despite another disappointing earnings reaction.

AMF Tjanstepension AB trimmed its position in shares of Netflix, Inc. (NASDAQ: NFLX) by 4.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,215,346 shares of the Internet television network's stock after selling 52,511 shares during the period.

Adams Diversified Equity Fund Inc. reduced its position in shares of Netflix, Inc. (NASDAQ: NFLX) by 30.4% in the third quarter, according to its most recent filing with the SEC. The fund owned 146,520 shares of the Internet television network's stock after selling 64,000 shares during the quarter. Adams Diversified Equity Fund Inc.'s

Compass Wealth Management LLC grew its stake in Netflix, Inc. (NASDAQ: NFLX) by 26.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 89,926 shares of the Internet television network's stock after acquiring an additional 18,836 shares during the quarter. Netflix comprises

Carnegie Investment Counsel lessened its position in Netflix, Inc. (NASDAQ: NFLX) by 45.3% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 14,002 shares of the Internet television network's stock after selling 11,617 shares during the quarter. Carnegie Investment Counsel's holdings in