(Bryan Bedder/Getty Images)

UBS doubles down on Netflix as traditional cable TV rivals cut new content budgets

Analysts hiked their price target by nearly 30%, pointing to stronger viewership, ad growth, and global momentum.

6/4/25 12:05PM

UBS is going all in on Netflix, maintaining its “buy” rating and hiking the stock’s price target to $1,450 from $1,150 as the streaming giant continues to dominate the post-cable landscape.

The firm cited how traditional TV viewership continues to slide, down 13% in Q1, and competitors are slashing scripted shows, with just 10 new series across major networks this year. Meanwhile, Netflix is ramping up, debuting about 30 new titles and grabbing more viewer share.

Global viewership is pacing up 10% this quarter, led by international hits like “When Life Gives You Tangerines” and “The Eternaut.” UBS sees that momentum building as final seasons of big-name series like “Squid Game” and “Stranger Things” arrive later this year.

Netflix topped both earnings and revenue estimates in Q1 and added a record number of subscribers, though it will no longer report those numbers. UBS now expects 2025 revenue to rise 14% and operating income to grow 24%, outpacing the company’s own forecast. With traditional players pulling back, analysts say Netflix is well positioned to keep monetizing — and winning.

Netflix shares are up 38% year to date.

Luke Kawa

7/13/26

Meet the newly public, Bezos-backed company that’s recreating the sun and stars

General Fusion CEO Greg Twinney spoke with Sherwood News from the Nasdaq during the stock’s first day of trading.

J. Edward Moreno7/7/26

SpaceX gets a wave of bullish ratings from Wall Street analysts

SpaceX received more than a dozen positive analyst calls on Tuesday — including from major Wall Street banks — as they initiate coverage on Elon Musk’s space and AI company.

SpaceX went public on June 12 at a $2.2 trillion valuation, the largest debut in history. While the company hasn’t yet posted a profit, it seems to have convinced Wall Street that it will get there and grow its valuation on the way.

Of the at least 17 analysts that gave a rating on Tuesday, all but one gave it a “buy” or “outperform” rating. MoffettNathanson was "neutral."

The ratings come as SpaceX joined the Nasdaq 100 index, a benchmark tech-heavy basket of companies that underpins millions of portfolios. The inclusion adds built-in demand for the stock from index funds and ETFs.

Still, SpaceX fell more than 5% on Tuesday amid a broader sell-off, and is currently effectively flat from its opening price of $150 a share.

Luke Kawa

7/2/26

US job growth falls far short of estimates in June; unemployment rate unexpectedly dips to 4.2%

Job growth was 57,000. Analysts foresaw job growth of 113,000; prediction markets were more optimistic, looking for job growth above 125,000 but below 150,000.

Floridians Seek Employment Opportunities At Job Fair In Sunrise

Luke Kawa

7/1/26

Meta surges on report it’s starting a cloud business to sell excess AI compute

The story of the hyperscalers in 2026 has largely been “the beatings will continue until the cash flow outlook improves;” this could help change the story for Meta. Or not.

Meta CEO Mark Zuckerberg visits U.S. Capitol for Senate meetings

Paige Oamek6/30/26

Nike sinks to lowest level since 2014 after warning of “challenged” sales environment in Q4 report

Did Nike do it?

Investors had a mixed reaction after the global sports apparel company reported its fourth quarter earnings on Tuesday after the bell. Shares initially rose 5% as Nike beat out Wall Street expectations amid a hefty tariff refund bonus. However, the stock then sank to its lowest level since August 2014 in postmarket trading.

Here are the Q4 numbers:

Revenue of $11.0 billion (estimate: $10.8 billion).
Adjusted earnings per share of $0.20 (estimate: $0.12).

Ahead of this report, Nike warned that results would be flattered by a one-time tariff refund (now estimated at roughly $0.52 per share for the bottom line). That gave the company an extra cushion in snapping its streak of seven quarters of year-over-year profit declines.

Over the past year, the company had been punished by tariffs on imported goods, stagnant consumer spending, and increasing competition from other footwear brands like New Balance, Adidas, and Hoka.

Outgoing CFO Matthew Friend deemed it an “increasingly challenging operating environment, where sell-through remains challenged.”

UBS doubles down on Netflix as traditional cable TV rivals cut new content budgets

More Markets

SpaceX gets a wave of bullish ratings from Wall Street analysts

Nike sinks to lowest level since 2014 after warning of “challenged” sales environment in Q4 report

Latest Stories