Deutsche Bank verhoogt rating Netflix ondanks lagere koersdoel

Deutsche Bank is positiever geworden over Netflix, maar verlaagde tege…

https://yieldgraph.nl/blog/deutsche-bank-verhoogt-rating-netflix-ondanks-lagere-koersdoel/ #beurs #aandelen #financien #beursnieuws #nflx #WallStreet #YieldGraph

Netflix stijgt na koersverhoging Deutsche Bank

Netflix is gestegen na een koersverhoging van Deutsche Bank, die volgens analisten een groot mondiaal …

https://yieldgraph.nl/blog/netflix-stijgt-na-koersverhoging-deutsche-bank/ #beurs #aandelen #financien #marktnieuws #nflx #WallStreet #YieldGraph

$NFLX drew $20M across 9 unusual strikes, led by put buyers, put call ratio 0.59.

Standout was the Oct 2 86 puts with $170k at 104x OI.

Dealers sit long gamma here, so downside gets absorbed. The puts look like insurance. Skew leans to puts, and premium is rich.

The biggest aggressive flow in US options at the open on Sep 29.

$NOW with $17M, two way.
$SPY with $832M, two way.
$NFLX with $20M, puts leading.

Dealers lean against one of the names, so the flow could get faded.

The strikes are in the thread.

Netflix blijft achter op marktrendend rendement, 5-jaaranalyse toont

Een investering van 10.000 dollar in Netflix vijf …

https://yieldgraph.nl/blog/netflix-blijft-achter-op-marktrendend-rendement-5-jaaranalyse-toont/ #investeren #beleggen #aandelen #financieelnieuws #nflx #WallStreet #YieldGraph

Netflix verfijnt sportsstrategie: selectief in plaats van alles-of-niets

Netflix heeft in september 2026 zijn aanpak vo…

https://yieldgraph.nl/blog/netflix-verfijnt-sportsstrategie-selectief-in-plaats-van-alles-of-niets/ #financien #aandelen #investeren #beursnieuws #nflx #WallStreet #YieldGraph

Weekly Recap: Featured Stocks and Market Insights. This week's recap covers featured stocks like AGNC, GIS, and…
#AGNC #GIS #GIB #LDOS #PEP #FIS #EFX #ACGL #NVO #AON #FDS #BRO #CHTR #CMG #ROP #SYK #NFLX #BR #DASH #INFY #AAL #OWL #FSLR #AXON #LVS #StockMarket #Investing #AIStocks

Investment Committee votes neutral on Netflix (NFLX) with expected +0.50% change over 73 days. See details: https://post.kapualabs.com/2p8df64p #NFLX

Netflix EPS growth forecast drops from 41.88% in 2026 to 6.23% in 2027, highlighting confidence‑driven tail risk. #NFLX https://post.kapualabs.com/ydzf3z6z

Netflix posted $11B net income in 2025 yet disclosed no ESG metrics—no carbon, governance, or sustainability data to judge stewardship. #NFLX https://post.kapualabs.com/s6x2c4bc

Netflix ad tier viewers jumped from 94M to >250M, yet viewing hours up only 2%. That waste fraction shows attribution collapse. #NFLX https://post.kapualabs.com/3y9rch53

Netflix's ad tier >250M MAUs while engagement fell 8% – what’s the actual ROI? https://post.kapualabs.com/4c8xp2zy #NFLX

Netflix’s 2025 operating income rose 28% YoY to $10.98B, showing leverage even as viewing softens – a key macro signal. https://post.kapualabs.com/5cy7scur #NFLX

Netflix’s tape shows a >40% drawdown but no support/resistance, volume, or momentum to form a tradable setup — stand aside until price‑volume structure appears. https://post.kapualabs.com/yd7j95ec #NFLX

Netflix’s 2025 net income hit $10.98B (+26% YoY) with 29.5% operating margin, yet pays no dividend—stability rests on earnings consistency alone. Read the Yield Shield analysis: https://post.kapualabs.com/mucth4k6 #NFLX

Engagement fell 8% YoY while pricing drove growth, putting Netflix’s durability at risk. #NFLX https://post.kapualabs.com/2p8c7t53

$NFLX drew $20M across 8 unusual strikes, led by put buyers, put call ratio 0.59.

Standout was the Oct 9 93 puts with $105k at 50x OI.

The bid is on downside puts concentrated in the next two weeks.

Loud strikes on the US tape at the open on Sep 25.

$93M on $PLTR across 23 unusual strikes, calls leading.
$1B on $SPY across 409 unusual strikes, calls leading.
$20M on $NFLX across 8 unusual strikes, puts leading.

Each name broken down below.

Netflix’s 2027 EPS growth forecast slides to ~6% yet shares trade at 21‑23× forward earnings — no clear margin of safety. See deep value take: https://post.kapualabs.com/2p8rww84 #NFLX

Netflix’s central risk is a cost-viewing mismatch: content costs rose 11.5% in H1 2026 while viewing grew only 2%, pressuring future margins if engagement does not recover. https://post.kapualabs.com/2p8tv2mv #NFLX