Seeking Alpha

Netflix, Inc. (NFLX)

  • Jan. 23, 2012, 9:00 AM
    Premarket gainers: MFN +29%. CVM +10%. BVSN +9%. CHK +7%. FRO +5%. SWN +5%. CGO +3%. NBG +3%. FST +3%. DANG +3%. LYG +3%.
    Losers: FSC -4%. RIMM -4%. NFLX -3%. SIRI -3%.
    | Jan. 23, 2012, 9:00 AM | Comment!
  • Jan. 20, 2012, 12:56 PM
    Netflix (NFLX -2.6%) gives back some of its recent gains following a critical note from Caris' David Miller. Miller thinks Netflix will guide for operating losses for at least the next 2 quarters during Wednesday's Q4 report, and remains concerned about the potential for higher licensing payments to EPIX. However, B. Riley's Eric Wold is lifting his PT to $125 on hopes of better-than-expected domestic subscriber growth.
    | Jan. 20, 2012, 12:56 PM | 1 Comment
  • Jan. 19, 2012, 12:23 PM
    Contributing to Netflix's (NFLX +4.9%) rally may be an NPD report claiming the company's Q4 share of the disc rental market was 25%, and its share of the paid digital movie rental market was 55%. While down from Q3 levels, the figures might be soothing fears of massive Q4 share losses. NPD also claims Coinstar's (CSTR +1.7%) share of the disc rental market rose 1200 bps in 2011, to 37%.
    | Jan. 19, 2012, 12:23 PM | Comment!
  • Jan. 19, 2012, 11:35 AM
    Class-action suits or not, Netflix (NFLX +5.7%) continues to rally ahead of next Wednesday's Q4 report, thanks to optimism about stabilizing subscriber levels and the company's U.K./Ireland launch. Shares are now up 50% YTD, and up 67% from their Nov. 30 low. 18.4% of Netflix's float was shorted as of Dec. 30; it's quite likely that figure is now lower.
    | Jan. 19, 2012, 11:35 AM | 2 Comments
  • Jan. 13, 2012, 3:58 PM
    Netflix (NFLX +2.4%) enjoys a boost after B. Riley reiterates its Buy rating, saying investors should hold on to their shares until after the company's Q4 conference call on Jan. 25. Netflix's customer base appears to be stabilizing, Riley says. which should reassure investors that the company is holding its own against the competition.
    | Jan. 13, 2012, 3:58 PM | 9 Comments
  • Jan. 10, 2012, 7:44 AM
    Bank of America cuts Netflix (NFLX) to underperform, saying the stock's 42% rise in the new year is "unwarranted." Among the 5 "overhangs" it sees for the stock: Dwindling customer loyalty, international expansion dragging down profits, and rising content costs. Shares -2.3% premarket.
    | Jan. 10, 2012, 7:44 AM | 2 Comments
  • Jan. 9, 2012, 1:37 PM
    Despite Netflix (NFLX +8.2%) rising over 30% already this year, Whitney Tilson reckons the stock "should go crazy to the upside." Tilson gives four reasons: the Street overreacted to the downside; Netflix is an easy acquisition for large players; its new services in the U.K. and Ireland; and U.S. subscriber growth is growing again.
    | Jan. 9, 2012, 1:37 PM | 10 Comments
  • Jan. 9, 2012, 9:45 AM
    Netflix (NFLX +2.9%) continues its recent rally after announcing the launch of its streaming service for the U.K. and Ireland. The company is offering the service for £5.99/month in the U.K and €6.99/month in Ireland, and has established a long list of content partners. However, concerns exist about Netflix's licensing costs, as well as competition from Amazon's (AMZN) Lovefilm subsidiary.
    | Jan. 9, 2012, 9:45 AM | 1 Comment
  • Jan. 6, 2012, 11:49 AM
    Netflix (NFLX +6.9%) shares are soaring, making it not only the best performing stock in the S&P 500 today but for the year so far, up 22%-plus on no news. The stock that had been "the plaything of momentum traders" last year apparently has resumed its old role, Mark Gongloff cracks.
    | Jan. 6, 2012, 11:49 AM | 6 Comments
  • Jan. 6, 2012, 9:48 AM
    Coinstar (CSTR -4.2%) slides after Morgan Keegan cuts its rating to Market Perform and its price target to $42 from $60, noting uncertainty in the DVD industry after Time Warner doubles the period in which it will bar Redbox, Netflix and Blockbuster from renting new releases. Shares will "remain pressured until the company provides further evidence of a life beyond DVD."
    | Jan. 6, 2012, 9:48 AM | 2 Comments
  • Jan. 4, 2012, 4:21 PM
    Netflix (NFLX +11.4%), which soared today after releasing encouraging streaming data, drops 1.5% AH after Verizon (VZ) states at a Citi conference it has no interest in acquiring a streaming services provider. A rumor had previously surfaced that Verizon was eying Netflix. (also)
    | Jan. 4, 2012, 4:21 PM | 2 Comments
  • Dec. 20, 2011, 8:41 AM
    Netflix (NFLX) gains 1.9% after striking a deal with the BBC to include its shows in Netflix's streaming service for the U.K. and Ireland. The service, which will also feature content from Lionsgate and MGM, is set to launch early next year.
    | Dec. 20, 2011, 8:41 AM | 2 Comments
  • Dec. 14, 2011, 10:30 AM
    Netflix (NFLX -2.8%) shares slide after a report by Disclosure Insight, which includes a brief item that is apparently a reprint from Dec. 5, discussing whether Netflix is the subject of an undisclosed SEC investigation.
    | Dec. 14, 2011, 10:30 AM | 1 Comment
  • Dec. 13, 2011, 9:04 AM
    Netflix (NFLX) gives up sharp premarket gains after CNBC's David Faber takes to twitter saying his sources claim no one at Verizon (VZ) has ever discussed buying Netflix with anyone. Shares are -1.1% after being up 5%.
    | Dec. 13, 2011, 9:04 AM | 5 Comments
  • Dec. 13, 2011, 8:42 AM
    Netflix (NFLX) sees continued strength, +4.1% premarket, following continued reports discussing M&A speculation and potential partnerships. “With Verizon, [Reed] Hastings would get a lot broader distribution and global reach,” one source says. Any of the major content companies - perhaps except Time Warner, which has its own HBO Go streaming service - also could want to hook up with NFLX.
    | Dec. 13, 2011, 8:42 AM | 7 Comments
  • Dec. 12, 2011, 10:43 AM
    Netflix (NFLX +7.3%) is soaring on market chatter of Amazon (AMZN) and/or Verizon (VZ) making a play for the company. "I doubt it," tweets one of Seeking Alpha's Netflix watchers, Rocco Pendola.
    | Dec. 12, 2011, 10:43 AM | 7 Comments
Company Description
Netflix Inc operates as an Internet television network providing TV shows & movies which include original series, documentaries & feature films. The Company has three segments namely Domestic streaming, International streaming & Domestic DVD.
Sector: Services
Country: United States