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What's Wrong With Netflix Stock?

Despite double-digit revenue growth, the stock has struggled to rebound.

What's Wrong With Netflix Stock?

Published September 28, 2026 · Category: Finance

Overview

It's hard to be a Netflix (NASDAQ: NFLX) investor right now. The streaming giant has a few bright spots in terms of growth, but the stock has declined more than 40% in the past 12 months and is just a few dollars off its 52-week low. So what's wrong with Netflix?

The business itself isn't broken. Netflix reported a 13% increase in second-quarter revenue from the year prior at more than $12.6 billion. Operating margin and free cash flow slipped, but some of that can be attributed to tax payments the company owed for receiving $2.8 billion from Warner Bros. Discovery for the failed acquisition.

Details

The bigger issue for Netflix is twofold. First, competition is fierce in this space. In particular, YouTube is gaining traction and stealing market share, which worries analysts. YouTube is owned by Google, whose parent company is Alphabet.

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Source

Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.