Stock Market Today, Oct. 22: Netflix Rises as Investors Capitalize on Post-Earnings Sell-Off

Netflix stock rose 3.09% on Oct. 22 as investors bought the dip following a sharp post-earnings sell-off. The company reported stronger-than-expected Q3 EPS and operating margins, but disappointed with softer Q4 guidance and reduced 2026 ad revenue targets. Netflix's aggressive capital return program, including a record $4.8 billion stock buyback, supported investor confidence despite broader market weakness.

10/22/2026, 5:52 PM • The Motley Fool

Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought

Cathie Wood's Ark Invest added to positions in Netflix, Oklo, and Intuitive Surgical on Wednesday, all of which have declined significantly over the past year. Netflix hit a two-year low after disappointing guidance, Oklo has surrendered 86% from its peak despite promising nuclear technology, and Intuitive Surgical faces competitive threats but maintains strong earnings beats.

10/22/2026, 11:41 AM • The Motley Fool

Netflix Stock Is on Track for Its Worst Year Since 2022. Is It Finally a Buy?

Netflix stock has declined 27% in 2026, approaching its worst year since 2022, despite strong business fundamentals. The company reported Q3 revenue growth of 12% to $12.9 billion and operating income up 37%, with an operating margin of 34.6%. However, revenue growth is decelerating and the company cut its 2026 ad revenue guidance from $3 billion to $2.7 billion. At a P/E ratio of 17-18, Netflix trades in line with the S&P 500 despite double-digit revenue growth and a 35% operating margin, making it worth considering for long-term investors willing to build positions gradually.

10/22/2026, 3:38 AM • The Motley Fool

Why Netflix Stock Dropped Today

Netflix stock fell over 5% after the company cut its full-year advertising revenue forecast from $3 billion to $2.7 billion. While Q3 revenue grew 12% year-over-year to $12.9 billion and earnings per share jumped 47%, the slower growth rate and reduced ad revenue guidance disappointed investors concerned about competition from YouTube and other streaming rivals.

10/21/2026, 5:50 PM • The Motley Fool

Stock Market Today, Oct. 21: Netflix Cuts Ad Revenue Guidance, Stock Slides 5%

Netflix stock fell 5.31% after the company cut its ad revenue guidance to $2.7 billion for the year, down 10% from its previous $3 billion outlook. Despite projecting 80% ad sales growth, the miss on guidance disappointed investors. The broader market rose with the S&P 500 up 0.59% and Nasdaq up 1.05%.

10/21/2026, 4:48 PM • The Motley Fool

Netflix Is Down 38% Since Completing Its 10-For-1 Stock Split. Here's Why the Sell-Off Is Worsening After Its Latest Earnings.

Netflix stock has fallen 37.9% since completing its 10-for-1 stock split in November 2025, with further declines following Q3 2026 earnings. While the company reported solid revenue growth of 11.8% and improved operating margins, it lowered full-year ad revenue guidance by 10% due to slower ad product rollout. The sell-off reflects concerns about slowing growth, increased competition from mobile-focused platforms like YouTube and TikTok, and the impact of recent price increases on price-sensitive subscribers. However, Netflix maintains a strong balance sheet with $8.19 billion in cash and trades at a relatively attractive 17x forward earnings multiple.

10/21/2026, 3:30 PM • The Motley Fool

Skydance Trades at a Fraction of Netflix's Valuation. Is the Discount Deserved?

After acquiring Warner Bros. Discovery, Skydance trades at roughly one-eighth Netflix's valuation. However, the discount appears justified given Skydance's $78.9 billion net debt (more than double its market cap), single-digit operating margins, and shrinking cable networks, compared to Netflix's clean balance sheet, powerful cash generation, and 33.4% operating margins.

10/21/2026, 2:37 PM • The Motley Fool

No, I'm Not Selling You My Netflix Stock Today

Netflix stock fell to a two-year low after Q3 earnings beat expectations but guidance disappointed. Revenue grew 11.8% to $12.87B and earnings rose 44% to $0.87/share, but Q4 guidance projects only 11.5% revenue growth and 15% earnings growth—the weakest performance in over three years. Despite six consecutive quarters of decelerating growth and key executive departures, the author maintains his long-term position, citing Netflix's historical resilience and current valuation at 17x forward earnings.

10/21/2026, 11:47 AM • The Motley Fool

Netflix: 3 Key Takeaways for Long-Term Investors

Netflix reaffirmed its core investment priorities during its Q3 2026 earnings call, focusing 95% of capital spending on original content while advancing advertising technology and expanding global partnerships. The company's advertising tier is growing over 80% annually, and management prioritizes long-term strategic advantages over short-term revenue gains. Netflix aims to sustain double-digit revenue growth, expand margins, and increase free cash flow through superior monetization and global distribution.

10/21/2026, 10:29 AM • The Motley Fool

Did SpaceX Just Save the AI Trade?

SpaceX's Q3 2026 earnings report had a significant ripple effect on AI cloud stocks. The company's strong performance and its implications for AI infrastructure demand influenced sentiment across related AI companies including Nebius, CoreWeave, Nvidia, and Iren. The article examines what SpaceX's results mean for the broader AI investment landscape.

10/21/2026, 10:28 AM • The Motley Fool

Breakfast News: A $5.7 Billion Flex or Genius?

Salesforce acquires Braze for $5.7 billion to strengthen its marketing capabilities, with Braze stock jumping 50%. Netflix faces growth challenges with slowing revenue and weak ad performance. SpaceX beats expectations with 161% revenue growth, while Intuitive Surgical falls despite beating estimates due to cooling U.S. procedure growth. Tesla, Meta, and IBM report earnings with major capital spending decisions in focus. EQT continues steady cash flow growth as a natural gas producer.

10/21/2026, 7:30 AM • The Motley Fool

1 Reason Why Netflix Stock Looks Oversold

Netflix stock has declined 31% year-to-date and fell 6% following its Q3 earnings report, but the article argues it appears oversold. Despite slowing viewer engagement and losing market share to competitors like YouTube, Netflix is still delivering double-digit revenue growth (11.8% to $12.9B in Q3) and outperforming legacy media peers. Trading at an attractive valuation relative to competitors and the S&P 500, analysts forecast continued 11.2% revenue growth into 2027, suggesting the stock may be undervalued.

10/21/2026, 12:45 AM • The Motley Fool

AMC Entertainment vs. Roblox: Which Media Stock Is a Better Buy in 2026?

The article compares AMC Entertainment and Roblox as investment options for 2026. AMC, operating 860 theaters globally, faces challenges with negative free cash flow, high debt, and limited growth prospects. Roblox, a user-generated 3D platform with 123 million daily active users, demonstrates strong revenue growth (36% YoY) and positive free cash flow despite current monetization headwinds. The author recommends Roblox as the better investment due to superior growth trajectory and cash flow generation.

10/20/2026, 8:29 PM • The Motley Fool

Netflix Cut Its Ad Revenue Forecast by $300 Million. Does That Matter More Than Its Earnings Beat?

Netflix beat Q3 earnings expectations with EPS of $0.87 vs. $0.82 estimate, but the stock fell 6% after hours due to concerns about slowing growth and a $300 million cut to its ad revenue forecast (from $3B to $2.7B). While advertising represents less than 6% of revenue, it was viewed as a key growth driver. Management attributed the shortfall to technical delays rather than weak demand, but investors remain skeptical as Netflix faces a "show-me story" requiring proof of growth acceleration and improved engagement.

10/20/2026, 6:03 PM • The Motley Fool

Stock Market Today, Oct. 20: Netflix Q3 Revenue Rises 12% on Pricing Power

Netflix reported strong Q3 2026 results with 12% revenue growth to $12.9 billion and earnings per share jumping to $0.87, beating guidance. However, the stock fell 1.7% in regular trading and an additional 5.1% after hours as management issued muted Q4 guidance with slower revenue growth and lower profit margins due to seasonal effects and job cut impairment costs.

10/20/2026, 4:49 PM • The Motley Fool