Netflix (NASDAQ:NFLX) fell in September and co-CEO Ted Sarandos admitted growth is running slower than he wants. Viewership rose just 2% in the first half of 2026. For a company built on pulling people in, that is the number the stock is now trading on. Downgrades, Emmys Misses and a YouTube Problem The slide came from an accumulation of bad news rather than one event. On Sept. 18, Wells Fargo cut Netflix to underweight from equal weight, lowering its price target to $57 from $80 and projecting a 21% drop in hours watched for the top 100 originals in the second half. HSBC then moved to hold from buy, pointing to viewing time lost to YouTube. Netflix's share of U.S. viewing time slipped about one percentage point to 7.8% over the past year.
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