Netflix Drops 45% as Critical Earnings Test Looms

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Netflix Drops 45% as Critical Earnings Test Looms Khac Phu Nguyen Thu, July 16, 2026 at 3:36 PM EDT 2 min read NFLX ^GSPC This article first appeared on GuruFocus . Netflix Inc. ( NASDAQ:NFLX ), a global video-streaming company, is approaching a critical second-quarter earnings report as investors look for evidence that its business outlook can justify a recovery in the stock. Netflix shares have fallen about 45% since reaching a record high on June 30, 2025, wiping out approximately $259 billion in market value and placing the company among the 20 worst performers in the S&P 500 (SPY) over that period. The stock has also declined 31% since mid-April, when Netflix issued a weak forecast and announced that co-founder and Chairman Reed Hastings would step down. The decline has intensified concerns because Netflix shares have fallen after each of the company's previous four earnings reports. Shares rose 0.3% in Thursday afternoon trading ahead of the latest results. Warning! GuruFocus has detected 2 Warning Signs with TTE. Is NFLX fairly valued? Test your thesis with our free DCF calculator.

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Netflix (NFLX) is down 45% as its Q2 earnings report draws near. Investors will be looking to see if the company's outlook can justify a stock rebound. NFLX shares have dropped to around 20th place in the S&P 500, from its peak of $259 billion in market value reached on June 30th, 2025. Despite a 31% decline following Netflix's weak forecast announcement in mid-April and Co-founder and CEO Reed Hastings' resignation, the stock has fallen after each of the company's four previous earnings reports. NFLX is up 0.3% in afternoon trading on the day.

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Netflix shares have dropped significantly since reaching $259 billion in market value on June 30th, 2025. This has raised concerns about the company's business prospects. Following a 31% decline after the company's weak forecast announcement in mid-April and Co-founder and CEO Reed Hastings' resignation, the stock has fallen after each of the company's four previous earnings reports.

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