Jakarta Aktual – 18 June 2026 | The recent announcement of Fox Corporation‘s acquisition of Roku in a $22 billion cash-and-stock deal has sent shockwaves through the entertainment industry, causing a significant drop in nflx stock. This sudden plunge has left many investors wondering what’s behind the decline and whether it’s a buying opportunity or a sign of more trouble to come for the streaming giant.
According to recent analyst calls, MoffettNathanson has reiterated its buy rating on nflx stock, although it lowered its price target to $115. This move suggests that despite the current volatility, the company’s long-term prospects remain strong. Meanwhile, other analysts, such as Bernstein, have initiated coverage of various companies, including Nvidia and Tesla, but the focus remains on nflx stock as investors try to make sense of the recent developments.
The acquisition of Roku by Fox Corporation is expected to create a significant player in the streaming industry, with the combined entity becoming the third-largest player in U.S. television by share of viewing. This move could potentially challenge Netflix‘s dominance in the market, which might be a contributing factor to the decline in nflx stock. However, it’s essential to note that Netflix has a strong track record of adapting to changes in the market and has consistently demonstrated its ability to innovate and expand its offerings.
In terms of valuation, nflx stock is currently trading at a reasonable price-to-earnings multiple of 26, which is in line with the S&P 500 average. This suggests that despite the recent drop, the stock may still be a good value for long-term investors. Additionally, Netflix’s revenue has been growing steadily, with a 43% increase over the past three years, reaching $45 billion in 2025.
Comparing Netflix to its rival, Disney, it’s clear that both companies have their strengths and weaknesses. While Disney has a more diversified business and a lower valuation, Netflix has a strong track record of dominating the streaming industry. The question remains whether nflx stock will continue to be the better choice for investors or if Disney’s potential for growth will eventually surpass Netflix’s.
In conclusion, the recent drop in nflx stock is likely a result of the changing landscape in the entertainment industry, particularly with the acquisition of Roku by Fox Corporation. However, with its strong fundamentals and growth prospects, nflx stock remains an attractive option for long-term investors. As the streaming industry continues to evolve, it’s essential to keep a close eye on nflx stock and its competitors to determine the best investment opportunities.
