Dec 31, 2025 • MarketBeat
NEUTRAL
Diversified Trust Co Cuts Stake in The Walt Disney Company $DIS
Diversified Trust Co reduced its holdings in The Walt Disney Company by 18.2% in the third quarter of 2025, selling 5,736 shares and bringing its total ownership to 25,853 shares worth $2.96 million. Other institutional investors made minor adjustments to their Disney holdings, while the company faces mixed sentiment due to the Hulu integration, strong park performance, stagnant streaming viewership, and a $10 million child privacy settlement. Walt Disney recently announced a $0.75 per share dividend, and analysts maintain a "Moderate Buy" rating with a consensus target price of $134.41.
Dec 30, 2025 • ts2.tech
NEUTRAL
Netflix stock dips after hours as Warner Bros seen rejecting Paramount bid in latest twist
Netflix (NFLX.O) shares dipped after-hours following reports that Warner Bros Discovery is expected to reject Paramount Skydance’s latest bid, potentially leaving Netflix's own offer in contention. The bidding war has become a significant driver for Netflix sentiment, with investors weighing deal certainty against the risks of higher prices. Netflix's stock has already declined about 13% in December, trading below its 2025 peak amidst thinner year-end trading volumes.
Dec 30, 2025 • The Globe and Mail
NEUTRAL
Virax Biolabs Releases Interim Financial Results for September 2025
Virax Biolabs Group Ltd. (VRAX) has released its unaudited interim financial statements for the period ending September 30, 2025, showing a decrease in total assets and an increase in net loss. Despite these financial challenges, the most recent analyst rating maintains a "Buy" with a $3.00 price target. The company operates in the biotechnology industry, focusing on diagnostic test kits.
Dec 30, 2025 • The Globe and Mail
NEUTRAL
Can Netflix's Content Strength Drive Further Upside in the Stock in 2026?
Netflix's 2026 content slate, featuring major film releases and a broad array of original and returning series, is expected to drive significant subscriber growth and engagement, leading to a projected 13.08% increase in revenues to $50.99 billion. Despite its strong content strategy, Netflix faces intense competition from Amazon and Roku, along with financial considerations due to high content spending and existing debt. The company's ability to translate these content investments into sustained stock appreciation depends on achieving measurable revenue growth and profitability.
Dec 30, 2025 • Benzinga
SOMEWHAT-BULLISH
'Stranger Things' Finale Could Boost Both Netflix, AMC Stocks: Here's How
The final season of "Stranger Things" is anticipated to significantly benefit both Netflix and movie theater chains like AMC and Cinemark. Netflix expects a boost to its fourth-quarter revenue and earnings from increased membership and advertising, while AMC and Cinemark could see substantial concession sales from a unique free-viewing event of the finale in theaters. This partnership marks a rare win for both streaming and theatrical exhibition, potentially leading to strong Q4 2025 financial results for involved companies.
Dec 30, 2025 • ts2.tech
NEUTRAL
Netflix stock slips as Warner seen rejecting Paramount bid; what investors are watching next
Netflix shares dipped after reports indicated Warner Bros Discovery is likely to reject Paramount Skydance's hostile takeover bid, leaving Netflix's own $82.7 billion cash-and-stock deal for Warner's assets in a prime position. Investors are closely watching further developments in the deal, which could reshape the streaming landscape, as well as Netflix's upcoming Q4 2025 earnings report scheduled for January 20, 2026. The company also released a new "Stranger Things" finale trailer, highlighting its content pipeline.