Apple Is Near a Record. Netflix Is Down More Than Half. I'd Buy Only 1 of Them.

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1. 1h ago

   Netflix Shares Hit 52-Week Lows While Apple Nears Record Highs

   Netflix shares slide to a 52-week low and trade down more than half, pressured by a 2026 guidance reset and an advertising business running behind its three billion dollar target. Meanwhile, Apple shares trade close to all-time highs near three hundred fifty dollars, bolstered by a twenty-nine percent gain in 2026 and fourth-quarter results showing seventeen percent growth in iPhone revenue and twenty-four percent growth in Mac revenue. Analysts debate whether the steep discount makes Netflix a bargain value stock or if Apple remains the superior buy.

   Why it matters

   Apple and Netflix present a stark divergence in market performance as technology equities navigate contrasting growth trajectories. Netflix struggles with viewer engagement metrics and slower-than-expected ad revenue generation, prompting steep share losses following its recent earnings report and guidance reset. In contrast, Apple benefits from robust hardware demand in key product segments, driving its valuation toward record levels.

   What is confirmed

   • Apple shares trade roughly at three hundred fifty dollars, close to their all-time high, and are up about twenty-nine percent in 2026.
   • Netflix shares reached their one-year low on October 29 and have declined significantly this year.
   • Apple reported fourth-quarter revenue increases of seventeen percent for the iPhone and twenty-four percent for the Mac, alongside declines in iPad and Wearables, Home and Accessories.
   • Netflix is experiencing challenges with its advertising business running behind its three billion dollar target.

   Still unconfirmed

   • Netflix is a screaming buy according to an early Uber investor amidst the ongoing sell-off.

   What to watch next

   • Whether Netflix can accelerate its advertising revenue to meet its three billion dollar target
   • Further market reaction to Netflix viewing time metrics and guidance updates
   • Sustained momentum in Apple hardware sales across upcoming quarters
   Sources used for this update (15)

   1. The Motley Fool — Apple Is Near a Record. Netflix Is Down More Than Half. I'd Buy Only 1 of Them.
   2. Yahoo Finance — The Battle That May Matter Most for Netflix Stock Isn't Against Disney
   3. Reuters — Mapping the Market: More losses in store for Netflix shares?
   4. TradingView — Why Did NFLX, MBLY, APP Stocks Tumble To 52-Week Lows?
   5. TIKR.com — Netflix Is “a Screaming Buy,” Says Early Uber Investor as the Sell-Off Refuses to Let Up
   6. Yahoo Finance — Netflix's Problem Isn't Profits. It's Viewing Time.
   7. Morningstar — Netflix Shares Are Down 9% Since Earnings. Is the Stock a Buy?
   8. Yahoo Finance — Is Netflix (NFLX) A Bargain After Its 2026 Guidance Reset?
   9. The Motley Fool — Down 33.3% This Year, Is Netflix the Best Value Stock to Buy in November?
   10. TIKR.com — Netflix Slides to a 52-Week Low as Its Ad Business Runs “a Bit Behind” Its $3 Billion Target
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   12. finance.yahoo.com — Apple Is Near a Record. Netflix Is Down More Than Half. I'd ...
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