NFLX Analysis: Netflix's 25% Weekly Surge Signals a New Chapter After Walking Away From the Warner Bros Mega-Deal
Netflix (NASDAQ: NFLX) has exploded 25% in a single week, surging to $96.24 per share on massive volume of 190.8 million shares — nearly four times its daily average of 47.8 million. The catalyst was Netflix's decision to walk away from its bid for Warner Bros. Discovery, allowing Paramount Skydance to close a $110 billion acquisition instead. The market's verdict was unambiguous: investors rewarded Netflix's capital discipline with a move that added roughly $80 billion in market capitalization. The rally brings Netflix's market cap to $407.8 billion and its shares within striking distance of the 50-day moving average of $86.30, though still well below the 200-day average of $110.22 and the 52-week high of $134.12. With full-year 2025 revenue of $45.2 billion and net income approaching $11 billion, the question facing investors is whether Netflix's decision to stay lean and organic represents genuine strategic wisdom — or a missed opportunity to consolidate a fragmenting industry.