| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-09-29 | BUY | MEDIUM | Rob Black Show Stocks Little Changed As Traders Watch Yield Moves |
Rob reported Deutsche Bank's upgrade to Buy on international momentum and overseas runway, while also describing Netflix's engagement weakness, rising content costs, and competition from free video. [audio] | — | — | — |
| 2026-09-24 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-24-26 |
Cited as a consumer-laziness subscription people keep paying for even when they do not watch. [audio] | — | — | — |
| 2026-09-23 | WATCH | MEDIUM | Rob Black Show Stocks Fall As Yields Shoot Higher |
Rob noted Netflix's sharp stock decline and questioned whether YouTube and other competitors were crowding the streaming market. [audio] | -2.3% | — | — |
| 2026-09-21 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-21-26 |
Rob said Netflix had previously agreed to acquire Warner Bros. Discovery before Paramount outbid it. [audio] | -5.6% | — | — |
| 2026-09-14 | BUY | HIGH | Rob Black Show Major Shakeup In Artificial Intelligence Amid Safety Concerns |
Netflix received a higher price target and reiterated outperform rating based on strong U.S. and Japan survey data. [audio] | -8.7% | — | — |
| 2026-09-11 | MENTIONED | LOW | Rob Black Show Big Story Rate Hike Odds Surged |
Netflix was cited as a modern subscription business descended from the recurring-revenue model discussed in the Columbia House example. [audio] | -7.2% | — | — |
| 2026-09-01 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 9-1-26 |
The 27-minute Grand Theft Auto 6 extended look drew 31.1 million views in four days as Netflix's most-watched title of the week, suggesting gaming content is a real piece of its strategy. [audio] | -5.0% | — | — |
| 2026-08-31 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-31-26 |
Generates $140 million a day in revenue. [audio] | -3.5% | -14.0% | — |
| 2026-08-28 | MENTIONED | LOW | Rob Black Show A Very Big Week On Wall Street |
Revenue up just 13%, and its site briefly buckled under traffic for the 45-minute Grand Theft Auto 6 preview. [audio] | -4.2% | -12.9% | — |
| 2026-08-25 | BUY | MEDIUM | Rob Black Show Yields Fall |
Wolfe Research raised its price target to $95 expecting stronger second-half results and decent 2027 guidance as new content lands. [audio] | -1.7% | -12.8% | — |
| 2026-08-24 | MENTIONED | LOW | Rob Black Show Attention Turning To Debt |
Open to letting YouTube and Amazon sell Netflix subscriptions inside their apps. [audio] | +1.3% | -10.8% | — |
| 2026-08-20 | BUY | HIGH | Rob Black Show Markets Drop Hurt By Rising Treasury Yields |
Rob discussed the YouTube-Netflix battle and Bill Ackman's big stake, saying the stock is up 15% and he thinks it has another 25% of room to run. [audio] | -0.4% | -10.4% | — |
| 2026-08-13 | BUY | HIGH | Rob Black Show Afternoon podcast 8-13-26 |
Netflix gained 4% on Ackman's new stake, and Rob detailed the bull case at length: 325 million subscribers, roughly 90% of earnings converting to free cash flow, a nearly $3 billion advertising business, and buybacks that could compound EPS near 20% annually. [audio] | +2.4% | -1.1% | — |
| 2026-08-13 | BUY | HIGH | Rob Black Show More Encouraging Inflation Data |
Rob said Netflix is well off its all-time highs and looks compelling, noting Bill Ackman has opened a new long and Michael Burry posted about it. [audio] | +2.4% | -1.1% | — |
| 2026-08-06 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-6-26 |
Used as a historical example of a disruptor investors assumed would eliminate every media company. [audio] | +6.2% | +6.2% | — |
| 2026-08-04 | MENTIONED | LOW | Rob Black Show Oil Prices Dropped Amid Optimism |
Netflix was named among the handful of stocks trading lower on an otherwise strong day. [audio] | +1.7% | +12.4% | — |
| 2026-08-03 | MENTIONED | LOW | Rob Black Show Market Surges As Oil Prices Slide |
Netflix was cited as part of the fragmented streaming lineup that frustrates consumers and can lose subscribers, unlike sports-driven platforms. [audio] | +4.0% | +12.8% | — |
| 2026-07-31 | MENTIONED | LOW | Rob Black Show An Earnings Season Summer |
Cited among streaming services that can lose subscribers, in contrast to the stickiness of live sports. [audio] | +3.4% | +14.0% | — |
| 2026-07-30 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-30-26 |
Referenced in the context of comedy specials and advertising reach. [audio] | +0.7% | +11.7% | — |
| 2026-07-30 | MENTIONED | LOW | Rob Black Show Semiconductors Help Drive Gains |
Netflix mentioned in context of streaming platforms and competition with YouTube. [audio] | +0.7% | +11.7% | — |
| 2026-07-28 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-27-26 |
Host notes YouTube/Peacock deal is not great news for Netflix. [audio] | +1.6% | +10.3% | — |
| 2026-07-27 | MENTIONED | LOW | Rob Black Show Markets Meander As Oil Falls |
Netflix's home screen criticized; hope Netflix doesn't acquire media companies like Disney did. [audio] | +4.2% | +15.7% | — |
| 2026-07-21 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-21-26 |
Netflix mentioned as an example of subscription model shift. [audio] | +5.4% | +16.7% | — |
| 2026-07-21 | WATCH | MEDIUM | Rob Black Show Stocks Boosted By Chipmakers |
Netflix is on the cusp of another 50% drawdown from its all-time highs, sixth time since IPO. [audio] | +5.4% | +16.7% | — |
| 2026-07-20 | MENTIONED | LOW | Rob Black Show Oil Prices Fluctuated |
Netflix's K-pop Demon Hunters is one of the streaming platform's biggest hits, holding its top five spot this year. [audio] | +4.1% | +18.7% | — |
| 2026-07-17 | SELL | HIGH | Rob Black Show Financial Planning That You Never Knew |
Netflix discussed as a drag on the market with shares down 8% and a weak third quarter outlook. [audio] | +1.7% | +13.4% | — |
| 2026-07-16 | HOLD | MEDIUM | Rob Black Show Afternoon podcast 7-16-26 |
Host discusses Netflix's earnings, guidance below expectations, and engagement issues. [audio] | -7.3% | +5.1% | — |
| 2026-07-16 | WATCH | MEDIUM | Rob Black Show Chip Stocks Weighing On The Market |
Netflix earnings are anticipated and the company is discussed as testing free trials again. [audio] | -7.3% | +5.1% | — |
| 2026-07-14 | WATCH | MEDIUM | Rob Black Show June Inflation Data Came In Weaker Than Expected |
Netflix is discussed as reporting earnings this week and as a potential acquirer of NBCUniversal, though Netflix denied the reports. [audio] | -6.6% | +6.4% | — |
| 2026-07-13 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-13-26 |
Netflix mentioned as a high volume streamer and potential beneficiary if Disney exits streaming. [audio] | -8.4% | +0.5% | — |
| 2026-07-13 | HOLD | MEDIUM | Rob Black Show Oil Gains After Trump Reimposes Blockade |
Netflix is discussed with a lowered price target but reiteration of outperform; concerns about ad monetization and content, but downside seen as limited. [audio] | -8.4% | +0.5% | — |
| 2026-07-10 | BUY | HIGH | Rob Black Show Rules For Financial Freedom |
Host lists Netflix as a favorite brand and investment for its recurring revenue and strong brand. [audio] | -6.0% | +1.0% | — |
| 2026-07-09 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-9-26 |
Netflix referenced as part of Magnificent Seven and top S&P 500 stocks. [audio] | -1.5% | -1.8% | — |
| 2026-07-09 | MENTIONED | MEDIUM | Rob Black Show Stocks Rose Supported By Jump In Semiconductors |
Netflix discussed as a media company targeting sports rights and trading lower today. [audio] | -1.5% | -1.8% | — |
| 2026-07-08 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-8-26 |
Netflix betting on short episodes to claw viewing time from YouTube; stock underperformed. [audio] | -2.5% | -1.9% | — |
| 2026-07-08 | MENTIONED | LOW | Rob Black Show Markets Tumble As Oil Rises Due To End Of Ceasefire |
Mentioned as a stock people might sell to buy SK Hynix; also discussed in context of World Cup media rights and short form video. [audio] | -2.5% | -1.9% | — |
| 2026-07-08 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-7-26 |
Netflix discussed as a potential bidder for FIFA World Cup U.S. rights. [audio] | -2.5% | -1.9% | — |
| 2026-07-07 | BUY | HIGH | Rob Black Show The Rules of Wall Street |
Host mentions owning Netflix, discusses its dominance in video streaming and user base, and lists it among companies with large total addressable markets. [audio] | -3.5% | -3.3% | — |
| 2026-07-01 | MENTIONED | LOW | Rob Black Show Markets Start Second Half of Year After Blockbuster First Half |
Referenced as part of the Magnificent 7 in context of underperformance and consolidation. [audio] | +1.9% | -3.3% | -5.2% |
| 2026-06-24 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-24-26 |
Netflix is referenced in relation to Squid Games and South Korean tech stocks. [audio] | +3.3% | -2.4% | +0.4% |
| 2026-06-24 | BUY | HIGH | Rob Black Show Oil Prices Fall Four Percent |
Host recently picked up Netflix shares and plans to buy more after a drop; Netflix's push into interactive gaming discussed. [audio] | +3.3% | -2.4% | +0.4% |
| 2026-06-23 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-23-26 |
Netflix is discussed as struggling to shift narrative after Warner Brothers fiasco, underperforming, and facing competition from YouTube. [audio] | -2.0% | -5.4% | +0.7% |
| 2026-06-22 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 6-22-26 |
Netflix discussed as down 5.8%, at its lowest since 2024, and rumored to acquire Lionsgate. [audio] | +1.2% | -6.0% | -1.5% |
| 2026-06-22 | MENTIONED | LOW | Rob Black Show Declines In Technology Stocks |
Netflix is mentioned for acquiring Ben Affleck's AI filmmaking startup. [audio] | +1.2% | -6.0% | -1.5% |
| 2026-06-19 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-19-26 |
Netflix is referenced in passing as part of a comparison of movie franchises. [audio] | -4.6% | -10.9% | -2.7% |
| 2026-06-18 | BUY | HIGH | Rob Black Show Thinking About AI Stocks |
Host suggests Netflix as a shopping list pick, notes it's 30% from all-time high, and discusses its subscriber base and revenue. [audio] | -8.4% | -10.9% | -1.3% |
| 2026-06-16 | MENTIONED | MEDIUM | Rob Black Show Strategies For June So Far |
Netflix is analyzed for its content-driven business model, ongoing content costs, and economic pressures compared to platform businesses. [audio] | -7.5% | -5.6% | +2.0% |
| 2026-06-11 | MENTIONED | LOW | Rob Black Show Stocks Rebound But Gains Limited |
Netflix mentioned as part of FANG/Magnificent 7 group. [audio] | -4.8% | -9.7% | -6.4% |
| 2026-06-11 | BUY | HIGH | Rob Black Show Afternoon podcast 6-10-26 |
Host says 'it's a stock that I bought in the last two weeks, as I like where it is,' and discusses price targets. [audio] | -4.8% | -9.7% | -6.4% |
| 2026-06-09 | MENTIONED | LOW | Rob Black Show Chip Stocks Lost Momentum |
Netflix is mentioned in context of comedian specials and content deals; no explicit recommendation. [audio] | -3.3% | -7.3% | -3.9% |
| 2026-06-05 | BUY | HIGH | Rob Black Show Job Growth Surged |
Host says 'I picked up some shares of this week' and discusses Bernstein's bullish price target and analyst consensus for Netflix. [audio] | -2.2% | -5.5% | +0.6% |
| 2026-06-04 | BUY | HIGH | Rob Black Show Broadcom Problems |
Bernstein maintains outperformed rating with $110 price target; host says 'I picked up some shares right around these levels. I'm comfortable with it.' [audio] | -0.4% | -4.8% | +1.4% |
| 2026-06-03 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 6-3-26 |
Host mentions he will talk about Netflix on Friday because the stock is creeping lower and discusses his theory on its content strategy. [audio] | +0.6% | -4.7% | -0.9% |
| 2026-06-03 | WATCH | MEDIUM | Rob Black Show Markets Fall As Oil Prices Creep Higher |
Netflix is discussed with concerns about its viability against short-form video platforms. [audio] | +0.6% | -4.7% | -0.9% |
| 2026-06-01 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 6-1-26 |
Speaker notes Netflix is 30% from its highs and questions why investors are looking for something so hard to follow. [audio] | -3.7% | -13.6% | -4.8% |
| 2026-06-01 | BUY | MEDIUM | Rob Black Show Oil Jumps |
The speaker mentions going after Netflix, notes it is a high-quality name, and later states 'I actually like Netflix' while discussing buying on dips. [audio] | -3.7% | -13.6% | -4.8% |
| 2026-05-29 | BUY | MEDIUM | Rob Black Show Thinking About A Shopping List |
The host recommends buying Netflix, citing a low P/E ratio and the potential for AI-driven growth. [audio] | -4.5% | -14.2% | -7.2% |
| 2026-05-28 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-28-26 |
Jay Shetty signed a multi-year deal with Netflix to bring a video version of his podcast. [audio] | -5.6% | -14.5% | -5.7% |
| 2026-05-28 | MENTIONED | LOW | Rob Black Show Negotiators Have Reached Deal To Extend Ceasefire |
Host mentions Netflix is up $3 and discusses their plan for AI coding. [audio] | -5.6% | -14.5% | -5.7% |
| 2026-05-27 | BUY | MEDIUM | Rob Black Show Hopes Of Easing Iran Tensions |
Speaker likes Netflix's global content angle and lack of unions despite recent price hikes. [audio] | -6.7% | -15.5% | -5.9% |
| 2026-05-26 | MENTIONED | LOW | Rob Black Show Hope Over A Potential Deal With Iran |
Host mentions Netflix's AI being a major competitor to Google. [audio] | -5.0% | -19.1% | -8.7% |
| 2026-05-22 | BUY | HIGH | Rob Black Show Strategy Show For Memorial Day Weekend |
Host explicitly states he looks at Netflix as a 'long-term accumulate,' especially when it is down 10-20% from highs. [audio] | -2.9% | -12.7% | -9.5% |
| 2026-05-21 | BUY | HIGH | Rob Black Show Afternoon podcast 5-21-26 |
Host explicitly states 'that's a stock that I think is 15 off from a tie' and believes it is 'poised for a nice move higher.' [audio] | -3.3% | -13.3% | -10.2% |
| 2026-05-21 | MENTIONED | LOW | Rob Black Show Crude Prices Jumped |
Referenced as having 'very attractive margins' comparatively to Spotify, serving as a benchmark for profitability in the streaming sector. [audio] | -3.3% | -13.3% | -10.2% |
| 2026-05-20 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-20-26 |
Host mentions Netflix in the context of lower oil prices benefiting cruise lines. [audio] | -0.8% | -12.2% | -11.7% |
| 2026-05-20 | MENTIONED | MEDIUM | Rob Black Show Markets Move Higher Thanks In Part To Declining Oil Prices |
Host notes that Netflix is down 1.2% to $88.22 and mentions its move into candy and toys. [audio] | -0.8% | -12.2% | -11.7% |
| 2026-05-19 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-19-26 |
Host lists Netflix as one of the top 10 stocks today. [audio] | -1.8% | -13.4% | -14.9% |
| 2026-05-19 | MENTIONED | LOW | Rob Black Show Stocks Slide Under Pressure From Higher Rates |
The host discusses Netflix spending big bucks on content and raising subscription prices, noting their positive impact report. [audio] | -1.8% | -13.4% | -14.9% |
| 2026-05-18 | MENTIONED | MEDIUM | Rob Black Show Big Week With Nvidia Earnings |
Host discusses Bank of America's view on Netflix ad-tier growth and the company's rapid expansion of its ad-supported tier. [audio] | -1.2% | -14.2% | -12.8% |
| 2026-05-14 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-14-26 |
Host mentions Netflix stock was up 2% today. [audio] | +2.7% | -7.6% | -14.6% |
| 2026-05-14 | MENTIONED | MEDIUM | Rob Black Show Stocks Rise Led By Tech Investments |
Discussed regarding their spending on NFL games and building an AI-native animation studio; host calls it a 'winner' for Netflix but a 'loser' for consumers due to subscription costs. [audio] | +2.7% | -7.6% | -14.6% |
| 2026-05-12 | BUY | HIGH | Rob Black Show Stocks Move After High Inflation Reading |
Described as 'looking pretty interesting' after a 20% pullback, with strong content spending and revenue forecasts. [audio] | +1.9% | -7.3% | -13.0% |
| 2026-05-12 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-11-26 |
Host notes Netflix was down 2.3% due to Texas Attorney General comments. [audio] | +1.9% | -7.3% | -13.0% |
| 2026-05-11 | MENTIONED | MEDIUM | Rob Black Show Fresh Record Bolstered By Key Tech Stocks |
Texas Attorney General Ken Paxson is suing Netflix for allegedly spying on Texas kids and consumers. [audio] | +4.9% | -4.0% | -13.2% |
| 2026-05-08 | MENTIONED | LOW | Rob Black Show Good Year In The Stock Market So Far |
Netflix is mentioned as part of the 'FANG' group that led market returns a decade prior to the Magnificent 7. [audio] | -0.5% | -6.1% | -15.8% |
| 2026-05-07 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-7-26 |
Netflix is close to an NFL deal that includes week one game in Australia, discussed in the context of media competition. [audio] | -1.5% | -6.9% | -15.9% |
| 2026-05-07 | WATCH | LOW | Rob Black Show Oil Continues Pullback |
Speculated as a potential acquirer for Snap due to video content synergy. [audio] | -1.5% | -6.9% | -15.9% |
| 2026-05-05 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-5-26 |
Host notes Netflix was up 12% to an all-time high. [audio] | -0.3% | -7.2% | -16.6% |
| 2026-04-30 | MENTIONED | LOW | Rob Black Show Markets Working Higher For Now |
Netflix is back to $93 a share today. [audio] | -5.7% | -8.1% | -21.3% |
| 2026-04-28 | MENTIONED | LOW | Rob Black Show OpenAI Sees Revenue Growth Below Target |
Netflix is mentioned in the context of the high cost of dating, with the service now costing $20 a month. [audio] | -4.7% | -6.4% | -23.7% |
| 2026-04-23 | MENTIONED | LOW | Rob Black Show Stocks Mixed After New All Time Highs |
Netflix announced a $25 billion share buyback boost and is down more than 13% since its disappointing Q1 results. [audio] | +0.9% | -4.5% | -26.2% |
| 2026-04-22 | BUY | HIGH | Rob Black Show Afternoon podcast 4-22-26 |
The host is optimistic about Netflix's vertical video strategy and expects the stock to reach $115-$120 by the end of the year. [audio] | -1.2% | -5.0% | -26.4% |
| 2026-04-22 | BUY | MEDIUM | Rob Black Show Nasdaq Hits New High |
Analysts argue that Netflix's core engagement is positive and could continue to raise prices. [audio] | -1.2% | -5.0% | -26.4% |
| 2026-04-21 | MENTIONED | LOW | Rob Black Show Afternoon podcast 4-21-26 |
Netflix's content strategy is discussed. [audio] | -0.3% | -3.5% | -27.0% |