Analyst Says You Should Take 'Big Positions' in Netflix (NFLX) - Here's Why

We recently published 10 Stocks to Watch as Investors Scramble to Pour Money into AI Trade. Netflix Inc (NASDAQ:NFLX) is one of the stocks that caught analysts' attention.

Mark Mahaney, Evercore ISI head of internet research, said in a recent program on CNBC that he’s bullish on Netflix Inc (NASDAQ:NFLX) for the long term because of the company’s expanding content slate and its ads business. The analyst said investors should take “big positions” in the stock on pullbacks.

“I think the next move in the stock is going to be based on them ramping up advertising revenue. I think they’re going to do it, but this is going to be a long slog. And then also getting more and more into live events, including sports. And I think we’re going to see that. I think Netflix Inc (NASDAQ:NFLX) has just become more crucial, more essential to households around the world over the next two to three years. It’s a really good asset. You want to be long it. This is not an aggressive entry point, but if you don’t own any, you should buy some and look for those big pullbacks to step in and take big positions. I like Netflix Inc (NASDAQ:NFLX) as a core franchise.”

Macquarie Core Equity Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its second quarter 2025 investor letter:

“Netflix, Inc. (NASDAQ:NFLX) offers a subscription-based streaming service. We expect the company’s growth momentum will continue while investments in content and licensing grow at a slower rate, allowing for higher margins over the coming two to three years.”

While we acknowledge the potential of NFLX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.