HSBC Bullish on Netflix (NFLX) Growth Amid Monetization, International Expansion and Strategic Acquisitions

Netflix, Inc. (NASDAQ:NFLX) is included in our list of the best stocks to buy right now.

On January 12, 2026, HSBC analyst Mohammed Khallouf assumed coverage on Netflix, Inc. (NASDAQ:NFLX), issuing a ‘Buy’ rating with a $107 price target amid a valuation reset and improving fundamentals. The firm pointed toward the stock’s valuation that remains 33% below its summer 2025 peak, despite expectations for increased monetization, growing profitability, and a significant international runway that offsets a maturing U.S. streaming market. Looking ahead, Khallouf sees the stock as the undisputed global streaming leader, thanks to its growing openness to acquisitions, which reflects strategic adaptation amid slowing industry growth.

Meanwhile, on January 8, 2026, Reuters reported that investors hold mixed views regarding Paramount Skydance’s $108.40 billion, $30-per-share bid for Warner Bros. Discovery. The bid competes with Warner Bros.’ finalized $27.75-per-share ($82.70 billion) deal with Netflix, Inc. (NASDAQ:NFLX). With Warner Bros.’ board favoring Netflix’s proposal due to stronger financing and lower debt risk, several investors have pointed toward Paramount’s all-cash offer, calling it superior. This ongoing situation reflects Netflix’s financial credibility as a buyer, reinforcing its strategic position at a point where legacy media assets are coming to market amid a maturing streaming landscape.

Netflix, Inc. (NASDAQ:NFLX), a global entertainment company, offers streaming video, gaming, and digital content across domestic and international markets.

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