Netflix stock falls after downgrade
Barron's argues Netflix is losing ground to Disney and needs another hit like Squid Game, pointing to weak engagement as a concern for its shares.
TLDR
Barron's reports Netflix stock fell after a downgrade. In coverage shared September 18, 2026, it said the shares were down 20% for the year and described weak engagement as bad news for the stock. Its analysis argues Netflix is losing the streaming battle to Disney and needs to find the next Squid Game.
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