NetFlix Inc vs STMicroelectronics NV — how do they compare? NetFlix Inc trades at $74.03 (market cap $311.42B), while STMicroelectronics NV trades at $55.14 (market cap $49.21B). The key difference: NetFlix Inc is far larger — about 6.3× STMicroelectronics NV's market cap, and STMicroelectronics NV pays a 0.65% dividend while NetFlix Inc pays none. Which is the better fit depends on your goals.
| NFLX | STM | |
|---|---|---|
Market Cap | $311.42B | $49.21B |
Sector | Consumer Cyclical | Financials |
52-Week High | $126.33 | $79.91 |
52-Week Low | $67.60 | $21.20 |
Enterprise Value | $316.60B | $47.21B |
Dividend Yield | — | 0.65% |
Signals from Pluang's Aura AI — not financial advice
Netflix (NFLX) trades at $76.29, up 2.9% in the last session, showing resilience amid recent volatility. The stock exhibits bullish technical signals with strong moving average alignment, though RSI levels suggest potential overbought conditions near-term. Fundamentally, Netflix demonstrates robust growth with Q1 2026 EPS beating expectations at $1.23 versus $0.763, and revenue climbing to $45.18 billion in 2025. Operating cash flow surged to $10.15 billion, underscoring financial health. The company's expansion into advertising and live sports is viewed positively by analysts.
Outlook remains favorable with a consensus price target of $90.45, implying ~19% upside, supported by 64% analyst buy ratings. Key opportunities include ad-tier monetization and global content leadership. Risks involve competitive pressures from streaming rivals, execution on new initiatives, and market sentiment shifts. The stock's current valuation at P/E 23.52 appears reasonable given earnings growth trajectory, but investors should monitor quarterly execution against high expectations.
STM's stock trades at $55.09, up 1.36% on the day, with a neutral technical signal and bearish moving average trend. The company reported Q2 2026 EPS of $0.31, beating expectations, but faces profitability challenges with a net margin of 3.56%. Recent news highlights strong AI data center growth potential, targeting over $2 billion in revenues by 2027. Cash flow improved in 2025 with net cash flow of $555 million.
The outlook is mixed; analyst consensus is bullish with a $74.63 price target, but high P/E of 107.92 indicates premium valuation. Key opportunities include AI and auto demand, while risks involve margin pressure and competitive threats. Execution on growth targets is critical for upside.
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Latest headlines on both assets
Netflix Inc. is an Internet subscription service for watching television shows and movies. Subscribers can instantly watch unlimited television shows and movies streamed over the Internet to their televisions, computers, and mobile devices and in the United States, subscribers can receive standard definition DVDs and Blu-ray Discs delivered to their homes.
Read more on NFLX →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →