Trump Announces Global Tariff Increase from 10% to 15%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 23 2026
0mins
Catch up on the weekend's top five stories with this list compiled by The Fly: 1) President Trump said on social media, "Based on a thorough, detailed, and complete review of the ridiculous, poorly written, and extraordinarily anti-American decision on Tariffs issued yesterday, after MANY months of contemplation, by the United States Supreme Court, please let this statement serve to represent that I, as President of the United States of America, will be, effective immediately, raising the 10% Worldwide Tariff on Countries, many of which have been 'ripping' the U.S. off for decades, without retribution (until I came along!), to the fully allowed, and legally tested, 15% level. During the next short number of months, the Trump Administration will determine and issue the new and legally permissible Tariffs, which will continue our extraordinarily successful process of Making America Great Again - GREATER THAN EVER BEFORE!! 2) President Trump said on social media, "Netflix (NFLX) should fire racist, Trump Deranged Susan Rice, IMMEDIATELY, or pay the consequences. She's got no talent or skills - Purely a political hack! HER POWER IS GONE, AND WILL NEVER BE BACK. How much is she being paid, and for what??? Thank you for your attention to this matter. President DJT" 3) Honeywell (HON) is thinking of walking away from its acquisition of Johnson Matthey's Catalyst Technologies business, Aaron Kirchfeld and Liana Baker of Bloomberg reports, citing people familiar with the matter. The final decision is set to be made in the coming days, the sources added. 4) Rolls-Royce (RYCEY) is expected to announce a new buyback program worth as much as EUR 1.5B, Mark Kleinman of Sky News reports. 5) The Federal Energy Regulatory Commission authorized the application for TXNM Energy (TXNM) to be acquired by Blackstone Infrastructure (BX). The order states FERC finds the transaction consistent with the public interest.
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Analyst Views on NFLX
Wall Street analysts forecast NFLX stock price to rise
38 Analyst Rating
27 Buy
10 Hold
1 Sell
Moderate Buy
Current: 76.020
Low
92.00
Averages
114.18
High
150.00
Current: 76.020
Low
92.00
Averages
114.18
High
150.00
About NFLX
Netflix, Inc. is a provider of entertainment services. The Company acquires, licenses and produces content, including original programming. It provides paid memberships in over 190 countries offering television (TV) series, films and games across a variety of genres and languages. It allows members to play, pause and resume watching as much as they want, anytime, anywhere, and can change their plans at any time. The Company offers members the ability to receive streaming content through a host of Internet-connected devices, including TVs, digital video players, TV set-top boxes and mobile devices. It is engaged in scaling its streaming service, such as introducing games and advertising on its service, as well as offering live programming. It is developing technology and utilizing third-party cloud computing, technology and other services. The Company is also engaged in scaling its own studio operations to produce original content.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Netflix Faces Challenges but Opportunities Arise
- Earnings Report Ahead: Netflix is set to release its Q2 earnings on July 16, projecting revenue of $12.574 billion, a modest 13.5% increase, marking its weakest growth in over a year, indicating slowing revenue growth and contracting margins that could negatively impact its stock price.
- Stock Underperformance: The stock has fallen 41% over the past year while the market has risen 20%, reflecting poor performance in an ascending market; however, with current P/E ratios near historical lows, this may present a buying opportunity for investors.
- Content Value Rising: With approximately 325 million paying households, Netflix commands the largest premium audience in the streaming market, making its content more valuable than ever, despite acquisition competition, highlighting its strategic importance in media exposure and connected TV opportunities.
- Acquisition Dynamics: Earlier this year, Netflix secured a $2.8 billion buyout termination fee, showcasing its competitive strength in the industry; while unlikely to be acquired, its leadership in content and user base positions it advantageously for future market opportunities.
See More
Netflix Partners with Digital Publishers for New Content Offerings
- Content Diversification: Netflix is set to launch new content covering themes like travel, cooking, and fashion on August 3, aiming to attract a broader audience and enhance user engagement.
- Partnership Strategy: The collaboration with Condé Nast, People, and Penske Media will offer a variety of video content ranging from 3-minute shorts to 20-minute episodes, expected to improve user experience and increase subscriber satisfaction.
- Rich Program Variety: New offerings will include series like BuzzFeed's '30 Questions', Architectural Digest's 'Walking Tour', and Travel + Leisure's 'Travel Unfiltered', showcasing Netflix's innovation and diversity in content creation.
- User Demand Response: Netflix VP John Derderian noted that viewers want to continue exploring stories and personalities after the credits roll, a strategy that not only meets audience demand but may also drive long-term growth for the platform.
See More
Netflix Stock Drops 24% Amid Challenges and Uncertainty
- Stock Decline: Netflix's stock fell 24% in the first half of the year, raising investor concerns about future opportunities, acquisitions, and the departure of founder and chairman Reed Hastings, indicating market caution regarding its outlook.
- User Growth and Revenue: Although it stopped reporting subscriber numbers, Netflix achieved a 16% year-over-year revenue increase in Q1 2026, reaching an operating margin of 32.3%, demonstrating its ability to maintain double-digit growth driven by price hikes and ad revenue.
- Competition and Innovation: Netflix successfully rolled out an ad-supported streaming tier and began showcasing live sports and entertainment, maintaining its industry-leading position despite competition from major media companies, highlighting its innovative capabilities.
- Acquisition Failures and Future Uncertainty: Netflix's failed bids for Warner Bros. Discovery and Roku reflect both its potential paths for business expansion and the increased uncertainty about its future, leaving investors questioning its next strategic moves.
See More
Netflix Stock Volatility and Earnings Outlook
- Stock Decline: Since Netflix walked away from acquiring Warner Bros. Discovery assets, its stock has dropped approximately 19% year-to-date, reflecting market concerns over future growth amid rising content costs.
- Earnings Release: Netflix is set to report its Q2 2026 earnings on July 16, with ad revenue reaching $3 billion being a crucial metric that could influence investor confidence in the company's profitability.
- Content Cost Monitoring: Management has warned of rising content costs in the first half of the year, and if these stabilize in the latter half, it could support a stock rebound; otherwise, further declines may occur.
- Investor Focus: The earnings report will reveal the dynamics of ad revenue and content costs, helping long-term investors assess whether Netflix is forming a rebound or still facing market turbulence.
See More
Netflix's Continued Growth Amid Market Challenges
- User Growth and Revenue Increase: In Q1 2026, Netflix achieved a 16% year-over-year revenue growth, exceeding expectations and pushing its operating margin up from 31.7% to 32.3%, demonstrating strong performance in a competitive streaming market.
- Ad-Supported Streaming Tier: To maintain competitiveness, Netflix successfully rolled out an ad-supported streaming tier and began showcasing live sports and other entertainment content, which not only enriched its content library but also attracted more users.
- Strategic Investments and Tech Innovation: Netflix continues to invest in technologies like artificial intelligence to enhance user experience and find the next hit series; although it failed to acquire Warner Bros. Discovery and Roku, these attempts reflect its commitment to business expansion.
- Impact of Founder Departure: The resignation of founder and chairman Reed Hastings has affected Netflix's stock price, yet with a current P/E ratio of 25, it still attracts investor interest as they await updates on its future trajectory and upcoming earnings report.
See More
Netflix Stock Rises After Abandoning Warner Bros. Acquisition
- Stock Reaction: Netflix's stock price rose slightly after the announcement of abandoning the Warner Bros. Discovery acquisition, although it remains down approximately 19% year-to-date, indicating market caution regarding its future performance.
- Content Cost Concerns: Management warned that content costs would rise in the first half of the year, raising investor concerns that could hinder Netflix's goal of achieving $3 billion in ad revenue for the year, negatively impacting stock price.
- Importance of Ad Revenue: Netflix is set to release its Q2 2026 financial results, with ad revenue being a critical metric; if it meets or exceeds the $3 billion forecast, it could alleviate content cost pressures and drive stock price higher.
- Investor Confidence: Despite the absence of Netflix in the analyst team's recommended best stocks, the performance of its ad revenue and content costs will determine whether long-term investors can expect a rebound in stock price.
See More
Netflix Faces Challenges but Opportunities Arise
- Earnings Report Ahead: Netflix is set to release its Q2 earnings on July 16, projecting revenue of $12.574 billion, a modest 13.5% increase, marking its weakest growth in over a year, indicating slowing revenue growth and contracting margins that could negatively impact its stock price.
- Stock Underperformance: The stock has fallen 41% over the past year while the market has risen 20%, reflecting poor performance in an ascending market; however, with current P/E ratios near historical lows, this may present a buying opportunity for investors.
- Content Value Rising: With approximately 325 million paying households, Netflix commands the largest premium audience in the streaming market, making its content more valuable than ever, despite acquisition competition, highlighting its strategic importance in media exposure and connected TV opportunities.
- Acquisition Dynamics: Earlier this year, Netflix secured a $2.8 billion buyout termination fee, showcasing its competitive strength in the industry; while unlikely to be acquired, its leadership in content and user base positions it advantageously for future market opportunities.
See More
Netflix Partners with Digital Publishers for New Content Offerings
- Content Diversification: Netflix is set to launch new content covering themes like travel, cooking, and fashion on August 3, aiming to attract a broader audience and enhance user engagement.
- Partnership Strategy: The collaboration with Condé Nast, People, and Penske Media will offer a variety of video content ranging from 3-minute shorts to 20-minute episodes, expected to improve user experience and increase subscriber satisfaction.
- Rich Program Variety: New offerings will include series like BuzzFeed's '30 Questions', Architectural Digest's 'Walking Tour', and Travel + Leisure's 'Travel Unfiltered', showcasing Netflix's innovation and diversity in content creation.
- User Demand Response: Netflix VP John Derderian noted that viewers want to continue exploring stories and personalities after the credits roll, a strategy that not only meets audience demand but may also drive long-term growth for the platform.
See More
Netflix Stock Drops 24% Amid Challenges and Uncertainty
- Stock Decline: Netflix's stock fell 24% in the first half of the year, raising investor concerns about future opportunities, acquisitions, and the departure of founder and chairman Reed Hastings, indicating market caution regarding its outlook.
- User Growth and Revenue: Although it stopped reporting subscriber numbers, Netflix achieved a 16% year-over-year revenue increase in Q1 2026, reaching an operating margin of 32.3%, demonstrating its ability to maintain double-digit growth driven by price hikes and ad revenue.
- Competition and Innovation: Netflix successfully rolled out an ad-supported streaming tier and began showcasing live sports and entertainment, maintaining its industry-leading position despite competition from major media companies, highlighting its innovative capabilities.
- Acquisition Failures and Future Uncertainty: Netflix's failed bids for Warner Bros. Discovery and Roku reflect both its potential paths for business expansion and the increased uncertainty about its future, leaving investors questioning its next strategic moves.
See More
Netflix Stock Volatility and Earnings Outlook
- Stock Decline: Since Netflix walked away from acquiring Warner Bros. Discovery assets, its stock has dropped approximately 19% year-to-date, reflecting market concerns over future growth amid rising content costs.
- Earnings Release: Netflix is set to report its Q2 2026 earnings on July 16, with ad revenue reaching $3 billion being a crucial metric that could influence investor confidence in the company's profitability.
- Content Cost Monitoring: Management has warned of rising content costs in the first half of the year, and if these stabilize in the latter half, it could support a stock rebound; otherwise, further declines may occur.
- Investor Focus: The earnings report will reveal the dynamics of ad revenue and content costs, helping long-term investors assess whether Netflix is forming a rebound or still facing market turbulence.
See More
Netflix's Continued Growth Amid Market Challenges
- User Growth and Revenue Increase: In Q1 2026, Netflix achieved a 16% year-over-year revenue growth, exceeding expectations and pushing its operating margin up from 31.7% to 32.3%, demonstrating strong performance in a competitive streaming market.
- Ad-Supported Streaming Tier: To maintain competitiveness, Netflix successfully rolled out an ad-supported streaming tier and began showcasing live sports and other entertainment content, which not only enriched its content library but also attracted more users.
- Strategic Investments and Tech Innovation: Netflix continues to invest in technologies like artificial intelligence to enhance user experience and find the next hit series; although it failed to acquire Warner Bros. Discovery and Roku, these attempts reflect its commitment to business expansion.
- Impact of Founder Departure: The resignation of founder and chairman Reed Hastings has affected Netflix's stock price, yet with a current P/E ratio of 25, it still attracts investor interest as they await updates on its future trajectory and upcoming earnings report.
See More
Netflix Stock Rises After Abandoning Warner Bros. Acquisition
- Stock Reaction: Netflix's stock price rose slightly after the announcement of abandoning the Warner Bros. Discovery acquisition, although it remains down approximately 19% year-to-date, indicating market caution regarding its future performance.
- Content Cost Concerns: Management warned that content costs would rise in the first half of the year, raising investor concerns that could hinder Netflix's goal of achieving $3 billion in ad revenue for the year, negatively impacting stock price.
- Importance of Ad Revenue: Netflix is set to release its Q2 2026 financial results, with ad revenue being a critical metric; if it meets or exceeds the $3 billion forecast, it could alleviate content cost pressures and drive stock price higher.
- Investor Confidence: Despite the absence of Netflix in the analyst team's recommended best stocks, the performance of its ad revenue and content costs will determine whether long-term investors can expect a rebound in stock price.
See More
