2026년 1월이 이 하락한 기술주를 매수하기에 완벽한 시기인 이유

AAPL TSLA AMZN META AMD NVDA PEP COST ADBE GOOG AMGN HON INTC INTU NFLX ADP SBUX MRNA AAPL TSLA AMZN META AMD NVDA PEP COST ADBE GOOG AMGN HON INTC INTU NFLX ADP SBUX MRNA AAPL TSLA AMZN META AMD NVDA PEP COST ADBE GOOG AMGN HON INTC INTU NFLX ADP SBUX MRNA Markets NFLX Why January 2026 Is the Perfect Time to Buy This Beaten-Down Tech Stock January 26, 2026 — 07:32 am EST Written by Rick Munarriz for The Motley Fool -> Key Points Netflix has declined the day after each of its last three quarterly reports. The stock has slid despite posting its strongest revenue growth in four years. You can buy Netflix for less than 23 times next year's profit target. 10 stocks we like better than Netflix › There has been a lot of binge selling when it comes to Netflix (NASDAQ: NFLX) in recent months. Shares of the premium leader among streaming service stocks have plummeted 36% since hitting an all-time high seven months ago. The market has risen 11% in that time. Netflix executed a 10-for-1 stock split in November -- a move that typically accompanies a rallying share price -- but that obviously isn't the case here. It doesn't take long to break down what's been holding Netflix stock back since its late June peak. The entertainment giant has cranked out three poorly received quarterly reports in that time. It has moved lower after each of those financial updates, but that isn't the biggest contributor to the slide. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Image source: Getty Images. You're getting warmer, Warner The real reason Netflix is falling -- as stocks in general and consumer-facing businesses in general move higher -- is its winning bid for the juiciest assets of Warner Bros. Discovery (NASDAQ: WBD) . The market isn't happy to see Netflix paying $72 billion in cash for its streaming and studio assets after its less valuable businesses are spun off to Warner Bros. Discovery shareholders. It will be the largest Netflix acquisition, by far. Bears will argue that it's a sign that Netflix is willing to pay top dollar for a stock that was worth roughly a third of its current price a year ago because it's desperate. It needs new ammo to keep putting out double-digit revenue growth. However, with the stock already giving up more than $72 billion in market cap since first raising its bidding card for Warner Bros. Discovery -- more than $100 billion, actually -- is that fair? Right now, it's like buying Netflix and getting Warner Bros. Discovery for free. The stock bounce will be televised The stock is already showing signs of stabilizing. Netflix slipped only 2% the day after posting fourth-quarter results last week, the smallest post-earnings dip of the last three quarters. Revenue rose 18% in the quarter. You have to go back to the spring of 2021 to find stronger year-over-year top-line growth. Guidance has Netflix growing 12% to 14% this year, but we've seen Netflix aim lower than eventual reality before. A year ago, Netflix was modeling 12% to 14% in revenue growth for all of 2025. It came through with a 16% increase. Analysts see earnings per share rising 24% this year and 22% come 2027. You can buy Netflix for 23 times next year's projected earnings. It's a historical bargain for a stock that has earned a right to a market premium. With 325 million subscribers worldwide -- and continuing to find ways to grow its reach -- Netflix doesn't stay out of favor for long. Now is a perfect time to consider buying or adding to a Netflix position. Should you buy stock in Netflix right now? Before you buy stock in Netflix, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Netflix wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $464,439 !* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,150,455 !* Now, it’s worth noting Stock Advisor’s total average return is 949 % — a market-crushing outperformance compared to 195% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor , and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of January 26, 2026. Rick Munarriz has positions in Netflix. The Motley Fool has positions in and recommends Netflix and Warner Bros. Discovery. The Motley Fool has a disclosure policy . The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Tags Markets The Motley Fool Founded in 1993 in Alexandria, VA., by brothers David and Tom Gardner, The Motley Fool is a multimedia financial-services company dedicated to building the world's greatest investment community. Reaching millions of people each month through its website, books, newspaper column, radio show, television appearances, and subscription newsletter services, The Motley Fool champions shareholder values and advocates tirelessly for the individual investor. The company's name was taken from Shakespeare, whose wise fools both instructed and amused, and could speak the truth to the king -- without getting their heads lopped off. 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