Jim Cramer Said Allbirds Management Are “Jokers” & Discussed These 5 Stocks

2. Netflix, Inc. (NASDAQ:NFLX)

Number of Hedge Fund Holdings in Q4 2025: 146

Streaming giant Netflix, Inc. (NASDAQ:NFLX) is one of Jim Cramer’s favorite stocks in the space. The CNBC TV host praised the firm throughout 2025 due to its market share and dominance in the industry. Netflix, Inc. (NASDAQ:NFLX)’s shares are up by 9.3% over the past year and by 17.3% year-to-date. Goldman Sachs discussed the firm on April 5th, as it upgraded the rating to Buy from Neutral and raised the share price target to $120 from $100. On March 27th, Oppenheimer raised Netflix, Inc. (NASDAQ:NFLX)’s share price target to $135 from $125 and kept an Outperform rating on the shares. The financial firm discussed the streaming company’s price increases in Canada and the US and added that it is now better positioned to focus on its core business operations. Cramer continued to praise Netflix, Inc. (NASDAQ:NFLX)’s share price performance:

“I’d rather take the rate of return, which has been doing incredibly well.”

Oakmark Fund discussed Netflix, Inc. (NASDAQ:NFLX) in its Q1 2026 investor letter:

“Netflix, Inc. (NASDAQ:NFLX) is the leading streaming entertainment service with over 325 million subscribers and $45 billion of revenue. This scale creates a valuable moat, in our view. Netflix buys more content than its competitors in aggregate but pays less per subscriber, creating a valuable customer proposition as the business grows. Still, the stock declined significantly over the past several months as market participants focused on slowing engagement and the company’s approach to buy Warner Bros, creating an attractive buying opportunity in our view. We are confident that Netflix’s engagement remains strong and believed that the shares looked attractive with or without the acquisition. We find the business attractive as it is trading for its lowest relative valuation since 2022, a period that produced strong subsequent returns.”