Netflix Inc. (NFLX): Billionaire Paul Tudor Jones Is Buying This Stock

Netflix, Inc. (NASDAQ:NFLX) is one of the 10 Best Stocks to Buy According to Billionaire Paul Tudor Jones.

Netflix, Inc. (NASDAQ:NFLX) has been a long-term holding of Tudor Investment Corp. The fund first purchased a stake in the company back in the fourth quarter of 2011, when it was not so popular around the world as it is now. This holding comprised nearly 260,000 shares and was sold off by the next quarter. A new position was opened in the third quarter of 2014. Since then, the stock has been a constant feature in the portfolio of the fund. Filings for the fourth quarter of 2025 show that the fund owns nearly 1.6 million shares in the company, a 147% jump compared to filings for the third quarter of 2025.

READ MORE33 Stocks That Should Double in 3 Years.

Netflix (NFLX) Exit Signals Caution as Regulatory and Leverage Risks Mount

Hedge funds are pivotally focused on the transition of Netflix, Inc. (NASDAQ:NFLX) from a pure subscription model to a hybrid advertising powerhouse. After ad sales grew 2.5x in 2025, Netflix has officially guided for ad revenue to double again to $3 billion in 2026. Analysts project that by 2027, Netflix will control nearly 10% of global Connected TV ad spend, moving it into direct competition with traditional broadcasters and YouTube. Because the ad infrastructure is now mostly built-out, the incremental revenue from ads is dropping straight to the bottom line, driving operating margin targets to a record 31.5% for 2026.

While we acknowledge the risk and potential of NFLX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NFLX and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.

Disclosure: None. Follow Insider Monkey on Google News.