핵심요약

• 넷플릭스 주가 12개월간 43% 하락, 52주 최저점 기록
• 2025년 말 기준 325만 명 유료 구독자 보유
• 쇼피피 주가 하락세 접어들며 매수 기회 주목
• 넷플릭스, 경쟁 환경에 대응한 유연한 전략으로 시장 점유율 유지

도입

넷플릭스와 쇼피피의 주가 하락은 투자자들에게 매수 기회로 작용할 수 있습니다. 특히 넷플릭스는 43%라는 큰 폭의 주가 하락에도 불구하고, 325만 명의 유료 구독자를 보유한 강점을 바탕으로 장기적인 성장 가능성이 있습니다. 쇼피피 역시 주가 하락세에 접어들며, 투자자들이 주목하는 종목으로 부상하고 있습니다.

본문 1: 넷플릭스의 시장 점유율과 전략

넷플릭스는 2025년 말 기준 325만 명의 유료 구독자를 보유하며, 스트리밍 시장에서의 강점을 유지하고 있습니다. 이는 경쟁사들이 증가하는 환경에서도 넷플릭스가 지속적인 성장을 이루고 있음을 보여줍니다. 넷플릭스는 다양한 구독 옵션을 제공하여 가격에 민감한 소비자들을 포용하는 전략을 펼치고 있습니다. 이는 넷플릭스의 시장 점유율을 유지하는 데 중요한 역할을 하고 있습니다. 넷플릭스의 콘텐츠 전략은 사용자의 시청 습관과 선호를 분석하여 최적화된 콘텐츠를 제공함으로써 새로운 회원들을 지속적으로 유치하고 있습니다.

본문 2: 쇼피피의 성장 가능성과 리스크

쇼피피는 전자상거래 플랫폼으로서의 성장 가능성을 가지고 있습니다. 그러나 주가 하락은 투자자들에게 리스크를 감수해야 하는 상황입니다. 쇼피피의 성장 전망은 긍정적이지만, 시장 변동성과 경쟁사들의 압박이 지속될 수 있다는 점에서 주의가 필요합니다. 쇼피피의 매출 성장률과 수익성은 향후 주가 반등의 주요 요인이 될 것입니다. 투자자들은 쇼피피의 장기적인 성장 가능성을 고려하여 투자 결정을 내리는 것이 중요합니다.

본문 3: 넷플릭스의 미래 전망

넷플릭스는 스트리밍 시장에서의 리더십을 유지하며, 향후에도 성장 가능성이 높은 종목으로 평가받고 있습니다. 넷플릭스의 콘텐츠 전략과 사용자 기반의 확장 가능성이 주목받고 있습니다. 그러나 시장 변동성과 경쟁사의 압박이 지속될 수 있다는 점에서 주의가 필요합니다. 넷플릭스의 매출 성장률과 수익성은 향후 주가 반등의 주요 요인이 될 것입니다. 투자자들은 넷플릭스의 장기적인 성장 가능성을 고려하여 투자 결정을 내리는 것이 중요합니다.

결론

넷플릭스와 쇼피피는 주가 하락에도 불구하고, 각각의 강점을 바탕으로 장기적인 성장 가능성이 있습니다. 투자자들은 이 두 종목의 성장 가능성과 리스크를 고려하여 투자 결정을 내리는 것이 중요합니다. 향후 넷플릭스와 쇼피피의 실적과 시장 동향을 주목해야 합니다.

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원문 링크: https://www.fool.com/investing/2026/06/26/2-excellent-stocks-to-buy-on-the-dip/?.tsrc=rss

2 Excellent Stocks to Buy on the Dip

Many investors are chasing after artificial intelligence (AI)-focused companies that have already gained substantial market value this year. That's not a bad strategy, considering the AI industry may maintain its momentum for a while and reward these leaders even more. However, it's also important for investors to consider companies that haven't performed well recently. There may be opportunities to pick up attractive stocks on the dip. In fact, here are two great examples: Netflix ( NFLX 1.29% ) and Shopify ( SHOP 2.45% ) . Here is why these companies are worth investing in right now.

Image source: The Motley Fool.

Netflix stock recently hit a 52-week low. A poor second-quarter guidance and the departure of Reed Hastings -- who will no longer have any role at the company after co-founding and helping lead it as its co-CEO for a long time, and being a member of the board for the past few years -- are spooking investors. However, now that the stock has declined by 43% over the past 12 months, Netflix's shares look very attractive. Let's consider four reasons why. First, it's not uncommon for Netflix's shares to drop significantly after earnings. But the company tends to rebound. Investing in Netflix's stock after a major sell-off has generally been an excellent idea.

True, the past is no guarantee of future performance, but Netflix's business still has what it takes to perform well. Which brings us to our second point: Netflix's position in streaming remains strong, even though competition has intensified significantly since the turn of the decade. But Netflix has adapted. It offers multiple subscription options to cater to customers of all types, including price-sensitive ones. It also boasts a deep user base whose viewing habits and preferences help it craft its strong content strategy. That's why Netflix continues to attract new members. As of the end of 2025, the company had over 325 million paid subscriptions.

There is a good chance that number will keep climbing, given Netflix's network effect: The more users on its platform, the more data it has access to, which helps it determine which shows and movies to create or license. The result is an even better content library and even more paying members. Third, Netflix still has attractive opportunities in streaming, notably by making further headway into market niches it does not currently dominate but are very lucrative. That's what it's been doing in the realm of sports streaming. It may take a while for Netflix to gain a foothold there, but if it can, that will help boost the company's sales and earnings over the long run.

Lastly, Netflix is increasingly leveraging technological advances, including AI. For instance, it launched a feed of short, TikTok-style videos personalized to each user's preferences, powered by an AI-based recommendation algorithm designed to help users find new shows. Initiatives like this may help boost engagement. Netflix still has ample white space in the streaming industry, and the company is well-positioned to capitalize on it over the long run. That makes it a top stock to buy on the dip.

Shopify has suffered the same fate as many other software companies this year. Many investors believe that AI will replace their services and are exiting the industry in droves. It also doesn't help that Shopify's valuation looks steep. Even after losing 27% of its value this year, Shopify is trading at 61 times forward earnings, versus an average of 22.4 for information technology stocks . That said, when focusing on Shopify's underlying business, things seem to be going just fine. In the first quarter, the company's revenue rose 34% year over year to $3.2 billion.

Shopify's revenue growth rate accelerated versus the first quarter of 2025, when it posted year over year sales increase of 27%. Also, although the company wasn't profitable, its net loss of $581 million was better than the loss of $682 million reported in the year-ago period. And, aside from the impact of the company's equity investments -- a better gauge of profits from day-to-day operations -- Shopify posted a net income of $360 million, 59% higher than the year-ago period.

Meanwhile, the company's free cash flow jumped 31% year over year to $476 million, while its free cash flow margin held steady at a healthy 15%. Shopify's second-quarter guidance was slightly disappointing: it expects year-over-year top-line growth in the high twenties. Even so, the company is performing well and is actually incorporating AI into its services to enhance clients' experience. That's the thing: AI may not replace software companies at all. It might, instead, help them offer even better products to their customers. Shopify has launched several AI-powered services, including a store builder that does the job in minutes.

Further, the company still boasts a strong competitive advantage thanks to switching costs, as well as a long runway for growth in the e-commerce industry , which remains in high-growth mode. Shopify should grow into its valuation over the long run as it capitalizes on the massive opportunities ahead.

Source: https://www.fool.com/investing/2026/06/26/2-excellent-stocks-to-buy-on-the-dip/?.tsrc=rss