This Streamer’s Holiday Slate Is Built to Binge and Budget

A choppy quarter and a stock split set the stage, but the next few weeks are about watch time and cancellations.

If people stream more and quit less, the ad business and the core subscription engine both benefit.

Add in a few live moments and a familiar set of comfort shows, and the recipe for a steadier finish to the year is in place.

Never Miss a Stock Alert Again!

We now send our daily picks via SMS too — so you’ll get the same high-conviction ideas, even if you miss the email.

👉 Click here to get stock picks by text and stay in the loop, always.

Amentum Holdings | AMTM

Price: $29.34

This is a government services story with a long runway.

Earnings were solid and the order book grew, which is what you want from a contractor tied to defense, nuclear, and critical infrastructure.

Management pointed to a strong book-to-bill ratio and a larger backlog, which means more future work than current capacity. 

That helps smooth revenue through macro noise.

Cash flow improved and debt moved in the right direction, which buys flexibility for small tuck-ins or more investment in higher margin lines. 

The focus areas, like space systems and digital infrastructure, overlap with secular budgets that tend to hold up even when other parts of the economy cool.

Why it matters for you: Look for new awards, funded backlog growth, and consistent cash generation. If those stay aligned, weak days are opportunities.

Bath & Body Works | BBWI

Price: $17.34

The quarter missed, guidance was fine, and a director bought shares on the dip. Holiday is the chance to reset. 

The mission is clear. Sell a lot of gift sets without training shoppers to wait for fire sales. That requires smarter promotions, better curation of evergreen scents, and a clean January inventory position. 

The balance sheet and cash return are still supportive, with a dividend that pays you to wait while the merchandising team tightens the playbook. From a low starting point, small improvements in traffic or average ticket can move the stock more than you might expect.

Why it matters for you: Watch holiday promos and how fast stores clear seasonal items. If markdowns stay reasonable and inventory looks tidy in January, recovery odds improve.

Hidden Gems (Sponsored)

5 Under-the-Radar Stocks With Major Potential

After reviewing thousands of companies, analysts isolated the 5 Stocks Set to Double based on accelerating performance, improving fundamentals, and strong technical signals.

This newly released report breaks down why these five picks may be positioned for significant moves in the coming year.

While results cannot be guaranteed, past reports uncovered gains reaching +175%, +498%, and +673%.

Access is free until midnight.

See the 5 Stocks Set to Double. Free Access.

*This free resource is being sent by Zacks. We identify investment resources you may choose to use in making your own decisions. Use of this resource is subject to the Zacks Terms of Service.
*Past performance is no guarantee of future results. Investing involves risk. This material does not constitute investment, legal, accounting, or tax advice. Zacks Investment Research is not a licensed dealer, broker, or investment adviser.

J. M. Smucker | SJM

Price: $103.15

Relief on green coffee tariffs means no new price hikes in the near term, which removes a key pain point for shoppers.

Coffee volumes have been wobbly, but stable pricing can bring customers back to favored brands like Folgers and Café Bustelo. 

Uncrustables is still a growth engine and is expanding in convenience channels, which adds new doors without heavy advertising.

This is not a sprint stock. It is a ship that turns gradually, pays a healthy dividend, and can benefit as input costs settle. 

The quarter showed better sales and a cleaner outlook, even if one segment gave back margin while consumers recalibrated spending.

Why it matters for you: Focus on coffee volumes, Uncrustables growth, and gross margin trend. If costs ease and volumes stabilize, you are paid to wait.

Keysight Technologies | KEYS

Price: $196.16

When customers upgrade for faster data, higher speeds, and more efficient power, they test everything first.

That is Keysight’s sweet spot. Orders improved, and analysts lifted targets as AI, data centers, and next-gen networking expand the testing footprint. 

This is a picks and shovels play on faster tech.

The company sells into communications, computing, aerospace, and industrial markets, so it has multiple ways to grow even if one vertical pauses.

 Orders leading sales is a classic sign that budgets are opening and programs are moving from lab to line.

That usually means better visibility and cleaner guidance ahead.

Why it matters for you: Keep an eye on order growth, backlog strength, and any step up in full-year guidance.

If those stack up, the story can compound without needing a perfect macro.

Netflix | NFLX

Price: $106.14

The setup is straightforward. A heavy holiday slate lands at the exact moment households are indoors and grazing for new series and big franchise films. That supports engagement and lowers churn. 

Advertising keeps scaling, which gives Netflix a second growth lever that is less sensitive to price hikes.

The recent earnings mess came from a tax hit, not a sudden demand collapse, and guidance still calls for healthy revenue growth into year end.

Live programming is also starting to matter, since appointment viewing is attractive to sponsors and keeps subscribers active between releases.

Why it matters for you: Track hours viewed, top 10 lists that linger for more than a weekend, and any chatter on ad demand.

If those trend up together, dips are for adding, not exiting.

Stat of the Day: 12.4% delinquent

Credit card balances that are 90 days late just hit 12.4%, the highest since 2011. Subprime auto loans that are 60 days late sit at 6.7%, a record.

That split view of the consumer explains why value retail and staples can feel steadier, while discretionary names tied to bigger tickets can wobble.

Size positions accordingly and favor firms with real cash engines.

Final Take

One stock is all about keeping viewers glued to the screen while ads scale. One contractor is stacking long contracts that pay on time.

One retailer is working to turn holiday traffic into tidy margins. One pantry name is getting cost relief while a key snack brand widens its reach.

One test and measurement name is riding the upgrade cycle across data centers and networks.

Keep your core in companies with healthy backlogs, clean balance sheets, and products people buy in good times and bad.

Add on red days when the facts support it, let catalysts pay you, and avoid stretching for stories that only work if every variable breaks your way.