Communication Services
Movies & Entertainment
4 companies under coverage.
Coverage
Movies & Entertainment
Equity Research
Netflix Inc (NFLX)
The bull case — 'Bull — Global-Scale Re-Rate' (8% weight) — targets $132, +84% vs spot. It needs the multiple to hold or expand.
Equity Research
Paramount Skydance Corporation Class B Common Stock (PSKY)
The bull case — 'Bull — Re-Rate / M&A' (8% weight) — targets $17, +74% vs spot. It needs Gross Margin to surprise to the upside.
Equity Research
Walt Disney Company (DIS)
The bull case — 'Bull — Re-Rate / M&A' (8% weight) — targets $185, +92% vs spot. It needs the multiple to hold or expand.
Equity Research
TKO Group Holdings, Inc. (TKO)
The bull case — 'Bull — Premium-Content Re-Rate' (8% weight) — targets $360, +79% vs spot. It needs the multiple to hold or expand.