Added to YB: 2026-01-07
Pitch date: 2025-12-30
SPHR [bullish]
Sphere Entertainment Co.
-5.79%
current return
Author Info
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Company Info
Sphere Entertainment Co. operates as a live entertainment and media company in the United States. It operates through two segments, Sphere and MSG Networks.
Market Cap
$3.3B
Pitch Price
$96.99
Price Target
175.00 (+89%)
Dividend
N/A
EV/EBITDA
-223.76
P/E
-12.67
EV/Sales
3.67
Sector
Entertainment
Category
growth
Show full summary:
Closing Out 2025 & Opportunity Shopping for 2026 - $SPHR
SPHR: Bull case $150-175 target from $90 on Las Vegas $250M AOI @ 16x ($80/sh) + sponsorships $30M AOI ($10/sh) + Abu Dhabi $80M AOI ($25/sh) + new Spheres pipeline ($25-75/sh). Oz bookings strong at $1.5M/day. Bear case: Oz demand deflation. Key test Feb/Mar '26 seasonality.
Read full article (4 min)