Professional
Added to YB: 2026-07-27
Pitch date: 2026-07-23
SPHR [neutral]
Sphere Entertainment Co.
+5.52%
current return
Author Info
The Lion's Roar is searching for the next long/short idea. Primarily US, SMID cap focused, but looking for value everywhere. Sign up for the newsletter.
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
$5.1B
Pitch Price
$134.96
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.03
P/E
-66.69
EV/Sales
4.04
Sector
Entertainment
Category
growth
O'Keefe Stevens Advisory Portfolio Holding: Sphere Entertainment Co.
SPHR (holding update): Sphere Entertainment strong on unit economics despite weak Vegas Strip attendance (though visitation +y/y 3 mo in 2025). Abu Dhabi on track; new 'Rocky Horror' immersive show adds high-margin utilization. Exosphere = incremental high-margin driver. Letting N=1 asset run despite richer valuation.
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