
A resolution would allow David Ellison's $111-billion takeover of Warner Bros. Discovery to finalize
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A resolution would allow David Ellison's $111-billion takeover of Warner Bros. Discovery to finalize

The latest trading day saw Warner Bros. Discovery (WBD) settling at $27.81, representing a -1.52% change from its previous close.

Walt Disney (DIS) has lost about 7% over the past twelve months while the S&P 500 gained 17%. Disney trades at 21.3 times earnings, just under an S&P 500 median of 22.5. The question is whether that is a good business on sale, or a fair price for a slow grower.

The streamer desperately needs to find the next Squid Game. Weak engagement numbers are dire news for its shares, down 20% this year.

Wells Fargo just handed Netflix one of the street's most bearish ratings while a rival analyst pushed a price target nearly double that level, leaving investors to figure out which firm is reading the audience right before earnings arrive.

Paramount Skydance has been under pressure for years, and with merger headlines swirling around Warner Bros. Discovery, the real question for investors is whether the current share price lines up with what its cash flows can support. The stock has fallen 70.2% over the past 5 years, which puts the focus squarely on whether that drop now matches or misfits the cash the business can realistically generate. Ongoing court ordered merger talks, bond discussions and extended tender and exchange...

Broadcasters and tech giants are writing big checks to state officials, who have weighed in on mergers.

Paramount Skydance and Warner Bros. Discovery long-awaited merger has been at a standstill. Barclays analysts led by Kannan Venkateshwar resumed coverage of both stocks, rating Warner Bros at Equal Weight with a $28 price target and Paramount at Underweight with a $8 price target. Venkateshwar said in a research note Thursday that while the proposed $110 billion merger could increase growth potential for the studios, it could introduce massive financial and operational risks that make the stock hard to value, and “a moving target.”

Warner Bros. Discovery has rallied other entertainment stocks, yet analysts remain skeptical about the stock’s outlook.

Netflix shares have shed more than a third of their value over the past year, yet the company's ad business is exploding and buybacks are hitting record pace. Our proprietary model sees a stark disconnect between where the stock trades today and where the fundamentals say it should go.
A reported California exit adds another layer of tension to Paramount's $110 billion Warner Bros. Discovery deal.

Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match. The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.

Live Nation Entertainment has considerably outperformed its sector peers recently, and analysts remain highly optimistic about the stock’s prospects.

It has been a successful first two weeks for Apple’s new CEO, John Ternus. First at the Emmys, where Apple TV dominated the trophy haul, and then in the battle for auto makers’ infotainment systems. Last Wednesday, Ternus graduated from his usual supporting role at Apple’s annual launch event to center stage.

Netflix (NFLX) has fallen about 35% over the past year, while the S&P 500 returned about 17%. The complaint is simple. Sales growth is slowing, and management will not show the quality metrics it leans on. That case misses the engine under per-share earnings, a wider margin, and a shrinking share count.
Paramount Skydance (PSKY) is seeking a nearly $1.9 billion bond from states and the Writers Guild, c

Netflix (NFLX) trades at about $80, and its own options put a price on how far that can travel over the twelve months ahead: a floor near $54.21 and a ceiling near $119. The options market is charging nothing unusual for that range. Ordinary, for Netflix, already means a range wide enough to take a third of your money.

Disney's stock has barely moved in a year while Wall Street's consensus target sits 20% higher, and a string of earnings beats has done almost nothing to close that gap. The reason why reveals a deeper tension inside the company that one upcoming earnings report could either resolve or rupture.

Paramount Skydance (NasdaqGS:PSKY) is weighing a relocation from California if its proposed merger with Warner Bros. Discovery is blocked. An internal report, recently leaked ahead of an October decision deadline, outlines the possible shift of core operations to another state. The document warns that California could lose tens of thousands of jobs and several billions of dollars in economic output if the move occurs. The threat to relocate operations if the Warner Bros. Discovery merger...

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

Netflix (NFLX) grew revenue faster over the past twelve months than Amazon, Apple, Comcast, or Disney and earned a wider operating margin than all of them except Apple. Its shares still finished those twelve months down 38.9%, the last of the five. The fall has not made the stock cheap. That is the mismatch worth explaining.

Netflix stock has come off its recent highs, and the dip looks like a good opportunity to add more shares.

“60 Minutes” creator Don Hewitt had a simple motto for the show: “Tell me a story.” Its new leader, Nick Bilton, is trying to move past a tumultuous period when the show itself was the story. Bilton, a former columnist, author and documentary producer with little experience in television news, was installed by CBS News Editor in Chief Bari Weiss last May as part of a dramatic overhaul of the storied newsmagazine.

Recently, Zacks.com users have been paying close attention to Warner Bros. Discovery (WBD). This makes it worthwhile to examine what the stock has in store.

Netflix has shed more than a third of its value while the broader market climbs, yet one Wall Street analyst sees a path back that would leave today's sellers deeply regretting their exits.
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