Update shared on 04 Dec 2025
Fair value Decreased 3.14%Analysts have modestly lowered their price target on Six Flags Entertainment from approximately $26.92 to $26.08 per share. This reflects slightly softer expectations for revenue growth, profit margins, and future valuation multiples, while keeping the discount rate unchanged.
What's in the News
- Six Flags appointed industry veteran John Reilly as Chief Executive Officer, effective December 8, 2025, succeeding Richard A. Zimmerman after a board-led succession process. (Executive Changes)
- JANA Partners formed an activist investor coalition that includes Travis Kelce, Glenn Murphy and Dave Habiger to push for improvements in branding, marketing, operations, leadership assessment and potential acquisitions at Six Flags. (Investor Activism)
- McDermott Will and Schulte disclosed it is advising JANA Partners in its shareholder engagement campaign at Six Flags, highlighting plans to modernize technology, elevate the guest experience and sharpen leadership focus. (Investor Activism)
- Land and Buildings Investment Management increased pressure on Six Flags to spin off or sell its real estate portfolio, arguing a dedicated real estate structure or sale could unlock up to $6 billion in value. (Investor Activism)
- Six Flags reported a sharp rise in impairment charges on goodwill and other intangibles to approximately $1.52 billion for the quarter ended September 28, 2025, compared with about $42 million a year earlier. (Impairments)
Valuation Changes
- Fair Value: Lowered slightly from about $26.92 to approximately $26.08 per share, reflecting a modestly more cautious outlook.
- Discount Rate: Held steady at 12.5 percent, indicating no change in the assumed risk profile for future cash flows.
- Revenue Growth: Trimmed marginally from roughly 2.93 percent to about 2.88 percent, signaling slightly softer top line expectations.
- Net Profit Margin: Reduced modestly from around 6.11 percent to about 6.04 percent, implying a small downgrade to profitability assumptions.
- Future P/E: Eased slightly from roughly 19.06x to about 18.73x, pointing to a minor reduction in anticipated valuation multiples.
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