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Global Streaming Expansion And Iconic Content Will Unlock Future Potential

Published
09 Feb 25
Updated
12 Oct 25
AnalystConsensusTarget's Fair Value
US$18.27
1.0% overvalued intrinsic discount
12 Oct
US$18.45
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1Y
130.6%
7D
3.1%

Author's Valuation

US$18.271.0% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on12 Oct 25
Fair value Increased 21%

Analysts have increased their fair value estimate for Warner Bros. Discovery from $15.10 to $18.27 per share.

Shared on28 Sep 25
Fair value Increased 1.31%

Warner Bros. Discovery’s analyst price target rose from $14.90 to $15.10, reflecting stronger studio results, potential M&A catalysts, an improving balance sheet, and sustained direct-to-consumer growth, though tempered by ongoing industry headwinds and acquisition uncertainty.

Shared on13 Sep 25
Fair value Increased 1.46%

Warner Bros. Discovery’s consensus price target rose slightly to $14.90 as analysts cite improved Studios and direct-to-consumer performance, potential bid interest, and expected EBITDA beats, while headwinds in linear TV and uncertainty around long-term earnings temper optimism.

Shared on07 May 25
Fair value Increased 13%

Shared on30 Apr 25
Fair value Increased 0.78%

AnalystConsensusTarget has increased future PE multiple from 11.4x to 12.6x.

Shared on23 Apr 25
Fair value Decreased 0.62%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Increased 0.31%

AnalystConsensusTarget has increased revenue growth from 0.5% to 0.6%.

Shared on09 Apr 25
Fair value Decreased 11%

AnalystConsensusTarget has decreased revenue growth from 0.6% to 0.5%, increased profit margin from 0.3% to 9.9% and decreased future PE multiple from 443.3x to 11.5x.

Shared on02 Apr 25
Fair value Increased 6.43%

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget has decreased revenue growth from 0.7% to 0.6%.

Shared on10 Mar 25
Fair value Decreased 2.57%

AnalystConsensusTarget has decreased revenue growth from 1.0% to 0.7%, decreased profit margin from 8.5% to 0.3% and increased future PE multiple from 12.8x to 452.8x.