Update shared on31 Jul 2025
With both the discount rate and future P/E ratio virtually unchanged, analysts left IMAX's fair value estimate steady at $32.82.
What's in the News
- IMAX continues aggressive global expansion, announcing multiple new IMAX with Laser system deals: up to five locations with HOYTS Cinemas (Australia), four with EVT (Australia, New Zealand, Germany), two with Helios (Poland), and four new U.S. locations with Regal Cinemas.
- IMAX delivered strong box office results, with "F1: The Movie" achieving a $28 million global debut—IMAX accounted for 23% of North American and 19% of global grosses, including 43% in China.
- IMAX expanded its buyback authorization by $100 million, now totaling $500 million and extending through June 2027; as of June 30, total repurchases reached 15.07 million shares (25.63%) for $249.26 million, with no shares repurchased in Q2 2025.
- IMAX was dropped from both the Russell 2000 Defensive and Russell 2000 Growth-Defensive Indexes.
- IMAX is leveraging its partnership strength and exclusive content (notably "Filmed for IMAX" releases and major Hollywood blockbusters), which is driving high per-screen averages and strong PSA rankings, especially in Australia.
Valuation Changes
Summary of Valuation Changes for IMAX
- The Consensus Analyst Price Target remained effectively unchanged, at $32.82.
- The Discount Rate for IMAX remained effectively unchanged, moving only marginally from 9.02% to 9.03%.
- The Future P/E for IMAX remained effectively unchanged, moving only marginally from 33.19x to 33.20x.
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