Update shared on04 Sep 2025
Analysts remain positive on Live Nation Entertainment due to strong concert demand, outperformance in the Concert segment, and Ticketmaster’s ongoing value, though they caution about near-term margin pressures, antitrust risks, and consumer headwinds; consensus price target is unchanged at $170.00.
Analyst Commentary
- Bullish analysts cite continued strong demand for concerts and robust performance in the Concert segment, underpinned by higher Stadium and Venue-Nation contributions.
- Strong Q2 results, with AOI exceeding Street expectations and double-digit profitability growth guidance, increase confidence in the company’s durable competitive moat within Consumer Services.
- Weather-related event cancellations (e.g., Bonnaroo) modestly impact estimates, but analysts maintain a positive long-term outlook due to a favorable risk/reward profile.
- Ticketmaster remains a valuable asset, with analysts highlighting its potential worth and continued growth, despite near-term ticketing revenue growth concerns and ongoing antitrust uncertainties expected to persist into late 2025.
- Analysts are watching potential headwinds from a weakening consumer, margin pressures from a higher mix of lower-margin stadium shows, and the effectiveness of new artist pricing strategies as the company enters peak concert season.
What's in the News
- Live Nation and Kraft Heinz announced a multi-year partnership designating Kraft Heinz as the Official Condiment and Official Mac & Cheese at 80 US venues.
- Kraft Heinz products will be featured in menus at concerts, festivals, and events, starting with Lollapalooza, where HEINZ is presenting sponsor for "Chow Town."
- The collaboration leverages consumer trends indicating fans' interest in food experiences, aiming to enhance engagement at the intersection of food and entertainment.
Valuation Changes
Summary of Valuation Changes for Live Nation Entertainment
- The Consensus Analyst Price Target remained effectively unchanged, at $170.00.
- The Net Profit Margin for Live Nation Entertainment remained effectively unchanged, at 2.93%.
- The Consensus Revenue Growth forecasts for Live Nation Entertainment remained effectively unchanged, at 10.5% per annum.
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