Update shared on 07 Nov 2025
Fair value Decreased 1.44%Live Nation Entertainment's analyst price target has been modestly reduced from $173.80 to $171.30 per share. Analysts cite both regulatory headwinds and tempered growth assumptions, despite continued robust demand indicators.
Analyst Commentary
Recent Street research highlights a mixed outlook for Live Nation Entertainment, reflecting both sustained optimism and ongoing caution amid shifting market and regulatory dynamics. The following summarizes key points raised by bullish and bearish analysts covering the stock.
Bullish Takeaways- Bullish analysts have raised price targets as high as $195 per share, citing consistently strong demand indicators across the company's segments.
- Positive trends noted in onsite spending and a significant year-over-year increase in deferred revenue support the case for lasting growth momentum.
- Ongoing double-digit profitability growth and resilience in the Concert Segment are viewed as hallmarks of the firm's competitive positioning.
- Several analysts see potential for continued upside to consensus estimates, particularly as the company benefits from a top-tier moat in consumer services.
- Bearish analysts have modestly lowered price targets or remain cautious due to potential regulatory actions and uncertainty arising from Federal Trade Commission proceedings.
- Some caution centers on a slower growth rate in the Ticketing business, partly attributed to changes in venue mix and deferred revenue recognition practices.
- There is concern that, despite robust demand, recent secondary ticketing changes could continue to weigh on the stock's valuation.
- Overall, while the growth trajectory remains attractive, regulatory headwinds and market execution challenges represent notable risks for investors.
What's in the News
- Ticketmaster will bar users from operating multiple accounts and is set to shut down its TradeDesk platform, following an FTC lawsuit. The company will implement new AI tools and will require a unique taxpayer ID for each resale account. (Billboard)
- The U.S. Federal Trade Commission is investigating Ticketmaster's ability to prevent bots from illegally reselling tickets. A case decision is expected within weeks. (Bloomberg)
- Live Nation Entertainment recently hosted an Analyst/Investor Day to discuss financial performance and its operational outlook for the coming year.
Valuation Changes
- Consensus Analyst Price Target has decreased slightly, from $173.80 to $171.30 per share.
- Discount Rate has risen modestly, moving from 9.56 percent to 9.96 percent.
- Revenue Growth forecast has been reduced, dropping from 10.46 percent to 8.44 percent.
- Net Profit Margin estimate has declined slightly, from 3.93 percent to 3.72 percent.
- Future P/E ratio is projected to increase, climbing from 42.9x to 46.3x.
Disclaimer
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