Update shared on23 Oct 2025
Fair value Increased 1.84%The analyst price target for Madison Square Garden Entertainment has been raised from $47.63 to $48.50. This change reflects improved sentiment driven by stronger event demand, robust sponsorship momentum, and increased confidence in the company's financial outlook.
Analyst Commentary
Bullish Takeaways- Bullish analysts highlight a positive outlook for the company's revenue and operating income, supported by ongoing consumer enthusiasm for concerts, sports, and live entertainment.
- Robust event demand, particularly with a strong end-of-summer slate and momentum heading into the holiday season, continues to underpin upward revisions in valuation targets.
- Momentum in sponsorship sales and improved expense management contribute to strengthened financial projections and increased confidence in earnings growth for the coming fiscal years.
- Improving visibility into event supply and consistently healthy trends in live entertainment further reinforce the company’s position for long-term growth and operational execution.
What's in the News
- Reported a consolidated impairment of long-lived assets totaling $1,502,000 for the quarter ended June 30, 2025 (Key Developments)
- Completed the repurchase of 5,482,968 shares, representing 10.85% of outstanding shares. This was done under the buyback announced on March 30, 2023, for a total of $180.22 million as of June 30, 2025 (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has increased slightly from $47.63 to $48.50, reflecting higher expectations for the company's future performance.
- Discount Rate has declined modestly from 10.70% to 10.67%, indicating marginally lower risk premiums embedded in the valuation model.
- Revenue Growth assumptions have decreased from 5.90% to 4.95%, suggesting a more conservative outlook on top-line expansion.
- Net Profit Margin estimates have risen slightly from 12.18% to 12.51%, pointing to improved expectations for profitability.
- Future P/E ratio projections have edged up from 20.84x to 21.20x, which signals a modestly higher valuation based on anticipated earnings.
Disclaimer
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