Update shared on 27 Nov 2025
Fair value Decreased 0.19%The consensus analyst price target for Madison Square Garden Sports was revised slightly lower, decreasing by $0.50 to $264.50 per share. Analysts cited recent comparable team sales, a modest earnings shortfall, and ownership structure as key factors informing their updated outlook.
Analyst Commentary
Analysts have provided a range of perspectives following recent research notes on Madison Square Garden Sports, highlighting both attractive and concerning elements underlying the company's current share valuation and prospects for future growth.
Bullish Takeaways- Bullish analysts view current share prices as offering a value opportunity, given the significant discount to their estimated private market value of marquee teams such as the Knicks and Rangers.
- Recent sales of comparable franchises, including major NBA teams, have supported record valuations across the sector and further underpin the company’s sum-of-the-parts assessment.
- Potential corporate actions such as a partial sale of the Knicks or Rangers are viewed as possible near-term catalysts that could unlock further share appreciation.
- Despite volatility, some analysts maintain a positive long-term sentiment on the company’s ability to generate cash flow and reinvest in core assets.
- Bearish analysts note that current ownership structure, especially the concentration of voting rights, creates uncertainty and limited float, potentially deterring new investment and impacting governance.
- Recent earnings results fell below expectations, with a modest miss attributed to lower league distributions that contributed to short-term stock weakness.
- The risk/reward profile is regarded as balanced at current levels, with limited visibility into new catalysts that could materially alter the outlook in the near term.
- Some are cautious on the ability of the company to outperform peers, especially without clearer growth drivers or structural changes.
What's in the News
- Madison Square Garden Sports completed the repurchase of 2,018,458 shares, totaling 8.29% of common stock for $340.33 million as part of its buyback program announced in 2015. No shares were repurchased in the most recent quarter. (Key Developments)
- The company renewed its multi-year marketing partnership with Piece of Cake Moving & Storage, which continues as the Official Moving and Storage Partner of the New York Knicks. The agreement includes prominent in-arena branding, promotional contests, and sweepstakes for Knicks fans. (Key Developments)
- Madison Square Garden Sports announced GAME 7 as the first-ever Jersey Patch partner of the New York Rangers for the upcoming centennial season. The partnership features the GAME 7 logo on all Rangers jerseys, special merchandise, and original content across digital channels. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has declined marginally, decreasing from $265.00 to $264.50 per share.
- Discount Rate has edged down slightly, moving from 9.72% to 9.66%.
- Revenue Growth has improved modestly, rising from 2.10% to 2.12%.
- Net Profit Margin has increased meaningfully, up from 9.52% to 10.32%.
- Future P/E multiple has fallen noticeably, decreasing from 80.84x to 74.30x.
Disclaimer
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