Sphere Entertainment Croissance future
Future contrôle des critères 0/6
Les bénéfices de Sphere Entertainment devraient diminuer de 74.6% par an tandis que son chiffre d'affaires annuel devrait croître de 2.5% par an. Le BPA devrait croître de diminuer de 75.5% par an. Le rendement des capitaux propres devrait être -1% dans 3 ans.
Informations clés
-74.6%
Taux de croissance des bénéfices
-75.50%
Taux de croissance du BPA
| Entertainment croissance des bénéfices | 22.0% |
| Taux de croissance des recettes | 2.5% |
| Rendement futur des capitaux propres | -1.04% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 06 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour de l'analyse • May 01
SPHR: Future Venue Expansion And Content Durability Will Drive Returns
Sphere Entertainment's analyst price target has been raised by several firms in recent weeks, with changes such as Morgan Stanley's $30 increase to $135. This move has been supported by analysts highlighting stronger Wizard of Oz performance, improved profitability at the Las Vegas venue, and growing confidence in adding more Sphere locations over time.
Mise à jour de l'analyse • Apr 17
SPHR: Expanded Venues And Content Slate Will Support Future Earnings Durability
Sphere Entertainment's updated analyst price target rises from $128.90 to $136.36 as analysts factor in recent price target increases across the Street and adjust assumptions around discount rate, profit margin, and future P/E to reflect stronger positioning of the Sphere venue and content slate. Analyst Commentary Recent Street research around Sphere Entertainment clusters around the same core themes that feed into valuation work, mainly how durable the Wizard of Oz performance is, how repeatable Sphere content can be, and how management is handling capital and execution risk.Mise à jour de l'analyse • Apr 02
SPHR: Future Venue Pipeline And Programming Visibility Will Drive Returns
The analyst fair value estimate for Sphere Entertainment has been raised from $92.00 to $160.00, reflecting higher Street price targets and analyst views that recent operating results and growing visibility into future Sphere events and venues support a richer P/E multiple, despite more measured revenue growth assumptions. Analyst Commentary Recent Street research has turned more constructive on Sphere Entertainment, with several bullish analysts lifting price targets and shifting ratings upward after stronger than expected operating results and growing visibility into Sphere related revenue streams.Mise à jour de l'analyse • Mar 19
SPHR: Expanding Venues And Residencies Will Support Future Earnings Durability
Analysts have raised their price targets on Sphere Entertainment, including a move to $135 at Morgan Stanley, citing stronger than expected Wizard of Oz performance, improving Sphere booking visibility, and early confidence in the potential for additional venues. Analyst Commentary Recent research updates on Sphere Entertainment highlight a mix of enthusiasm around execution and growth potential, alongside a continued focus on concentration and durability risks.Mise à jour de l'analyse • Mar 05
SPHR: New Venues And Residencies Will Support Future Earnings Durability
The analyst price target for Sphere Entertainment has been raised to $135, up from $105. Analysts highlighted stronger than expected Wizard of Oz performance, sponsorship and Exosphere monetization, as well as growing confidence in adding more Sphere venues over time.Mise à jour de l'analyse • Feb 18
SPHR: New Venue Plans And Residencies Will Support Future Earnings Durability
Analysts have raised their fair value estimate for Sphere Entertainment from $103.90 to $128.90, citing stronger Wizard of Oz performance, sponsorship and Exosphere monetization, as well as increasing confidence that additional Sphere venues and event bookings could support the business over time. Analyst Commentary Recent Street research on Sphere Entertainment reflects a mix of optimism on execution and monetization, alongside continued caution around concentration and durability risks.
Mise à jour de l'analyse • Feb 04
SPHR: Elevated Booking Hopes Will Increase Risk Around 2026 Event Slate
Narrative Update: Sphere Entertainment Analysts have lifted their price targets on Sphere Entertainment by roughly $23, citing stronger Sphere Experience show counts and attendance, additional musical residencies into early 2026, and growing expectations for further Sphere franchise announcements and a busy 2026 booking calendar. Analyst Commentary Recent research has generally highlighted strong demand trends for the Sphere Experience and a fuller event calendar into 2026, which has come through in higher price targets and upgrades.Mise à jour de l'analyse • Jan 21
SPHR: Venue Bookings And New Project Plans Will Test Earnings Durability
Analysts have lifted their fair value estimate for Sphere Entertainment by about $15.60 to $103.90, citing stronger Sphere Experience show counts and attendance for Wizard of Oz, additional musical residencies scheduled into early 2026, and growing expectations that the Las Vegas venue could remain heavily booked with potential for additional franchises. Analyst Commentary Recent research coverage has focused on how Sphere Entertainment is executing at the Las Vegas venue, what that could mean for earnings power, and how current valuation stacks up against those expectations.Mise à jour de l'analyse • Jan 07
SPHR: Strong Venue Momentum But Long Term Earnings Durability Will Remain Central
Narrative Update on Sphere Entertainment Analysts have lifted their fair value estimate for Sphere Entertainment from US$75.30 to US$88.30, citing stronger momentum at the Las Vegas Sphere venue, a growing pipeline of residencies that are selling reliably, and an updated earnings framework that assumes slightly higher revenue growth, profit margins, and future P/E multiples. Analyst Commentary Street research on Sphere Entertainment has turned more constructive as recent reports focus on the performance of the Las Vegas venue, the content pipeline, and what that could mean for earnings power and valuation.Seeking Alpha • Dec 23
Sphere Entertainment: High Short Interest And A Promising Outlook
Summary Sphere Entertainment Co. (SPHR) is rated Hold, balancing strong immersive entertainment growth against high short interest and valuation concerns. SPHR’s Las Vegas venue achieved rapid success with The Wizard of Oz, selling 1.5 million tickets and securing multi-year sponsorships. Valuation is stretched: Price/Sales TTM at 3.15 (sector median 1.19), and Price/Cash Flow TTM at 40.10, with significant capital intensity and leverage. 2026 EPS is forecasted to decline before recovery, creating a tug-of-war between revenue growth and profitability; one-year price target is $93.24. Read the full article on Seeking AlphaArticle d'analyse • Dec 23
Optimistic Investors Push Sphere Entertainment Co. (NYSE:SPHR) Shares Up 25% But Growth Is Lacking
Despite an already strong run, Sphere Entertainment Co. ( NYSE:SPHR ) shares have been powering on, with a gain of 25...Mise à jour de l'analyse • Dec 14
SPHR: Las Vegas Venue Earnings Power And Audio Rollout Will Shape Returns
Analysts have lifted their blended fair value estimate for Sphere Entertainment to approximately $92 from about $75 per share, citing stronger than expected recent results at the Las Vegas Sphere, a ramping slate of high margin artist residencies and immersive shows, and growing conviction in the venue's long term earnings power despite a modestly lower assumed valuation multiple. Analyst Commentary Bullish analysts highlight that the recent beat on revenue and adjusted operating income has reinforced confidence in Sphere Entertainment's business model, particularly around the Las Vegas Sphere, supporting higher valuation assumptions despite a still-evolving earnings trajectory.Mise à jour de l'analyse • Nov 30
SPHR: Recent Run-Up May Limit Near-Term Upside Amid Uncertain Earnings Power
Analysts have raised their price targets for Sphere Entertainment, with the consensus increase attributed to stronger-than-expected earnings, an expanding pipeline of Las Vegas shows, and improved operational efficiency. As a result, new targets are up to $19 higher than prior estimates.Mise à jour de l'analyse • Nov 16
SPHR: Upcoming Content Lineup And Cost Controls Will Shape Near-Term Outlook
Analysts have increased their price target for Sphere Entertainment by over $10 to $75.30, citing stronger-than-expected financial performance, a growing event pipeline, and improved operational efficiency. Analyst Commentary Recent research updates reveal both optimism and caution among analysts covering Sphere Entertainment.Article d'analyse • Nov 08
Sphere Entertainment Co. (NYSE:SPHR) Stock Rockets 30% As Investors Are Less Pessimistic Than Expected
Sphere Entertainment Co. ( NYSE:SPHR ) shares have continued their recent momentum with a 30% gain in the last month...Mise à jour de l'analyse • Nov 01
SPHR: Artist Residencies And Audio Expansion Will Shape Measured Outlook
Analysts have modestly raised their fair value estimate for Sphere Entertainment to $64.90 from $64.10. They cite continued growth in artist residencies and improved near-term comparability as key factors supporting the upward revision.Mise à jour de l'analyse • Oct 18
International Expansion And Immersive Tech Will Transform Entertainment
Analysts have increased their fair value estimate for Sphere Entertainment from $60.60 to $64.10. They cite stronger near-term comparability driven by additional artist residencies and an improving profit outlook.Mise à jour de l'analyse • Oct 04
International Expansion And Immersive Tech Will Transform Entertainment
Analysts have increased their fair value estimate for Sphere Entertainment by $3 to $60.6, citing higher earnings estimates and an improved valuation outlook. Analyst Commentary Recent Street research provides a mix of perspectives regarding Sphere Entertainment’s outlook.Mise à jour de l'analyse • Sep 17
International Expansion And Immersive Tech Will Transform Entertainment
Analysts have raised Sphere Entertainment's price target to $57.60, citing disruptive live event offerings, strong Exosphere advertising potential, and differentiated original content, supported by robust segment profitability and improved medium-term confidence. Analyst Commentary Bullish analysts cite Sphere's disruptive approach to live events and immersive experiences, enabling premium pricing and improved venue utilization.Article d'analyse • Sep 09
Sphere Entertainment Co.'s (NYSE:SPHR) Shares Climb 35% But Its Business Is Yet to Catch Up
Sphere Entertainment Co. ( NYSE:SPHR ) shareholders have had their patience rewarded with a 35% share price jump in the...Mise à jour de l'analyse • Aug 15
International Expansion And Immersive Tech Will Transform Entertainment
Analysts raised Sphere Entertainment’s price target to $53.90, citing record operating income, the company’s unique premium pricing and venue model, and promising long-term growth potential despite modestly lower revenue forecasts. Analyst Commentary Record adjusted operating income in the Sphere segment despite lower Sphere Experiences revenues, leading to upward revisions in estimates.Article d'analyse • Jul 21
Is Sphere Entertainment (NYSE:SPHR) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Article d'analyse • May 19
An Intrinsic Calculation For Sphere Entertainment Co. (NYSE:SPHR) Suggests It's 44% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Sphere Entertainment fair value estimate is US$69.26 Current...Seeking Alpha • Apr 21
Out Of The Shadows: How Sphere's Vegas Juggernaut Can Crush Its RSN Drag
Summary Sphere Entertainment stock has dropped 44% since October, largely due to MSG Networks' struggles, but offers potential upside with a focus on its high-growth Las Vegas Sphere. The potential bankruptcy of MSG Networks could allow Sphere to restructure $800 million in debt, refocus on its experiential business, and improve financial health. Despite mixed Q4 results and high operational expenses, Sphere's flagship business shows strong growth, and institutional investors continue to buy shares, indicating confidence. At around $25, Sphere Entertainment stock presents a positive risk/reward opportunity, driven by its experiential business and potential debt reduction. Read the full article on Seeking Alpha
Nouvelle analyse • Mar 23
International Expansion And Exosphere's New Strategy Will Strengthen Future Prospects
Expanding original content and international markets aims to boost future revenue and optimize cost efficiencies, enhancing high-margin offerings and global reach.Seeking Alpha • Jan 15
Sphere Entertainment: MSG Networks Bankruptcy Seems Inevitable, But Don't Panic
Summary Sphere Entertainment's future hinges on the success of its Las Vegas venue. MSG Networks' impending bankruptcy and declining RSN business is all but irrelevant. MSG Networks' financial troubles and potential bankruptcy won't significantly impact Sphere due to the non-recourse nature of its debt. Sphere's investment potential is uncertain; questions about the profitability and funding of future Spheres remain unanswered. I rate Sphere a Hold, as its future profitability is unclear, and I need more proof before considering an investment. Read the full article on Seeking AlphaSeeking Alpha • Oct 14
Hold On Sphere Entertainment: High Growth Comes With Debt, Cash Burn Concerns
Summary Sphere Entertainment's stock has surged 31% YTD, but faces challenges like cash burn, scaling issues, and debt pressures. The Sphere segment, featuring the innovative Las Vegas venue, is the company's primary growth driver, contributing 48.4% of the company's $1.03 billion revenue. Despite strong revenue growth, Sphere Entertainment reports a net loss of $200.6 million due to high operating expenses and significant debt burdens. Valuation models suggest Sphere stock is undervalued, with potential for substantial upside, contingent on the success of the Sphere segment and effective debt management. Read the full article on Seeking AlphaSeeking Alpha • Jul 11
Sphere Entertainment: Attractive Risk/Reward Profile (Upgrade)
Summary Sphere Entertainment’s recent earnings reports have clarified the venue’s robust performance and growth potential, including sold out events and significant daily ticket sales. The company reported $321.3 million in revenues and an improving environment around operating loss, showcasing positive adjusted operating income in the sphere segment, highlighting its disruptive potential in the venue. With limited downside risk supported by the tangible asset value and conservative financial projections, Sphere Entertainment presents an attractive risk/reward profile. Read the full article on Seeking AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 1,423 | -47 | 287 | 362 | 4 |
| 12/31/2027 | 1,391 | -73 | 247 | 321 | 10 |
| 12/31/2026 | 1,367 | -98 | 196 | 299 | 11 |
| 3/31/2026 | 1,326 | 114 | 333 | 373 | N/A |
| 12/31/2025 | 1,220 | 33 | 191 | 243 | N/A |
| 9/30/2025 | 1,076 | -270 | 0 | 82 | N/A |
| 6/30/2025 | 1,041 | -274 | -95 | 0 | N/A |
| 3/31/2025 | 1,090 | -384 | -106 | -25 | N/A |
| 12/31/2024 | 1,131 | -350 | -14 | 69 | N/A |
| 9/30/2024 | 1,137 | -397 | -9 | 109 | N/A |
| 6/30/2024 | 1,027 | -225 | -309 | -20 | N/A |
| 3/31/2024 | 883 | 206 | -529 | 69 | N/A |
| 12/31/2023 | 723 | 139 | -771 | 50 | N/A |
| 9/30/2023 | 569 | 285 | -934 | 140 | N/A |
| 6/30/2023 | 574 | 172 | -1,021 | 154 | N/A |
| 3/31/2023 | 126 | -218 | -937 | 173 | N/A |
| 12/31/2022 | 317 | -124 | -1,018 | 64 | N/A |
| 9/30/2022 | 439 | -108 | -896 | 53 | N/A |
| 6/30/2022 | 610 | -141 | -664 | 141 | N/A |
| 3/31/2022 | 1,189 | -149 | -532 | 162 | N/A |
| 12/31/2021 | 1,051 | -156 | -418 | 177 | N/A |
| 9/30/2021 | 938 | -200 | -480 | 44 | N/A |
| 6/30/2021 | 648 | -4 | -550 | -59 | N/A |
| 3/31/2021 | 563 | 8 | -624 | -152 | N/A |
| 12/31/2020 | 530 | -100 | -584 | -110 | N/A |
| 9/30/2020 | 756 | 37 | -460 | 20 | N/A |
| 6/30/2020 | 1,436 | 182 | -149 | 308 | N/A |
| 3/31/2020 | 970 | -170 | -215 | 181 | N/A |
| 12/31/2019 | 1,039 | -47 | N/A | 171 | N/A |
| 9/30/2019 | 936 | -101 | N/A | 60 | N/A |
| 6/30/2019 | 1,049 | -18 | N/A | 92 | N/A |
| 3/31/2019 | 580 | -138 | N/A | 18 | N/A |
| 6/30/2018 | 989 | 7 | N/A | 144 | N/A |
| 3/31/2018 | 1,547 | 103 | N/A | 280 | N/A |
| 6/30/2017 | 711 | -109 | N/A | 96 | N/A |
| 3/31/2017 | 1,231 | -47 | N/A | 147 | N/A |
| 6/30/2016 | 1,115 | -77 | N/A | 126 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: Les bénéfices de SPHR devraient diminuer au cours des 3 prochaines années ( -74.6% par an).
Bénéfices vs marché: Les bénéfices de SPHR devraient diminuer au cours des 3 prochaines années ( -74.6% par an).
Croissance élevée des bénéfices: Les bénéfices de SPHR devraient baisser au cours des trois prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de SPHR ( 2.5% par an) devrait croître plus lentement que le marché de US ( 11.5% par an).
Croissance élevée des revenus: Le chiffre d'affaires de SPHR ( 2.5% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: SPHR devrait être non rentable dans 3 ans.
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/07 10:29 |
| Cours de l'action en fin de journée | 2026/05/07 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Sphere Entertainment Co. est couverte par 20 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Michael Hickey | Benchmark Company |
| David Beckel | Berenberg |
| Peter Henderson | BofA Global Research |