Sphere Entertainment Co.

Report azionario NYSE:SPHR

Capitalizzazione di mercato: US$5.2b

Sphere Entertainment Crescita futura

Criteri Future verificati 0/6

Si prevede che gli utili di Sphere Entertainment diminuiranno a 74.6% all'anno, mentre si prevede che i suoi ricavi annuali cresceranno a 2.5% all'anno. Si prevede che l'EPS diminuirà di 75.5% all'anno. Si prevede che il ritorno sul capitale proprio sarà -1% in 3 anni.

Informazioni chiave

-74.6%

Tasso di crescita degli utili

-75.50%

Tasso di crescita dell'EPS

Entertainment crescita degli utili22.0%
Tasso di crescita dei ricavi2.5%
Rendimento futuro del capitale proprio-1.04%
Copertura analitica

Good

Ultimo aggiornamento06 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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 Alpha
Articolo di analisi 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...
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Articolo di analisi 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...
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Articolo di analisi 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...
Aggiornamento dell'analisi 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.
Articolo di analisi 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...
Articolo di analisi 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
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Nuova analisi 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:SPHR - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20281,423-472873624
12/31/20271,391-7324732110
12/31/20261,367-9819629911
3/31/20261,326114333373N/A
12/31/20251,22033191243N/A
9/30/20251,076-270082N/A
6/30/20251,041-274-950N/A
3/31/20251,090-384-106-25N/A
12/31/20241,131-350-1469N/A
9/30/20241,137-397-9109N/A
6/30/20241,027-225-309-20N/A
3/31/2024883206-52969N/A
12/31/2023723139-77150N/A
9/30/2023569285-934140N/A
6/30/2023574172-1,021154N/A
3/31/2023126-218-937173N/A
12/31/2022317-124-1,01864N/A
9/30/2022439-108-89653N/A
6/30/2022610-141-664141N/A
3/31/20221,189-149-532162N/A
12/31/20211,051-156-418177N/A
9/30/2021938-200-48044N/A
6/30/2021648-4-550-59N/A
3/31/20215638-624-152N/A
12/31/2020530-100-584-110N/A
9/30/202075637-46020N/A
6/30/20201,436182-149308N/A
3/31/2020970-170-215181N/A
12/31/20191,039-47N/A171N/A
9/30/2019936-101N/A60N/A
6/30/20191,049-18N/A92N/A
3/31/2019580-138N/A18N/A
6/30/20189897N/A144N/A
3/31/20181,547103N/A280N/A
6/30/2017711-109N/A96N/A
3/31/20171,231-47N/A147N/A
6/30/20161,115-77N/A126N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che gli utili di SPHR diminuiranno nei prossimi 3 anni ( -74.6% all'anno).

Guadagni vs Mercato: Si prevede che gli utili di SPHR diminuiranno nei prossimi 3 anni ( -74.6% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di SPHR diminuiranno nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di SPHR ( 2.5% all'anno) crescerà più lentamente rispetto al mercato US ( 11.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di SPHR ( 2.5% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che SPHR non sarà più redditizia tra 3 anni.


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 15:21
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Sphere Entertainment Co. è coperta da 20 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Michael HickeyBenchmark Company
David BeckelBerenberg
Peter HendersonBofA Global Research