Sphere Entertainment Performance degli utili passati
Criteri Il passato verificati 2/6
Gli utili di Sphere Entertainment sono diminuiti a un tasso medio annuo di -8.5%, mentre il settore Entertainment ha visto gli utili crescere a un tasso medio annuo di 26.6%. I ricavi sono cresciuti crescere a un tasso medio annuo di 13.8%. Il ritorno sul capitale proprio di Sphere Entertainment è 5.3% e ha margini netti di 8.6%.
Informazioni chiave
-8.53%
Tasso di crescita degli utili
-7.64%
Tasso di crescita dell'EPS
| Entertainment Crescita del settore | 18.06% |
| Tasso di crescita dei ricavi | 13.83% |
| Rendimento del capitale proprio | 5.33% |
| Margine netto | 8.58% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Seeking Alpha • May 18
Sphere Entertainment: Priced To Perfection
Summary Sphere Entertainment delivered a strong 1Q26, with revenue up 38% year-over-year and Sphere Venue driving 67% of AOI. Sphere’s performance was fueled by high-profile events like the Wizard of Oz and increased brand and concert activity, boosting per-show and per-event revenues. Upcoming residencies by Metallica (24 shows) and Backstreet Boys (56 shows) are expected to further accelerate Sphere’s earnings growth in 2026. MSG Networks faces headwinds from declining subscribers and lower advertising revenue, with limited upside from major sports events due to national broadcast rights. Read the full article on Seeking AlphaArticolo di analisi • May 13
Sphere Entertainment's (NYSE:SPHR) Earnings Are Of Questionable Quality
Sphere Entertainment Co.'s ( NYSE:SPHR ) robust earnings report didn't manage to move the market for its stock. We did...
Aggiornamento della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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.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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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...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
Nuova narrazione • 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 AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Sphere Entertainment guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 1,326 | 114 | 457 | 0 |
| 31 Dec 25 | 1,220 | 33 | 450 | 0 |
| 30 Sep 25 | 1,076 | -270 | 495 | 0 |
| 30 Jun 25 | 1,041 | -274 | 515 | 0 |
| 31 Mar 25 | 1,090 | -384 | 476 | 0 |
| 31 Dec 24 | 1,131 | -350 | 485 | 0 |
| 30 Sep 24 | 1,137 | -397 | 413 | 0 |
| 30 Jun 24 | 1,027 | -225 | 440 | 0 |
| 31 Mar 24 | 883 | 206 | 439 | 0 |
| 31 Dec 23 | 723 | 139 | 459 | 0 |
| 30 Sep 23 | 569 | 285 | 448 | 0 |
| 30 Jun 23 | 574 | 172 | 455 | 0 |
| 31 Mar 23 | 126 | -218 | 380 | 0 |
| 31 Dec 22 | 317 | -124 | 355 | 0 |
| 30 Sep 22 | 439 | -108 | 342 | 0 |
| 30 Jun 22 | 610 | -141 | 422 | 0 |
| 31 Mar 22 | 1,189 | -149 | 538 | 0 |
| 31 Dec 21 | 1,051 | -156 | 530 | 0 |
| 30 Sep 21 | 938 | -200 | 542 | 0 |
| 30 Jun 21 | 648 | -4 | 302 | 0 |
| 31 Mar 21 | 563 | 8 | 398 | 0 |
| 31 Dec 20 | 530 | -100 | 376 | 0 |
| 30 Sep 20 | 756 | 37 | 373 | 0 |
| 30 Jun 20 | 1,436 | 182 | 474 | 0 |
| 31 Mar 20 | 970 | -170 | 375 | 0 |
| 31 Dec 19 | 1,039 | -47 | 370 | 0 |
| 30 Sep 19 | 936 | -101 | 344 | 0 |
| 30 Jun 19 | 1,049 | -18 | 317 | 0 |
| 31 Mar 19 | 580 | -138 | 158 | 0 |
| 30 Jun 18 | 989 | 7 | 276 | 0 |
| 31 Mar 18 | 1,547 | 103 | 488 | 0 |
| 30 Jun 17 | 711 | -109 | 187 | 0 |
| 31 Mar 17 | 1,231 | -47 | 368 | 0 |
| 30 Jun 16 | 1,115 | -77 | 334 | 0 |
Guadagni di qualità: SPHR ha un grande una tantum guadagno di $266.0M che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st March, 2026.
Margine di profitto in crescita: SPHR è diventata redditizia in passato.
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: SPHR è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del -8.5% all'anno.
Accelerare la crescita: SPHR è diventata redditizia nell'ultimo anno, rendendo difficile confrontare il tasso di crescita degli utili con la media quinquennale.
Guadagni vs Settore: SPHR è diventata redditizia nell'ultimo anno, rendendo difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Entertainment ( -4.9% ).
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 5.3% ) di SPHR è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 22:24 |
| Prezzo dell'azione a fine giornata | 2026/05/21 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* 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.
| Analista | Istituzione |
|---|---|
| Michael Hickey | Benchmark Company |
| David Beckel | Berenberg |
| Peter Henderson | BofA Global Research |