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AMC Global Media Inc.NasdaqGS:AMCX 株式レポート

時価総額 US$431.8m
株価
US$9.72
US$7.5
29.6% 割高 内在価値ディスカウント
1Y47.0%
7D5.2%
1D
ポートフォリオ価値
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AMC Global Media Inc.

NasdaqGS:AMCX 株式レポート

時価総額:US$431.8m

AMC Global Media(AMCX)株式概要

AMC Global Media Inc.はエンタテインメント会社で、アメリカ、ヨーロッパ、そして世界でコンテンツを配給している。 詳細

AMCX ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長0/6
過去の実績2/6
財務の健全性2/6
配当金0/6

AMCX Community Fair Values

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AMC Global Media Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要AMC Global Media
過去の株価
現在の株価US$9.72
52週高値US$10.28
52週安値US$5.41
ベータ1.31
1ヶ月の変化17.68%
3ヶ月変化18.97%
1年変化47.05%
3年間の変化-16.49%
5年間の変化-85.45%
IPOからの変化-72.61%

最新ニュース

ナラティブの更新 May 20

AMCX: Future Multiple Will Depend On Underweight View Of Execution Risks

Analysts have trimmed their price target on AMC Global Media to $7.50, reflecting updated assumptions that include a slightly higher discount rate, softer revenue growth, a reduced profit margin, and a higher future P/E multiple, with recent cautious Street views contributing to the reset. Analyst Commentary Recent Street commentary around AMC Global Media has centered on how much risk investors should assign to the stock at the current price, especially in light of the trimmed US$7.50 target and the cautious tone reflected in the Underweight assumption at Morgan Stanley.
ナラティブの更新 May 02

AMCX: Future Multiple Will Depend On Underweight View Of Linear TV Risks

Analysts nudged their price target for AMC Global Media to $7.50 from $7.33, citing updated fair value and P/E assumptions in light of recent research coverage shifts, including the new Underweight stance and price target move from major firms. Analyst Commentary Bullish Takeaways Bullish analysts pointing to the new US$7.50 target see room for the shares to better reflect their updated fair value work, including refreshed P/E assumptions.

Recent updates

ナラティブの更新 May 20

AMCX: Future Multiple Will Depend On Underweight View Of Execution Risks

Analysts have trimmed their price target on AMC Global Media to $7.50, reflecting updated assumptions that include a slightly higher discount rate, softer revenue growth, a reduced profit margin, and a higher future P/E multiple, with recent cautious Street views contributing to the reset. Analyst Commentary Recent Street commentary around AMC Global Media has centered on how much risk investors should assign to the stock at the current price, especially in light of the trimmed US$7.50 target and the cautious tone reflected in the Underweight assumption at Morgan Stanley.
ナラティブの更新 May 02

AMCX: Future Multiple Will Depend On Underweight View Of Linear TV Risks

Analysts nudged their price target for AMC Global Media to $7.50 from $7.33, citing updated fair value and P/E assumptions in light of recent research coverage shifts, including the new Underweight stance and price target move from major firms. Analyst Commentary Bullish Takeaways Bullish analysts pointing to the new US$7.50 target see room for the shares to better reflect their updated fair value work, including refreshed P/E assumptions.
ナラティブの更新 Apr 17

AMCX: Future Multiple Will Depend On Execution Risks In Programmatic TV Shift

Analysts lifted their price target on AMC Global Media by $2 to reflect updated views on the company’s earnings potential and risk profile, while keeping key valuation inputs such as fair value, discount rate, revenue growth, profit margin and future P/E essentially unchanged. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as validation that the current earnings outlook supports a modestly stronger equity value, even with valuation inputs such as fair value, discount rate and P/E kept broadly consistent.
Seeking Alpha Apr 04

AMC Networks: Stabilizing Revenue Has Me Bullish Again (Rating Upgrade)

Summary AMC Networks is upgraded to buy due to stabilizing declines and a promising streaming transition. AMCX's fundamentals have improved, with better-than-expected streaming performance and ongoing balance sheet progress. Management remains cautious, prioritizing cash reserves and refinancing, but recent share repurchases signal some confidence. Future upside hinges on content quality; upcoming show 'The Audacity' could be a key catalyst. Read the full article on Seeking Alpha
ナラティブの更新 Apr 02

AMCX: Future Multiple Will Reflect Margins And Execution In Changing TV Market

Analysts have raised their price target on AMC Networks by $2, reflecting updated views that the existing fair value estimate, discount rate, revenue trend, profit margin outlook, and forward P/E assumption remain appropriate. Analyst Commentary Recent commentary around AMC Networks focuses on how well the current valuation lines up with the company’s earnings profile and execution risks in a changing media market.
ナラティブの更新 Mar 18

AMCX: Elevated Future P/E Assumptions Will Likely Limit Upside

Analysts raised their price target on AMC Networks by $2. They cited updated assumptions around discount rates, revenue trends, profit margins and a higher future P/E multiple in their models.
ナラティブの更新 Mar 04

AMCX: Fair Multiple Will Depend On Margins In Shifting TV Market

Analysts raised their price target on AMC Networks by $2 to reflect updated views on its fair value. The revision is supported by refreshed assumptions around revenue, margins and the stock's forward P/E profile.
ナラティブの更新 Feb 18

AMCX: Higher Multiple Will Face Pressure From Weaker Long Term Margins

Analysts raised their price target on AMC Networks by $2, reflecting updated views on fair value, discount rate, revenue trends, margins, and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as more in line with their updated assessment of AMC Networks' fair value, given current expectations for the business and its cash generation potential.
ナラティブの更新 Feb 04

AMCX: Softer Margins And Higher P/E Assumptions Will Restrain Neutral Rating Benefits

Analysts raised their price target on AMC Networks to US$8 from US$5, citing updated views on revenue trends, profit margins, and a higher assumed future P/E multiple in their valuation work. Analyst Commentary Recent research has highlighted that the new US$8 price target reflects updated assumptions on revenue trends, margins, and the future P/E multiple applied to AMC Networks.
ナラティブの更新 Jan 21

AMCX: Softer Revenue Profile Will Constrain Benefits From Neutral Rating Upgrade

Analysts lifted their price target on AMC Networks to US$8 from US$5, citing updated assumptions around slightly softer revenue growth, a modestly higher profit margin, and a small adjustment to future P/E expectations. Analyst Commentary The latest move to an Equal Weight rating with a US$8 price target highlights a more balanced stance on AMC Networks, but it still reflects a cautious view rather than a clearly bullish call.
分析記事 Jan 12

Is AMC Networks (NASDAQ:AMCX) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
ナラティブの更新 Jan 06

AMCX: Future Execution Risks Will Pressure Neutral Rating Upgrade

Analysts have raised their fair value estimate for AMC Networks from $5.00 to $6.00, citing an updated price target of $8.00 and revised assumptions related to revenue trends, profit margins, discount rate, and forward P/E. Analyst Commentary The move to an Equal Weight stance and a price target of US$8, up from US$5, signals a more neutral view on AMC Networks.
ナラティブの更新 Dec 14

AMCX: Higher Price View Will Still Struggle Against Structural Headwinds

Analysts raised their price target on AMC Networks to $8 from $5, citing a more balanced view of the companys risk-reward profile despite modest expectations for revenue growth and profitability. Analyst Commentary Analysts characterized the rating change as a recognition that near term execution risks appear better reflected in the current share price, even as long term structural challenges remain.
分析記事 Dec 12

AMC Networks Inc.'s (NASDAQ:AMCX) Shares Bounce 28% But Its Business Still Trails The Industry

AMC Networks Inc. ( NASDAQ:AMCX ) shares have had a really impressive month, gaining 28% after a shaky period...
ナラティブの更新 Nov 27

AMCX: Competitive Pressures Will Limit Upside Despite Improved Margins

Analysts have raised their price target for AMC Networks from $5 to $8, citing improved revenue growth and profit margin expectations. These factors support a more optimistic outlook on the company's performance.
ナラティブの更新 Nov 11

AMCX: Audit Committee Noncompliance Will Weigh On Shareholder Confidence

Analysts have raised their price target for AMC Networks from $5 to $8, citing an improved fair value estimate. This comes despite ongoing challenges in growth and profitability metrics.
分析記事 Aug 31

There's No Escaping AMC Networks Inc.'s (NASDAQ:AMCX) Muted Revenues Despite A 25% Share Price Rise

AMC Networks Inc. ( NASDAQ:AMCX ) shares have had a really impressive month, gaining 25% after a shaky period...
分析記事 Aug 11

Earnings Beat: AMC Networks Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

NasdaqGS:AMCX 1 Year Share Price vs Fair Value Explore AMC Networks's Fair Values from the Community and select yours...
分析記事 Aug 02

AMC Networks (NASDAQ:AMCX) Is Finding It Tricky To Allocate Its Capital

When researching a stock for investment, what can tell us that the company is in decline? More often than not, we'll...
分析記事 Jun 18

AMC Networks (NASDAQ:AMCX) Seems To Be Using A Lot Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Apr 04

AMC Networks (NASDAQ:AMCX) May Have Issues Allocating Its Capital

What underlying fundamental trends can indicate that a company might be in decline? When we see a declining return on...
分析記事 Mar 04

Investors Don't See Light At End Of AMC Networks Inc.'s (NASDAQ:AMCX) Tunnel And Push Stock Down 29%

AMC Networks Inc. ( NASDAQ:AMCX ) shareholders that were waiting for something to happen have been dealt a blow with a...
Seeking Alpha Feb 18

AMC Networks: Earnings Overreaction - Still Undervalued

Summary AMC Networks is undervalued despite trading at all-time lows, with a focus on debt reduction and growing streaming revenues to offset cable business decline. Q4 2024 earnings missed bottom-line expectations due to higher costs, but streaming revenue growth continues, supporting the company's turnaround efforts. 2025 guidance shows declines in key metrics, but increased streaming revenue share positions AMCX for future growth and resilience. Valuation metrics indicate an attractive EV/AOI ratio, but risks include heavy debt, dual share class structure, and potential accelerated decline in legacy business. Read the full article on Seeking Alpha
Seeking Alpha Jan 20

AMC Networks: Better Than Expected EPS, And Connections With Netflix

Summary AMC Networks Inc. shows potential upside due to a new content licensing deal with Netflix, reduced net debt, and possible tax decreases in the U.S. Despite a challenging recent quarter, AMCX's restructuring efforts and positive net income over the past decade suggest long-term growth. The company's $1.5 billion stock repurchase program and conservative DCF model indicate significant undervaluation compared to competitors. Risks include high debt levels, potential write-offs of program rights, and the impact of rising interest rates on refinancing operations. Read the full article on Seeking Alpha
Seeking Alpha Oct 18

AMC Networks: Undervalued On All Accounts

Summary AMC Networks faces significant challenges from cord-cutting trends and a heavy debt load, leading to market pessimism and fears of bankruptcy. Declining non-streaming subscription revenues and rising interest expenses have pressured AMC Networks' financial performance since 2022. The company's reliance on a few major shows and potential future dilution from convertible bonds add to the risks. Despite the challenges, there is a favorable risk/reward if AMC Networks can successfully focus on streaming growth and cash generation. Read the full article on Seeking Alpha
Seeking Alpha Oct 11

AMC Networks: Cigar Butt With Short Squeeze Potential

Summary AMC Networks faces challenges from cord-cutting and high debt but remains profitable with strong free cash flow and growing streaming revenues. Management prioritizes high-quality content, with a focus on free cash flow. AMCX is a deleveraging play as it looks to gradually lower debt levels. The stock is heavily shorted, presenting potential for a short squeeze, though its undervaluation based on fundamentals is a stronger investment case. Read the full article on Seeking Alpha
分析記事 Sep 25

Lacklustre Performance Is Driving AMC Networks Inc.'s (NASDAQ:AMCX) 27% Price Drop

AMC Networks Inc. ( NASDAQ:AMCX ) shareholders won't be pleased to see that the share price has had a very rough month...
User avatar
新しいナラティブ Sep 20

Licensing And Streamlining Propel Growth Amid Analysts' Mixed Forecasts

Expansion and partnerships with streaming platforms like Netflix and new Internet bundles indicate potential for significant revenue and subscriber growth.
分析記事 Sep 10

Returns On Capital At AMC Networks (NASDAQ:AMCX) Paint A Concerning Picture

When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Seeking Alpha Sep 04

AMC Networks: 13% Yielding Long-Term Debt An Attractive Investment

Summary AMC Networks offers a compelling 13% yield to maturity on its 2029 notes, despite recent revenue declines and increased debt. The company’s free cash flow surged to $239 million in H1 2024, driven by reduced program rights acquisitions. Management aims to generate $500 million in free cash flow for 2024-2025, bolstering debt repayment capabilities. Despite higher interest expenses, AMC Networks’ liquidity and free cash flow position make its 2029 notes an attractive investment. Read the full article on Seeking Alpha
分析記事 Aug 13

Is AMC Networks (NASDAQ:AMCX) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Jul 16

AMC Networks Inc.'s (NASDAQ:AMCX) 36% Dip In Price Shows Sentiment Is Matching Revenues

AMC Networks Inc. ( NASDAQ:AMCX ) shares have retraced a considerable 36% in the last month, reversing a fair amount of...
Seeking Alpha Jun 18

AMC Networks: Dilutive Convertible Debt Issuance Creates Income Opportunities

Summary AMC Networks shares dropped over 30% due to a convertible note issuance, which will dilute existing shareholders if converted to shares. The convertible bond issuance did not impact the company's financial performance, with positive free cash flow and debt reduction. Risks include increased interest expenses from new notes and potential disruptions like the actors and writers strike. Read the full article on Seeking Alpha
Seeking Alpha Jun 07

AMC Networks: There's Hidden Opportunity With This One

Summary AMC Networks is facing challenges in its core business, leading to declining revenue and profitability. The company's streaming services, including AMC+, show potential for growth and hidden value. Shares of AMC Networks are attractively priced, but long-term issues in the industry may limit upside potential. Read the full article on Seeking Alpha
分析記事 May 23

AMC Networks Inc.'s (NASDAQ:AMCX) Shares Bounce 64% But Its Business Still Trails The Industry

AMC Networks Inc. ( NASDAQ:AMCX ) shares have had a really impressive month, gaining 64% after a shaky period...
分析記事 May 07

Is AMC Networks Inc. (NASDAQ:AMCX) Potentially Undervalued?

While AMC Networks Inc. ( NASDAQ:AMCX ) might not have the largest market cap around , it saw a significant share price...
分析記事 Mar 09

Does AMC Networks (NASDAQ:AMCX) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Feb 17

We Like AMC Networks' (NASDAQ:AMCX) Earnings For More Than Just Statutory Profit

The stock was sluggish on the back of AMC Networks Inc.'s ( NASDAQ:AMCX ) recent earnings report. We have done some...
Seeking Alpha Feb 14

AMC Networks: 11.5% Yielding Notes One Of Two Good Income Options

Summary AMC Networks saw a revenue decline of 12.4% in 2023, with sales dropping in all segments of the business. The company reduced its operating expenses by nearly $700 million, leading to higher operating income than in 2022. AMC Networks has increased its operating cash flows and free cash flow generation, allowing for the pay down of debt and providing liquidity for future debt maturities. Read the full article on Seeking Alpha
分析記事 Feb 14

Little Excitement Around AMC Networks Inc.'s (NASDAQ:AMCX) Revenues As Shares Take 27% Pounding

AMC Networks Inc. ( NASDAQ:AMCX ) shareholders won't be pleased to see that the share price has had a very rough month...

株主還元

AMCXUS MediaUS 市場
7D5.2%0.5%1.5%
1Y47.0%-15.1%28.6%

業界別リターン: AMCX過去 1 年間で-15.1 % の収益を上げたUS Media業界を上回りました。

リターン対市場: AMCX過去 1 年間で28.6 % の収益を上げたUS市場を上回りました。

価格変動

Is AMCX's price volatile compared to industry and market?
AMCX volatility
AMCX Average Weekly Movement6.1%
Media Industry Average Movement9.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.0%

安定した株価: AMCX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: AMCXの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
19801,707Kristin Dolanwww.amcglobalmedia.com

エンタテインメント・カンパニーであるAMC Global Media Inc.は、米国、欧州、および海外でコンテンツを配給している。国内事業と国際事業の2つのセグメントで事業を展開している。国内事業部門は、AMC、We TV、BBCA、IFC、SundanceTVなどの番組ネットワークの運営、AMC+やAcorn TV、Shudder、Sundance Now、ALLBLK、HIDIVE、All Realityなどの定額ストリーミングサービスの提供、番組サービスやサードパーティ向けのオリジナル番組の制作、番組のライセンス供与などを行っている。また、Independent Film Company、RLJE Films、Shudderからなる映画配給事業、番組ネットワーク向けの技術サービス事業も行っている。国際部門はチャンネル・ポートフォリオを運営している。同社は以前はAMC Networks Inc.として知られ、2026年4月にAMC Global Media Inc.に社名を変更した。AMCグローバル・メディア・インクは1980年に設立され、ニューヨーク州ニューヨークに本社を置いている。

AMC Global Media Inc. 基礎のまとめ

AMC Global Media の収益と売上を時価総額と比較するとどうか。
AMCX 基礎統計学
時価総額US$431.81m
収益(TTM)US$52.48m
売上高(TTM)US$2.30b
8.1x
PER(株価収益率
0.2x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
AMCX 損益計算書(TTM)
収益US$2.30b
売上原価US$1.16b
売上総利益US$1.14b
その他の費用US$1.09b
収益US$52.48m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)1.19
グロス・マージン49.66%
純利益率2.28%
有利子負債/自己資本比率177.0%

AMCX の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/29 20:06
終値2026/05/29 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

AMC Global Media Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。33

アナリスト機関
Anthony DiClementeBarclays
Todd JuengerBernstein
Bryan GoldbergBofA Global Research