AMC Global Media Inc.

NasdaqGS:AMCX 株式レポート

時価総額：US$498.3m

AMC Global Media 過去の業績

過去 基準チェック /06

AMC Global Mediaの収益は年間平均-53.8%の割合で減少していますが、 Media業界の収益は年間 増加しています。収益は年間6.9% 7.2%割合で 減少しています。

主要情報

-53.83%

収益成長率

-54.06%

EPS成長率

Media 業界の成長13.17%
収益成長率-7.24%
株主資本利益率-1.06%
ネット・マージン-0.88%
前回の決算情報30 Jun 2026

最近の業績更新

Recent updates

ナラティブ更新 • Sep 03

AMCX: Netflix Licensing Cash Will Likely Fail To Offset Secular Headwinds

Analysts have lifted the fair value estimate for AMC Global Media from $6.00 to $9.00, citing the recent $500 million, five year licensing deal with Netflix. The deal supports stronger profit margins and improved visibility despite ongoing secular headwinds.
ナラティブ更新 • Aug 16

AMCX: Future Multiple Will Depend On Netflix Licensing Outweighing Structural Headwinds

Analysts recently lifted their price targets on AMC Global Media to a range around $10 to $11, citing improved cash visibility and balance sheet stability from the new $500 million, five year Netflix licensing deal, even as they continue to highlight ongoing secular headwinds and softer core trends. Analyst Commentary Street research on AMC Global Media points to a mixed setup.
Seeking Alpha • Aug 05

AMC Global Media: Raised Guidance Keeps The Bull Thesis On Track

Summary AMC Global (AMCX) has doubled in the past year, rising 37% since April, driven by strategic content deals. A new co-exclusive licensing agreement with Netflix for the entire Walking Dead universe enhances AMC+ and generates explicit income. Management’s focus on high-quality programming and industry partnerships supports long-term value creation and differentiates AMCX’s strategy. AMCX continues to deliver free cash flow and deleverage, positioning itself well amid evolving streaming industry dynamics. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 02

AMCX: Future Multiple Will Rely On Licensing Cash Offsetting Core Weakness

Analysts have lifted their price expectations for AMC Global Media into a roughly $10 to $11 range, citing the new $500m, five year licensing deal for The Walking Dead Universe with Netflix as support for fair value nearer $8.67 per share despite ongoing pressure on core subscriber trends. Analyst Commentary Recent research on AMC Global Media focuses on how the new licensing deal changes the risk reward profile for the stock while still highlighting pressure on the core business.
ナラティブ更新 • Jun 23

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

Analysts have kept their fair value estimate for AMC Global Media steady at $7.50. The latest price target and cautious stance reflect updated views on revenue, margins, and a recent Underweight initiation from Morgan Stanley, which is now echoed in broader Street research.
ナラティブ更新 • Jun 06

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

Analysts have kept their fair value estimate for AMC Global Media steady at $7.50, with recent Street research highlighting cautious views on the stock that align with muted expectations for revenue, profit margin, and future P/E assumptions. What's in the News AMC Networks Inc has changed its corporate name to AMC Global Media Inc, with amended and restated Articles of Incorporation and Bylaws filed on April 8, 2026.
ナラティブ更新 • 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.
ナラティブ更新 • 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...
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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...

収支内訳

AMC Global Media の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NasdaqGS:AMCX 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
30 Jun 262,246-208250
31 Mar 262,299528220
31 Dec 252,312898180
30 Sep 252,316-1408020
30 Jun 252,354-1758040
31 Mar 252,380-2547900
31 Dec 242,421-2277810
30 Sep 242,501367860
30 Jun 242,538587810
31 Mar 242,5911587670
31 Dec 232,7122157640
30 Sep 232,998-277940
30 Jun 233,042-68140
31 Mar 233,10278520
31 Dec 223,09788970
30 Sep 222,9362899520
30 Jun 223,0653159640
31 Mar 223,0982689310
31 Dec 213,0782518920
30 Sep 213,0543288300
30 Jun 212,8972797590
31 Mar 212,7722587160
31 Dec 202,8152407090
30 Sep 202,8201376630
30 Jun 202,8841926730
31 Mar 203,0103066920
31 Dec 193,0603806790
30 Sep 193,0484616610
30 Jun 193,0264556580
31 Mar 193,0154336560
31 Dec 182,9724466570
30 Sep 182,9265206430
30 Jun 182,8774966250
31 Mar 182,8264926160
31 Dec 172,8064716130
30 Sep 172,8083406270
30 Jun 172,7953196250
31 Mar 172,7692936460
31 Dec 162,7562716360
30 Sep 162,7053466410
30 Jun 162,7033536600
31 Mar 162,6193596360
31 Dec 152,5813676370
30 Sep 152,5113546040

質の高い収益: AMCXは現在利益が出ていません。

利益率の向上: AMCXは現在利益が出ていません。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: AMCXは利益が出ておらず、過去 5 年間で損失は年間53.8%の割合で増加しています。

成長の加速: AMCXの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: AMCXは利益が出ていないため、過去 1 年間の収益成長をMedia業界 ( 11.6% ) と比較することは困難です。

株主資本利益率

高いROE: AMCXは現在利益が出ていないため、自己資本利益率 ( -1.06% ) はマイナスです。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/09/09 15:10
終値2026/09/09 00:00
収益2026/06/30
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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 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。32

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