View ValuationStarz Entertainment 将来の成長Future 基準チェック /06Starz Entertainmentの収益は年間0.5%で減少すると予測されていますが、年間利益は年間40.1%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に-6.1% 44.5%なると予測されています。主要情報40.1%収益成長率44.47%EPS成長率Entertainment 収益成長21.2%収益成長率-0.5%将来の株主資本利益率-6.08%アナリストカバレッジGood最終更新日14 May 2026今後の成長に関する最新情報分析記事 • May 11Starz Entertainment Corp. (NASDAQ:STRZ) Analysts Are Pretty Bullish On The Stock After Recent ResultsInvestors in Starz Entertainment Corp. ( NASDAQ:STRZ ) had a good week, as its shares rose 2.2% to close at US$19.79...Price Target Changed • May 11Price target increased by 7.8% to US$22.38Up from US$20.75, the current price target is an average from 8 analysts. New target price is 13% above last closing price of US$19.79. Stock is up 58% over the past year.Major Estimate Revision • Apr 07Consensus EPS estimates fall by 23%The consensus outlook for fiscal year 2026 has been updated. 2026 expected loss increased from -US$3.04 to -US$3.75 per share. Revenue forecast unchanged at US$1.27b. Entertainment industry in the US expected to see average net income growth of 21% next year. Consensus price target of US$19.50 unchanged from last update. Share price rose 15% to US$13.20 over the past week.Major Estimate Revision • Mar 05Consensus EPS estimates upgraded to US$3.21 loss, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from US$1.29b to US$1.27b. 2026 losses expected to reduce from -US$4.02 to -US$3.21 per share. Entertainment industry in the US expected to see average net income growth of 26% next year. Consensus price target reaffirmed at US$19.38. Share price rose 40% to US$13.02 over the past week.お知らせ • Aug 15Starz Entertainment Corp. Reiterates Earnings Guidance for the Third Quarter and Fourth Quarter of 2025Starz Entertainment Corp. Reiterated earnings guidance for the third quarter and fourth quarter of 2025. For the periods, Management Reiterates Outlook for Sequential Revenue and OTT Subscriber Growth in Third Quarter and Fourth Quarter of 2025.Major Estimate Revision • Aug 10Consensus EPS estimates increase by 96%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$1.32b to US$1.34b. EPS estimate increased from US$2.00 to US$3.91 per share. Net income forecast to grow 55% next year vs 40% growth forecast for Entertainment industry in the US. Consensus price target up from US$23.00 to US$24.40. Share price fell 2.3% to US$13.94 over the past week.すべての更新を表示Recent updatesSeeking Alpha • May 18Starz Entertainment: Even After The Sharp Rally, Upside RemainsSummary Starz Entertainment remains a compelling "Buy," with strong tailwinds and an attractive valuation despite doubling YTD. Exiting the unprofitable Universal Pay Two deal accelerates STRZ’s path to a 20% OIBDA margin by late 2027. Byron Allen’s 11% stake and takeover interest provide a potential catalyst, but STRZ is undervalued even without a deal. STRZ trades at just 4.3x EV/FY26 adjusted OIBDA, with price hikes and cost discipline supporting growth amid manageable risks. Read the full article on Seeking Alpha分析記事 • May 11Starz Entertainment Corp. (NASDAQ:STRZ) Analysts Are Pretty Bullish On The Stock After Recent ResultsInvestors in Starz Entertainment Corp. ( NASDAQ:STRZ ) had a good week, as its shares rose 2.2% to close at US$19.79...Price Target Changed • May 11Price target increased by 7.8% to US$22.38Up from US$20.75, the current price target is an average from 8 analysts. New target price is 13% above last closing price of US$19.79. Stock is up 58% over the past year.Recent Insider Transactions Derivative • May 11Consultant notifies of intention to sell stockAudrey Lee intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of May. If the sale is conducted around the recent share price of US$21.62, it would amount to US$148k. Since September 2025, Audrey has owned 3.26k shares directly. Company insiders have collectively sold US$2.0m more than they bought, via options and on-market transactions in the last 12 months.New Risk • Apr 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$37m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change).お知らせ • Apr 08Starz Entertainment Corp. to Report Q1, 2026 Results on May 07, 2026Starz Entertainment Corp. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 07, 2026Major Estimate Revision • Apr 07Consensus EPS estimates fall by 23%The consensus outlook for fiscal year 2026 has been updated. 2026 expected loss increased from -US$3.04 to -US$3.75 per share. Revenue forecast unchanged at US$1.27b. Entertainment industry in the US expected to see average net income growth of 21% next year. Consensus price target of US$19.50 unchanged from last update. Share price rose 15% to US$13.20 over the past week.お知らせ • Apr 04Starz Entertainment Corp., Annual General Meeting, May 15, 2026Starz Entertainment Corp., Annual General Meeting, May 15, 2026. Location: starzs head office, at dentons canada llp, 250 howe street, 20 floor, british columbia, v6c 3r8, vancouver Canadaお知らせ • Mar 07An undisclosed buyer acquired 10.75% stake in Starz Entertainment Corp. (NasdaqGS:STRZ) from Liberty 77 Capital L.P. for $25 million.Allen Family Capital, LLC entered into a private agreement to acquire 10.75% stake in Starz Entertainment Corp. (NasdaqGS:STRZ) from Liberty 77 Capital L.P. for $25 million on March 4, 2026. A cash consideration valued at $13.8597 per share will be paid by Allen Family Capital, LLC. Allen Family Capital, LLC completed the acquisition of 10.75% stake in Starz Entertainment Corp. (NasdaqGS:STRZ) from Liberty 77 Capital L.P. on March 6, 2026.Major Estimate Revision • Mar 05Consensus EPS estimates upgraded to US$3.21 loss, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from US$1.29b to US$1.27b. 2026 losses expected to reduce from -US$4.02 to -US$3.21 per share. Entertainment industry in the US expected to see average net income growth of 26% next year. Consensus price target reaffirmed at US$19.38. Share price rose 40% to US$13.02 over the past week.Reported Earnings • Feb 27Third quarter 2026 earnings released: US$1.24 loss per share (vs US$1.90 loss in 3Q 2025)Third quarter 2026 results: US$1.24 loss per share (improved from US$1.90 loss in 3Q 2025). Revenue: US$322.8m (down 6.3% from 3Q 2025). Net loss: US$20.7m (loss narrowed 35% from 3Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 8.6% growth forecast for the Entertainment industry in the US.New Risk • Feb 27New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$66m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$66m). Currently unprofitable and not forecast to become profitable over next 3 years (US$21m net loss in 3 years). Significant insider selling over the past 3 months (US$3.1m sold).分析記事 • Feb 06Is Starz Entertainment (NASDAQ:STRZ) Using Debt In A Risky Way?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Jan 27Starz Entertainment Corp. to Report Q4, 2025 Results on Feb 26, 2026Starz Entertainment Corp. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 26, 2026New Risk • Dec 20New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$64m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$64m). Currently unprofitable and not forecast to become profitable over next 3 years (US$61m net loss in 3 years). Significant insider selling over the past 3 months (US$3.1m sold).Recent Insider Transactions • Dec 15Non-Executive Chair recently sold US$2.1m worth of stockOn the 10th of December, Michael Burns sold around 188k shares on-market at roughly US$10.94 per share. This transaction amounted to 71% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by US$3.1m.New Risk • Dec 12New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$1.1m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$55m net loss in 3 years). Significant insider selling over the past 3 months (US$1.1m sold).Recent Insider Transactions Derivative • Dec 10Non-Executive Chair notifies of intention to sell stockMichael Burns intends to sell 94k shares in the next 90 days after lodging an Intent To Sell Form on the 9th of December. If the sale is conducted around the recent share price of US$10.71, it would amount to US$1.0m. Since September 2025, Michael has owned 171.94k shares directly. Company insiders have collectively bought US$1.1m more than they sold, via options and on-market transactions, in the last 12 months.Recent Insider Transactions • Nov 20President recently bought US$336k worth of stockOn the 18th of November, Jeffrey Hirsch bought around 30k shares on-market at roughly US$11.21 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Jeffrey has been a buyer over the last 12 months, purchasing a net total of US$528k worth in shares.お知らせ • Oct 14Starz Entertainment Corp. to Report Q3, 2025 Results on Nov 13, 2025Starz Entertainment Corp. announced that they will report Q3, 2025 results on Nov 13, 2025Recent Insider Transactions • Aug 20President recently bought US$192k worth of stockOn the 19th of August, Jeffrey Hirsch bought around 15k shares on-market at roughly US$12.78 per share. This transaction amounted to 9.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Jeffrey's only on-market trade for the last 12 months.分析記事 • Aug 17Starz Entertainment (NASDAQ:STRZ) Has Debt But No Earnings; Should You Worry?NasdaqGS:STRZ 1 Year Share Price vs Fair Value Explore Starz Entertainment's Fair Values from the Community and select...Reported Earnings • Aug 15First quarter 2026 earnings released: US$2.55 loss per share (vs US$0.066 profit in 1Q 2025)First quarter 2026 results: US$2.55 loss per share (down from US$0.066 profit in 1Q 2025). Revenue: US$319.7m (down 8.0% from 1Q 2025). Net loss: US$42.5m (down US$43.6m from profit in 1Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 11% growth forecast for the Entertainment industry in the US.お知らせ • Aug 15Starz Entertainment Corp. Reiterates Earnings Guidance for the Third Quarter and Fourth Quarter of 2025Starz Entertainment Corp. Reiterated earnings guidance for the third quarter and fourth quarter of 2025. For the periods, Management Reiterates Outlook for Sequential Revenue and OTT Subscriber Growth in Third Quarter and Fourth Quarter of 2025.Major Estimate Revision • Aug 10Consensus EPS estimates increase by 96%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$1.32b to US$1.34b. EPS estimate increased from US$2.00 to US$3.91 per share. Net income forecast to grow 55% next year vs 40% growth forecast for Entertainment industry in the US. Consensus price target up from US$23.00 to US$24.40. Share price fell 2.3% to US$13.94 over the past week.お知らせ • Jul 30Starz Entertainment Corp. to Report Q2, 2025 Results on Aug 14, 2025Starz Entertainment Corp. announced that they will report Q2, 2025 results on Aug 14, 2025Reported Earnings • Jun 30Full year 2025 earnings released: US$12.88 loss per share (vs US$5,029 loss in FY 2024)Full year 2025 results: US$12.88 loss per share (improved from US$5,029 loss in FY 2024). Revenue: US$1.37b (down 1.6% from FY 2024). Net loss: US$215.3m (loss narrowed 73% from FY 2024). Revenue is forecast to stay flat during the next 3 years compared to a 9.8% growth forecast for the Entertainment industry in the US.お知らせ • Jun 07Starz Entertainment Corp. Announces Resignation of Marc Graboff as Member of the Board of DirectorsOn June 3, 2025, Mr. Marc Graboff resigned from his position as a member of the Board of Directors of Starz Entertainment Corp., a corporation organized under the laws of the province of British Columbia, Canada (hereinafter the “Company”), and from any and all of the committees of the Board on which he serves, which resignation was accepted by the Board of Directors on June 4, 2025. Mr. Graboff had been Warner Bros. Discovery Inc.’s designee to the Company’s Board of Directors per Section 2.01 of the Investor Rights Agreement, dated as of May 6, 2025, by and among the Company, MHR Fund Management LLC, Liberty Global Ventures Limited, Discovery Lightning Investments Ltd., Liberty Global Ltd., and Warner Bros. Discovery Inc. Mr. Graboff’s resignation was required upon the sale by Warner Bros. Discovery Inc. of its shares in the Company to MHR Fund Management LLC.Mr. Graboff’s resignation was not the result of any disagreement between the Company and him on any matter relating to the Company’s operations, policies or practices.New Risk • Jun 06New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$62m Forecast net loss in 2 years: US$24m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$115m). Currently unprofitable and not forecast to become profitable over next 2 years (US$24m net loss in 2 years).Breakeven Date Change • May 20Forecast to breakeven in 2027The 3 analysts covering Starz Entertainment expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$5.00m in 2027. Average annual earnings growth of 94% is required to achieve expected profit on schedule.業績と収益の成長予測NasdaqGS:STRZ - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,267-92128108612/31/20271,266-749488812/31/20261,258-312708383/31/20261,261-165138161N/A12/31/20251,285-154224N/A9/30/20251,316-281-218N/A6/30/20251,342-2593353N/A3/31/20251,370-215-64-46N/A12/31/20241,391-62-115-96N/A9/30/20241,396-87-224-206N/A6/30/20241,396-795-181-161N/A3/31/20241,392-805-152-132N/A3/31/20231,423-1,336-473-438N/A3/31/20221,451-30-255-235N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: STRZ今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: STRZ今後 3 年間、利益が出ない状態が続くと予測されています。高成長収益: STRZ今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: STRZの収益は今後 3 年間で減少すると予想されています (年間-0.5% )。高い収益成長: STRZの収益は今後 3 年間で減少すると予測されています (年間-0.5% )。一株当たり利益成長率予想将来の株主資本利益率将来のROE: STRZ 3 年以内に赤字になると予測されています。成長企業の発掘7D1Y7D1Y7D1YMedia 業界の高成長企業。View Past Performance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2026/05/26 02:40終値2026/05/26 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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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や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Starz Entertainment Corp. 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。11 アナリスト機関Vikram KesavabhotlaBairdMatthew HarriganBenchmark CompanyBryan KraftDeutsche Bank8 その他のアナリストを表示
分析記事 • May 11Starz Entertainment Corp. (NASDAQ:STRZ) Analysts Are Pretty Bullish On The Stock After Recent ResultsInvestors in Starz Entertainment Corp. ( NASDAQ:STRZ ) had a good week, as its shares rose 2.2% to close at US$19.79...
Price Target Changed • May 11Price target increased by 7.8% to US$22.38Up from US$20.75, the current price target is an average from 8 analysts. New target price is 13% above last closing price of US$19.79. Stock is up 58% over the past year.
Major Estimate Revision • Apr 07Consensus EPS estimates fall by 23%The consensus outlook for fiscal year 2026 has been updated. 2026 expected loss increased from -US$3.04 to -US$3.75 per share. Revenue forecast unchanged at US$1.27b. Entertainment industry in the US expected to see average net income growth of 21% next year. Consensus price target of US$19.50 unchanged from last update. Share price rose 15% to US$13.20 over the past week.
Major Estimate Revision • Mar 05Consensus EPS estimates upgraded to US$3.21 loss, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from US$1.29b to US$1.27b. 2026 losses expected to reduce from -US$4.02 to -US$3.21 per share. Entertainment industry in the US expected to see average net income growth of 26% next year. Consensus price target reaffirmed at US$19.38. Share price rose 40% to US$13.02 over the past week.
お知らせ • Aug 15Starz Entertainment Corp. Reiterates Earnings Guidance for the Third Quarter and Fourth Quarter of 2025Starz Entertainment Corp. Reiterated earnings guidance for the third quarter and fourth quarter of 2025. For the periods, Management Reiterates Outlook for Sequential Revenue and OTT Subscriber Growth in Third Quarter and Fourth Quarter of 2025.
Major Estimate Revision • Aug 10Consensus EPS estimates increase by 96%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$1.32b to US$1.34b. EPS estimate increased from US$2.00 to US$3.91 per share. Net income forecast to grow 55% next year vs 40% growth forecast for Entertainment industry in the US. Consensus price target up from US$23.00 to US$24.40. Share price fell 2.3% to US$13.94 over the past week.
Seeking Alpha • May 18Starz Entertainment: Even After The Sharp Rally, Upside RemainsSummary Starz Entertainment remains a compelling "Buy," with strong tailwinds and an attractive valuation despite doubling YTD. Exiting the unprofitable Universal Pay Two deal accelerates STRZ’s path to a 20% OIBDA margin by late 2027. Byron Allen’s 11% stake and takeover interest provide a potential catalyst, but STRZ is undervalued even without a deal. STRZ trades at just 4.3x EV/FY26 adjusted OIBDA, with price hikes and cost discipline supporting growth amid manageable risks. Read the full article on Seeking Alpha
分析記事 • May 11Starz Entertainment Corp. (NASDAQ:STRZ) Analysts Are Pretty Bullish On The Stock After Recent ResultsInvestors in Starz Entertainment Corp. ( NASDAQ:STRZ ) had a good week, as its shares rose 2.2% to close at US$19.79...
Price Target Changed • May 11Price target increased by 7.8% to US$22.38Up from US$20.75, the current price target is an average from 8 analysts. New target price is 13% above last closing price of US$19.79. Stock is up 58% over the past year.
Recent Insider Transactions Derivative • May 11Consultant notifies of intention to sell stockAudrey Lee intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of May. If the sale is conducted around the recent share price of US$21.62, it would amount to US$148k. Since September 2025, Audrey has owned 3.26k shares directly. Company insiders have collectively sold US$2.0m more than they bought, via options and on-market transactions in the last 12 months.
New Risk • Apr 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$37m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change).
お知らせ • Apr 08Starz Entertainment Corp. to Report Q1, 2026 Results on May 07, 2026Starz Entertainment Corp. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 07, 2026
Major Estimate Revision • Apr 07Consensus EPS estimates fall by 23%The consensus outlook for fiscal year 2026 has been updated. 2026 expected loss increased from -US$3.04 to -US$3.75 per share. Revenue forecast unchanged at US$1.27b. Entertainment industry in the US expected to see average net income growth of 21% next year. Consensus price target of US$19.50 unchanged from last update. Share price rose 15% to US$13.20 over the past week.
お知らせ • Apr 04Starz Entertainment Corp., Annual General Meeting, May 15, 2026Starz Entertainment Corp., Annual General Meeting, May 15, 2026. Location: starzs head office, at dentons canada llp, 250 howe street, 20 floor, british columbia, v6c 3r8, vancouver Canada
お知らせ • Mar 07An undisclosed buyer acquired 10.75% stake in Starz Entertainment Corp. (NasdaqGS:STRZ) from Liberty 77 Capital L.P. for $25 million.Allen Family Capital, LLC entered into a private agreement to acquire 10.75% stake in Starz Entertainment Corp. (NasdaqGS:STRZ) from Liberty 77 Capital L.P. for $25 million on March 4, 2026. A cash consideration valued at $13.8597 per share will be paid by Allen Family Capital, LLC. Allen Family Capital, LLC completed the acquisition of 10.75% stake in Starz Entertainment Corp. (NasdaqGS:STRZ) from Liberty 77 Capital L.P. on March 6, 2026.
Major Estimate Revision • Mar 05Consensus EPS estimates upgraded to US$3.21 loss, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from US$1.29b to US$1.27b. 2026 losses expected to reduce from -US$4.02 to -US$3.21 per share. Entertainment industry in the US expected to see average net income growth of 26% next year. Consensus price target reaffirmed at US$19.38. Share price rose 40% to US$13.02 over the past week.
Reported Earnings • Feb 27Third quarter 2026 earnings released: US$1.24 loss per share (vs US$1.90 loss in 3Q 2025)Third quarter 2026 results: US$1.24 loss per share (improved from US$1.90 loss in 3Q 2025). Revenue: US$322.8m (down 6.3% from 3Q 2025). Net loss: US$20.7m (loss narrowed 35% from 3Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 8.6% growth forecast for the Entertainment industry in the US.
New Risk • Feb 27New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$66m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$66m). Currently unprofitable and not forecast to become profitable over next 3 years (US$21m net loss in 3 years). Significant insider selling over the past 3 months (US$3.1m sold).
分析記事 • Feb 06Is Starz Entertainment (NASDAQ:STRZ) Using Debt In A Risky Way?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Jan 27Starz Entertainment Corp. to Report Q4, 2025 Results on Feb 26, 2026Starz Entertainment Corp. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 26, 2026
New Risk • Dec 20New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$64m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$64m). Currently unprofitable and not forecast to become profitable over next 3 years (US$61m net loss in 3 years). Significant insider selling over the past 3 months (US$3.1m sold).
Recent Insider Transactions • Dec 15Non-Executive Chair recently sold US$2.1m worth of stockOn the 10th of December, Michael Burns sold around 188k shares on-market at roughly US$10.94 per share. This transaction amounted to 71% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Michael has been a net seller over the last 12 months, reducing personal holdings by US$3.1m.
New Risk • Dec 12New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$1.1m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$55m net loss in 3 years). Significant insider selling over the past 3 months (US$1.1m sold).
Recent Insider Transactions Derivative • Dec 10Non-Executive Chair notifies of intention to sell stockMichael Burns intends to sell 94k shares in the next 90 days after lodging an Intent To Sell Form on the 9th of December. If the sale is conducted around the recent share price of US$10.71, it would amount to US$1.0m. Since September 2025, Michael has owned 171.94k shares directly. Company insiders have collectively bought US$1.1m more than they sold, via options and on-market transactions, in the last 12 months.
Recent Insider Transactions • Nov 20President recently bought US$336k worth of stockOn the 18th of November, Jeffrey Hirsch bought around 30k shares on-market at roughly US$11.21 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Jeffrey has been a buyer over the last 12 months, purchasing a net total of US$528k worth in shares.
お知らせ • Oct 14Starz Entertainment Corp. to Report Q3, 2025 Results on Nov 13, 2025Starz Entertainment Corp. announced that they will report Q3, 2025 results on Nov 13, 2025
Recent Insider Transactions • Aug 20President recently bought US$192k worth of stockOn the 19th of August, Jeffrey Hirsch bought around 15k shares on-market at roughly US$12.78 per share. This transaction amounted to 9.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Jeffrey's only on-market trade for the last 12 months.
分析記事 • Aug 17Starz Entertainment (NASDAQ:STRZ) Has Debt But No Earnings; Should You Worry?NasdaqGS:STRZ 1 Year Share Price vs Fair Value Explore Starz Entertainment's Fair Values from the Community and select...
Reported Earnings • Aug 15First quarter 2026 earnings released: US$2.55 loss per share (vs US$0.066 profit in 1Q 2025)First quarter 2026 results: US$2.55 loss per share (down from US$0.066 profit in 1Q 2025). Revenue: US$319.7m (down 8.0% from 1Q 2025). Net loss: US$42.5m (down US$43.6m from profit in 1Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 11% growth forecast for the Entertainment industry in the US.
お知らせ • Aug 15Starz Entertainment Corp. Reiterates Earnings Guidance for the Third Quarter and Fourth Quarter of 2025Starz Entertainment Corp. Reiterated earnings guidance for the third quarter and fourth quarter of 2025. For the periods, Management Reiterates Outlook for Sequential Revenue and OTT Subscriber Growth in Third Quarter and Fourth Quarter of 2025.
Major Estimate Revision • Aug 10Consensus EPS estimates increase by 96%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$1.32b to US$1.34b. EPS estimate increased from US$2.00 to US$3.91 per share. Net income forecast to grow 55% next year vs 40% growth forecast for Entertainment industry in the US. Consensus price target up from US$23.00 to US$24.40. Share price fell 2.3% to US$13.94 over the past week.
お知らせ • Jul 30Starz Entertainment Corp. to Report Q2, 2025 Results on Aug 14, 2025Starz Entertainment Corp. announced that they will report Q2, 2025 results on Aug 14, 2025
Reported Earnings • Jun 30Full year 2025 earnings released: US$12.88 loss per share (vs US$5,029 loss in FY 2024)Full year 2025 results: US$12.88 loss per share (improved from US$5,029 loss in FY 2024). Revenue: US$1.37b (down 1.6% from FY 2024). Net loss: US$215.3m (loss narrowed 73% from FY 2024). Revenue is forecast to stay flat during the next 3 years compared to a 9.8% growth forecast for the Entertainment industry in the US.
お知らせ • Jun 07Starz Entertainment Corp. Announces Resignation of Marc Graboff as Member of the Board of DirectorsOn June 3, 2025, Mr. Marc Graboff resigned from his position as a member of the Board of Directors of Starz Entertainment Corp., a corporation organized under the laws of the province of British Columbia, Canada (hereinafter the “Company”), and from any and all of the committees of the Board on which he serves, which resignation was accepted by the Board of Directors on June 4, 2025. Mr. Graboff had been Warner Bros. Discovery Inc.’s designee to the Company’s Board of Directors per Section 2.01 of the Investor Rights Agreement, dated as of May 6, 2025, by and among the Company, MHR Fund Management LLC, Liberty Global Ventures Limited, Discovery Lightning Investments Ltd., Liberty Global Ltd., and Warner Bros. Discovery Inc. Mr. Graboff’s resignation was required upon the sale by Warner Bros. Discovery Inc. of its shares in the Company to MHR Fund Management LLC.Mr. Graboff’s resignation was not the result of any disagreement between the Company and him on any matter relating to the Company’s operations, policies or practices.
New Risk • Jun 06New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$62m Forecast net loss in 2 years: US$24m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$115m). Currently unprofitable and not forecast to become profitable over next 2 years (US$24m net loss in 2 years).
Breakeven Date Change • May 20Forecast to breakeven in 2027The 3 analysts covering Starz Entertainment expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$5.00m in 2027. Average annual earnings growth of 94% is required to achieve expected profit on schedule.