Warner Bros. Discovery, Inc.

NasdaqGS:WBD 株式レポート

時価総額：US$68.0b

Warner Bros. Discovery 将来の成長

Future 基準チェック /36

Warner Bros. Discovery利益と収益がそれぞれ年間68.2%と1.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に2.6% 72.2%なると予測されています。

主要情報

68.2%

収益成長率

72.22%

EPS成長率

Entertainment 収益成長22.0%
収益成長率1.5%
将来の株主資本利益率2.64%
アナリストカバレッジ

Good

最終更新日08 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • May 08

WBD: Paramount Cash Offer And Regulatory Progress Will Drive Event Driven Upside

Analysts have nudged their average Warner Bros. Discovery price target up to $31.25, reflecting updated assumptions around slightly higher long term revenue growth, improved profit margins, and a modestly lower discount rate, while still anchoring to the $31 per share deal reference and recent research calls.
Seeking Alpha • May 06

Warner Brothers: A Complete Review Of The Potential Risk/Reward

Summary Warner Brothers Discovery (WBD) is being acquired by Paramount Skydance (PSKY) for $31/share, with the deal set to close by September 30. Complex financing involves $47B equity from Ellison/RedBird, $24B from sovereign wealth funds, and $54B in new/refinanced debt, drawing regulatory scrutiny. Pro-forma PSKY/WBD targets $69B revenue, $18.9B adj. EBITDA, 4.3x net debt/EBITDA post-synergies, and mid-single-digit revenue CAGR through 2030. I assign a 75% probability to deal closure, with +15% upside if successful and -42% downside if it breaks; risk/reward marginally favors WBD purchase. Read the full article on Seeking Alpha
ナラティブ更新 • Apr 21

Latest SEC filing provides more reasons for confidence in Paramount-WBD deal

On the heels of receiving signed equity commitments of nearly $24 billion from three gulf state sovereign wealth funds, Paramount (NASDAQ: PSKY) has taken another step toward profitability regarding its acquisition of Warner Bros. Discovery (WBD) with the announcement of reduced debt commitments.
ナラティブ更新 • Apr 21

WBD: Paramount Cash Offer And Regulatory Progress Will Support Future Upside

Analysts have kept the Warner Bros. Discovery price target effectively unchanged at $31.25, reflecting updated views on slightly higher revenue growth and profit margin expectations, while incorporating a marginally higher discount rate and a small adjustment to the future P/E assumption.
ナラティブ更新 • Apr 06

WBD: Paramount Cash Offer And Deal Spread Will Drive Share Upside

Analysts are holding their blended price target for Warner Bros. Discovery steady at $31.25.
ナラティブ更新 • Mar 23

WBD: Paramount All Cash Deal Spread Will Drive Future Share Upside

Narrative Update: Warner Bros. Discovery Analyst Price Target Reset The analyst price target for Warner Bros.
ナラティブ更新 • Mar 09

WBD: Paramount Deal And Regulatory Review Will Shape Future Merger Spread Dynamics

The analyst price target for Warner Bros. Discovery has moved from $22.17 to $26.08, as analysts reassess the stock in light of the Paramount Skydance deal odds, updated Q4 results, and new expectations for future profitability and P/E multiples, even as several firms shift their ratings toward more neutral stances.
新しいナラティブ • Mar 02

The Rising Deal Risk That Helped Sink Netflix’s $72 Billion Bid for Warner Bros. Discovery  

Netflix’s proposed $72 billion deal to acquire Warner Bros. Discovery (WBD) is officially off.
ナラティブ更新 • Feb 23

WBD: M&A Outcome Reliance Will Likely Deepen As Regulatory Scrutiny Builds

Analysts have nudged their fair value estimate for Warner Bros. Discovery higher from $20.00 to about $22.17, pointing to updated deal math around the proposed Netflix bid for key studio and streaming assets and residual value for the remaining Discovery business, even as some firms shift to Neutral ratings and focus more on M&A outcomes than standalone growth.
ナラティブ更新 • Feb 09

WBD: Bidding War And Regulatory Scrutiny Will Shape Balanced Risk Reward

Analysts have raised their fair value estimate for Warner Bros. Discovery by about $1.20 to $28.45, citing updated assumptions around revenue growth, profit margins, and a recalibrated future P/E multiple that align with recent price target increases from firms covering the stock.
ナラティブ更新 • Jan 25

WBD: Future Bidding Outcomes And Deal Structure Will Drive Share Upside

Analysts lifted their fair value estimate for Warner Bros. Discovery to $35.00 from $21.27, citing updated assumptions for revenue growth, profit margins, a lower discount rate and a higher future P/E multiple, along with recent Street research highlighting potential M&A interest and revised price targets in the broader streaming group.
ナラティブ更新 • Jan 11

WBD: Bidding War And Breakup Options Will Likely Cap Upside Potential

Analysts have raised their fair value estimate for Warner Bros. Discovery to $27.25 from $24.10, tying the higher target to recent buy ratings and sale speculation that highlight potential bidder interest, possible cost synergies with media peers, and different options for separating or selling the studio and streaming assets.
ナラティブ更新 • Dec 25

WBD: Bidding War Optimism Will Likely Fade Under Regulatory And Deal Execution Risks

Analysts have raised their fair value estimate for Warner Bros. Discovery to $20 from $10 per share, reflecting a lower perceived risk profile, an improved margin outlook and higher prospective takeout valuations amid rising price targets and renewed M&A speculation around the studio and streaming assets.
ナラティブ更新 • Dec 11

WBD: Bidding War Expectations Will Likely Deflate Overextended Share Price

Analysts have raised their price target on Warner Bros. Discovery from $22.47 to $24.10 per share.
ナラティブ更新 • Nov 27

WBD: Multiple Bidders And Regulatory Risks Will Influence Deal Outcome And Share Price

The fair value estimate for Warner Bros. Discovery has been raised from $21.42 to $22.47 as analysts cite increased acquisition interest, higher price targets, and the potential for multiple bidders contributing to additional valuation upside for the company.
ナラティブ更新 • Nov 09

WBD: Competitive Bids And Mergers Will Shape Shares Amid Near-Term Uncertainty

Warner Bros. Discovery's analyst fair value estimate has increased from $19.88 to $21.42 per share.
分析記事 • Nov 08

There's No Escaping Warner Bros. Discovery, Inc.'s (NASDAQ:WBD) Muted Revenues Despite A 27% Share Price Rise

Despite an already strong run, Warner Bros. Discovery, Inc. ( NASDAQ:WBD ) shares have been powering on, with a gain of...
ナラティブ更新 • Oct 26

Future Deal Activity And Rival Interest Will Unlock Fresh Media Value

Warner Bros. Discovery’s analyst price target has increased from $18.27 to $19.88.
ナラティブ更新 • Oct 12

Global Streaming Expansion And Iconic Content Will Unlock Future Potential

Analysts have increased their fair value estimate for Warner Bros. Discovery from $15.10 to $18.27 per share.
ナラティブ更新 • Sep 28

Global Streaming Expansion And Iconic Content Will Unlock Future Potential

Warner Bros. Discovery’s analyst price target rose from $14.90 to $15.10, reflecting stronger studio results, potential M&A catalysts, an improving balance sheet, and sustained direct-to-consumer growth, though tempered by ongoing industry headwinds and acquisition uncertainty.
分析記事 • Sep 24

Warner Bros. Discovery (NASDAQ:WBD) Is Reinvesting At Lower Rates Of Return

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
ナラティブ更新 • Sep 13

Global Streaming Expansion And Iconic Content Will Unlock Future Potential

Warner Bros. Discovery’s consensus price target rose slightly to $14.90 as analysts cite improved Studios and direct-to-consumer performance, potential bid interest, and expected EBITDA beats, while headwinds in linear TV and uncertainty around long-term earnings temper optimism.
分析記事 • Sep 11

Insufficient Growth At Warner Bros. Discovery, Inc. (NASDAQ:WBD) Hampers Share Price

With a price-to-sales (or "P/S") ratio of 0.8x Warner Bros. Discovery, Inc. ( NASDAQ:WBD ) may be sending bullish...
分析記事 • Aug 14

We Think You Should Be Aware Of Some Concerning Factors In Warner Bros. Discovery's (NASDAQ:WBD) Earnings

NasdaqGS:WBD 1 Year Share Price vs Fair Value Explore Warner Bros. Discovery's Fair Values from the Community and...
分析記事 • Aug 09

Warner Bros. Discovery, Inc. Just Reported A Surprise Profit And Analysts Updated Their Estimates

NasdaqGS:WBD 1 Year Share Price vs Fair Value Explore Warner Bros. Discovery's Fair Values from the Community and...
分析記事 • Jul 13

Warner Bros. Discovery, Inc.'s (NASDAQ:WBD) Intrinsic Value Is Potentially 50% Above Its Share Price

Key Insights Warner Bros. Discovery's estimated fair value is US$17.63 based on 2 Stage Free Cash Flow to Equity Warner...
分析記事 • Jun 29

Should You Think About Buying Warner Bros. Discovery, Inc. (NASDAQ:WBD) Now?

Today we're going to take a look at the well-established Warner Bros. Discovery, Inc. ( NASDAQ:WBD ). The company's...
Seeking Alpha • Apr 24

Warner Bros. Discovery's D2C Inflection Is Here, Albeit Carrying Risks

Summary WBD has delivered the D2C inflection as promised, as observed in the positive bottom-line, growing advertising opportunities, and expanding streaming share. It is apparent that the management's new content initiatives have born fruit, with it likely to drive renewed growth opportunities ahead. Even so, readers must note that WBD's efforts have impacted Free Cash Flow generation and likely a slower balance sheet deleveraging path ahead. Given the hefty balance sheet, uncertain macroeconomics outlook, and likely to be impacted in consumer discretionary spending trends, it remains to be seen how things may develop. We shall further discuss the numerous caveats to our WBD Buy rating. Read the full article on Seeking Alpha
Seeking Alpha • Mar 23

Warner Bros. Discovery: Wake Up, It's A Buy Despite Heavy Bearish Coverage That Continues

Summary Warner Bros. Discovery's debt load remains a concern, with $39.5 billion in long-term debt, despite paying down $5.3 billion last year. Management aims to reduce leverage from 4x to 3x, with over $16 billion repaid since WBD's formation. Bearish sentiment persists, but Zaslav and Malone view debt reduction as the first step toward a broader company transformation. Emerging bullish sentiment recognizes efforts beyond debt repayment, signaling a potential future turnaround for WBD. Read the full article on Seeking Alpha
Seeking Alpha • Mar 09

Warner Bros. Discovery: The Struggle Is Real

Summary Warner Bros. Discovery reported another weak quarter, with a 2.5% YoY revenue decline and a $0.20 loss in Q4. DTC subscribers grew significantly, with domestic subs up ~10% YoY and international subs reaching 59.8 million, driving $1 billion in annual revenues. Max's streaming market share is only 1.3%, trailing competitors like Netflix and Disney, raising concerns about long-term success and viewership engagement. High debt and declining cable TV subscribers offset DTC gains, making Warner Bros. a value trap with limited stock upside at current prices. Read the full article on Seeking Alpha
Seeking Alpha • Feb 28

Warner Bros. Discovery: Only DTC Matters To Mr. Market

Summary Warner Bros. Discovery's potential extends beyond its DTC business, with multiple avenues for future growth and profitability. The DTC turnaround is promising. International markets are poised for significant growth. The networks segment, despite lower EBITDA, remains a substantial cash cow. Unique linear channels with less direct competition will require tailored strategies. Management is finally launching its strategy for the acquired assets after spending two years fixing and adding decision-making infrastructure. Read the full article on Seeking Alpha
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新しいナラティブ • Feb 09

Cost Reduction And Max Platform Expansion Will Strengthen Net Margins And Reduce Debt

Focus on cost reduction and subscriber growth is set to improve margins, enabling debt reduction and impacting earnings positively.
Seeking Alpha • Jan 31

Warner Bros. Discovery: A Disturbing New Report Raises Big Questions

Summary Warner Bros. Discovery's recent developments, including Comcast's new skinny bundle excluding key Turner networks, raise concerns about Warner's carriage deal terms and potential revenue loss. Despite initial optimism, conflicting reports about Warner's affiliate rate cuts and Comcast's newfound flexibility to drop Turner networks cast doubt on Warner's market position. The exclusion of Turner networks from Comcast's bundle could significantly impact Warner's core business, given Turner's reliance on NBA viewership and linear affiliate fees. I maintain an 'Avoid' rating on Warner Bros. Discovery due to unresolved uncertainties and the potential negative financial impact of these recent developments. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:WBD - 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
12/31/202838,6257934,7606,13315
12/31/202738,1841914,3825,86221
12/31/202636,992-2,9842,9534,34718
3/31/202637,210-1,7352,3103,558N/A
12/31/202537,2967283,0884,319N/A
9/30/202537,8634894,1345,230N/A
6/30/202538,4417724,0655,098N/A
3/31/202538,342-10,7974,3395,343N/A
12/31/202439,321-11,3144,4275,375N/A
9/30/202439,578-11,2215,3086,238N/A
6/30/202439,934-11,7736,7357,907N/A
3/31/202440,579-3,0277,4818,693N/A
12/31/202341,321-3,1266,1617,477N/A
9/30/202342,045-4,8275,3336,745N/A
6/30/202341,889-6,7183,0824,353N/A
3/31/202341,358-8,8962,1493,350N/A
12/31/202233,817-7,4203,3174,304N/A
9/30/202225,996-5,2711,6192,342N/A
6/30/202219,323-2,8242,5163,029N/A
3/31/202212,5581,1942,4842,852N/A
12/31/202112,1919122,4252,798N/A
9/30/202111,8901,1092,0822,467N/A
6/30/202111,3011,2352,1642,516N/A
3/31/202110,7808782,2862,673N/A
12/31/202010,6711,0912,3372,739N/A
9/30/202010,6591,2713,0283,418N/A
6/30/202010,7761,2313,1253,509N/A
3/31/202011,1201,8422,8423,192N/A
12/31/201911,1441,845N/A3,399N/A
9/30/201911,0791,664N/A3,096N/A
6/30/201910,9931,544N/A3,076N/A
3/31/201910,953879N/A2,958N/A
12/31/201810,553529N/A2,576N/A
9/30/20189,608-719N/A2,109N/A
6/30/20188,667-633N/A1,902N/A
3/31/20187,567-494N/A1,534N/A
12/31/20176,873-296N/A1,629N/A
9/30/20176,681976N/A1,713N/A
6/30/20176,586978N/A1,433N/A
3/31/20176,5491,040N/A1,573N/A
12/31/20166,4971,055N/A1,380N/A
9/30/20166,471958N/A1,459N/A
6/30/20166,472983N/A1,273N/A
3/31/20166,418817N/A1,276N/A
12/31/20156,394921N/A1,294N/A
9/30/20156,424836N/A1,077N/A
6/30/20156,435840N/A1,239N/A

アナリストによる今後の成長予測

収入対貯蓄率: WBDは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: WBD今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: WBD今後 3 年以内に収益を上げることが予想されます。

収益対市場: WBDの収益 ( 1.5% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: WBDの収益 ( 1.5% ) 20%よりも低い成長が予測されています。

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: WBDの 自己資本利益率 は、3年後には低くなると予測されています ( 2.6 %)。

成長企業の発掘

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2026/05/11 11:56
終値2026/05/11 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

Warner Bros. Discovery, Inc. 21 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。54

アナリスト機関
Andrew Charles BealeArete Research Services LLP
Joseph BonnerArgus Research Company
Marla BackerAscendiant Capital Markets LLC