Sphere Entertainment（SPHR）株式概要
スフィア・エンターテインメント株式会社は、米国でライブ・エンターテインメントおよびメディア企業として事業を展開している。 詳細
SPHR Community Fair Values
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Analyst Price Targets
Sphere Entertainment Co. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$152.01 |
| 52週高値 | US$174.60 |
| 52週安値 | US$37.89 |
| ベータ | 1.6 |
| 1ヶ月の変化 | 8.87% |
| 3ヶ月変化 | 18.39% |
| 1年変化 | 253.43% |
| 3年間の変化 | 327.23% |
| 5年間の変化 | 97.13% |
| IPOからの変化 | 71.74% |
最新ニュース
ナラティブの更新 • Jul 07
SPHR: Expanded Immersive Slate And New Venues Will Test Fair Valuation
Sphere Entertainment's analyst price target has been raised from $57.75 to $150.00, as analysts cite growing confidence in the Sphere model's durability, new original productions like "Rocky Horror Picture Show," and ongoing demand for immersive shows, concerts, brand events, and Exosphere advertising. Analyst Commentary Recent research on Sphere Entertainment points to a cluster of higher price targets and supportive commentary around the Sphere model, driven by demand for The Wizard of Oz at Sphere, the planned Rocky Horror Picture Show production and brand event, and Exosphere advertising activity.Seeking Alpha • Jul 02
Sphere Entertainment: Short Sellers Beware
Summary Sphere Entertainment Co. remains a Buy as robust Sphere segment growth and ambitious expansion plans outweigh MSG Networks' decline. SPHR Q1 revenues surged 38% to $386.41M, with the Sphere segment up 69% YoY, driven by The Wizard of Oz's success. New shows like Rocky Horror and venue expansions in National Harbor and Abu Dhabi are set to drive long-term revenue growth. Despite a forward P/S of 4.453 and high short interest, Sphere Entertainment's fundamentals and growth prospects justify the valuation and continued bullish stance. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 23
SPHR: Content Expansion And New Venues Will Support Earnings Durability
Sphere Entertainment's analyst price target has been raised from $161.00 to about $170.67. Analysts cited greater confidence in the scalability of the Sphere model, continued momentum from The Wizard of Oz and Exosphere advertising, and the planned addition of Rocky Horror Picture Show to the original content slate.分析記事 • Jun 19
Sphere Entertainment (SPHR) Stock Could Be 2% Undervalued After Immersive Content Momentum
Sphere Entertainment (SPHR) is back in focus after highlighting strong momentum in its immersive shows, including The Wizard of Oz at Sphere, and announcing a new Rocky Horror Picture Show experience, along with plans for additional global venues. See our latest analysis for Sphere Entertainment. That momentum is clearly reflected in Sphere Entertainment’s recent trading, with a 1-month share price return of 16.26% and a year to date share price return of 66.84%. The 1-year total shareholder...Recent updates
ナラティブの更新 • Jul 07
SPHR: Expanded Immersive Slate And New Venues Will Test Fair Valuation
Sphere Entertainment's analyst price target has been raised from $57.75 to $150.00, as analysts cite growing confidence in the Sphere model's durability, new original productions like "Rocky Horror Picture Show," and ongoing demand for immersive shows, concerts, brand events, and Exosphere advertising. Analyst Commentary Recent research on Sphere Entertainment points to a cluster of higher price targets and supportive commentary around the Sphere model, driven by demand for The Wizard of Oz at Sphere, the planned Rocky Horror Picture Show production and brand event, and Exosphere advertising activity.Seeking Alpha • Jul 02
Sphere Entertainment: Short Sellers Beware
Summary Sphere Entertainment Co. remains a Buy as robust Sphere segment growth and ambitious expansion plans outweigh MSG Networks' decline. SPHR Q1 revenues surged 38% to $386.41M, with the Sphere segment up 69% YoY, driven by The Wizard of Oz's success. New shows like Rocky Horror and venue expansions in National Harbor and Abu Dhabi are set to drive long-term revenue growth. Despite a forward P/S of 4.453 and high short interest, Sphere Entertainment's fundamentals and growth prospects justify the valuation and continued bullish stance. Read the full article on Seeking Alphaナラティブの更新 • Jun 23
SPHR: Content Expansion And New Venues Will Support Earnings Durability
Sphere Entertainment's analyst price target has been raised from $161.00 to about $170.67. Analysts cited greater confidence in the scalability of the Sphere model, continued momentum from The Wizard of Oz and Exosphere advertising, and the planned addition of Rocky Horror Picture Show to the original content slate.分析記事 • Jun 19
Sphere Entertainment (SPHR) Stock Could Be 2% Undervalued After Immersive Content Momentum
Sphere Entertainment (SPHR) is back in focus after highlighting strong momentum in its immersive shows, including The Wizard of Oz at Sphere, and announcing a new Rocky Horror Picture Show experience, along with plans for additional global venues. See our latest analysis for Sphere Entertainment. That momentum is clearly reflected in Sphere Entertainment’s recent trading, with a 1-month share price return of 16.26% and a year to date share price return of 66.84%. The 1-year total shareholder...
ナラティブの更新 • Jun 06
SPHR: Future Venue Expansion And Rising Profitability Expectations Will Drive Returns
The analyst price target for Sphere Entertainment has been raised from $160 to about $189, as analysts point to updated forecasts for profitability, margin structure, and potential industry transactions as support for a higher valuation range. Analyst Commentary Recent Street research around Sphere Entertainment has leaned heavily bullish, with multiple firms lifting price targets and, in some cases, upgrading the stock.ナラティブの更新 • May 23
SPHR: Expanded Venues And Index Additions Will Support Future Earnings Durability
The analyst price target for Sphere Entertainment has been raised from $136.36 to $161.00 as analysts incorporate higher assumed revenue growth, an improved profit margin profile, and a slightly lower discount rate in their models, along with a series of recent positive research updates on the stock. Analyst Commentary Recent research updates around Sphere Entertainment cluster around higher price targets and fresh coverage.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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
新しいナラティブ • 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 Alpha株主還元
| SPHR | US Entertainment | US 市場 | |
|---|---|---|---|
| 7D | -7.2% | -1.9% | 0.6% |
| 1Y | 253.4% | -22.4% | 19.5% |
業界別リターン: SPHR過去 1 年間で-22.4 % の収益を上げたUS Entertainment業界を上回りました。
リターン対市場: SPHR過去 1 年間で19.5 % の収益を上げたUS市場を上回りました。
価格変動
| SPHR volatility | |
|---|---|
| SPHR Average Weekly Movement | 6.7% |
| Entertainment Industry Average Movement | 8.9% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: SPHR 、 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: SPHRの 週次ボラティリティ ( 7% ) 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 |
|---|---|---|---|
| 2006 | 2,200 | Jim Dolan | www.sphereentertainmentco.com |
スフィア・エンターテインメント株式会社は、米国でライブ・エンターテインメントおよびメディア企業として事業を展開している。スフィアとMSGネットワークスの2つのセグメントで事業を展開している。スフィア部門は、多感覚体験を生み出すテクノロジーを駆使したエンターテインメント・メディアを提供している。MSGネットワークス部門は、地域のスポーツとエンターテインメントのネットワーク、ダイレクト・トゥ・コンシューマーおよび認証されたストリーミング製品、地元のライブゲームやその他の番組を含むスポーツコンテンツを提供している。同社は以前はマディソン・スクエア・ガーデン・エンターテインメント・コーポレーションとして知られていたが、2023年4月にスフィア・エンターテインメント株式会社に社名を変更した。スフィア・エンターテインメント社は2006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。
Sphere Entertainment Co. 基礎のまとめ
| SPHR 基礎統計学 | |
|---|---|
| 時価総額 | US$5.41b |
| 収益（TTM） | US$113.77m |
| 売上高(TTM) | US$1.33b |
47.8x
PER（株価収益率4.1x
P/SレシオSPHR は割高か？
公正価値と評価分析を参照収益と収入
| SPHR 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.33b |
| 売上原価 | US$594.82m |
| 売上総利益 | US$731.07m |
| その他の費用 | US$617.30m |
| 収益 | US$113.77m |
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） | 3.18 |
| グロス・マージン | 55.14% |
| 純利益率 | 8.58% |
| 有利子負債／自己資本比率 | 36.1% |
SPHR 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 | 2026/07/09 05:58 |
| 終値 | 2026/07/09 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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
Sphere Entertainment Co. 11 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。19
| アナリスト | 機関 |
|---|---|
| Michael Hickey | Benchmark Company |
| David Beckel | Berenberg |
| Peter Henderson | BofA Global Research |