Sphere Entertainment Co.

NYSE:SPHR 株式レポート

時価総額:US$5.0b

Sphere Entertainment マネジメント

マネジメント 基準チェック /24

Sphere Entertainmentの CEO はJim Dolanで、 Nov2019年に任命され、 の在任期間は 6.67年です。 の年間総報酬は$ 14.28Mで、 1.6%給与と98.4%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の3.52%を直接所有しており、その価値は$ 176.40M 。経営陣と取締役会の平均在任期間はそれぞれ0.8年と6.3年です。

主要情報

Jim Dolan

最高経営責任者

US$14.3m

報酬総額

CEO給与比率1.61%
CEO在任期間6.7yrs
CEOの所有権3.5%
経営陣の平均在職期間less than a year
取締役会の平均在任期間6.3yrs

経営陣の近況

Recent updates

ナラティブ更新 Jul 22

SPHR: Future Venues And Expanded Content Slate Will Support Earnings Durability

Analysts raised the average price target for Sphere Entertainment to about $176.55 from roughly $170.67, citing updated models that reflect steady demand for live events, new Sphere content announcements, and growing confidence in the long term potential of future Sphere venues and productions. Analyst Commentary Recent research on Sphere Entertainment points to a generally constructive stance, with price target changes tied closely to expectations around the live events business, the Sphere segment, and the company’s growing content slate.
Seeking Alpha Jul 18

Sphere Entertainment: Too Many Unanswered Questions

Summary Sphere Entertainment Co. is rated Sell due to high capital intensity, uncertain franchise strategy, and lack of proven profitability. SPHR’s proprietary technology and content creation capabilities create a strong moat, but scalability and demand for additional spheres remain unproven. Financials are pressured by $330M annual depreciation and the loss of MSG Networks’ cash flow following its restructuring. SPHR trades at a premium to peers when stripping out MSG Networks, with significant uncertainty around future earnings and franchise economics. Read the full article on Seeking Alpha
ナラティブ更新 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.
ナラティブ更新 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.
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
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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 Alpha
Seeking 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

CEO報酬分析

Sphere Entertainment の収益と比較して、Jim Dolan の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$114m

Dec 31 2025US$14mUS$230k

US$33m

Sep 30 2025n/an/a

-US$270m

Jun 30 2025n/an/a

-US$274m

Mar 31 2025n/an/a

-US$384m

Dec 31 2024n/an/a

-US$350m

Sep 30 2024n/an/a

-US$397m

Jun 30 2024US$27mUS$1m

-US$225m

Mar 31 2024n/an/a

US$206m

Dec 31 2023n/an/a

US$139m

Sep 30 2023n/an/a

US$285m

Jun 30 2023US$16mUS$2m

US$172m

Mar 31 2023n/an/a

-US$218m

Dec 31 2022n/an/a

-US$124m

Sep 30 2022n/an/a

-US$108m

Jun 30 2022US$19mUS$2m

-US$141m

Mar 31 2022n/an/a

-US$149m

Dec 31 2021n/an/a

-US$156m

Sep 30 2021n/an/a

-US$200m

Jun 30 2021US$8mUS$600k

-US$4m

Mar 31 2021n/an/a

US$8m

Dec 31 2020n/an/a

-US$100m

Sep 30 2020n/an/a

US$37m

Jun 30 2020US$4mUS$115k

US$182m

報酬と市場: Jimの 総報酬 ($USD 14.28M ) は、 US市場 ($USD 8.29M ) の同規模の企業の平均を上回っています。

報酬と収益: Jimの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Jim Dolan (71 yo)

6.7yrs
在職期間
US$14,284,275
報酬

Mr. James Lawrence Dolan, also known as Jim, has been Executive Chairman at Madison Square Garden Entertainment Corp. since December 21, 2022 and its Director since December 20, 2022 and serves as its Chie...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
James Dolan
Executive Chairman & CEO6.7yrsUS$14.28m3.52%
$ 176.4m
Jennifer Koester
President & COO2.1yrsUS$11.24m0.086%
$ 4.3m
Robert Langer
Executive VP1.5yrsUS$5.46m0.015%
$ 732.3k
Christopher Winters
SVP, Controller & Principal Accounting Officerless than a yearUS$512.52k0.0088%
$ 442.3k
David Granville-Smith
Executive Vice President3.1yrsUS$4.35m0.16%
$ 7.9m
Felicia Yue
Executive VP & CTOless than a yearデータなしデータなし
Ari Danes
Senior Vice President of Investor Relations & Treasuryless than a yearデータなしデータなし
Allen Lo
Executive VP & Chief Legal Officerless than a yearデータなしデータなし
Karen Laureano-Rikardsen
Global Head of Corporate Marketing & Communicationsno dataデータなしデータなし
Ryan Dolan
Executive VPless than a yearUS$246.87k0.011%
$ 568.0k
Paul Westbury
Executive Vice President of Development & Constructionno dataデータなしデータなし
David Dibble
Vice Chairmanno dataデータなしデータなし
0.8yrs
平均在職期間
58yo
平均年齢

経験豊富な経営陣: SPHRの経営陣は 経験豊富 とはみなされません ( 0.8年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
James Dolan
Executive Chairman & CEO6.7yrsUS$14.28m3.52%
$ 176.4m
Ryan Dolan
Executive VP6.3yrsUS$246.87k0.011%
$ 568.0k
Thomas Dolan
Director6.3yrsUS$237.69kデータなし
Vincent Tese
Independent Director6.3yrsUS$261.26k0.018%
$ 886.6k
Joseph Lhota
Independent Director6.3yrsUS$277.69k0.0037%
$ 185.8k
John Sykes
Independent Director6.3yrsUS$300.19kデータなし
Brian Sweeney
Director6.3yrsUS$237.69k0.28%
$ 14.0m
Marianne E. Weber
Director6.3yrsUS$237.69k0.032%
$ 1.6m
Paul Dolan
Director6.3yrsUS$237.69k0.0011%
$ 55.6k
Kristin Dolan
Director6.3yrsUS$237.69k0.040%
$ 2.0m
Charles Dolan
Director6.3yrsUS$237.69k0.033%
$ 1.7m
Quentin Dolan
Director6.3yrsUS$237.69k0.015%
$ 756.4k
6.3yrs
平均在職期間
68.5yo
平均年齢

経験豊富なボード: SPHRの 取締役会経験豊富 であると考えられます ( 6.3年の平均在任期間)。


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2026/07/28 22:45
終値2026/07/28 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

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。20

アナリスト機関
Michael HickeyBenchmark Company
David BeckelBerenberg
Peter HendersonBofA Global Research