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U.S. Entertainment Industry Analysis

UpdatedApr 04, 2026
DataAggregated Company Financials
Companies154
  • 7D5.2%
  • 3M-5.5%
  • 1Y19.1%
  • YTD-5.5%

In the last week, the Entertainment industry is up 5.2%, with Netflix up 5.6%. This takes the industry's 12 month performance to a gain of 19%. Earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

Has the U.S. Entertainment Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$1.1tUS$287.6bUS$22.9b37.9x45.9x3.7x
Tue, 03 Mar 2026US$1.1tUS$288.8bUS$22.8b37x47.9x3.8x
Thu, 29 Jan 2026US$1.1tUS$283.7bUS$21.9b22.5x48.6x3.7x
Sat, 27 Dec 2025US$1.2tUS$281.4bUS$21.3b19.5x54.9x4.1x
Mon, 24 Nov 2025US$1.1tUS$279.0bUS$22.7b20x49.8x4.1x
Wed, 22 Oct 2025US$1.3tUS$274.6bUS$21.8b27.1x59.4x4.7x
Fri, 19 Sep 2025US$1.3tUS$275.0bUS$21.8b34x60x4.8x
Sun, 17 Aug 2025US$1.4tUS$295.3bUS$22.9b35.3x60.3x4.7x
Tue, 15 Jul 2025US$1.3tUS$288.7bUS$7.3b27.9x181.7x4.6x
Thu, 12 Jun 2025US$1.3tUS$288.5bUS$7.4b24.1x174.2x4.5x
Sat, 10 May 2025US$1.2tUS$285.4bUS$7.1b20.7x167.9x4.2x
Mon, 07 Apr 2025US$939.4bUS$282.5bUS$2.5b22.5x370.8x3.3x
Wed, 05 Mar 2025US$1.1tUS$289.1bUS$2.4b21.9x460.5x3.9x
Fri, 31 Jan 2025US$1.1tUS$286.0bUS$947.5m23.5x1164x3.9x
Sun, 29 Dec 2024US$1.0tUS$284.5bUS$16.0m20x64968.4x3.7x
Tue, 26 Nov 2024US$1.0tUS$284.8bUS$27.6m20.4x37225.7x3.6x
Thu, 24 Oct 2024US$906.4bUS$284.8b-US$2,351,204,770.5723.8x-385.5x3.2x
Sat, 21 Sep 2024US$905.7bUS$299.4bUS$1.1b19.7x846.8x3x
Mon, 19 Aug 2024US$873.0bUS$298.9bUS$1.2b18.5x758.2x2.9x
Wed, 17 Jul 2024US$854.0bUS$290.7bUS$7.6b14.4x112.3x2.9x
Fri, 14 Jun 2024US$851.5bUS$291.2bUS$7.8b14.4x109.4x2.9x
Sun, 12 May 2024US$835.7bUS$290.7bUS$9.7b22.2x86.1x2.9x
Tue, 09 Apr 2024US$864.9bUS$287.9bUS$9.3b19x92.9x3x
Thu, 07 Mar 2024US$826.1bUS$286.9bUS$9.4b14.6x88x2.9x
Sat, 03 Feb 2024US$881.0bUS$297.1bUS$8.0b19.1x109.8x3x
Mon, 01 Jan 2024US$836.5bUS$297.3bUS$7.1b19.8x118.4x2.8x
Wed, 29 Nov 2023US$844.7bUS$297.1bUS$6.9b20.9x122.7x2.8x
Fri, 27 Oct 2023US$738.2bUS$288.2bUS$1.7b20.9x426.2x2.6x
Sun, 24 Sep 2023US$717.3bUS$287.6bUS$1.2b19.9x580.2x2.5x
Tue, 22 Aug 2023US$735.8bUS$287.8b-US$17,430,546.0026.2x-42212.6x2.6x
Thu, 20 Jul 2023US$814.2bUS$280.6b-US$2,057,604,223.0027.3x-395.7x2.9x
Sat, 17 Jun 2023US$780.8bUS$280.0b-US$2,206,683,547.0019.9x-353.8x2.8x
Mon, 15 May 2023US$723.6bUS$280.6b-US$2,761,772,282.0020.6x-262x2.6x
Wed, 12 Apr 2023US$758.5bUS$266.9b-US$1,083,883,660.0022.5x-699.8x2.8x
Price to Earnings Ratio

-699.8x


Total Market Cap: US$758.5bTotal Earnings: -US$1,083,883,660.00Total Revenue: US$266.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Entertainment Industry Price to Earnings3Y Average -68156.6x202420252026
Current Industry PE
  • Investors are optimistic on the American Entertainment industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 45.9x which is higher than its 3-year average PE of -68kx.
  • The industry is trading close to its 3-year average PS ratio of 3.4x.
Past Earnings Growth
  • Total earnings for the Entertainment industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 2.5% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Telecom industry?

US Market3.46%
Telecom6.40%
Entertainment5.22%
Interactive Home Entertainment6.31%
Movies and Entertainment5.07%
Industry PE
  • Investors are most optimistic about the Movies and Entertainment industry even though it's trading below its 3-year average PE ratio of 60.2x.
    • Analysts are expecting annual earnings growth of 15.9%, which is lower than the prior year's growth of 29.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Interactive Home Entertainment industry, expecting annual earnings growth of 39% over the next 5 years.
  • This is better than its past earnings decline of 21% per year.
  • In contrast, the Movies and Entertainment industry is expected to see its earnings grow by 16% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
NFLX NetflixUS$98.665.6%
+US$22.1b		15.3%PE37.9x
DIS Walt DisneyUS$96.614.5%
+US$7.4b		15.7%PE14x
RBLX RobloxUS$60.1114.9%
+US$5.5b		13.5%PS8.7x
SPOT Spotify TechnologyUS$488.973.5%
+US$3.4b		-2.8%PE39.5x
LYV Live Nation EntertainmentUS$155.756.9%
+US$2.3b		28.9%PS1.4x

Latest News

TME
US$9.17
Tencent Music Entertainment Group
7D
-2.8%
1Y
-29.2%

TME: Core Monetization And K Content Will Support Future Recovery

The analyst price target for Tencent Music Entertainment Group has been revised slightly lower to reflect a modest fair value adjustment to about $28.87. Analysts cited recent downgrades and reduced targets tied to competitive pressure and less clear near term earnings visibility, partly offset by at least one firm highlighting secure monetization and an overdone share selloff.
IH
US$1.62
iHuman
7D
-5.2%
1Y
-17.6%
RBLX
US$60.11
Roblox
7D
14.9%
1Y
13.5%

RBLX: Future Engagement And New Hits Will Support Earnings Potential

Roblox's updated analyst fair value target of $65.00, broadly in line with recent Street moves that trimmed price targets across a wide $70 to $155 range, reflects analysts balancing cautious booking and engagement assumptions with ongoing confidence in the platform's ability to surface new hit experiences. Analyst Commentary Across recent research, the main theme is a reset in expectations as a wide group of firms trim Roblox price targets, even when they keep positive or neutral ratings in place.
DIS
US$96.61
Walt Disney
7D
4.5%
1Y
15.7%

DIS: IP Strength And New Leadership Will Drive Future Repricing Potential

Analysts have trimmed the Walt Disney analyst price target slightly, reflecting modest adjustments to fair value, discount rate, revenue growth and profit margin assumptions after a series of recent target cuts from Deutsche Bank, Wells Fargo, Guggenheim, Rosenblatt, BofA and Citi, partly offset by a new $130 target from Phillip Securities and a fresh upgrade at Raymond James. Analyst Commentary Recent research on Walt Disney shows a mix of optimism around the company’s assets and execution, alongside caution on valuation and near term fundamentals.
ROKU
US$97.66
Roku
7D
12.1%
1Y
76.7%

ROKU: Neutral Aggregator Role Will Underpin 2026 Advertising Platform Catalysts

Roku's updated analyst price target edges lower to about $126.50, down less than $1 from roughly $127.10. Analysts factor in slightly softer revenue growth and profit margin assumptions while still applying a higher forward P/E based on recent research that highlights the company's "Switzerland-like" streaming position and potential benefits from industry trends and company specific actions.
MRDN
US$6.89
Meridian Holdings
7D
-5.2%
1Y
-70.1%
NFLX
US$98.66
Netflix
7D
5.6%
1Y
15.3%

NFLX: Higher Pricing And Advertising Will Support Engagement After Warner Bid Exit

Netflix's analyst price targets have recently shifted as analysts factor in updated views on subscriber monetization, 2026 revenue assumptions, and a reset in expected P/E multiples following the decision to walk away from the Warner Bros. Discovery bid, while also incorporating the impact of price increases and advertising trends.
SPOT
US$488.97
Spotify Technology
7D
3.5%
1Y
-2.8%

SPOT: Recurring Price Increases Will Support Future Margin Expansion Potential

Analysts have nudged their price target framework for Spotify higher to $784.59 from $767.84, reflecting slightly firmer assumptions around revenue growth, profit margins, and future P/E in light of a mix of supportive rating actions, incremental price hike expectations, and ongoing debate over AI related risks. Analyst Commentary Recent research on Spotify centers on two themes you should keep in mind: pricing power in Premium subscriptions and how much AI changes the risk profile for the business.
FWON.K
US$87.86
Formula One Group
7D
7.6%
1Y
9.1%

FWON.K: Third Party Race Promotion And 2026 Deals Will Drive Upside Potential

Analysts have trimmed their average price target for Formula One Group by $0.44 to reflect a slightly higher discount rate and slower revenue growth assumptions, partly offset by expectations for stronger profit margins and a lower future P/E multiple informed by recent mixed target moves and rating changes across the Street. Analyst Commentary Recent Street research around Formula One Group shows a mix of optimism and restraint, with several firms fine-tuning price targets and ratings rather than making sweeping calls.
TTWO
US$199.87
Take-Two Interactive Software
7D
5.4%
1Y
2.7%

TTWO: GenAI Returns And GTA Guidance Will Drive Repricing Potential

Analysts have modestly reduced their average price target on Take-Two Interactive Software to about $295, reflecting updated views on Grand Theft Auto unit economics, GTA Online potential, and upcoming guidance that is expected to include the planned GTA 6 release window. Analyst Commentary Bullish analysts are generally framing the updated US$295 average price target within a wider pattern of positive sentiment on Take-Two, even as some models are recalibrated around Grand Theft Auto unit economics and GTA Online assumptions.
GAIA
US$2.56
Gaia
7D
-6.2%
1Y
-22.4%
LYV
US$155.75
Live Nation Entertainment
7D
6.9%
1Y
28.9%

LYV: DOJ Settlement Progress Will Support Venue Expansion Upside Potential

Live Nation Entertainment's analyst-derived fair value estimate edges up from $182.59 to $183.27 as analysts factor in higher Street price targets clustered around $177 to $204. These are largely tied to relief around a potential DOJ settlement, expectations for continued concert and sponsorship strength, and a greater focus on owned-and-operated venues, while Ticketmaster related changes are viewed as manageable.
GMHS
US$0.96
Gamehaus Holdings
7D
-7.7%
1Y
-41.5%
SOHU
US$15.21
Sohu.com
7D
-0.5%
1Y
32.3%
ANGX
US$2.99
Angel Studios
7D
-4.5%
1Y
-73.9%
KWM
US$0.48
K Wave Media
7D
-16.6%
1Y
-94.1%