AMC Global Media Inc.

NasdaqGS:AMCX Voorraadrapport

Marktkapitalisatie: US$463.0m

AMC Global Media Beheer

Beheer criteriumcontroles 3/4

De CEO AMC Global Media is Kristin Dolan, benoemd in Feb2023, heeft een ambtstermijn van 3.33 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 12.53M, bestaande uit 16% salaris en 84% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.46% van de aandelen van het bedrijf, ter waarde $ 2.14M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 5.5 jaar en 4.5 jaar.

Belangrijke informatie

Kristin Dolan

Algemeen directeur

US$12.5m

Totale compensatie

Percentage CEO-salaris15.97%
Dienstverband CEO3.3yrs
Eigendom CEO0.5%
Management gemiddelde ambtstermijn5.5yrs
Gemiddelde ambtstermijn bestuur4.5yrs

Recente managementupdates

Recent updates

Narratiefupdate May 20

AMCX: Future Multiple Will Depend On Underweight View Of Execution Risks

Analysts have trimmed their price target on AMC Global Media to $7.50, reflecting updated assumptions that include a slightly higher discount rate, softer revenue growth, a reduced profit margin, and a higher future P/E multiple, with recent cautious Street views contributing to the reset. Analyst Commentary Recent Street commentary around AMC Global Media has centered on how much risk investors should assign to the stock at the current price, especially in light of the trimmed US$7.50 target and the cautious tone reflected in the Underweight assumption at Morgan Stanley.
Narratiefupdate May 02

AMCX: Future Multiple Will Depend On Underweight View Of Linear TV Risks

Analysts nudged their price target for AMC Global Media to $7.50 from $7.33, citing updated fair value and P/E assumptions in light of recent research coverage shifts, including the new Underweight stance and price target move from major firms. Analyst Commentary Bullish Takeaways Bullish analysts pointing to the new US$7.50 target see room for the shares to better reflect their updated fair value work, including refreshed P/E assumptions.
Narratiefupdate Apr 17

AMCX: Future Multiple Will Depend On Execution Risks In Programmatic TV Shift

Analysts lifted their price target on AMC Global Media by $2 to reflect updated views on the company’s earnings potential and risk profile, while keeping key valuation inputs such as fair value, discount rate, revenue growth, profit margin and future P/E essentially unchanged. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as validation that the current earnings outlook supports a modestly stronger equity value, even with valuation inputs such as fair value, discount rate and P/E kept broadly consistent.
Seeking Alpha Apr 04

AMC Networks: Stabilizing Revenue Has Me Bullish Again (Rating Upgrade)

Summary AMC Networks is upgraded to buy due to stabilizing declines and a promising streaming transition. AMCX's fundamentals have improved, with better-than-expected streaming performance and ongoing balance sheet progress. Management remains cautious, prioritizing cash reserves and refinancing, but recent share repurchases signal some confidence. Future upside hinges on content quality; upcoming show 'The Audacity' could be a key catalyst. Read the full article on Seeking Alpha
Narratiefupdate Apr 02

AMCX: Future Multiple Will Reflect Margins And Execution In Changing TV Market

Analysts have raised their price target on AMC Networks by $2, reflecting updated views that the existing fair value estimate, discount rate, revenue trend, profit margin outlook, and forward P/E assumption remain appropriate. Analyst Commentary Recent commentary around AMC Networks focuses on how well the current valuation lines up with the company’s earnings profile and execution risks in a changing media market.
Narratiefupdate Mar 18

AMCX: Elevated Future P/E Assumptions Will Likely Limit Upside

Analysts raised their price target on AMC Networks by $2. They cited updated assumptions around discount rates, revenue trends, profit margins and a higher future P/E multiple in their models.
Narratiefupdate Mar 04

AMCX: Fair Multiple Will Depend On Margins In Shifting TV Market

Analysts raised their price target on AMC Networks by $2 to reflect updated views on its fair value. The revision is supported by refreshed assumptions around revenue, margins and the stock's forward P/E profile.
Narratiefupdate Feb 18

AMCX: Higher Multiple Will Face Pressure From Weaker Long Term Margins

Analysts raised their price target on AMC Networks by $2, reflecting updated views on fair value, discount rate, revenue trends, margins, and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as more in line with their updated assessment of AMC Networks' fair value, given current expectations for the business and its cash generation potential.
Narratiefupdate Feb 04

AMCX: Softer Margins And Higher P/E Assumptions Will Restrain Neutral Rating Benefits

Analysts raised their price target on AMC Networks to US$8 from US$5, citing updated views on revenue trends, profit margins, and a higher assumed future P/E multiple in their valuation work. Analyst Commentary Recent research has highlighted that the new US$8 price target reflects updated assumptions on revenue trends, margins, and the future P/E multiple applied to AMC Networks.
Narratiefupdate Jan 21

AMCX: Softer Revenue Profile Will Constrain Benefits From Neutral Rating Upgrade

Analysts lifted their price target on AMC Networks to US$8 from US$5, citing updated assumptions around slightly softer revenue growth, a modestly higher profit margin, and a small adjustment to future P/E expectations. Analyst Commentary The latest move to an Equal Weight rating with a US$8 price target highlights a more balanced stance on AMC Networks, but it still reflects a cautious view rather than a clearly bullish call.
Analyseartikel Jan 12

Is AMC Networks (NASDAQ:AMCX) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Narratiefupdate Jan 06

AMCX: Future Execution Risks Will Pressure Neutral Rating Upgrade

Analysts have raised their fair value estimate for AMC Networks from $5.00 to $6.00, citing an updated price target of $8.00 and revised assumptions related to revenue trends, profit margins, discount rate, and forward P/E. Analyst Commentary The move to an Equal Weight stance and a price target of US$8, up from US$5, signals a more neutral view on AMC Networks.
Narratiefupdate Dec 14

AMCX: Higher Price View Will Still Struggle Against Structural Headwinds

Analysts raised their price target on AMC Networks to $8 from $5, citing a more balanced view of the companys risk-reward profile despite modest expectations for revenue growth and profitability. Analyst Commentary Analysts characterized the rating change as a recognition that near term execution risks appear better reflected in the current share price, even as long term structural challenges remain.
Analyseartikel Dec 12

AMC Networks Inc.'s (NASDAQ:AMCX) Shares Bounce 28% But Its Business Still Trails The Industry

AMC Networks Inc. ( NASDAQ:AMCX ) shares have had a really impressive month, gaining 28% after a shaky period...
Narratiefupdate Nov 27

AMCX: Competitive Pressures Will Limit Upside Despite Improved Margins

Analysts have raised their price target for AMC Networks from $5 to $8, citing improved revenue growth and profit margin expectations. These factors support a more optimistic outlook on the company's performance.
Narratiefupdate Nov 11

AMCX: Audit Committee Noncompliance Will Weigh On Shareholder Confidence

Analysts have raised their price target for AMC Networks from $5 to $8, citing an improved fair value estimate. This comes despite ongoing challenges in growth and profitability metrics.
Analyseartikel Aug 31

There's No Escaping AMC Networks Inc.'s (NASDAQ:AMCX) Muted Revenues Despite A 25% Share Price Rise

AMC Networks Inc. ( NASDAQ:AMCX ) shares have had a really impressive month, gaining 25% after a shaky period...
Analyseartikel Aug 11

Earnings Beat: AMC Networks Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

NasdaqGS:AMCX 1 Year Share Price vs Fair Value Explore AMC Networks's Fair Values from the Community and select yours...
Analyseartikel Aug 02

AMC Networks (NASDAQ:AMCX) Is Finding It Tricky To Allocate Its Capital

When researching a stock for investment, what can tell us that the company is in decline? More often than not, we'll...
Analyseartikel Jun 18

AMC Networks (NASDAQ:AMCX) Seems To Be Using A Lot Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Apr 04

AMC Networks (NASDAQ:AMCX) May Have Issues Allocating Its Capital

What underlying fundamental trends can indicate that a company might be in decline? When we see a declining return on...
Analyseartikel Mar 04

Investors Don't See Light At End Of AMC Networks Inc.'s (NASDAQ:AMCX) Tunnel And Push Stock Down 29%

AMC Networks Inc. ( NASDAQ:AMCX ) shareholders that were waiting for something to happen have been dealt a blow with a...
Seeking Alpha Feb 18

AMC Networks: Earnings Overreaction - Still Undervalued

Summary AMC Networks is undervalued despite trading at all-time lows, with a focus on debt reduction and growing streaming revenues to offset cable business decline. Q4 2024 earnings missed bottom-line expectations due to higher costs, but streaming revenue growth continues, supporting the company's turnaround efforts. 2025 guidance shows declines in key metrics, but increased streaming revenue share positions AMCX for future growth and resilience. Valuation metrics indicate an attractive EV/AOI ratio, but risks include heavy debt, dual share class structure, and potential accelerated decline in legacy business. Read the full article on Seeking Alpha
Seeking Alpha Jan 20

AMC Networks: Better Than Expected EPS, And Connections With Netflix

Summary AMC Networks Inc. shows potential upside due to a new content licensing deal with Netflix, reduced net debt, and possible tax decreases in the U.S. Despite a challenging recent quarter, AMCX's restructuring efforts and positive net income over the past decade suggest long-term growth. The company's $1.5 billion stock repurchase program and conservative DCF model indicate significant undervaluation compared to competitors. Risks include high debt levels, potential write-offs of program rights, and the impact of rising interest rates on refinancing operations. Read the full article on Seeking Alpha
Seeking Alpha Oct 18

AMC Networks: Undervalued On All Accounts

Summary AMC Networks faces significant challenges from cord-cutting trends and a heavy debt load, leading to market pessimism and fears of bankruptcy. Declining non-streaming subscription revenues and rising interest expenses have pressured AMC Networks' financial performance since 2022. The company's reliance on a few major shows and potential future dilution from convertible bonds add to the risks. Despite the challenges, there is a favorable risk/reward if AMC Networks can successfully focus on streaming growth and cash generation. Read the full article on Seeking Alpha
Seeking Alpha Oct 11

AMC Networks: Cigar Butt With Short Squeeze Potential

Summary AMC Networks faces challenges from cord-cutting and high debt but remains profitable with strong free cash flow and growing streaming revenues. Management prioritizes high-quality content, with a focus on free cash flow. AMCX is a deleveraging play as it looks to gradually lower debt levels. The stock is heavily shorted, presenting potential for a short squeeze, though its undervaluation based on fundamentals is a stronger investment case. Read the full article on Seeking Alpha
Analyseartikel Sep 25

Lacklustre Performance Is Driving AMC Networks Inc.'s (NASDAQ:AMCX) 27% Price Drop

AMC Networks Inc. ( NASDAQ:AMCX ) shareholders won't be pleased to see that the share price has had a very rough month...
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Nieuw narratief Sep 20

Licensing And Streamlining Propel Growth Amid Analysts' Mixed Forecasts

Expansion and partnerships with streaming platforms like Netflix and new Internet bundles indicate potential for significant revenue and subscriber growth.
Analyseartikel Sep 10

Returns On Capital At AMC Networks (NASDAQ:AMCX) Paint A Concerning Picture

When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Seeking Alpha Sep 04

AMC Networks: 13% Yielding Long-Term Debt An Attractive Investment

Summary AMC Networks offers a compelling 13% yield to maturity on its 2029 notes, despite recent revenue declines and increased debt. The company’s free cash flow surged to $239 million in H1 2024, driven by reduced program rights acquisitions. Management aims to generate $500 million in free cash flow for 2024-2025, bolstering debt repayment capabilities. Despite higher interest expenses, AMC Networks’ liquidity and free cash flow position make its 2029 notes an attractive investment. Read the full article on Seeking Alpha
Analyseartikel Aug 13

Is AMC Networks (NASDAQ:AMCX) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel Jul 16

AMC Networks Inc.'s (NASDAQ:AMCX) 36% Dip In Price Shows Sentiment Is Matching Revenues

AMC Networks Inc. ( NASDAQ:AMCX ) shares have retraced a considerable 36% in the last month, reversing a fair amount of...
Seeking Alpha Jun 18

AMC Networks: Dilutive Convertible Debt Issuance Creates Income Opportunities

Summary AMC Networks shares dropped over 30% due to a convertible note issuance, which will dilute existing shareholders if converted to shares. The convertible bond issuance did not impact the company's financial performance, with positive free cash flow and debt reduction. Risks include increased interest expenses from new notes and potential disruptions like the actors and writers strike. Read the full article on Seeking Alpha
Seeking Alpha Jun 07

AMC Networks: There's Hidden Opportunity With This One

Summary AMC Networks is facing challenges in its core business, leading to declining revenue and profitability. The company's streaming services, including AMC+, show potential for growth and hidden value. Shares of AMC Networks are attractively priced, but long-term issues in the industry may limit upside potential. Read the full article on Seeking Alpha
Analyseartikel May 23

AMC Networks Inc.'s (NASDAQ:AMCX) Shares Bounce 64% But Its Business Still Trails The Industry

AMC Networks Inc. ( NASDAQ:AMCX ) shares have had a really impressive month, gaining 64% after a shaky period...
Analyseartikel May 07

Is AMC Networks Inc. (NASDAQ:AMCX) Potentially Undervalued?

While AMC Networks Inc. ( NASDAQ:AMCX ) might not have the largest market cap around , it saw a significant share price...
Analyseartikel Mar 09

Does AMC Networks (NASDAQ:AMCX) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Feb 17

We Like AMC Networks' (NASDAQ:AMCX) Earnings For More Than Just Statutory Profit

The stock was sluggish on the back of AMC Networks Inc.'s ( NASDAQ:AMCX ) recent earnings report. We have done some...
Seeking Alpha Feb 14

AMC Networks: 11.5% Yielding Notes One Of Two Good Income Options

Summary AMC Networks saw a revenue decline of 12.4% in 2023, with sales dropping in all segments of the business. The company reduced its operating expenses by nearly $700 million, leading to higher operating income than in 2022. AMC Networks has increased its operating cash flows and free cash flow generation, allowing for the pay down of debt and providing liquidity for future debt maturities. Read the full article on Seeking Alpha
Analyseartikel Feb 14

Little Excitement Around AMC Networks Inc.'s (NASDAQ:AMCX) Revenues As Shares Take 27% Pounding

AMC Networks Inc. ( NASDAQ:AMCX ) shareholders won't be pleased to see that the share price has had a very rough month...

Analyse CEO-vergoeding

Hoe is Kristin Dolan's beloning veranderd ten opzichte van AMC Global Media's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Mar 31 2026n/an/a

US$52m

Dec 31 2025US$13mUS$2m

US$89m

Sep 30 2025n/an/a

-US$140m

Jun 30 2025n/an/a

-US$175m

Mar 31 2025n/an/a

-US$254m

Dec 31 2024US$9mUS$2m

-US$227m

Sep 30 2024n/an/a

US$36m

Jun 30 2024n/an/a

US$58m

Mar 31 2024n/an/a

US$158m

Dec 31 2023US$15mUS$2m

US$215m

Sep 30 2023n/an/a

-US$27m

Jun 30 2023n/an/a

-US$6m

Mar 31 2023n/an/a

US$7m

Dec 31 2022US$186kn/a

US$8m

Sep 30 2022n/an/a

US$289m

Jun 30 2022n/an/a

US$315m

Mar 31 2022n/an/a

US$268m

Dec 31 2021US$243kn/a

US$251m

Sep 30 2021n/an/a

US$328m

Jun 30 2021n/an/a

US$279m

Mar 31 2021n/an/a

US$258m

Dec 31 2020US$201kn/a

US$240m

Sep 30 2020n/an/a

US$137m

Jun 30 2020n/an/a

US$192m

Mar 31 2020n/an/a

US$306m

Dec 31 2019US$213kn/a

US$380m

Compensatie versus markt: De totale vergoeding ($USD 12.53M ) Kristin } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 2.54M ).

Compensatie versus inkomsten: De vergoeding van Kristin is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

Kristin Dolan (60 yo)

3.3yrs
Tenure
US$12,525,644
Compensatie

Ms. Kristin Aigner Dolan is Trustee of The Paley Center for Media. Ms. Dolan serves as Director at Sphere Entertainment Co. (formerly known as Madison Square Garden Entertainment Corp.) since April 17, 202...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Kristin Dolan
CEO & Director3.3yrsUS$12.53m0.46%
$ 2.1m
Kimberly Kelleher
Chief Commercial Officer & Presidentless than a yearUS$3.93m0.10%
$ 481.6k
Dan McDermott
Chief Content Officer & President of AMC Studios6.2yrsUS$4.95m0.17%
$ 802.9k
Michael Sherin
Executive VP2.8yrsUS$781.77k0.024%
$ 112.2k
Stephanie Mitchko-Beale
Chief Technology Officer & Global Head of Media Operationsno datageen gegevensgeen gegevens
Nicholas Seibert
Senior Vice President of Corporate Development & Investor Relations5.5yrsgeen gegevensgeen gegevens
Salvatore Romanello
Executive VP & General Counsel1.5yrsUS$1.07m0.086%
$ 397.3k
Georgia Juvelis
Chief Communications Officerno datageen gegevensgeen gegevens
Kim Granito
Chief Marketing Officerno datageen gegevensgeen gegevens
Ben Davis
Executive Vice President of Programming - AMC Studios12.3yrsgeen gegevensgeen gegevens
Arlene Manos
President Emeritus9.5yrsgeen gegevensgeen gegevens
James Conboy
Senior Vice President of Internal Audit & Sarbanes Oxley Compliance14.8yrsgeen gegevensgeen gegevens
5.5yrs
Gemiddelde duur
57.5yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van AMCX is doorgewinterd en ervaren (gemiddelde ambtstermijn van 5.5 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Kristin Dolan
CEO & Directorless than a yearUS$12.53m0.46%
$ 2.1m
James Dolan
Non Executive Chairman15.3yrsUS$419.88k0.71%
$ 3.3m
Thomas Dolan
Director15yrsUS$221.88k0.11%
$ 488.0k
Carl Vogel
Independent Director13yrsUS$330.17k0%
$ 0
Vincent Tese
Independent Director10yrsUS$262.88k0%
$ 0
Matthew Blank
Independent Director3.7yrsUS$245.47k0%
$ 0
Christopher Cox
Director1.9yrsUS$221.88k0%
$ 0
Brian Sweeney
Director15yrsUS$221.88kgeen gegevens
Stephen Mills
Independent Director2yrsUS$217.88k0.0011%
$ 5.3k
Joseph Cohen
Independent Director4yrsUS$221.88k0%
$ 0
Debra Perelman
Independent Director3yrsUS$254.88k0%
$ 0
Aidan Dolan
Director5yrsUS$221.88k0.0026%
$ 12.1k
4.5yrs
Gemiddelde duur
67.5yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van AMCX wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.5 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/03 10:13
Aandelenkoers aan het einde van de dag2026/06/03 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

AMC Global Media Inc. wordt gevolgd door 32 analisten. 8 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Anthony DiClementeBarclays
Todd JuengerBernstein
Bryan GoldbergBofA Global Research