Sphere Entertainment Co.

NYSE:SPHR Voorraadrapport

Marktkapitalisatie: US$5.1b

Sphere Entertainment Beheer

Beheer criteriumcontroles 2/4

De CEO Sphere Entertainment is Jim Dolan, benoemd in Nov2019, heeft een ambtstermijn van 6.42 jaar. bezit rechtstreeks 3.55% van de aandelen van het bedrijf, ter waarde $ 179.56M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 0.6 jaar en 6 jaar.

Belangrijke informatie

Jim Dolan

Algemeen directeur

n/a

Totale compensatie

Percentage CEO-salarisn/a
Dienstverband CEO6.4yrs
Eigendom CEO3.6%
Management gemiddelde ambtstermijnless than a year
Gemiddelde ambtstermijn bestuur6yrs

Recente managementupdates

Recent updates

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.

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.

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.

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.

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.

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.

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.

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.

Sphere Entertainment: High Short Interest And A Promising Outlook

Dec 23

Optimistic Investors Push Sphere Entertainment Co. (NYSE:SPHR) Shares Up 25% But Growth Is Lacking

Dec 23
Optimistic Investors Push Sphere Entertainment Co. (NYSE:SPHR) Shares Up 25% But Growth Is Lacking

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.

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.

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.

Sphere Entertainment Co. (NYSE:SPHR) Stock Rockets 30% As Investors Are Less Pessimistic Than Expected

Nov 08
Sphere Entertainment Co. (NYSE:SPHR) Stock Rockets 30% As Investors Are Less Pessimistic Than Expected

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.

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.

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.

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.

Sphere Entertainment Co.'s (NYSE:SPHR) Shares Climb 35% But Its Business Is Yet to Catch Up

Sep 09
Sphere Entertainment Co.'s (NYSE:SPHR) Shares Climb 35% But Its Business Is Yet to Catch Up

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.

Is Sphere Entertainment (NYSE:SPHR) Using Too Much Debt?

Jul 21
Is Sphere Entertainment (NYSE:SPHR) Using Too Much Debt?

An Intrinsic Calculation For Sphere Entertainment Co. (NYSE:SPHR) Suggests It's 44% Undervalued

May 19
An Intrinsic Calculation For Sphere Entertainment Co. (NYSE:SPHR) Suggests It's 44% Undervalued

Out Of The Shadows: How Sphere's Vegas Juggernaut Can Crush Its RSN Drag

Apr 21
User avatar

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.

Sphere Entertainment: MSG Networks Bankruptcy Seems Inevitable, But Don't Panic

Jan 15

Hold On Sphere Entertainment: High Growth Comes With Debt, Cash Burn Concerns

Oct 14

Sphere Entertainment: Attractive Risk/Reward Profile (Upgrade)

Jul 11

Analyse CEO-vergoeding

Hoe is Jim Dolan's beloning veranderd ten opzichte van Sphere Entertainment's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Dec 31 2025n/an/a

US$33m

Sep 30 2025n/an/a

-US$270m

Jun 30 2025n/an/a

-US$274m

Mar 31 2025n/an/a

-US$497m

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

Mar 31 2020n/an/a

-US$170m

Dec 31 2019n/an/a

-US$47m

Sep 30 2019n/an/a

-US$101m

Jun 30 2019US$54mUS$1m

-US$18m

Compensatie versus markt: Er zijn onvoldoende gegevens om vast te stellen of de totale vergoeding van Jim redelijk is in vergelijking met bedrijven van vergelijkbare omvang in de US markt.

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


CEO

Jim Dolan (70 yo)

6.4yrs
Tenure
US$27,441,193
Compensatie

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...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
James Dolan
Executive Chairman & CEO6.4yrsUS$27.44m3.55%
$ 179.6m
Jennifer Koester
President & COO1.8yrsUS$13.01m0.087%
$ 4.4m
David Granville-Smith
Executive Vice President2.8yrsUS$2.14m0.16%
$ 8.0m
Robert Langer
Executive VP1.3yrsgeen gegevens0.015%
$ 745.4k
Christopher Winters
SVP, Controller & Principal Accounting Officerless than a yeargeen gegevens0.0089%
$ 450.1k
Felicia Yue
Executive VP & CTOless than a yeargeen gegevensgeen gegevens
Ari Danes
Senior Vice President of Investor Relations & Treasuryless than a yeargeen gegevensgeen gegevens
Allen Lo
Executive VP & Chief Legal Officerless than a yeargeen gegevensgeen gegevens
Mikyl Cordova
Executive Vice President of Communications & Marketingno datageen gegevensgeen gegevens
Ryan Dolan
Executive VPless than a yearUS$246.87k0.011%
$ 578.0k
Paul Westbury
Executive Vice President of Development & Constructionno datageen gegevensgeen gegevens
David Dibble
Vice Chairmanno datageen gegevensgeen gegevens
0.6yrs
Gemiddelde duur
57yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van SPHR wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 0.6 jaar), wat duidt op een nieuw team.


Bestuursleden

NaamPositieTenureCompensatieEigendom
James Dolan
Executive Chairman & CEO6.4yrsUS$27.44m3.55%
$ 179.6m
Ryan Dolan
Executive VP6yrsUS$246.87k0.011%
$ 578.0k
Thomas Dolan
Director6yrsUS$111.42kgeen gegevens
Vincent Tese
Independent Director6yrsUS$118.92k0.018%
$ 902.2k
Joseph Lhota
Independent Director6yrsUS$131.42k0.0037%
$ 189.1k
John Sykes
Independent Director6yrsUS$161.42kgeen gegevens
Brian Sweeney
Director6yrsUS$111.42k0.28%
$ 14.3m
Marianne E. Weber
Director6yrsUS$111.42k0.033%
$ 1.7m
Paul Dolan
Director6yrsUS$111.42k0.0011%
$ 56.6k
Kristin Dolan
Director6yrsUS$111.42k0.041%
$ 2.1m
Charles Dolan
Director6yrsUS$111.42k0.033%
$ 1.7m
Quentin Dolan
Director6yrsUS$111.42k0.015%
$ 769.7k
6.0yrs
Gemiddelde duur
67.5yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van SPHR wordt beschouwd als ervaren (gemiddelde ambtstermijn 6 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/04/30 09:49
Aandelenkoers aan het einde van de dag2026/04/30 00:00
Inkomsten2025/12/31
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

Sphere Entertainment Co. wordt gevolgd door 20 analisten. 11 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
Michael HickeyBenchmark Company
David BeckelBerenberg
Peter HendersonBofA Global Research