NCMI logo

National CineMedia, Inc. Stock Price

NasdaqGS:NCMI Community·US$374.2m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 3 Fair Values set on narratives written by author

NCMI Share Price Performance

US$3.89
-0.88 (-18.45%)
US$5.25
Fair Value
US$3.89
-0.88 (-18.45%)
25.9% undervalued intrinsic discount
US$5.25
Fair Value
Price US$3.89
AnalystConsensusTarget US$5.25
AnalystLowTarget US$4.00
AnalystHighTarget US$6.50

NCMI Community Narratives

·
Fair Value US$5.25 25.9% undervalued intrinsic discount

Cinema Advertising Will Thrive With AI And Partnerships

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
·
Fair Value US$4 2.8% undervalued intrinsic discount

Programmatic Pressure And Soft Local Advertising Will Challenge Cinema Ads Yet Leave Upside Potential

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
·
Fair Value US$6.5 40.2% undervalued intrinsic discount

Programmatic Expansion And Premium Cinema Formats Will Transform Long Term Advertising Potential

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
US$4
2.8% undervalued intrinsic discount
Profit Margin
7.33%
Future PE
19.99x
Price in 2029
US$4.9
US$6.5
40.2% undervalued intrinsic discount
Profit Margin
7.02%
Future PE
31.78x
Price in 2029
US$7.95

Trending Discussion

No trending discussion available.

Updated Narratives

NCMI logo

NCMI: Expanded Lobby And On-Screen Campaigns Will Drive Future Upside

Fair Value: US$5.25 25.9% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
NCMI logo

Programmatic Pressure And Soft Local Advertising Will Challenge Cinema Ads Yet Leave Upside Potential

Fair Value: US$4 2.8% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
NCMI logo

Programmatic Expansion And Premium Cinema Formats Will Transform Long Term Advertising Potential

Fair Value: US$6.5 40.2% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Excellent balance sheet and fair value.

1 Risk
3 Rewards

National CineMedia, Inc. Key Details

US$242.3m

Revenue

US$133.1m

Cost of Revenue

US$109.2m

Gross Profit

US$117.7m

Other Expenses

-US$8.5m

Earnings

Last Reported Earnings
Apr 02, 2026
Next Reporting Earnings
n/a
-0.091
45.07%
-3.51%
3.5%
View Full Analysis

About NCMI

Founded
2006
Employees
248
CEO
Thomas Lesinski
WebsiteView website
www.ncm.com

National CineMedia, Inc., through its subsidiary, National CineMedia, LLC, operates cinema advertising network in North America. The company engages in the sale of advertising to national, regional, and local businesses in Noovie, a cinema advertising and entertainment show seen on movie screens; and sells advertising on its Lobby Entertainment Network, a series of strategically placed screens located in movie theater lobbies, as well as other forms of advertising and promotions in theatre lobbies. It also sells digital advertising, including through NCM Boost, a data, insights and analytics platform that utilizes data; NCM Boost, a audience accelerator digital product; NCM Boomerang, retargeting solution designed to amplify post-theatre engagement; NCM Bullseye, an AI-generated creative to deliver dynamic and hyper-localized messaging; and NCM Blueprint, a real-time renovation permit data to identify homeowners who are actively engaged in remodelling projects. It offers its services to national and local sales groups. The company was incorporated in 2006 and is headquartered in Centennial, Colorado.

Recent NCMI News & Updates

Seeking Alpha Jul 14

National CineMedia: Limited Growth Prospects

Summary National CineMedia (NCMI) is rated 'Hold' as macro headwinds and shifting consumer habits limit its future growth prospects. Strong summer box office numbers signal solid Q2 results, but the improvement is likely temporary. Investing in NCMI at current price levels requires the strong belief that movie theater attendance will return to pre-pandemic levels. Persistent inflation, a tapped-out US consumer, and a plummeting number of frequent moviegoers make further cinema recovery unlikely. Read the full article on Seeking Alpha
Narrative Update Jun 22

NCMI: Expanded Lobby And On-Screen Campaigns Will Drive Future Upside

Analysts have trimmed their price target on National CineMedia by $0.50, citing updated views reflected in recent research, while key model inputs such as fair value, discount rate, revenue growth, profit margin and future P/E remain effectively unchanged. What's in the News Kidneys for Communities and National CineMedia entered into a partnership that uses on-screen storytelling and QR codes in major theater chains to encourage living kidney donation, with National CineMedia donating advertising inventory and production costs.

Recent updates

No updates