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Warner Bros. Discovery, Inc. Stock Price

NasdaqGS:WBD Community·US$67.5b Market Cap
  • 5 Narratives written by author
  • 4 Comments on narratives written by author
  • 218 Fair Values set on narratives written by author

WBD Share Price Performance

US$27.07
16.06 (145.87%)
US$18.17
Fair Value
US$27.07
16.06 (145.87%)
49.0% overvalued intrinsic discount
US$18.17
Fair Value
Price US$27.07
SteveGruber US$18.17
AnalystConsensusTarget US$28.45
AnalystLowTarget US$26.08

WBD Community Narratives

SteveGruber·
Fair Value US$18.17 49.0% overvalued intrinsic discount

The Rising Deal Risk That Helped Sink Netflix’s $72 Billion Bid for Warner Bros. Discovery  

3users have liked this narrative
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5users have followed this narrative
AnalystConsensusTarget·
Fair Value US$28.45 4.9% undervalued intrinsic discount

Future Deal Activity And Rival Interest Will Unlock Fresh Media Value

2users have liked this narrative
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109users have followed this narrative
AnalystLowTarget·
Fair Value US$26.08 3.8% overvalued intrinsic discount

Margin Compression And Debt Load Will Cripple Streaming Profitability

0users have liked this narrative
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3users have followed this narrative
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Warner Bros. Discovery

The Rising Deal Risk That Helped Sink Netflix’s $72 Billion Bid for Warner Bros. Discovery  

Netflix’s proposed $72 billion deal to acquire Warner Bros. Discovery (WBD) is officially off.Read more

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users have viewed this narrative
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US$18.17
49.0% overvalued intrinsic discount
Fair Value
Revenue
1.28% p.a.
Profit Margin
1.95%
Future PE
96.09x
Price in 2031
US$29.66
US$16.38
65.3% overvalued intrinsic discount
Fair Value
Revenue
-0.09% p.a.
Profit Margin
1.29%
Future PE
143.6x
Price in 2031
US$27.99
US$26.08
3.8% overvalued intrinsic discount
Revenue
-0.56% p.a.
Profit Margin
1.37%
Future PE
175.69x
Price in 2029
US$35.43
US$28.45
4.9% undervalued intrinsic discount
Revenue
0.22% p.a.
Profit Margin
0.68%
Future PE
374.15x
Price in 2029
US$39

Trending Discussion

Updated Narratives

WBD logo

The Rising Deal Risk That Helped Sink Netflix’s $72 Billion Bid for Warner Bros. Discovery  

Fair Value: US$18.17 49.0% overvalued intrinsic discount
5 users have followed this narrative
1 users have commented on this narrative
0 users have liked this narrative
WBD logo

Certainty, Speed, and Shareholder Value Should Dictate WBD's Sale Terms

Fair Value: US$16.38 65.3% overvalued intrinsic discount
3 users have followed this narrative
2 users have commented on this narrative
0 users have liked this narrative
WBD logo

WBD: Paramount All Cash Deal Spread Will Drive Future Share Upside

Fair Value: US$31.25 13.4% undervalued intrinsic discount
4 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Low risk with limited growth.

3 Risks
3 Rewards

Warner Bros. Discovery, Inc. Key Details

US$37.3b

Revenue

US$20.7b

Cost of Revenue

US$16.6b

Gross Profit

US$15.9b

Other Expenses

US$728.0m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
0.29
44.55%
1.95%
87.6%
View Full Analysis

About WBD

Founded
2008
Employees
35500
CEO
David Zaslav
WebsiteView website
www.wbd.com

Warner Bros. Discovery, Inc. operates as a media and entertainment company worldwide. It operates through three segments: Streaming, Studios, and Global Linear Networks. The Streaming segment offers streaming services, such as HBO Max and discovery+, and premium pay-TV services, including HBO and certain premium sports streaming products for mobile and connected TV devices. The Studios segment is involved in the production and release of feature films for initial exhibition in theaters, production and initial licensing of television programs to third parties and its networks/streaming services. This segment also distributes films and television programs to various third-party and internal television, streaming services, and physical and digital home entertainment markets; related consumer products and themed experience licensing; and publishes, develops, licenses, and distributes content for the interactive space in platforms, including console, handheld, mobile, and PC-based gaming for both internal and third-party game titles. The Global Linear Networks segment provides general and lifestyle entertainment networks, news networks; and hosts international media networks and global sports networks. In addition, the company offers a portfolio of content and products for television, film, streaming, interactive gaming, publishing, themed experiences, and consumer products under the Discovery Channel, HBO Max, CNN, DC Studios, TNT Sports, HBO, Food Network, TLC, TBS, Warner Bros. Motion Picture Group, Warner Bros. Television Group, Warner Bros. Games, Adult Swim, Turner Classic Movies, and other brands. Warner Bros. Discovery, Inc. was incorporated in 2008 and is headquartered in New York, New York.

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