Jessica Reif Ehrlich

Disney Boasts Strong Orlando Tourism Data During Holiday Quarter

Paramount Skydance Investors 'Require Patience,' Analyst Expects Restructure Can 'Take Years To Play Out'

Warner Bros. Discovery Shows Off Momentum For Studios In Q3, Will Lost Bid On Village Roadshow Hurt Future Results?

Paramount Skydance Investors 'Require Patience,' Analyst Expects Restructure Can 'Take Years To Play Out'

Warner Bros. Discovery Shows Off Momentum For Studios In Q3, Will Lost Bid On Village Roadshow Hurt Future Results?

Comcast Faces Wave Of Downgrades As Broadband Outlook Darkens

Netflix Stock Selloff A 'Buying Opportunity': Analysts See Continued Outperformance

Comcast Faces Wave Of Downgrades As Broadband Outlook Darkens

Netflix Stock Selloff A 'Buying Opportunity': Analysts See Continued Outperformance

Netflix Q3 Earnings Preview: Will 'KPop Demon Hunters' Help Streamer Beat Estimates?

Disney Q3 Earnings Preview: Turnaround Continues, Can Company 'Take It To Another Level?'

Jessica Reif Ehrlich Recent News

Warner Bros. Analyst Sees Rebound Ahead: Box Office Gains, DC Relaunch, Spin-Off Plan Could Unlock Hidden Value

Bank of America maintains Buy rating for Warner Bros. Discovery with $16 price target. Anticipates strong Q2 earnings, relaunch of DC Universe.

Warner Bros Spin-Off Could Unlock Hidden Value As Ads Rebound, Streaming Gains Momentum: Analyst

Analyst maintains Buy on Warner Bros. Discovery with price target of $14, citing compelling assets and upcoming catalysts.

Disney Stock 'Resilient' In Uncertain Economy As Raised Guidance Signals Confidence

Disney analysts see raised guidance in the face of macro concerns as a positive for the entertainment giant.

Disney Q2 Earnings Preview: Streaming, Theme Parks, Box Office Key Items To Watch

Analysts and investors will be looking at DTC and theme parks as two key topics for Disney's Q2 results. Box office could also play into the conversation with strength and weakness.

Netflix Q1 Earnings Preview: No Subscriber Figures, Experts See Shares As 'Safer Haven In This Tariff War Environment'

Without a break out of subscriber figures, investors and analysts could be looking to future guidance and monetization efforts when Netflix reports Q1 results.

Walt Disney's DTC Business Outshined, Analysts Expect Momentum To Continue

Disney (DIS) reported upbeat quarterly results. Analysts have a positive outlook on the company's DTC business.

Disney Stock Remains A Buy For Analyst After Q1 Operating Income Strength

Walt Disney Company stock keeps a Buy rating after strong Q1 results and several near term catalysts identified by an analyst.

Comcast Q4 Beat Overshadowed By Broadband Loss; Pain To Continue, Analysts Say

Comcast reports Q4 results, with earnings beating estimates and a surge in Peacock subscribers. Analysts have mixed opinions on the stock, with some downgrading and others reaffirming a Buy rating.

Netflix Stock 'Firing On All Cylinders': 10 Analysts React To Q4 Beat, Guidance, Price Increases

Netflix analysts raise their price targets after a record quarter of subscriber growth and strong catalysts ahead.

Warner Bros. Discovery NBA Deal 'Best Case Scenario': Analyst Says Renewal Structure Could Boost Annual Profit

Warner Bros. Discovery reaching a deal with the NBA that includes some international rights and licensing of "Inside the NBA" could be a win.

Spotify Technology Rallies After Earnings: 'Ample Capacity For Capital Returns'

Spotify earnings were "very strong," with gross margin, operating income and free cash flows "well above our forecast."

iHeartMedia Announces Debt Restructuring, Analyst Turns Bullish And Raises Forecast

iHeartMedia's debt restructuring has boosted given the company more runway to improve operations. Analyst upgraded rating to Neutral, raises PT to $3.

Netflix 'Should Continue To Outperform': 6 Analysts On Streaming Stock's Q3 Earnings

Netflix's Q3 results, guidance and price increase catalyst have analysts excited for the fourth quarter and 2025, with price target increases coming Friday.

Fox Stock Thrives On Sports, Politics Strategy: Analyst Says It Will 'Weather Secular Headwinds'

A Fox analyst raises the price target ahead of the 2024 election with the media company set to benefit from politics and sports.

Disney Analysts Tackle Theme Park Weakness, Streaming Profits: 'The Upside In The Entertainment Units More Than Offsets The Parks Miss'

Disney reported a profit for its streaming segment in Q3, but it could be offset by weakness at theme parks, analysts said after the results.

Disney Q3 Earnings Preview: Disney+ Subscribers, Price Hikes In Focus, Could Box Office Success Rally Shares?

Disney stock could trade higher after Q3 results Wednesday with box office success and Disney+ streaming likely key topics to watch.

Spotify Smashes Gross Margin Guidance, Analysts Expect 'Continued Momentum'

Spotify reports strong Q2 results, exceeding expectations for gross margins, operating income, and free cash flows. Analysts raise rating and price targets.

Disney 'Bringing Back Box Office Magic': Analyst Praises 'Inside Out 2' Performance, Looks Ahead To 'Deadpool,' 'Moana 2,' 'Mufasa'

The strong box office performance of "Inside Out 2" could show Disney's box office magic returning, an analyst said.

Fox's Growth Prospects, Competitive Valuation Stand Out Against Disney, Paramount; Analyst Sees Momentum With Tubi, Sports

BofA Securities' Jessica Reif Ehrlich reiterates Buy rating on Fox Corp with $40 price target. Fiscal 2025 expected to accelerate earnings.

Disney Direct-To-Consumer Segment Profits In Q2, 'Operating Income Modestly Ahead' Of Analyst Expectations

Disney reported higher Disney+ subscribers and profitability for the DTC streaming segment in the second quarter. An analyst sizes up the results.

Disney Q2 Earnings Preview: Could Taylor Swift And Bluey Help Media Giant Beat Estimates?

A key to Disney's Q2 results could be the subscriber figure for the Disney+ streaming platform. Could Taylor Swift and Bluey help provide a boost?

Paramount Could Be Worth $4 Or $14 Per Share In Deal, Analyst Says: 'We Prefer To Sit This One Out'

A short earnings call and lack of updates from Paramount has analysts questioning what's next and encouraging caution to investors.

Netflix Stock Sized Up By 7 Analysts Post Q1 Results: 'Pivot From A High-Growth, Low-Profit Business To A Slow-Growth, High-Profit Business'

Streaming leader Netflix reported first quarter financial results that were higher than estimates. The company's outlook and decision to stop reporting subscriber figures are weighing on analysts.

Benzinga

Benzinga

Jessica Reif Ehrlich

Jessica Reif Ehrlich Recent News