Morgan Stanley Reduces Paramount Skydance Price Target from $12 to $10
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 27 2025
0mins
Should l Buy PSKY?
Price Target Adjustment: Morgan Stanley analyst Benjamin Swinburne has reduced the price target for Paramount Skydance (PSKY) from $12 to $10.
Rating Status: The firm maintains an Underweight rating on PSKY shares.
Forecast Updates: The new price target reflects updated forecasts and the completion of the merger, which includes a $15 cash tender for partial holdings.
Financial Estimates: The pro forma FY26 adjusted OIBDA estimate is projected at $3.1 billion, incorporating the new UFC rights agreement.
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Analyst Views on PSKY
Wall Street analysts forecast PSKY stock price to rise
15 Analyst Rating
1 Buy
7 Hold
7 Sell
Moderate Sell
Current: 11.090
Low
8.00
Averages
14.08
High
19.00
Current: 11.090
Low
8.00
Averages
14.08
High
19.00
About PSKY
Paramount Skydance Corp is a global media and entertainment company. The Company operates through three segments, including Studios, Direct-to-Consumer, and TV Media. Its TV Media segment includes domestic and international broadcast networks and owned television stations, domestic cable networks and international extensions of certain of its domestic cable network brands, and domestic and international television studio operations. The TV Media includes CBS television network, through which it distributes entertainment, news and public affairs, and sports programming. TV Media also includes a number of digital properties such as CBS News 24/7 and CBS Sports. Its Direct-to-Consumer segment consists of its portfolio of domestic and international pay and free streaming services, including Paramount+, Pluto TV and BET+. Its other portfolio includes Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount+, Skydance's Animation, Film, Television, Interactive/Games, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Revenue Estimate Fluctuations: Revenue estimates have also experienced 5 upward revisions and 4 downward changes, suggesting instability in market expectations regarding Paramount Skydance's future revenue growth, potentially affecting its stock price performance.
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- Lackluster Shareholder Meeting: Although CEO Greg Abel performed well at the annual meeting, the turnout for the 'Berkshire Bazaar of Bargains' was noticeably lower than in previous years, reflecting waning investor interest without Warren Buffett at the helm.
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- Growth Potential for Atlanta Dream: The Atlanta Dream's revenue is projected to double to $17 million in 2026, driven by increased local sponsorship and expanded seating capacity, highlighting strong market demand.
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- Analyst Confidence: Over the past 30 days, most analysts have reaffirmed their revenue estimates for Paramount, suggesting confidence in the company's stability heading into earnings, despite multiple misses of Wall Street's revenue estimates over the past two years.
- Stock Performance: The consumer discretionary sector has seen an average stock price increase of 7% over the past month, with Paramount's shares rising 12.2%, and the average analyst price target stands at $13.13, indicating significant upside potential compared to the current share price of $11.06.
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