AMC Networks Analyst Changes Stance as Netflix and Paramount Compete for Warner Bros Discovery
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 15 2025
0mins
Source: Benzinga
AMC Networks Stock Performance: AMC Networks Inc's shares have seen a rally amid competition between Netflix and Paramount Skydance for Warner Bros Discovery, despite the linear networks sector facing declining trends in subscribers and revenue.
Analyst Downgrade: Analyst David Joyce downgraded AMC Networks' rating from Buy to Neutral, predicting a 5.4% revenue contraction in 2025, which is steeper than the company's guidance.
Streaming Revenue Growth: Streaming subscription revenue is a key growth driver for AMC Networks, increasing by 12.8% year-over-year and now accounting for 30% of total revenue, which may enhance free cash flow and equity value.
Market Positioning: Joyce suggests that AMC Networks is fairly valued currently and recommends waiting for clarity on potential consolidation events before making investment decisions.
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Analyst Views on PSKY
Wall Street analysts forecast PSKY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PSKY is 14.08 USD with a low forecast of 8.00 USD and a high forecast of 19.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
1 Buy
7 Hold
7 Sell
Moderate Sell
Current: 11.340
Low
8.00
Averages
14.08
High
19.00
Current: 11.340
Low
8.00
Averages
14.08
High
19.00
About PSKY
Paramount Skydance Corp, formerly New Pluto Global, Inc., is a holding company. It operates through its wholly owned subsidiaries, Paramount Global (Paramount) and Skydance Media, LLC (Skydance). Paramount is a global media, streaming and entertainment company that creates premium content and experiences for audiences worldwide. Its consumer brands include CBS, Paramount Pictures, Nickelodeon, MTV, Comedy Central, BET, Paramount+ and Pluto TV. In addition to offering streaming services and digital video products, it also provides production, distribution and advertising solutions. Skydance is a diversified media company focused on creating event-level entertainment for global audiences. Skydance develops, finances and produces live-action and animated films, television shows, sports content and interactive games worldwide. Skydance has also produced 31 seasons of live-action and animated television content across 16 series and supplies content across a range of platforms.
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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