
National CineMedia (NCMI) Stock Forecast & Price Target
National CineMedia (NCMI) Analyst Ratings
Bulls say
National CineMedia Inc. is poised for growth as the cinema advertising industry is projected to rebound in 2025 and 2026, fueled by a robust film slate expected to drive box office revenues up by at least 7% in 2025, with even stronger growth anticipated in the latter half of the year. The company has demonstrated resilience by outperforming the broader advertising market, evidencing improved contract volumes and increased advertiser interest, particularly from premium segments. Additionally, NCM's enhancements in targeting and ad servicing capabilities position it well for gaining market share as attendance increases and advertiser demand for its premium cinema advertising platform escalates.
Bears say
National CineMedia Inc. experienced a revenue decline of 5.1% year-over-year in Q4 2024, resulting in $86 million, despite exceeding guidance for five consecutive quarters, indicating potential volatility in revenue stability. The AOIBDA also fell to $35 million from $40 million in the previous year, driven by an unfavorable film slate and a comparative peak performance last year from a major event, highlighting vulnerabilities in its revenue generation model. Furthermore, the outlook for Q1 2025 remains bleak due to anticipated drops in advertising impressions, seasonal weaknesses, and overall negative trends in theater attendance, raising significant concerns about the future attractiveness of cinema advertising.
This aggregate rating is based on analysts' research of National CineMedia and is not a guaranteed prediction by Public.com or investment advice.
National CineMedia (NCMI) Analyst Forecast & Price Prediction
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