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Macquarie ups AMC shares target on improving box office outlook

EditorEmilio Ghigini
Published 07/09/2024, 10:02 AM
© Reuters
AMC
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On Tuesday, Macquarie has increased its price target on AMC Entertainment Holdings Inc (NYSE:AMC) shares to $4.00, up from the previous $3.50. Despite the adjustment, the firm is maintaining its Underperform rating on the stock.

The adjustment reflects a new analysis following AMC's recent equity raise and its financial obligations, which include over $300 million in interest and approximately $50 million in deferred rent. Macquarie acknowledges that AMC's valuation is becoming more reasonable due to an improving box office outlook.

The first quarter results for AMC showed a shift in the trend, marking one of the first times in a while where estimates were not revised downward. This change suggests that the company's financial performance may have reached a turning point.

Macquarie's stance on AMC remains cautious, with the recommendation that a more favorable view would depend on the company's valuation aligning closer to that of its industry peers. Despite the underperform rating, the new price target represents a 14% increase or a $0.50 rise from the previous target.

In other recent news, GameStop Corp (NYSE:GME). experienced a significant rally due to renewed interest from retail investors, notably influenced by Keith Gill, also known as "Roaring Kitty." The company announced intentions to raise over $3 billion through the sale of up to 75 million shares.

Meanwhile, AMC Entertainment Holdings Inc. has been under scrutiny by Roth/MKM and B.Riley analysts due to its considerable debt and limited cash flow projections. Roth/MKM maintained a sell rating, while B.Riley kept a neutral stance, highlighting recent successful debt reduction transactions.

AMC also announced the return of its AMC Summer Movie Camp, offering family-friendly movies at a discounted price. These developments are part of the recent activities in the companies.

InvestingPro Insights

AMC Entertainment Holdings Inc (NYSE:AMC) has been the subject of intense scrutiny and debate among investors. According to recent data from InvestingPro, the company's market capitalization stands at approximately $2 billion, reflecting the scale of the business in the entertainment industry. Despite a notable revenue growth of 17.88% in the last twelve months as of Q1 2024, the company's financial health is challenged by some critical factors. An InvestingPro Tip highlights that AMC is quickly burning through cash, a situation that raises concerns about its long-term sustainability.

InvestingPro's analysis further reveals that AMC's price-to-earnings (P/E) ratio is -3.35, with an adjusted P/E ratio for the last twelve months as of Q1 2024 at -6.94, indicating that the company is not currently profitable. Moreover, the company's gross profit margin stands at 14.56%, which, while positive, suggests there is room for improvement in operational efficiency. A significant InvestingPro Tip to consider is that analysts have revised their earnings downwards for the upcoming period, which may impact the stock's future performance.

For investors looking for a deeper dive into AMC's financials and future outlook, there are additional InvestingPro Tips available that could provide valuable insights. With the use of the exclusive coupon code PRONEWS24, readers can get up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription, unlocking further expert analysis and tips. There are 14 additional InvestingPro Tips listed for AMC, offering a comprehensive understanding of the company's financial position and market potential.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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