
National CineMedia (NCMI) Stock Forecast & Price Target
National CineMedia (NCMI) Analyst Ratings
Bulls say
National CineMedia Inc. is poised for growth due to a rebound in cinema attendance, which is expected to drive increased advertiser interest starting in Q3. The company's enhancements in targeting capabilities and ad servicing, particularly for local campaigns, are likely to facilitate market share gains over the next two years. Additionally, NCM is strategically positioned to attract advertising dollars shifting from traditional media to more targeted platforms, while demonstrating a commitment to returning cash to shareholders through dividends and share repurchases.
Bears say
The analysis highlights several fundamental concerns regarding National CineMedia's financial outlook. The misalignment of box office strength and advertising spend timing resulted in lower revenue expectations, with projected attendance increasing by 30% year-over-year but accompanied by a significant 20% decline in revenue per attendee. Additionally, competitive pressures from industry peers, potential gross margin contraction due to changes in revenue mix, and inherent risks associated with M&A activities and conflicts of interest with theater circuits further contribute to the negative sentiment surrounding the company's stock.
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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