에 대한 최신 뉴스 Cinemark Holdings (NYSE:CNK) 주식

CINEMARK HOLDINGS INC

Cinemark Hldgs

Cinemark Holdings Inc is a geographically diverse operator in the motion picture exhibition industry in the United States. The company generates revenue from filmed entertainment box office receipts and concession sales, with additional revenue from screen advertising, screen rentals, and other revenue streams, such as transactional fees, vendor marketing promotions, studio trailer placements, meeting rentals, and electronic video games located in some of the theatres.

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월트 디즈니 컴퍼니(NYSE:DIS)가 2024년 미국 박스오피스 1위를 차지했다. 2025년 박스오피스 매출이 8% 증가할 것이라는 새로운 애널리스트의 전망에 따라 강력한 성과를 보일 수 있으며 이는 영화관 경영진에게도 반가운 소식이다.

월트 디즈니, 2024년 미국 박스오피스 20억 달러 달성

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거버 가와사키 웰스(Gerber Kawasaki Wealth)의 CEO인 로스 거버는 월트 디즈니가 추수감사절 기간에 영화 &#39;모아나2&#39;로 2억 2,100만 달러를 벌어들이자 디즈니의 부활을 칭찬했다.

로스 거버 &#34;디즈니가 돌아왔다&#34;: 영화 &#39;모아나2&#39; 추수감사절 2억 2,100만 달러 흥행 성공

Wicked.GladiatorMoanaIMDb

&#39;위키드,&#39; &#39;글래디에이터 II,&#39; &#39;모아나 2&#39;와 같이 추수감사절 주말 박스 오피스 주목: 관심 종목

Cinemark Holdings Inc Cinemark Holdings, Inc. Common Stock

Cinemark Holdings Inc

Dan Loeb&#8216;s Third Point LLC made major changes in the portfolio in <a href="https://www.benzinga.com/markets/equities/25/02/43755111/billionaire-investor-dan-loeb-boosts-stake-in-mark-zuckerbergs-meta-elon-musks-tesla-but-sold-these-three-mag-7-stocks-in-q4" target="_blank" rel="noreferrer noopener">the fourth quarter of 2024</a>.
Also, in February, the portfolio&nbsp;returned&nbsp;-2.3% on an NAV basis, underperforming the MSCI World Index (-0.7%) and the S&amp;P 500<a target="_blank" href="https://www.benzinga.com/news/large-cap/25/03/44384767/dan-loebs-portfolio-feels-the-strain-as-tesla-amazon-pge-lose-ground" rel="noreferrer noopener"> Index (-1.3%) for the month</a>.
Reported in February, these five stocks—held as of Dec. 31, 2024—have each surged over 30% in the past year.
Financial company&nbsp;Brookfield Corporation&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BN#NYSE">BN</a>) shares jumped around 34.97% compared to its peer&nbsp;BlackRock, Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>), which rose 17.47% in the last&nbsp;year.
Third Point LLC held 4,990,000 shares of BN&nbsp;<a href="https://www.sec.gov/Archives/edgar/data/1040273/000108514625001713/xslForm13F_X02/infotable.xml" target="_blank" rel="noreferrer noopener">as&nbsp;</a>of the fourth quarter of 2024, an increase from 4,725,000 shares&nbsp;<a href="https://www.sec.gov/Archives/edgar/data/1040273/000108514624005927/xslForm13F_X02/infotable.xml" target="_blank" rel="noreferrer noopener">in&nbsp;</a>the third quarter of 2024.
Wireless Telecommunication Services firm Telephone and Data Systems, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TDS#NYSE">TDS</a>) stock rocketed around 137% in the past year compared to the Invesco S&amp;P SmallCap Utilities &amp; Communication Services ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PSCU#NASDAQ">PSCU</a>), with growth of 15.86% and closest peer T-Mobile US, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>), which witnessed an increase of 60.74% in the same time frame.
Third Point held 6,000,000 shares&nbsp;of TDS as&nbsp;of the fourth quarter of 2024, which is a significant increase from 2,875,000 as of the third quarter of 2024.
Entertainment company Cinemark Holdings Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) shares jumped 44.23% vs. Invesco S&amp;P Smallcap 600 Pure Growth ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RZG#NYSE">RZG</a>), which was up 2.27%, and its peer Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>), which dipped 16.47% in the past year.
The investor held 3,750,000 shares&nbsp;as&nbsp;of CNK the fourth quarter of 2024, a significant reduction from 7,000,000 shares as of the third quarter of 2024.
Natural gas company EQT Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EQT#NYSE">EQT</a>) shares rose 55.51% in the past year compared to Invesco Energy Exploration &amp; Production ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PXE#NYSE">PXE</a>), which declined 15.43% in the same time frame.
Third Point held 2,950,000 EQT shares&nbsp;as&nbsp;of the fourth quarter of 2024, an increase from 1,950,000 shares as of the third quarter of 2024.
Tourism company Global Blue Group Holding AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GB#NYSE">GB</a>) rose 48% in the last year. Loeb held 8,387,601 shares in the company in both the third and fourth quarters of 2024.
Read Next:
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<li><a href="https://in.benzinga.com/news/large-cap/25/03/44115397/dan-loebs-third-point-slashes-microsoft-stake-analysts-blame-disappointing-azure" target="_blank" rel="noreferrer noopener">Dan Loeb&#8217;s Third Point Slashes Microsoft Stake, Analysts Blame &#8216;Disappointing&#8217; Azure</a></li>
</ul>
Image created using artificial intelligence via Midjourney.

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TMUS

These 5 Dan Loeb Portfolio Stocks Are Up Over 30% In The Past Year

Buybacks

On March 6, 2025, Cinemark Board Approved Share Repurchase Program For Up To $200M Of Its Stock - Filing

Macquarie analyst Chad Beynon maintains Cinemark Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) with a Outperform and maintains $35 price target.

Price Target

Analyst Ratings

Macquarie Maintains Outperform on Cinemark Hldgs, Maintains $35 Price Target

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Cinemark Holding shares are trading lower after multiple firms lowered their respective price targets on the stock.

Morgan Stanley analyst Benjamin Swinburne maintains Cinemark Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) with a Overweight and lowers the price target from $40 to $35.

Morgan Stanley Maintains Overweight on Cinemark Hldgs, Lowers Price Target to $35

JP Morgan analyst David Karnovsky maintains Cinemark Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) with a Neutral and lowers the price target from $31 to $30.

JP Morgan Maintains Neutral on Cinemark Hldgs, Lowers Price Target to $30

Benchmark analyst Mike Hickey maintains Cinemark Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) with a Buy and lowers the price target from $40 to $35.

Benchmark Maintains Buy on Cinemark Hldgs, Lowers Price Target to $35

Barrington Research analyst James Goss maintains Cinemark Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) with a Outperform and lowers the price target from $40 to $36.

Barrington Research Maintains Outperform on Cinemark Hldgs, Lowers Price Target to $36

Cinemark Holdings Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) shares are trading lower in the morning session on Wednesday.
The company reported fourth-quarter earnings per share of 33 cents, <a target="_blank" href="https://www.benzinga.com/pressreleases/25/02/b43808222/cinemark-holdings-inc-reports-fourth-quarter-and-full-year-2024-results-and-reinstates-dividend" rel="noreferrer noopener">missing the street view of 37 cents</a>. Quarterly sales of $814.30 million (up 27.5% year over year), outpaced the analyst consensus estimate of $790.757 million.
In the quarter under review, admissions revenue increased 26.1% to $406.5 million and concession revenue increased 29% to $313.4 million. Worldwide average ticket price was $7.97 and concession revenue per patron was $6.15.
&#8220;The enduring and timeless consumer appeal of shared, cinematic experiences that movie theaters uniquely provide was reinforced once again in 2024 as North American industry box office of approximately $8.8 billion far exceeded expectations and delivered multiple all-time records,&#8221; stated Sean Gamble, Cinemark&#8217;s President and CEO.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/25/02/43809421/whats-going-on-with-international-flavors-fragrances-stock-today" rel="noreferrer noopener">What&#8217;s Going On With International Flavors &amp; Fragrances Stock Today?</a>
Adjusted EBITDA in the quarter under review totaled&nbsp;$156.9 million compared with $79.6 million&nbsp;a year ago.
Cinemark exited the quarter with cash and equivalents worth $1.057 billion, compared with $849.1 million in the year-ago period.
Long-term debt (net of unamortized debt issuance costs and original issue discount) contracted to&nbsp;$2.334 billion, compared with $2.399 billion in the year-ago period.
Cinemark reinstated its annual cash dividend at $0.32 per share, payable quarterly and representing a 1% yield. The first quarterly dividend will be payable on March 19, 2025, to shareholders of record on March 5.
Price Action: CNK shares are trading lower by 14.5% to $28.27 at last check Wednesday.
Read Next:
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<li><a href="https://www.benzinga.com/markets/equities/25/02/43790512/ex-acting-faa-administrator-calls-for-urgent-air-traffic-control-overhaul-report" target="_blank" rel="noreferrer noopener">Ex-Acting FAA Administrator Calls for Urgent Air Traffic Control Overhaul: Report</a></li>
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Photo via Shutterstock.

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Cinemark Q4 Earnings: Sales Beat, EPS Miss, Reinstates Dividend And More

Cinemark shares are trading lower after the company reported a Q4 EPS miss.

<ul>
<li>Given our solid financial position and our positive outlook for theatrical exhibition, reinstated annual cash dividend at $0.32 per share, payable quarterly, and representing a 1% yield. The first quarterly dividend will be payable on March 19, 2025 to shareholders of record on March 5, 2025.</li>
</ul>

Dividends

Cinemark  Hldgs Reinstated Annual Cash Dividend/Share At $0.32 Payable Quarterly

Earnings Beats

Earnings Misses

Cinemark Hldgs Q4 2024 GAAP EPS $0.33 Misses $0.37 Estimate, Sales $814.300M Beat $790.757M Estimate

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Earnings Scheduled For February 19, 2025

Less than two weeks after <a href="https://www.benzinga.com/25/02/43494650/disney-q1-earnings-powered-by-moana-2-and-mufasa-theme-parks-loses-streaming-subscribers">reporting quarterly financials,</a> Walt Disney Company's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) stock is back in the spotlight with its latest Marvel Cinematic Universe film hitting theaters.
What Happened: "Captain America: Brave New World" grossed $100 million domestically and $92.4 million in international markets for a $192.4 million global tally during the President's Day holiday weekend, as reported by <a href="https://variety.com/2025/film/box-office/captain-america-brave-new-world-box-office-staying-power-marvel-cinematic-universe-1236310075/">Variety</a>.
The box office milestone adds excitement to the expanding slate of content <a href="https://www.benzinga.com/general/entertainment/24/07/40021651/disneys-magical-marvel-weekend-robert-downey-jr-russo-brothers-steal-comic-con-spotlight-as">from the company</a>, but is nothing new for a Marvel Cinematic Universe film and neither is opening number one at the box office. 
The big question for Disney will be if the film has staying power and can start a streak of successful Marvel movies in 2025.
The film is the fourth in the Captain America series, while the character has also played a pivotal role in Avengers films. Here is the box office <a href="https://www.boxofficemojo.com/">history </a>of the past Captain America movies.
<ul>
<li>"Captain America: The First Avenger" (2011): $65.1 million domestic opening, $176.7 million domestic, $370.6 million global</li>
<li>"Captain America: The Winter Soldier" (2014): $95.0 million domestic opening, $259.8 million domestic, $714.4 million global</li>
<li>"Captain America: Civil War" (2016): $179.1 million domestic opening, $408.1 million domestic, $1.16 billion global</li>
</ul>
&#8220;Brave New World" will likely rank second for domestic box office when it&#8217;s finished; "Civil War" acted more like an Avengers ensemble film and had a huge opening to kick things off.
Read Also: <a href="https://www.benzinga.com/general/entertainment/25/01/43169631/disney-analyst-sees-flat-disney-growth-in-q1-after-netflixs-record-quarter-but-remains-bullish">Disney Analyst Sees Flat Disney+ Growth In Q1 After Netflix&#8217;s Record Quarter, But Remains Bullish</a>
Why It's Important: The latest Marvel film has a 50% critic <a href="https://www.rottentomatoes.com/m/captain_america_brave_new_world">rating </a>on Rotten Tomatoes and an 80% audience score. On <a href="https://www.imdb.com/title/tt14513804/">IMDb</a>, the film has a 6.1 rating (out of 10). That&#8217;s among the lower ratings for a Marvel film.
Movie theater companies like AMC Entertainment Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMC#NYSE">AMC</a>) and Cinemark Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) will be hoping, like Disney, that the film has staying power at the box office and sees a lower drop-off than normal for a Marvel film in its second weekend.
"Guardians of the Galaxy Vol. 3" opened with $118.4 million domestically in 2023 and saw a 47% drop in its second weekend, which was one of the smaller drops for superhero films in recent years. The film went on to gross $359 million domestically and $845.6 million globally.
The third Guardians film could also be comparable to the fourth Captain America thanks to both 2023 and 2025 having three Marvel movies on the release schedule.
Guardians was the second movie released by Disney in 2023 and went on to be the highest-grossing of the three. Here were the three films:
<ul>
<li>"Ant-Man and the Wasp: Quantumania": $106.1 million domestic opening, $214.5 million domestic, $476.1 million global</li>
<li>"Guardians of the Galaxy Vol. 3": $118.4 million domestic opening, $359.0 million domestic, $845.6 million global</li>
<li>"The Marvels": $46.1 million domestic opening, $84.5 million domestic, $206.1 million global</li>
</ul>
In total, the three films raked in $658.0 million in domestic box office revenue and $1.53 billion globally. The Guardians film enjoyed a stronghold in theaters. The Ant-Man sequel, however, saw a 70% drop in domestic box office in its second weekend with poor reviews. "The Marvels" went on to be Disney's biggest Marvel Cinematic Universe flop.
While other movie studios would be excited with those overall figures, it's important to remember that Disney varies the number of Marvel films released each year. Last year, the company had only one Marvel release: "Deadpool &amp; Wolverine." That film broke records and grossed $636.7 million domestically and $1.34 billion worldwide. It nearly eclipsed the total of the three films released in 2023 combined.
Disney, its shareholders and movie theater companies will be hoping Marvel has three blockbuster films in 2025. "Thunderbolts" and "The Fantastic Four: First Steps" will open on May 2 and July 25, respectively.
DIS Price Action: Disney stock is down 1% to $109.21 on Tuesday versus a 52-week trading range of $83.91 to $123.74. Disney stock is down 0.3% over the past year.
Read Next: 
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<li><a href="https://www.benzinga.com/general/entertainment/24/12/42750888/top-anticipated-2025-movies-for-big-screen-success-and-stocks-investors-should-watch">Top Anticipated 2025 Movies For Big Screen Success And Stocks Investors Should Watch</a></li>
</ul>
Image: Shutterstock

Disney's Latest 'Captain America' Film Opens With $100M: Can Marvel Magic Happen Three Times In 2025?

Cinemark Hldgs's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) short percent of float has fallen 6.18% since its last report. The company recently reported that it has 24.06 million shares sold short, which is 38.28% of all regular shares that are available for trading. Based on its trading volume, it would take traders 13.09 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Cinemark Hldgs Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1739884516_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Cinemark Hldgs has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Cinemark Hldgs's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Cinemark Hldgs's peer group average for short interest as a percentage of float is 6.17%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Peering Into Cinemark Hldgs's Recent Short Interest

JP Morgan analyst David Karnovsky maintains Cinemark Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) with a Neutral and raises the price target from $29 to $31.

JP Morgan Maintains Neutral on Cinemark Hldgs, Raises Price Target to $31

Wells Fargo analyst Omar Mejias maintains Cinemark Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) with a Overweight and lowers the price target from $38 to $36.

Wells Fargo Maintains Overweight on Cinemark Hldgs, Lowers Price Target to $36

In the current market session, Cinemark Hldgs Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) share price is at $29.37, after a 1.91% spike. Moreover, over the past month, the stock fell by 3.93%, but in the past year, went up by 108.60%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is performing up to par in the current session. 

<img src="https://www.benzinga.com/files/images/story/2025/1737556209_0.png" alt="Past Year Chart" />

<h3>Evaluating Cinemark Hldgs P/E in Comparison to Its Peers</h3>
The P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analyze the company's current performance against it's past earnings, historical data and aggregate market data for the industry or the indices, such as S&amp;P 500. A higher P/E indicates that investors expect the company to perform better in the future, and the stock is probably overvalued, but not necessarily. It also could indicate that investors are willing to pay a higher share price currently, because they expect the company to perform better in the upcoming quarters. This leads investors to also remain optimistic about rising dividends in the future. 
Compared to the aggregate P/E ratio of the 54.21 in the Entertainment industry, Cinemark Hldgs Inc. has a lower P/E ratio of 17.57. Shareholders might be inclined to think that the stock might perform worse than it's industry peers. It's also possible that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1737556209_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

Intraday Update

Price Over Earnings Overview: Cinemark Hldgs

Analysts turn their focus to the 2025 movie season, offering box office predictions as the industry grapples with the continued <a href="https://www.benzinga.com/topic/streaming">rise of streaming platforms.</a>
JPMorgan 2025 Outlook: The movie theater industry <a href="https://www.benzinga.com/general/entertainment/24/12/42750888/top-anticipated-2025-movies-for-big-screen-success-and-stocks-investors-should-watch">could be normalizing</a> after facing the COVID-19 pandemic disruption and labor stoppages, JPMorgan analyst David Karnovsky said in a new investor note.
"The key headwind for theaters remains supply – COVID and strike-related production shutdowns hampered output, and while the impacts are yet to be fully overcome, the lack of ongoing constraints sets up the conditions for a full recovery in volume by 2026 or 2027," Karnovsky said.
The analyst forecasts the North American box office to hit $9.50 billion in 2025, up 10.8% year-over-year. Broken down by quarter, Karnovsky's predictions are as follows:
<ul>
<li>Q1: $1.77 billion, +9.7% year-over-year</li>
<li>Q2: $2.44 billion, +25.1% year-over-year</li>
<li>Q3: $2.57 billion, -3.7% year-over-year</li>
<li>Q4: $2.73 billion, +16.2% year-over-year</li>
</ul>
While the report does not share price targets for movie theater stocks, Cinemark Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) and IMAX Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IMAX#NYSE">IMAX</a>) are named in the report. AMC Entertainment Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMC#NYSE">AMC</a>) would be another stock to watch, given the potential increase in domestic 2025 box office revenue.
"While our forecast builds for significant growth, we believe it is below some of the more bullish estimates for $10b-plus which followed strong performance during the holiday period."
The analyst said he remains constructive on the movie theater industry given the rise of the streaming market, specifically increased film output from Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>). The rise of Netflix and streaming platforms has shortened theatrical release windows for movies.
"While these forces have delivered real stress to the ecosystem, with some hindsight, it appears many of the bear theses that existed pre-pandemic were overblown."
The Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) is also featured several times in the report, with Karnovsky highlighting upcoming movies like "Zootopia 2," "Snow White," "Lilo &amp; Stitch," "Captain America: Brave New World," "Fantastic Four" and "Avatar: Fire and Ash."
Disney is also highlighted for the early 2026 outlook with movies like "Toy Story 5," a live-action "Moana", "Avengers: Doomsday" and "The Mandalorian &amp; Grogu."
Read Also: <a href="https://www.benzinga.com/24/12/42603589/disney-hits-2-billion-domestic-box-office-wins-top-honors-global-box-office-2025-to-grow-8-to-33b-analyst-says">Disney Hits $2 Billion Domestic Box Office, Earns Top Honors</a>
Goldman Sachs on Movie Theater Stocks: Goldman Sachs analyst Stephen Laszczyk has a domestic box office revenue estimate of $9.4 billion for 2026.
Laszczyk projects a recovery to 82% of 2019 revenue levels, after which earnings would likely remain range-bound.
In the recent report, the analyst highlights IMAX and Cinemark as the two covered stocks in the sector.
The analyst has a Sell rating on Imax with a $16 price target. Despite the sell rating, the analyst sees several scenarios that could provide upside risk to the rating.
"Box office demand could recover more quickly and on a larger scale than expected," Laszczyk said.
The analyst said movie theaters could look to add more Imax screens. A change in China's policy to allow more American blockbusters in the country could also benefit Imax, the analyst added.
"IMAX may benefit from uplifts in ticket prices as studios and exhibitors look to increase revenue."
The analyst also has a Sell rating on Cinemark with a $24 price target.
Similar to Imax, the analyst said there are several scenarios that could provide upside for the movie theater stock.
Along with box office demand recovering faster than expected, the analyst said better food and beverage margins and lower operating expenses could help Cinemark.
Read Next: 
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<li><a href="https://www.benzinga.com/general/entertainment/25/01/43017986/warner-bros-discovery-analyst-says-dtc-strength-wont-offset-joker-folie-a-deux-flop-nba-rights-concerns">Warner Bros. Discovery Analyst Says DTC Strength Won&#8217;t Offset &#8216;Joker: Folie A Deux&#8217; Flop, NBA Rights Concerns</a></li>
</ul>
Image created using artificial intelligence via Midjourney.

Analyst Color

Reiteration

NFLX

Box Office Set For $9.5 Billion 2025 Comeback As Netflix Reshapes Industry, Analyst Says

Benchmark analyst Mike Hickey reiterates Cinemark Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) with a Buy and maintains $40 price target.

Benchmark Reiterates Buy on Cinemark Hldgs, Maintains $40 Price Target

Press Releases

National CineMedia, Inc. to Host 2025 Investor Day

ROBERT CRAIG FILMS UNVEILS OFFICIAL TRAILER AND KEY ART FOR DEBUT FEATURE FILM 'NO ADDRESS' FROM FATHOM ENTERTAINMENT IN THEATRES FEBRUARY 28

Hollywood's Elite Films Shine at Cinemark's Nationwide Oscar® Movie Week Festival

Cinemark to Host Fourth Quarter and Full Year 2024 Earnings Conference Call

Cinemark to Participate in Upcoming Institutional Investor Conferences

Cinemark Holdings, Inc. Reports Fourth Quarter and Full Year 2024 Results and Reinstates Dividend

National CineMedia, Inc. to Release Fourth Quarter and Full Year 2024 Results on March 6, 2025

National CineMedia, Inc. Reports Results for Fiscal Fourth Quarter and Full Year 2024

NCM Unveils Strategic Growth Opportunities for Long-Term Shareholder Value Creation at 2025 Investor Day

National CineMedia Announces Bullseye to Further Enhance its Data-Driven Solutions with AI-Powered Hyper-Local Targeting Capabilities

NCMI

AMC Entertainment Holdings, Inc. Class A Common Stock

AMC Entertainment Hldgs

Atlanta Braves Holdings, Inc. - Series A Common Stock

Atlanta Braves Holdings

Atlanta Braves Holdings, Inc. - Series C Common Stock

Cinemark Holdings

Walt Disney

Liberty Media Corporation - Series A Liberty Formula One Common Stock

Liberty Media

Ordinary Shares (New Liberty Formula One) Series A

Liberty Media Corporation - Series C Liberty Formula One Common Stock

Ordinary Shares (New Liberty Formula One) Series C

iQIYI

Lions Gate Entertainment Corporation Class A Voting Shares

Lions Gate Entertainment Corporation Class B Non-Voting Shares

Lionsgate Studios

Liberty Media Corporation - Series A Liberty Live Common Stock

Liberty Live

Ordinary Shares (New Liberty Live) Series A

Liberty Media Corporation - Series C Liberty Live Common Stock

Ordinary Shares (New Liberty Live) Series C

Live Nation Entertainment, Inc. Common Stock

Live Nation Entertainment

Manchester United Ltd. Class A Ordinary Shares

Manchester United

Marcus

Madison Square Garden Entertainment Corp. Class A Common Stock

Madison Square Garden

Madison Square Garden Sports Corp. Class A Common Stock (New)

Netflix

Roku

Reservoir Media

Sphere Entertainment Co. Class A Common Stock

Sphere Entertainment

TKO Group Holdings, Inc. Class A Common Stock

TKO Group Holdings

Tencent Music Entertainment Group American Depositary Shares, each representing two Class A Ordinary Shares

Tencent Music Enter Gr

Warner Bros. Discovery, Inc. - Series A Common Stock

Warner Bros. Discovery

Warner Music Group Corp. - Class A Common Stock

Warner Music Gr

Macquarie

Morgan Stanley

JP Morgan

Benchmark

Barrington Research

월트 디즈니 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>)가 2024년 미국 박스오피스 1위를 차지했다. 2025년 박스오피스 매출이 8% 증가할 것이라는 새로운 애널리스트의 전망에 따라 강력한 성과를 보일 수 있으며 이는 <a href="https://www.benzinga.com/news/earnings/24/11/41790068/amc-ceo-is-confident-and-optimistic-about-cinema-chains-future-as-q3-earnings-show-revenue-beat-rec">영화관 경영진에게도 반가운 소식이다.</a>
2024년 박스오피스 우승자: 디즈니는 "인사이드 아웃 2", "데드풀과울버린", 최근 개봉한 "모아나 2" 등 <a href="https://www.benzinga.com/general/entertainment/24/08/40319102/disneys-deadpool-wolverine-hits-1b-d23-unveils-new-sequels-theme-park-expansions-fortnite-c">히트작</a>에 힘입어 2024년 미국 박스오피스에서 20억 달러를 달성한 유일한 영화 스튜디오가 되었다.
<a href="https://deadline.com/2024/12/box-office-disney-2024-1236209611/">데드라인(Deadline)</a>에 따르면, 디즈니가 20억 달러를 돌파한 것은 2019년에 이어 두 번째로, 가장 최근의 기록은 2022년에 달성했다. 2010년 이후 디즈니는 국내에서 20억 달러를 7번이나 달성했다.
디즈니는 이번 주말에 &#8220;무파사&#8221;를 개봉하면서 올해 총 매출을 더 올릴 예정이다.
2024년 <a href="https://www.boxofficemojo.com/year/2024/?ref_=bo_yl_table_1">미국에서 가장 높은 수익을 올린</a> 영화와 각 스튜디오의 배후에 있는 상장사를 살펴보자.
<ol>
<li>&#8220;인사이드 아웃 2&#8221;: 6억 5,300만 달러, 디즈니</li>
<li>&#8220;데드풀과 울버린&#8221;: 6억 3,670만 달러, 디즈니</li>
<li>&#8220;위키드&#8221;: 3억 6,520만 달러, 컴캐스트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>)</li>
<li>&#8220;미니언즈 4&#8221;: 3억 6,100만 달러, 컴캐스트</li>
<li>&#8220;모아나 2&#8221;: 3억 4,210만 달러, 디즈니</li>
<li>&#8220;비틀주스 비틀주스&#8221;: 2억 9,410만 달러, 워너 브라더스 디스커버리(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>)</li>
<li>&#8220;듄: 파트 2&#8221;: 2억 8,210만 달러, 워너 브라더스 디스커버리</li>
<li>&#8220;트위스터즈&#8221;: 2억 6,780만 달러, 컴캐스트</li>
<li>&#8220;고질라 x 킹콩: 뉴 엠파이어&#8221;: 1억 9,640만 달러, 워너 브라더스 디스커버리</li>
<li>&#8220;쿵푸 팬더 4&#8221;: 1억 9,360만 달러, 컴캐스트</li>
</ol>
"인사이드 아웃 2&#8243;는 역대 미국에서 11번째로 높은 수익을 올린 영화이자 역대 국내에서 가장 높은 수익을 올린 애니메이션 영화다. "데드풀과 울버린&#8221;은 R등급 영화 기록을 세웠으며 역대 국내에서 12번째로 높은 수익을 올린 영화다.
상위 10위권에는 <a href="https://variety.com/2024/film/news/2024-box-office-numbers-movie-studios-disney-universal-paramount-1236236541/">버라이어티(Variety)</a>의 연말 영화 스튜디오 등급 평가에서 최고 점수를 받은 디즈니, 컴캐스트, 워너 브라더스 3개사가 이름을 올렸다.
디즈니는 팬데믹 시기를 제외한 2014년 이후 처음으로 글로벌 수익 10억 달러를 달성하지 못한 어려운 2023년에 이어 A 등급을 받았다. 디즈니는 올해 두 편의 영화가 전 세계적으로 10억 달러를 돌파했으며, 12월 또는 1월에 10억 달러를 돌파할 것으로 예상되는 &#8220;모아나 2&#8243;로 세 번째 기록을 추가할 수 있을 것으로 보인다.
컴캐스트의 유니버설 브랜드는 상위 10위 안에 든 히트작과 전 세계적으로 3억 달러 이상의 수익을 올린 &#8220;와일드 로봇&#8221; 덕분에 A- 점수를 받았다.
버라이어티는 &#8220;위키드&#8221;의 성공에 대해 "유니버설은 영화 관객들에게 뮤지컬을 멋지게 보이게 만드는 불가능한 일을 해냈다&#8221;고 평했다.
한편, 버라이어티는 워너 브라더스에 B+ 등급을 부여했는데, 매출 상위 10위권 영화 중 몇 편이 히트했지만 &#8220;조커: 폴리 아 되&#8221; 등 저조한 성적을 거둔 영화도 몇 편 있었다. 이 영화는 전 세계적으로 2억 6천만 달러의 수익으로 실적이 부진해 ‘값비싼 실패'라고 평가했다.
다른 영화 스튜디오에 대한 버라이어티의 등급은 다음과 같다.
<ul>
<li>파라마운트 글로벌 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARA#NASDAQ">PARA</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARAA#NASDAQ">PARAA</a>): B</li>
<li>소니 그룹 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>): B</li>
<li>아마존 MGM (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>): C</li>
<li>애플 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>): D</li>
<li>라이온스게이트 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LGF#NYSE">LGF</a>): D</li>
</ul>
기술 대기업인 아마존과 애플은 최악의 점수를 받기는 했다. 하지만 극장에서 실패했어도 나중에 <a href="https://www.benzinga.com/general/entertainment/24/12/42537187/christmas-movie-with-the-rock-flops-at-box-office-breaks-streaming-records-for-this-company">스트리밍 기록을 경신하는</a> 영화가 나타나기도 한다.
2025년 전망: 디즈니가 국내 매출 20억 달러를 돌파했다는 소식은 영화 부문과 AMC 엔터테인먼트 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMC#NYSE">AMC</a>) 및 시네마크 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>)와 같은 영화관 회사에 더 많은 희소식을 가져다 줄 것이다.
가워 스트리트 애널리틱스(Gower Street Analytics)는 2025년 전 세계 박스오피스가 330억 달러에 달할 것으로 예상하며, 이는 2024년에 예상되는 총 305억 달러보다 8% 증가한 수치다.
2025년 수치는 성장할 것으로 예상되지만, 코로나19 <a href="https://deadline.com/2024/12/2025-global-box-office-projection-1236237776/">팬데믹</a> 이전인 2017년, 2018년, 2019년의 평균치보다 14% 뒤처질 것으로 예상된다.
가워 스트리트는 2025년 북미 박스오피스가 2024년 연말 예상 수치보다 9% 증가한 97억 달러를 기록할 것으로 예측한다. <a href="https://www.boxofficemojo.com/year/?ref_=bo_nb_hm_secondarytab">BoxOfficeMojo</a>에 따르면 미국 박스오피스는 현재 80억 달러다.
그리고 97억 달러라는 예상치는 2017~2019년 평균보다 16% 낮은 수준이다.
전반적으로 많은 지역에서 2024년에 비해 2025년에 더 높은 박스오피스 수치를 보일 것으로 예상되지만, 대부분의 지역의 추정치는 여전히 팬데믹 이전의 평균보다 낮다.
가워 스트리트의 CEO인 디미트리오스 미치니코스(Dimitrios Mitsinikos)는 "2025년은 탄탄한 스튜디오 대작과 독립 영화 제작에 힘입어 전 세계 박스오피스가 강세를 보이는 한 해가 될 것&#8221;이라고 말했다.
미치니코스는 미국 박스오피스가 잠재적으로 100억 달러를 돌파하고 "팬데믹 이전 수준에 근접할 수 있다"고 말했다.
2025년 개봉 예정작에는 &#8220;아바타 3&#8221;, &#8220;미션 임파서블: 파이널 레코닝&#8221;, &#8220;쥬라기 월드: 리버스&#8221;, &#8220;존 윅&#8221;의 스핀오프 &#8220;발레리나&#8221;, &#8220;주토피아 2&#8221;, &#8220;슈퍼맨&#8221;, &#8220;위키드: 포 굿&#8221; 등이 있다.
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거버 가와사키 웰스(Gerber Kawasaki Wealth)의 CEO인 로스 거버는 월트 디즈니가 추수감사절 기간에 영화 &#8216;모아나2&#8217;로 2억 2,100만 달러를 벌어들이자 디즈니의 부활을 칭찬했다.
무슨 일 있었나: 일요일(1일) 로스 거버는 X 게시물을 통해 디즈니의 주말 총 4억 2,000만 달러 박스오피스 수입에 &#8216;모아나2&#8217;가 크게 기여했다며 환호를 표현했다.
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">
$420 mil over the weekend in theaters. All time record for the movie business for thanksgiving. Moana 2 crushes with $221 mil. Disney is back! <a href="https://twitter.com/search?q=%24dis&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$dis</a> <a href="https://twitter.com/search?q=%24cnk&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$cnk</a>
&mdash; Ross Gerber (@GerberKawasaki) <a href="https://twitter.com/GerberKawasaki/status/1863351068475695221?ref_src=twsrc%5Etfw">December 1, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
디즈니의 &#8216;모아나2&#8217;는 추수감사절 개봉작 중 최고 수익 기록을 보유하게 되었다. <a href="https://www.boxofficemojo.com/holiday/us_thanksgiving_5/?grossesOption=calendarGrosses&amp;sort=topReleaseGross&amp;ref_=bo_hl__resort#table" target="_blank" rel="noopener">박스오피스 모조</a> 데이터에 따르면 2019년 &#8216;겨울왕국2&#8217;가 세운 <a href="https://www.benzinga.com/general/entertainment/24/11/42123085/wicked-gladiator-ii-moana-2-could-break-thanksgiving-weekend-box-office-stocks-to-watch" target="_blank" rel="noopener">종전 기록인 1억 2,500만 달러를</a> 넘어섰다.
&#8216;위키드&#8217;와 &#8216;글래디에이터2&#8217;와 같은 다른 영화들도 추수감사절 주간에 총 4억 2,000만 달러에 가까운 수익을 올리며 2018년 추수감사절의 최고 흥행 기록을 뛰어넘는 데 기여했다.
왜 중요한가: <a href="https://variety.com/2024/film/news/thanksgiving-box-office-moana-2-breaks-holiday-records-wicked-1236230809/" target="_blank" rel="noopener">버라이어티(Variety)</a>는 애니메이션 어드벤처 영화 &#8216;모아나2&#8217;가 추수감사절 당일에만 2,800만 달러를 벌어들이며 예상을 뛰어넘는 성적을 거뒀다고 보도했다. 전작인 &#8216;모아나&#8217;는 2016년 추수감사절 당일에 8,200만 달러를 벌어들였으며, 2023년 가장 많이 스트리밍된 영화였다.
또한 &#8216;모아나2&#8217;는 &#8216;슈퍼 마리오 브라더스 무비&#8217;가 보유하고 있던 개봉 5일간 기록도 깨뜨렸다. 컴캐스트 코퍼레이션 소유의 유니버설 픽처스가 배급한 슈퍼 마리오 영화는 작년 4월 개봉 첫 5일간 2억 460만 달러를 벌어들였다.
최신 기술 개발 소식을 이메일로 받아보려면 <a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga 테크 트렌드 뉴스레터를 구독하세요.</a> 
11월에 디즈니는 <a href="https://www.benzinga.com/24/11/41971559/disneys-q4-boosted-by-streaming-gains-strong-box-office-and-solid-parks-performance" target="_blank" rel="noopener">2024회계연도 4분기</a> 매출이 전년 대비 6% 증가한 225억 7,000만 달러로 애널리스트 예상치인 223억 5,000만 달러를 약간 상회했다고 발표했다.
또한 전통적인 TV 네트워크, 스트리밍 플랫폼, 영화를 포함하는 엔터테인먼트 부문의 매출은 전년 대비 14% 증가한 108억 3,000만 달러를 기록했다고 보고했다.
&#8216;모아나2&#8217;, &#8216;위키드&#8217;, &#8216;글래디에이터2&#8217;의 인상적인 성과는 AMC 엔터테인먼트 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMC#NYSE">AMC</a>), 시네마크 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) 같은 미국 영화관 체인에도 긍정적인 소식일 수 있다.
주가 움직임: 디즈니 주가는 금요일에 0.11% 하락한 117.47달러로 마감했고, 시간외 거래서 0.0085% 하락했다. 그럼에도 불구하고 올해 들어서는 28.17% 상승했다.
AMC 주가는 금요일에 0.40% 하락한 4.95달러로 마감했고, 시간외 거래서 0.20% 하락했다. 올해 연초 대비 18.99% 하락했다.
시네마크 주가는 금요일 0.99% 상승한 34.52달러로 마감했고, 시간외 거래서 0.98% 하락했다. 올해 들어 주가는 147.28% 상승했다.
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