Added to YB: 2025-12-23
Pitch date: 2025-11-05
WBD [bullish]
Warner Bros. Discovery, Inc.
+26.41%
current return
Author Info
No bio for this author
Company Info
Warner Bros. Discovery, Inc. operates as a media and entertainment company worldwide. It operates through three segments: Studios, Network, and DTC.
Market Cap
$71.4B
Pitch Price
$22.57
Price Target
40.00 (+40%)
Dividend
N/A
EV/EBITDA
12.45
P/E
148.31
EV/Sales
2.69
Sector
Entertainment
Category
special_situation
Warner Bros. Discovery, Inc. - $WBD
WBD: Last scale U.S. media asset in play, reviewing strategic alternatives after rejecting $23.50 PSKY bid. Base case $30 (36% upside) assumes CMCSA/PSKY wins at 14x EBITDA w/ $750M synergies. Bull case $40 on AAPL/Saudi bid. Three-player prisoner's dilemma: Max/Peacock/Paramount+ all sub-scale, only 2 can survive.
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