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Added to YB: 2026-04-21

Pitch date: 2026-04-17

LION [neutral]

Lionsgate Studios Corp.

+1.88%

current return

Author Info

Company Info

Lionsgate Studios Corp. engages in diversified motion picture and television production and distribution businesses in the United States, Canada, and internationally.

Market Cap

$3.6B

Pitch Price

$12.22

Price Target

25.00 (+101%)

Dividend

N/A

EV/EBITDA

18.23

P/E

-11.14

EV/Sales

1.99

Sector

Entertainment

Category

special_situation

Show full summary:
A hopeless $LION dabble in the corporate dark arts

LION (overview): CEO got new contract w/ aggressive stock price hurdles ($17.50-$25 tranches) for 1st time in 25yr tenure, despite deal running to 2029. Lowest tranche vests most shares (unusual). Signal mgmt serious about sale after decade of teasing. Studio biz pitched as strategic asset to streamers. Legendary rumored buyer. Stock ~$11, needs 59%+ move to hit 1st tranche.

Read full article (4 min)