Tearsheet

Sphere Entertainment (SPHR)


Market Price (4/13/2026): $128.39 | Market Cap: $4.6 Bil
Sector: Communication Services | Industry: Movies & Entertainment

Sphere Entertainment (SPHR)


Market Price (4/13/2026): $128.39
Market Cap: $4.6 Bil
Sector: Communication Services
Industry: Movies & Entertainment

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 20%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 16%

Megatrend and thematic drivers
Megatrends include Experience Economy & Premiumization. Themes include Experiential Retail, and Travel & Leisure Tech.

Trading close to highs
Dist 52W High is -1.9%, Dist 3Y High is -1.9%

Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -148 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -12%

Expensive valuation multiples
P/EBITPrice/EBIT or Price/(Operating Income) ratio is 36x, P/EPrice/Earnings or Price/(Net Income) is 137x

Stock price has recently run up significantly
6M Rtn6 month market price return is 118%, 12M Rtn12 month market price return is 374%

Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 76%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.3%

Significant short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 21%

0 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 20%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 16%
1 Megatrend and thematic drivers
Megatrends include Experience Economy & Premiumization. Themes include Experiential Retail, and Travel & Leisure Tech.
2 Trading close to highs
Dist 52W High is -1.9%, Dist 3Y High is -1.9%
3 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -148 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -12%
4 Expensive valuation multiples
P/EBITPrice/EBIT or Price/(Operating Income) ratio is 36x, P/EPrice/Earnings or Price/(Net Income) is 137x
5 Stock price has recently run up significantly
6M Rtn6 month market price return is 118%, 12M Rtn12 month market price return is 374%
6 Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 76%
7 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.3%
8 Significant short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 21%

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

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Sphere Entertainment (SPHR) stock has gained about 35% since 12/31/2025 because of the following key factors:

1. Sphere Entertainment (SPHR) experienced a significant boost from its exceptional Fourth Quarter and Full Year 2025 financial results, reported on February 12, 2026. The company posted an Earnings Per Share (EPS) of $1.23, dramatically exceeding the consensus estimate of ($0.12) by $1.35, representing a 510% surprise. Quarterly revenue also surpassed expectations, reaching $394.3 million against a forecast of $377.60 million, marking a 28% increase year-over-year. This strong performance, particularly within the Sphere segment which saw a 62% revenue increase, drove the stock to surge 15% in early trading, reaching three digits for the first time.

2. Analysts responded to the company's performance and future outlook with widespread upgrades and increased price targets for SPHR. On April 2, 2026, Guggenheim raised its price target from $150 to $160, maintaining a "buy" rating and implying a 33.1% potential upside from the current share price. Other notable adjustments included Bank of America upping its price objective from $48.00 to $95.00 in December, and National Bank Financial setting a $136.00 target price in January 2026. Morgan Stanley also reissued an "overweight" rating with a $135.00 target price in February 2026. The consensus rating for SPHR is "Moderate Buy" with an average price target of $110.46 as of April 2, 2026.

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Stock Movement Drivers

Fundamental Drivers

The 35.0% change in SPHR stock from 12/31/2025 to 4/12/2026 was primarily driven by a 15.8% change in the company's Total Revenues ($ Mil).
(LTM values as of)123120254122026Change
Stock Price ($)95.08128.4035.0%
Change Contribution By: 
Total Revenues ($ Mil)1,0541,22015.8%
P/S Multiple3.33.815.0%
Shares Outstanding (Mil)36361.4%
Cumulative Contribution35.0%

LTM = Last Twelve Months as of date shown

Market Drivers

12/31/2025 to 4/12/2026
ReturnCorrelation
SPHR35.0% 
Market (SPY)-5.4%19.3%
Sector (XLC)-3.2%24.7%

Fundamental Drivers

The 106.7% change in SPHR stock from 9/30/2025 to 4/12/2026 was primarily driven by a 77.4% change in the company's P/S Multiple.
(LTM values as of)93020254122026Change
Stock Price ($)62.12128.40106.7%
Change Contribution By: 
Total Revenues ($ Mil)1,0651,22014.6%
P/S Multiple2.13.877.4%
Shares Outstanding (Mil)36361.7%
Cumulative Contribution106.7%

LTM = Last Twelve Months as of date shown

Market Drivers

9/30/2025 to 4/12/2026
ReturnCorrelation
SPHR106.7% 
Market (SPY)-2.9%28.0%
Sector (XLC)-3.4%30.3%

Fundamental Drivers

The 292.4% change in SPHR stock from 3/31/2025 to 4/12/2026 was primarily driven by a 265.9% change in the company's P/S Multiple.
(LTM values as of)33120254122026Change
Stock Price ($)32.72128.40292.4%
Change Contribution By: 
Total Revenues ($ Mil)1,1371,2207.3%
P/S Multiple1.03.8265.9%
Shares Outstanding (Mil)3636-0.1%
Cumulative Contribution292.4%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2025 to 4/12/2026
ReturnCorrelation
SPHR292.4% 
Market (SPY)16.3%54.3%
Sector (XLC)19.2%53.0%

Fundamental Drivers

The 117.4% change in SPHR stock from 3/31/2023 to 4/12/2026 was primarily driven by a 285.1% change in the company's Total Revenues ($ Mil).
(LTM values as of)33120234122026Change
Stock Price ($)59.07128.40117.4%
Change Contribution By: 
Total Revenues ($ Mil)3171,220285.1%
P/S Multiple6.53.8-41.9%
Shares Outstanding (Mil)3536-2.8%
Cumulative Contribution117.4%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2023 to 4/12/2026
ReturnCorrelation
SPHR117.4% 
Market (SPY)63.3%36.1%
Sector (XLC)102.5%31.2%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
SPHR Return-33%-36%-24%19%136%36%23%
Peers Return8%-15%-13%44%32%2%53%
S&P 500 Return27%-19%24%23%16%-0%82%

Monthly Win Rates [3]
SPHR Win Rate33%42%50%42%75%75% 
Peers Win Rate45%18%38%58%57%55% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
SPHR Max Drawdown-41%-43%-52%-11%-40%-7% 
Peers Max Drawdown-19%-20%-26%-7%-14%-10% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-7% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: MSGE, LYV, FOXA, SBGI, IMAX.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/10/2026 (YTD)

How Low Can It Go

Unique KeyEventSPHRS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-81.7%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven446.3%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven1,018 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-27.8%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven38.5%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven129 days148 days

Compare to MSGE, LYV, FOXA, SBGI, IMAX

In The Past

Sphere Entertainment's stock fell -81.7% during the 2022 Inflation Shock from a high on 3/8/2021. A -81.7% loss requires a 446.3% gain to breakeven.

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About Sphere Entertainment (SPHR)

Madison Square Garden Entertainment Corp. engages in the entertainment business. It produces, presents, or hosts various live entertainment events, including concerts, family shows, and special events, as well as sporting events, such as professional boxing, college basketball and hockey, professional bull riding, mixed martial arts, and esports and wrestling in its venues, including Madison Square Garden, Hulu Theater at Madison Square Garden, Radio City Music Hall and Beacon Theatre, and The Chicago Theatre. The company also operates 61 entertainment dining and nightlife venues spanning 23 markets across five continents under the Tao, Marquee, Lavo, Beauty & Essex, Cathédrale, Hakkasan, and Omnia brand names; and creates and operates New England's premier music festival. In addition, it features the Radio City Rockettes, which serves as the star for its Christmas Spectacular at Radio City Music Hall. The company was founded in 2006 and is based in New York, New York.

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  • Live Nation Entertainment (NYSE: LYV)
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James L. Dolan, Executive Chairman and Chief Executive Officer

James L. Dolan is the Executive Chairman and Chief Executive Officer of Sphere Entertainment Co.. He is also recognized as the founder of Sphere Entertainment. Prior to his current role, he served as the CEO of Madison Square Garden Entertainment, which subsequently spun off Sphere Entertainment. The Dolan family maintains control over Sphere Entertainment.

Robert Langer, Executive Vice President, Chief Financial Officer and Treasurer

Robert Langer has served as Executive Vice President, Chief Financial Officer and Treasurer of Sphere Entertainment Co. since January 2025. Before joining Sphere Entertainment, he spent 25 years at The Walt Disney Company (1999–2024), where his most recent position was Global Leader of Enterprise-Wide Financial Planning and Corporate Strategy. In this role, his responsibilities included overseeing key finance processes, forecasts, annual budgets, long-range plans, and directing the corporate strategy group, which involved M&A activities and exploring strategic alternatives. Earlier in his career, he worked at Boston Consulting Group.

Jennifer Koester, President and Chief Operating Officer of Sphere

Jennifer Koester is the President and Chief Operating Officer of Sphere.

Laura Franco, Executive Vice President and General Counsel

Laura Franco holds the position of Executive Vice President and General Counsel.

Glenn Derry, Executive Vice President, MSG Ventures

Glenn Derry is the Executive Vice President of MSG Ventures. He is an Academy Award-winning technologist with over 30 years of experience in entertainment technology. In his role, Mr. Derry oversees various technology initiatives within MSG Ventures, a subsidiary of Sphere Entertainment focused on developing advanced technologies for live entertainment, including Sphere Studios and the broader Sphere platform.

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Sphere Entertainment Co. (SPHR) primarily operates in two distinct segments: its state-of-the-art Sphere venue, which focuses on immersive live entertainment and digital out-of-home advertising, and MSG Networks, dedicated to regional sports and entertainment broadcasting. The addressable markets for these main products and services are substantial and growing globally.

Sphere Segment (Immersive Live Entertainment and Digital Out-of-Home Advertising)

  • Live Entertainment Market: The global live entertainment market is projected to grow from USD 202.90 billion in 2025 to USD 270.29 billion by 2030, demonstrating a Compound Annual Growth Rate (CAGR) of 5.9%. This growth is significantly driven by an increasing preference for immersive and experiential live entertainment.
  • Immersive Entertainment Market: The global immersive entertainment market was valued at USD 92.61 billion in 2023 and is anticipated to reach USD 661.10 billion by 2032, expanding at a robust CAGR of 24.5% during the 2024-2032 forecast period. North America held the largest revenue share in the global immersive entertainment industry in 2025, accounting for 44% of the market. The U.S. immersive entertainment market alone was valued at USD 26.57 billion in 2023 and is expected to grow to USD 168.25 billion by 2032.
  • Digital Out-of-Home (DOOH) Advertising Market: The global digital out-of-home advertising market size was estimated at USD 28,254.5 million in 2024 and is projected to reach USD 42,484.3 million by 2031, with a CAGR of 6.00% from 2024. North America represents a significant portion of this market, holding more than 40% of the global revenue with a market size of USD 11,301.80 million in 2024, and is expected to grow at a CAGR of 4.2% from 2024 to 2031. Another estimate values the global DOOH market at approximately USD 21.94 billion in 2024, with a projection to reach USD 81.46 billion by 2034.
  • Immersive Content Creation Market: The global immersive content creation market, vital for generating experiences within the Sphere, was estimated at USD 15,681.0 million in 2024 and is projected to grow to USD 56,267.1 million by 2030, exhibiting a CAGR of 24.5% from 2025 to 2030. North America dominated this market in 2024, holding over 32% of the revenue share.

MSG Networks Segment (Regional Sports and Entertainment Networks, Direct-to-Consumer Streaming)

  • Virtual Event Platform Market: Given the direct-to-consumer streaming aspect of MSG Networks, the global virtual event platform market, which encompasses online events and content delivery, is a relevant addressable market. This market is valued at USD 15.99 billion in 2025 and is predicted to grow to approximately USD 41.12 billion by 2035, with a CAGR of 9.91% from 2026 to 2035. North America accounted for over 38% of this market share in 2025.
  • Digital Content Creation Market: More broadly, the digital content creation market, which includes the development and dissemination of digital media across various formats for platforms like streaming services, was valued at USD 32.28 billion globally in 2024 and is projected to reach USD 69.80 billion by 2033, with a CAGR of 13.9% from 2025 to 2033. North America is set to remain the dominant player in this global market, with a projected market value of approximately USD 9.62 billion in 2025, representing around 45.4% of the global share.

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Sphere Entertainment (SPHR) is expected to drive future revenue growth over the next 2-3 years through several key initiatives primarily centered around its unique Sphere venue and its strategic expansion.

  1. Increased Content and Event Programming at the Las Vegas Sphere: A primary driver of revenue growth for Sphere Entertainment is the continuous expansion and diversification of content and events hosted at the flagship Sphere venue in Las Vegas. Successful immersive productions, such as "The Wizard of Oz" and "Postcard from Earth," have demonstrated significant revenue-generating potential through ticket sales. The company plans to introduce new content, including "The Wizard of Oz 2.0" and "From the Edge," slated for release in late 2026. By increasing the number of shows and attracting diverse artists for concert residencies, Sphere Entertainment aims to maximize the utilization and revenue potential of the venue.

  2. Global Expansion of Sphere Venues, Including Smaller-Scale Models: Sphere Entertainment is actively pursuing a strategy of global expansion, which is anticipated to be a significant long-term revenue driver. The company has announced plans for a second U.S. Sphere in National Harbor, Maryland, projected to open within four years or less. Additionally, the pre-construction phase for a Sphere venue in Abu Dhabi is nearing completion, with the company actively engaged in discussions for various Sphere sizes (3,000, 6,000, and 18,000 seating capacities) in other international markets. This expansion often involves a "capital-free model," where partners fund the construction, enabling Sphere Entertainment to leverage its intellectual property for multi-venue growth.

  3. Enhanced Monetization of the Exosphere and Premium Experiences: The exterior of the Las Vegas Sphere, known as the Exosphere, serves as a prominent revenue stream through advertising campaigns and sponsorship deals. Future growth is expected from maximizing the commercial potential of this unique LED-clad structure through increased advertising sales and new, high-value sponsorship agreements. Furthermore, the company can drive revenue through premium experiences and offerings within the existing Las Vegas venue.

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Share Repurchases

  • Sphere Entertainment repurchased 1,054,247 shares of its Class A common stock for an aggregate purchase price of $50 million in 2025, at an average price of $47.43 per share.
  • The company has approximately $300 million remaining under its existing share repurchase authorization.
  • Specific repurchases in 2025 include 425,219 shares for approximately $22.5 million between September 3 and September 11, and 629,028 shares for approximately $27.5 million between August 21 and August 29.

Share Issuance

  • On March 11, 2026, Sphere Entertainment granted 1,273 Restricted Stock Units (RSUs) to its SVP, Controller & PAO, Christopher J. Winters, with vesting in three equal installments starting March 15, 2027.
  • Executive Chairman and CEO James L. Dolan and Kristin A. Dolan each exercised 54,315 stock options on February 17, 2026, granted under the MSG Networks Inc. 2010 Employee Stock Plan, which Sphere assumed.
  • An EVP was granted 7,527 RSUs by Sphere Entertainment on March 13, 2026.

Inbound Investments

  • Ariel Investments, LLC reported a passive stake of 11.1% in Sphere Entertainment Co., holding 3,168,534 shares of Class A common stock as of December 31, 2025.

Outbound Investments

  • In January 2023, Sphere Entertainment extended a three-year convertible loan of €18.8 million (approximately $20.5 million) to Holoplot, a Berlin-based company, which is a partner in creating the Sphere's audio system.
  • The company plans global expansion of Sphere venues, including a new 6,000-seat venue in National Harbor, Maryland, supported by $200 million in public and private incentives.
  • Sphere Entertainment is engaged in discussions for international market expansion, including plans for a Sphere Abu Dhabi venue.

Capital Expenditures

  • Sphere Entertainment invested $289.7 million in capital expenditures in Q4 2023 for long-term assets and infrastructure.
  • The development and opening of the Sphere in Las Vegas was a costly endeavor, contributing to the company's "substantial indebtedness" and "highly leveraged" status as of its 2024 10-K filing.
  • The company anticipates exploring new capital investment opportunities, particularly in expanding the Sphere network, with a focus on generating positive cash flow from the Sphere to fund operations and service debt.

Better Bets vs. Sphere Entertainment (SPHR)

Trade Ideas

Select ideas related to SPHR.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
META_3272026_Dip_Buyer_ValueBuy03272026METAMeta PlatformsDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
8.8%8.8%0.0%
CARG_3062026_Insider_Buying_GTE_1Mil_EBITp+DE_V203062026CARGCarGurusInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap
1.2%1.2%-8.3%
YELP_2132026_Dip_Buyer_High_CFO_Margins_ExInd_DE02132026YELPYelpDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
17.9%17.9%-5.7%
TRIP_2132026_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG02132026TRIPTripadvisorDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
10.9%10.9%-3.9%
OMC_2062026_Dip_Buyer_FCFYield02062026OMCOmnicomDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
8.9%8.9%-3.7%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

SPHRMSGELYVFOXASBGIIMAXMedian
NameSphere E.Madison .Live Nat.Fox Sinclair Imax  
Mkt Price128.4060.60160.5961.0214.3737.8460.81
Mkt Cap4.62.937.326.41.02.03.7
Rev LTM1,2201,01525,20116,5783,1694102,195
Op Inc LTM-1481641,2333,15515494159
FCF LTM1911933052,31011585192
FCF 3Y Avg-2511377481,7739147114
CFO LTM2432141,3952,729189127229
CFO 3Y Avg1641591,4942,14217486169

Growth & Margins

SPHRMSGELYVFOXASBGIIMAXMedian
NameSphere E.Madison .Live Nat.Fox Sinclair Imax  
Rev Chg LTM7.3%5.7%8.8%9.2%-10.7%16.5%8.1%
Rev Chg 3Y Avg30.5%5.1%15.7%5.1%-5.9%11.7%8.4%
Rev Chg Q73.0%12.9%11.1%2.0%-16.7%35.1%12.0%
QoQ Delta Rev Chg LTM15.8%5.5%2.6%0.6%-5.0%8.6%4.0%
Op Mgn LTM-12.2%16.2%4.9%19.0%4.9%22.8%10.5%
Op Mgn 3Y Avg-27.1%14.7%4.4%18.6%3.2%16.9%9.6%
QoQ Delta Op Mgn LTM15.6%1.8%0.3%-0.7%-5.1%3.2%1.1%
CFO/Rev LTM19.9%21.1%5.5%16.5%6.0%31.0%18.2%
CFO/Rev 3Y Avg18.1%16.6%6.3%13.7%5.4%22.2%15.2%
FCF/Rev LTM15.7%19.0%1.2%13.9%3.6%20.8%14.8%
FCF/Rev 3Y Avg-49.8%14.3%3.2%11.4%2.9%12.0%7.3%

Valuation

SPHRMSGELYVFOXASBGIIMAXMedian
NameSphere E.Madison .Live Nat.Fox Sinclair Imax  
Mkt Cap4.62.937.326.41.02.03.7
P/S3.82.81.51.60.35.02.2
P/EBIT35.921.927.78.94.128.824.8
P/E137.255.375.214.0-8.958.456.9
P/CFO18.813.426.79.75.316.014.7
Total Yield0.7%1.8%1.3%8.3%-4.3%1.7%1.5%
Dividend Yield0.0%0.0%0.0%1.1%6.9%0.0%0.0%
FCF Yield 3Y Avg-24.6%7.1%2.9%7.9%9.8%3.2%5.2%
D/E0.20.40.30.34.50.10.3
Net D/E0.10.40.10.23.60.10.2

Returns

SPHRMSGELYVFOXASBGIIMAXMedian
NameSphere E.Madison .Live Nat.Fox Sinclair Imax  
1M Rtn21.5%8.8%4.3%6.3%2.0%-0.7%5.3%
3M Rtn34.8%10.2%9.9%-16.8%-1.8%10.8%10.1%
6M Rtn117.7%45.1%5.0%7.1%12.3%21.3%16.8%
12M Rtn374.0%100.0%23.9%26.0%12.4%76.5%51.2%
3Y Rtn111.7%-14.0%127.7%86.7%-33.4%83.6%85.2%
1M Excs Rtn12.3%4.4%-3.8%5.1%2.2%-5.5%3.3%
3M Excs Rtn42.0%11.9%10.6%-17.5%-1.9%13.3%11.2%
6M Excs Rtn115.6%41.1%6.2%1.0%6.4%16.5%11.4%
12M Excs Rtn356.8%72.9%-1.6%-7.0%-21.8%30.8%14.6%
3Y Excs Rtn58.6%-80.2%65.2%20.9%-99.6%32.8%26.8%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil2025202420232022
Madison Square Garden (MSG) Networks530608  
Sphere4972  
Entertainment  82585
Inter-segment eliminations  -2-2
Tao Group Hospitality  100180
Total1,027610180763


Operating Income by Segment
$ Mil2025202420232022
Madison Square Garden (MSG) Networks139152  
Sphere-480-318  
Entertainment  -39171
Inter-segment eliminations  -1-0
Purchase accounting adjustments  -29-28
Tao Group Hospitality  -29-103
Total-341-166-450-60


Assets by Segment
$ Mil2025202420232022
Sphere3,883   
Madison Square Garden (MSG) Networks904   
Total4,788   


Price Behavior

Price Behavior
Market Price$128.40 
Market Cap ($ Bil)4.6 
First Trading Date04/09/2020 
Distance from 52W High-1.9% 
   50 Days200 Days
DMA Price$111.15$76.65
DMA Trendupup
Distance from DMA15.5%67.5%
 3M1YR
Volatility65.5%52.4%
Downside Capture-0.260.21
Upside Capture147.81222.56
Correlation (SPY)19.1%34.2%
SPHR Betas & Captures as of 3/31/2026

 1M2M3M6M1Y3Y
Beta2.991.210.971.151.651.53
Up Beta7.594.343.712.201.751.82
Down Beta2.69-0.220.320.361.771.53
Up Capture318%214%140%271%362%224%
Bmk +ve Days7162765139424
Stock +ve Days9202761133378
Down Capture204%55%30%63%94%106%
Bmk -ve Days12233358110323
Stock -ve Days13223563116368

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with SPHR
SPHR389.5%56.3%3.03-
Sector ETF (XLC)33.7%16.7%1.5648.2%
Equity (SPY)31.2%17.3%1.4749.2%
Gold (GLD)60.1%27.8%1.69-0.4%
Commodities (DBC)29.8%16.6%1.584.9%
Real Estate (VNQ)21.3%15.2%1.0733.9%
Bitcoin (BTCUSD)-4.3%43.7%0.0228.4%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with SPHR
SPHR28.5%51.2%0.68-
Sector ETF (XLC)9.4%20.7%0.3739.2%
Equity (SPY)11.1%17.0%0.5043.1%
Gold (GLD)22.1%17.8%1.024.5%
Commodities (DBC)11.8%18.8%0.5213.2%
Real Estate (VNQ)3.7%18.8%0.1032.0%
Bitcoin (BTCUSD)4.3%56.5%0.3019.7%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with SPHR
SPHR13.0%51.2%0.59-
Sector ETF (XLC)9.4%22.3%0.5035.0%
Equity (SPY)13.8%17.9%0.6639.4%
Gold (GLD)14.2%15.9%0.742.3%
Commodities (DBC)8.6%17.6%0.4112.1%
Real Estate (VNQ)5.1%20.7%0.2230.4%
Bitcoin (BTCUSD)67.6%66.9%1.0717.7%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date3312026
Short Interest: Shares Quantity7.5 Mil
Short Interest: % Change Since 31520266.3%
Average Daily Volume1.2 Mil
Days-to-Cover Short Interest6.5 days
Basic Shares Quantity35.7 Mil
Short % of Basic Shares21.0%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
2/12/202622.1%21.6%11.5%
11/4/20254.7%15.9%24.8%
8/11/2025-3.9%-1.0%28.6%
3/3/2025-13.6%-18.8%-25.0%
11/12/2024-7.0%-7.7%-14.2%
8/14/20249.3%18.9%1.5%
5/10/2024-4.8%-9.4%-11.3%
2/5/202410.1%13.8%34.3%
...
SUMMARY STATS   
# Positive8911
# Negative151412
Median Positive7.2%9.0%8.1%
Median Negative-3.9%-6.2%-6.3%
Max Positive22.1%21.6%34.3%
Max Negative-13.6%-18.8%-25.0%

SEC Filings

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Report DateFiling DateFiling
12/31/202502/12/202610-K
09/30/202511/04/202510-Q
06/30/202508/11/202510-Q
03/31/202505/08/202510-Q
12/31/202403/03/202510-KT
09/30/202411/12/202410-Q
06/30/202408/14/202410-K
03/31/202405/10/202410-Q
12/31/202302/05/202410-Q
09/30/202311/08/202310-Q
06/30/202308/22/202310-K
03/31/202305/10/202310-Q
12/31/202202/09/202310-Q
09/30/202211/09/202210-Q
06/30/202208/19/202210-K
03/31/202205/09/202210-Q