Warner Brothers Discovery stock price target raised to $22 from $14 at Guggenheim

Published 08/10/2025, 12:30
Warner Brothers Discovery stock price target raised to $22 from $14 at Guggenheim

Investing.com - Guggenheim raised its price target on Warner Brothers Discovery (NASDAQ:WBD) to $22.00 from $14.00 on Wednesday, while maintaining a Buy rating on the stock. The new target represents potential upside from the current price of $18.60, with the stock already showing impressive gains of over 140% in the past year. According to InvestingPro, WBD’s market capitalization now stands at $46 billion.

The firm cited content-driven top-line strength at Studios and Streaming as key factors behind the revised outlook. With a "GOOD" Financial Health Score from InvestingPro, which analyzes over 100 financial metrics, Guggenheim’s third-quarter EBITDA estimate of $2.3 billion is approximately $150 million ahead of consensus, primarily due to film release performance, though the firm lowered its fourth-quarter outlook to about $100 million below consensus on a lighter content slate.

Guggenheim expects Streaming momentum to slightly exceed conservative estimates, with full-year EBITDA potentially surpassing the $1.3 billion guidance. The firm lowered its 2025 free cash flow projection to $2.8 billion from $3.5 billion previously to reflect tender-related tax payments disclosed with second-quarter earnings. The company currently trades at an EV/EBITDA multiple of 9.5x, with analyst price targets ranging from $10 to $24.

The firm noted that investor discussions remain focused on the potential for a total company acquisition versus the planned 2026 business separation, with the enterprise now trading at approximately 9.4 times Guggenheim’s 2026 EBITDA estimate. For deeper insights into WBD’s valuation and growth potential, including 12 additional ProTips and comprehensive financial analysis, visit InvestingPro.

Guggenheim updated its valuation approach to a sum-of-the-parts methodology, which yielded the new $22 twelve-month target, implying 10.4x consolidated 2026 EBITDA, compared to the previous target of $14.

In other recent news, Warner Brothers Discovery has been the focus of several notable developments. CFRA has raised its price target for Warner Brothers Discovery to $21, up from $14, while maintaining a Hold rating. This adjustment is based on CFRA’s 2026 EBITDA estimate of $8.7 billion. Similarly, Bernstein SocGen Group has increased its price target from $13 to $16, citing the company’s critical role as a content provider. Paramount Skydance is reportedly preparing a bid for Warner Brothers Discovery, with a potential offer ranging between $22 and $24 per share, although this remains speculative. Additionally, the company has faced criticism from Senator Elizabeth Warren regarding a possible merger with Paramount, which she argues could lead to a dangerous concentration of media power. Meanwhile, Turkey’s broadcast watchdog has fined several streaming platforms, including HBO Max, which is part of Warner Brothers Discovery, for content deemed to violate "moral values." These developments highlight the dynamic environment surrounding Warner Brothers Discovery.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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