Lionsgate: The Library Makes This More Than A Blockbuster Trade

LL Insights 725 Followers Follow Summary Lionsgate is rated Buy, offering value from a recovering media business with a strong content library and improved operational focus post-Starz separation. LION's forward earnings growth is driven by a better film slate, increased TV deliveries, and disciplined cash flow management, and is not dependent on acquisition speculation. Projected fiscal 2027 revenue of $3.4 billion and 14% adjusted OIBDA margin underpin a share price target near $15, implying attractive upside from current levels. Key risks include box office underperformance, TV delivery delays, rising debt, and dilution; disciplined execution is critical for sustainable shareholder value. Getty Images The Back Catalog Gives The Comeback Staying Power Lionsgate ( LION ) offers an attractive way to buy into a recovering media company with value beyond this weekend's box office results. I believe a better release slate This article was written by LL Insights 725 Followers Follow I am a retired quant with a PhD in mechanical engineering. I started off my professional career as an engineer and eventually transitioned into a hybrid developer/quantative analyst role at the investment arm of one of the nation's largest insurance companies.I ended my career as a fixed income specialist, with a strong focus on developing mathematical models for the trading desk. Our investment arm consistently outperformed industry averages and ranks among the top global asset managers for fixed income markets.I have a particular interest in fixed-income and technology equities.I have recently returned to work as a Chief Developer at one of the largest financial firms in the U.S. +34.30% Average annual return per ratingClosely associated with Simple Investment Ideas Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.