Lightshed Partners

Leading sports brand ESPN is launching a new direct-to-consumer streaming platform under the flagship ESPN brand. Here's a look at what this means for Walt Disney Co (NYSE:DIS) and the streaming sector. What Happened: ESPN announced this week that its long-awaited DTC streaming platform will debut...

Media company Paramount Global (NASDAQ:PARA) agreed to a merger with Skydance Media to form "New Paramount," valuing the combined company at $28 billion. Here's a look at what analysts are saying and how Paramount Non-Executive Chairwoman Shari Redstone sees the deal playing out. What Happened:...

A potential merger between media companies Skydance and Paramount Global (NASDAQ:PARA)(NASDAQ:PARAA) has dominated headlines and could see further consolidation in the media sector. One shareholder of Paramount Global is calling out the merger efforts, which could provide cash to Shari Redstone and...

A mega-merger could happen in the world of media with two television, movie and streaming companies joining forces. Here's a look at what analysts are saying about a potential combination of Warner Bros. Discovery Inc (NASDAQ:WBD) and Paramount Global (NASDAQ:PARA)(NASDAQ:PARAA), which was...

Movie theater leader AMC Entertainment Holdings Inc (NYSE: AMC) reported fourth-quarter financial results after market close Tuesday. The company also shared an update on liquidity and a planned shareholder vote. What Happened: AMC reported fourth-quarter revenue of $990.9 million, down 15.4% year-...

AMC Entertainment Holdings, Inc. (NYSE: AMC) shares were trading lower Monday despite the company announcing the highest weekend attendance at theaters since the pandemic began.  What Happened: AMC announced Monday about 3.2 million people watched movies at its theaters globally between...

One of the most outspoken voices against AMC Entertainment Holdings (NYSE: AMC) shared more commentary Thursday on the company's share sales and stock price movement.  What Happened: In the last five trading days, over 3.2 billion shares of AMC have traded, which is significantly higher...

AMC Entertainment Holdings, Inc. (NYSE: AMC) shares have seen wild swings in a Reddit-driven rally, and the meme stock could be in for a big correction, according to an analyst at LightShed Partners. This stands in contrast to the take of Wedbush analyst Michael Pachter, who recently doubled that...

Lightshed Partners' Rich Greenfield acknowledged Friday that "we were wrong" in downgrading Walt Disney Co. (NYSE: DIS) in May. He upgraded Disney's stock from Sell to Neutral. The Thesis: Simply put, a shift towards a bearish stance on Disney's stock in May "has...

One of the hottest stocks in the streaming market has been fuboTV (NYSE: FUBO), a company that was uplisted to the NYSE earlier this year. After a strong run that included five days of 10%-plus gains in a row, bears are pouring into the name, questioning its valuation and the long-term outlook....