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LIONLionsgate Studios CorpSell4.3·$14.66-2.46%
SellModerate Confidence
Investment thesis

A recent analyst-noted news catalyst and a single strong earnings beat follow three consecutive quarters of misses, a Piotroski F-Score of zero out of nine, and a forward multiple of 35.9 times — the quality profile does not support initiating a position, and the current price offers only 2.4% headroom to the near-term resistance target with an unfavorable reward-to-risk ratio.

Thesis pillars

  • Persistent Earnings Miss PatternStable
  • Quality At Minimum FloorStable
  • Analyst Sentiment CatalystStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

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Lionsgate Studios Corp (LION) Stock Analysis

Range Bound setup

SellModerate Confidence

Unknown · Unknown

Sell if holding. Engine safety override at $14.66: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 4.3/10. Specifically: Below-average business quality; Rich valuation; Negative price momentum.

Lionsgate Studios is a standalone, pure-play content company combining motion picture and television production and distribution, the 3 Arts Entertainment talent management business, and a library of more than 20,000 film and television titles. For the fiscal year ended March... Read more

$14.66+11.7% A.UpsideScore 4.3/10Peer score 5.0/10 · 15 Unknown
QualityF-score0 / 9FCF yield
Stop $13.63Target $16.37(resistance)A.R:R -0.8:1
Analyst target$15.40+5.0%10 analysts
$16.37our TP
$14.66price
$15.40mean
$9
$20

Sell if holding. Engine safety override at $14.66: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 4.3/10. Specifically: Below-average business quality; Rich valuation; Negative price momentum. Chart setup: RSI 55 mid-range, Bollinger mid-band. Score 4.3/10, moderate confidence.

Passes 6/9 gates (clean insider activity, news boost analyst 0.35, news boost analyst cluster(5), earnings proximity 34d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

10-K grounded · weekly refresh

About Lionsgate Studios Corp

About Lionsgate Studios Corp

Lionsgate Studios generated 60.8% of its consolidated revenue from Motion Picture and 39.2% from Television Production for the fiscal year ended March 31, 2026, drawing on a library of more than 20,000 film and television titles and the 3 Arts Entertainment talent management business. The company released 24 films theatrically in the United States during fiscal 2026 and operates 52 global FAST (free ad-supported streaming television) channels, following its separation from Starz.

Within Motion Picture, Home Entertainment generates the largest share of segment revenue at 44.1%, ahead of International (28.3%), Television (14.0%), Theatrical (10.9%) and Other (2.7%); within Television Production, domestic Television licensing leads at 49.5%, followed by International (25.1%), Home Entertainment (16.7%) and Other (8.7%). Lionsgate licenses content to streaming and linear partners including Netflix, Amazon Prime Video, Hulu, HBO Max and Disney's networks, while physical disc distribution and fulfillment is substantially licensed to Sony Pictures Home Entertainment. The company also holds a 43% equity interest in theatrical partner Roadside Attractions and produces, syndicates and distributes more than 75 television shows across more than 40 networks through its Lionsgate Television unit.

Show full overview

Lionsgate's physical home entertainment business runs through a single external partner: packaged-media distribution and fulfillment is substantially licensed to Sony Pictures Home Entertainment, even though Home Entertainment is the single largest revenue line within the Motion Picture segment at 44.1% of segment revenue. That pairing means a disruption to, or renegotiation of, the Sony relationship would touch the segment's largest revenue category directly, layered on top of the concentration risk already embedded in a business where Motion Picture alone supplies 60.8% of consolidated revenue.

See also: Unknown · Unknown

From Lionsgate Studios Corp's most recent 10-K filing, extracted July 3, 2026.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-07-06
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Aug 6, 202634d to earnings· next earnings call

Thesis

Rewards
Recent Analyst detected in news
Recent Analyst Cluster(5) detected in news
Risks
Concentration risk — Product: Motion Picture segment (60.8%)
Target reached (-8.6% upside)
Quality below floor (2.5 < 4.0)

Key Metrics

P/E (TTM)
P/E (Fwd)36.6
Mkt Cap$4.3B
EV/EBITDA
Profit Mgn
ROE
Rev Growth
Beta
DividendNone
Rating analysts16

Quality Signals

Piotroski F0/9

Options Flow

P/C1.00neutral
IV76%elevated

Concentration Risks(10-K Item 1A)

  • HIGHProductMotion Picture segment61%
    10-K Item 1: 'contributions to the Company's consolidated revenues from its reportable segments included Motion Picture, 60.8% and Television Production, 39.2%.'
  • MEDIUMProductHome Entertainment (Motion Picture segment)44%
    10-K Item 1: 'Home Entertainment, 44.1%;'
  • MEDIUMProductTelevision (Television Production segment)50%
    10-K Item 1: 'Television, 49.5%;'

Material Events(8-K, last 90d)

  • 2026-04-15Item 5.02LOW
    On April 13, 2026, Lionsgate's Compensation Committee amended CEO Jon Feltheimer's employment agreement, extending its term two years to July 31, 2031 and granting options for 4,500,000 shares plus 666,667 RSUs. Routine retention/compensation arrangement, not a departure.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

4 floor-breakers

Quality below the gate floor. Component breakdown shows what dragged the score down.static

Piotroski F
0.0
Moat
5.0
Weak Piotroski F-Score: 0/9Quality concerns
Low model confidence on this dimension (29%).

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Obv
1.0
Macd
1.8
Volume
2.3
Rsi
5.5
Ma Position
6.0
Volume distribution (falling OBV)Above 200-day MA

Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static

Forward Pe
2.9
Analyst Target
4.0
Forward P/E: 36.6x

No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static

Earnings History
0.0
Surprise Avg
0.0
Erm
5.0
Earnings Timing
5.0
News Activity
8.0
Earnings concerns: 1B/3M
GatesMomentum 3.3<4.5A.R:R -0.8=NEGATIVEExecutive change: officer departure/appointmentInsider activity: OKNEWS BOOST ANALYST 0.35NEWS BOOST ANALYST CLUSTER(5)EARNINGS PROXIMITY 34d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
55 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $13.19Resistance $16.70

Price Targets

$14
$16
A.Upside+11.7%
A.R:R-0.8:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-8.6% upside)
! Quality below floor (2.5 < 4.0)
! momentum at 3.3 (below the engine's 4.5 threshold)

Earnings

B
M
M
M
1/4 beats
Next Earnings2026-08-06 (34d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is LION stock a buy right now?

Sell if holding. Engine safety override at $14.66: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 4.3/10. Specifically: Below-average business quality; Rich valuation; Negative price momentum. Chart setup: RSI 55 mid-range, Bollinger mid-band. Prior stop was $13.63. Score 4.3/10, moderate confidence.

What is the LION stock price target?

Take-profit target: $16.37 (+11.7% upside). Prior stop was $13.63. Stop-loss: $13.63.

What are the risks of investing in LION?

Concentration risk — Product: Motion Picture segment (60.8%); Target reached (-8.6% upside); Quality below floor (2.5 < 4.0).

Is LION overvalued or undervalued?

Lionsgate Studios Corp trades at a P/E of N/A (forward 36.6). TrendMatrix value score: 3.5/10. Verdict: Sell.

What do analysts say about LION?

16 analysts cover LION with a consensus score of 4.0/5. Average price target: $15.

What does Lionsgate Studios Corp do?Lionsgate Studios is a standalone, pure-play content company combining motion picture and television production and...

Lionsgate Studios is a standalone, pure-play content company combining motion picture and television production and distribution, the 3 Arts Entertainment talent management business, and a library of more than 20,000 film and television titles. For the fiscal year ended March 31, 2026, the Motion Picture segment generated 60.8% of consolidated revenue and Television Production 39.2%, following the company's separation from Starz.

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