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MSGEMadison Square Garden EntertainSell6.2·$79.19+4.54%
SellHigh Confidence
Investment thesis

Madison Square Garden Entertainment has strong price momentum and a 3-out-of-4 earnings beat record, but the stock has already reached and slightly exceeded analyst price targets, leaving very limited near-term upside with downside risk of 9%.

Thesis pillars

  • Strong Price MomentumImproving
  • Earnings Beat Track RecordStable
  • Leverage And Valuation RiskStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

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Madison Square Garden Entertain (MSGE) Stock Analysis

Range Bound setup

SellVALUE-TRAP 2/5GrowthHigh Confidence

Communication Services · Entertainment

Sell if holding. Analyst target reached at $79.19 — A.R:R 0.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Geographic: New York City.

Madison Square Garden Entertainment operates five live-entertainment venues -- The Garden, The Theater at Madison Square Garden, Radio City Music Hall, and the Beacon Theatre in New York City, plus The Chicago Theatre -- hosting concerts, family shows, sporting events and its... Read more

$79.19+0.7% A.UpsideScore 6.2/10#4 of 34 Entertainment
QualityF-score7 / 9FCF yield9.18%
Stop $75.51Target $79.71(analyst − 13%)A.R:R 0.1:1
Analyst target$91.63+15.7%8 analysts
$79.71our TP
$79.19price
$91.63mean
$103

Sell if holding. Analyst target reached at $79.19 — A.R:R 0.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Geographic: New York City. Chart setup: RSI 47 mid-range, Bollinger mid-band. Score 6.2/10, high confidence.

Passes 5/8 gates (clean insider activity, news events none recent, earnings proximity 52d 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 Madison Square Garden Entertain

About Madison Square Garden Entertain

Madison Square Garden Entertainment operates five venues -- The Garden, The Theater at Madison Square Garden, Radio City Music Hall, and the Beacon Theatre in New York City, plus The Chicago Theatre -- hosting nearly 6 million guests across more than 975 events in fiscal 2025. The Company's Christmas Spectacular production, featuring the Radio City Rockettes, generated 18% of fiscal 2025 revenue, while long-term Arena License Agreements require the NBA's Knicks and NHL's Rangers to play all home games at The Garden through 2055.

The Company earns revenue primarily by licensing its venues to third-party promoters for concerts, family shows and sporting events, supplemented by ticketing, premium hospitality suites, sponsorship and signage sales, and food, beverage and merchandise sales; it occasionally promotes or co-promotes shows directly, taking on economic risk for those events. Under long-term Arena License Agreements running through 2055, the Knicks and Rangers pay MSG Entertainment annual license fees to use The Garden, with the teams responsible for 100% of related property taxes unless the Complex's real estate tax exemption -- worth $43.0 million in fiscal 2025 -- is repealed. The Company owns The Garden outright but leases Radio City Music Hall and the Beacon Theatre through 2038 and 2036, respectively, plus roughly 367,000 square feet of New York City office space.

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MSG Entertainment's own 10-K flags its geographic concentration as a distinct competitive vulnerability: four of its five venues -- The Garden, The Theater at Madison Square Garden, Radio City Music Hall and the Beacon Theatre -- sit in New York City, leaving the Company more exposed than rivals with venues spread across multiple markets to any city-specific shock, from a terrorist threat to a labor disruption to changes in the Madison Square Garden Complex's real estate tax exemption. That exposure compounded during the COVID-19 pandemic, when New York-specific closures materially impacted operating results, and it recurs in a different form through the Garden's dependence on a New York City zoning special permit that must be periodically renewed, most recently in September 2023 for five years.

See also: Communication Services · Entertainment

From Madison Square Garden Entertain's most recent 10-K filing, extracted September 6, 2026.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Nov 5, 202652d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (3/4)
Strong growth profile
Risks
Concentration risk — Geographic: New York City
Analyst target reached - limited upside remaining
Sector modifier (Communication Services): -0.8

Key Metrics

P/E (TTM)57.4
P/E (Fwd)27.3
Mkt Cap$3.7B
EV/EBITDA20.7
Profit Mgn6.2%
ROE407.5%
Rev Growth27.4%
Beta0.56
DividendNone
Rating analysts16

Quality Signals

Piotroski F7/9MoatNarrow

Options Flow

P/C0.73neutral
IV72%elevated

Concentration Risks(10-K Item 1A)

  • LOWProductChristmas Spectacular18%
    10-K Item 1A: 'The financial results of our business are dependent on the Christmas Spectacular production, for which the 2024 production represented 18% of our revenues in Fiscal Year 2025.'
  • HIGHGeographicNew York City
    10-K Item 1A: 'The Company primarily operates in New York City and, as a result, is subject to greater degrees of risk than competitors with more operating properties or that operate in more markets.'

Material Events(8-K, last 90d)

  • 2026-03-27Item 5.02LOW
    On March 24, 2026, the company entered a new employment agreement with EVP and Treasurer Philip D'Ambrosio effective April 1, 2026, renewing his role at a base salary of at least $750,000 and target bonus of 100% of salary, following expiration of his prior agreement. No departure or role change involved.
    SEC filing →

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

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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

1 ceiling hit

GatesMomentum 4.4<4.5A.R:R 0.1 < 1.5@spotExecutive change: officer departure/appointmentInsider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 52d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
47 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $75.34Resistance $86.88

Price Targets

$76
$80
A.Upside+0.7%
A.R:R0.1:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Target reached (0.7% upside)
! momentum at 4.4 (below the engine's 4.5 threshold)
! asymmetry at 0.1 (below the engine's 1.5 threshold)@spot

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-11-05 (52d)

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 MSGE stock a buy right now?

Sell if holding. Analyst target reached at $79.19 — A.R:R 0.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Geographic: New York City. Chart setup: RSI 47 mid-range, Bollinger mid-band. Prior stop was $75.51. Score 6.2/10, high confidence.

What is the MSGE stock price target?

Take-profit target: $79.71 (+0.7% upside). Prior stop was $75.51. Stop-loss: $75.51.

What are the risks of investing in MSGE?

Concentration risk — Geographic: New York City; Analyst target reached - limited upside remaining; Sector modifier (Communication Services): -0.8.

Is MSGE overvalued or undervalued?

Madison Square Garden Entertain trades at a P/E of 57.4 (forward 27.3). TrendMatrix value score: 5.2/10. Verdict: Sell.

What do analysts say about MSGE?

16 analysts cover MSGE with a consensus score of 4.0/5. Average price target: $92.

What does Madison Square Garden Entertain do?Madison Square Garden Entertainment operates five live-entertainment venues -- The Garden, The Theater at Madison...

Madison Square Garden Entertainment operates five live-entertainment venues -- The Garden, The Theater at Madison Square Garden, Radio City Music Hall, and the Beacon Theatre in New York City, plus The Chicago Theatre -- hosting concerts, family shows, sporting events and its own Christmas Spectacular production featuring the Radio City Rockettes. The company earns revenue by licensing venues to promoters, hosting nearly 6 million guests across more than 975 events in fiscal 2025, and Christmas Spectacular alone represented 18% of that year's revenue. Long-term Arena License Agreements running

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