$SPHR

Live Nation (LYV) stock fell 4.5% post-earnings, trading at $175.33. AMC Entertainment (AMC) reported $1.6B revenue, up 14.2%, and stock rose 56.9% to $3.04. Xponential Fitness (XPOF) saw revenue drop 13.4%, stock down 41% to $3.75. Sphere Entertainment (SPHR) revenue up 11%, stock down 21.7% to $109.81. Planet Fitness (PLNT) revenue up 7.1%, stock down 5.5% to $53.50.

United Parks & Resorts (PRKS) stock fell 30.7% post-earnings, trading at $31.53. AMC Entertainment (AMC) reported $1.6B revenue, up 14.2% YoY, and stock rose 53.9% to $2.99. Xponential Fitness (XPOF) saw revenue drop 13.4% YoY, stock down 35.8% to $4.09. Sphere Entertainment (SPHR) revenue up 11% YoY, stock down 18.6% to $114.12. Callaway Golf (CALY) revenue up 2% YoY, stock down 26.2% to $14.44.

Sphere Entertainment Co. (SPHR) filed an SEC Form 8-K — Other Events. Item 8.01 Other Events. Certain Relationships and Potential Conflicts of Interest Following the distribution by MSG Knickerbockers Corp. (formerly Madison Square Garden Sports Corp. and referred to herein as “MSG Knickerbockers”) of all of the issued and outstanding shares of the

Piper Sandler maintained an Overweight rating and $145 price target on Sphere Entertainment, implying 30% upside from the Oct 22 close of $111.61. The firm cited long-term optimism and market recovery opportunities, despite current booking trends. Recent analyst price targets range from $125 to $180.

Sphere Entertainment (SPHR) reported Q2 revenue of $313.6M, up 11% YoY, beating estimates. Xponential Fitness (XPOF) saw revenue decline 13.4% YoY to $65.97M, missing EPS and guidance expectations. Dave & Buster's (PLAY) revenue fell 2.4% YoY to $544.1M, missing estimates. Vail Resorts (MTN) reported $278.1M revenue, up 2.5% YoY, beating expectations. Stocks reacted accordingly post-earnings.

Xponential Fitness (XPOF) reported the slowest revenue growth and weakest guidance, with shares down 25.1% to $4.77. Sphere Entertainment (SPHR) beat revenue and EPS estimates but fell 26.4% to $103.21. Dave & Buster's (PLAY) missed expectations, dropping 15.3% to $7.18. Callaway Golf (CALY) topped revenue and EBITDA guidance but fell 31.1% to $13.49. Lucky Strike (LUCK) missed revenue and EPS estimates, down 23.4% to $5.16.

Planet Fitness (PLNT) stock fell 15.6% to $47.78 despite a decent quarter. Sphere Entertainment (SPHR) reported $313.6M revenue, up 11%, but stock dropped 23.8% to $106.77. Xponential Fitness (XPOF) saw revenue decline 13.4% to $65.97M, stock down 22.4% to $4.94. AMC Entertainment (AMC) revenue rose 14.2% to $1.6B, stock up 52.8% to $2.97. Callaway Golf (CALY) revenue up 2% to $612.2M, stock down 30.3% to $13.63.

Vail Resorts (MTN) rose 5.8% post-earnings, trading at $146.16. Sphere Entertainment (SPHR) reported 11% revenue growth, beating estimates, but its stock fell 23.5% to $107.22. Xponential Fitness (XPOF) saw revenues drop 13.4%, missing EPS and guidance, with its stock down 23.9% to $4.84. United Parks & Resorts (PRKS) missed revenue and EPS estimates, with its stock down 28% to $32.79. Planet Fitness (PLNT) reported 7.1% revenue growth, beating estimates, but its stock fell 23.5% to $43.27.

StoneX cut its price target for Sphere Entertainment (NYSE:SPHR) to $125 from $175, citing weaker near-term demand due to slower bookings, softer Las Vegas visitation, and macro pressures. The stock has fallen 17.5% over the past week but is still up 75% over the past year. StoneX expects stronger content to drive momentum in 2027. Other analysts have mixed views, with some lowering targets but maintaining buy ratings.

StoneX kept a Buy rating on Sphere Entertainment (SPHR) with a $125 price target, suggesting a 12.8% upside from the Oct 5 close. The firm cited long-term growth potential from upcoming content and improved production economics.