National CineMediaNCMI
NCMI
About: National CineMedia Inc is a cinema advertising platform in the U.S. It derives revenue from the sale of advertising to national, regional and local businesses through The Noovie Show, the cinema advertising and entertainment show seen on movie screens across the U.S., on LEN, a series of strategically-placed screens located in movie theater lobbies, as well as other forms of advertising and promotions in theater lobbies.
Employees: 254
0
Funds holding %
of 7,419 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
4,693% more call options, than puts
Call options by funds: $3.64M | Put options by funds: $76K
211% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 9
64% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 28
33% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 4 (+1) [Q4]
20% more funds holding
Funds holding: 97 [Q3] → 116 (+19) [Q4]
2.92% more ownership
Funds ownership: 80.11% [Q3] → 83.03% (+2.92%) [Q4]
3% less capital invested
Capital invested by funds: $538M [Q3] → $523M (-$14.8M) [Q4]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$7
20%
upside
Avg. target
$7.38
26%
upside
High target
$8
37%
upside
4 analyst ratings
4 positive
100%
0 neutral
0%
0 negative
0%
Wedbush Alicia Reese 60% 1-year accuracy 6 / 10 met price target | 28%upside $7.50 | Outperform Upgraded | 14 Mar 2025 |
Barrington Research Patrick Sholl 0% 1-year accuracy 0 / 11 met price target | 20%upside $7 | Outperform Maintained | 14 Mar 2025 |
Benchmark Mike Hickey 44% 1-year accuracy 40 / 91 met price target | 37%upside $8 | Buy Reiterated | 7 Mar 2025 |
Barrington Research James Goss 19% 1-year accuracy 18 / 96 met price target | 20%upside $7 | Outperform Maintained | 7 Mar 2025 |
Financial journalist opinion
Neutral
Business Wire
6 days ago
National CineMedia, Inc. to Release First Quarter 2025 Results on May 6, 2025
CENTENNIAL, Colo.--(BUSINESS WIRE)--National CineMedia, Inc. (NASDAQ: NCMI), the managing member of National CineMedia, LLC (“NCM LLC”), the operator of the largest cinema advertising platform in the U.S., plans to issue its first quarter 2024 earnings results after the market closes on Tuesday, May 6, 2025. A conference call and audio webcast to discuss the results will take place at 5:00 p.m. Eastern Time. The conference call can be accessed by dialing 1-844-826-3033 or for international part.
Neutral
Business Wire
1 week ago
National CineMedia Announces 2025 US Young Lions Competition Winners
NEW YORK--(BUSINESS WIRE)--National CineMedia (NASDAQ: NCMI) (NCM), the largest cinema advertising platform in the US and the US representative of the Cannes Lions International Festival of Creativity, today announced the winners of the 2025 US Young Lions competition. Over 500 teams comprised of young advertising, marketing, and communications professionals registered to compete with a total of 359 competition entries, an increase of nearly 10% participation over 2024. The winning teams were n.
Neutral
Business Wire
1 month ago
National CineMedia Announces Bullseye to Further Enhance its Data-Driven Solutions with AI-Powered Hyper-Local Targeting Capabilities
NEW YORK--(BUSINESS WIRE)--National CineMedia (NASDAQ: NCMI) (“NCM”), the largest cinema advertising platform in the US, today introduced its newest product offering, Bullseye – the latest addition to its NCMx™ suite, leveraging AI-generated creative to deliver dynamic, hyper-localized messaging at scale. By integrating key signals such as designated market area, geo-targeting, local offers, and audience insights, Bullseye enables advertisers to optimize campaigns with precision across the NCM.
Positive
Market Watch
1 month ago
National CineMedia reintroduces dividend, plans to accelerate stock buybacks
“The company was always a high-dividend growth story,” National CineMedia's CEO tells MarketWatch. “We feel like that's where we're going back to.
Neutral
Business Wire
1 month ago
NCM Unveils Strategic Growth Opportunities for Long-Term Shareholder Value Creation at 2025 Investor Day
CENTENNIAL, Colo.--(BUSINESS WIRE)--National CineMedia, Inc. (NASDAQ: NCMI) (“the Company” or “NCM”), the managing member and owner of approximately 100% of National CineMedia, LLC (“NCM LLC”), the operator of the largest cinema advertising platform in the U.S., today will host its 2025 Investor Day in New York, New York. The Company will outline its strategic market position, compelling financial position, and key growth initiatives. The Company will also discuss its investments in technology.
Neutral
Seeking Alpha
1 month ago
National CineMedia, Inc. (NCMI) Q4 2024 Earnings Call Transcript
National CineMedia, Inc. (NASDAQ:NCMI ) Q4 2024 Earnings Conference Call March 6, 2025 5:00 PM ET Company Participants Chan Park - VP, Finance Tom Lesinski - CEO Ronnie Ng - CFO Conference Call Participants Patrick Sholl - Barrington Research Mike Hickey - The Benchmark Company Operator Good day, and welcome to the National CineMedia, Incorporated Fourth Quarter 2024 Earnings Conference Call. All participants will be in a listen-only mode.
Positive
Zacks Investment Research
1 month ago
National CineMedia (NCMI) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for National CineMedia (NCMI) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Positive
Zacks Investment Research
1 month ago
National CineMedia (NCMI) Tops Q4 Earnings and Revenue Estimates
National CineMedia (NCMI) came out with quarterly earnings of $0.26 per share, beating the Zacks Consensus Estimate of $0.20 per share. This compares to earnings of $0.20 per share a year ago.
Neutral
Business Wire
1 month ago
National CineMedia, Inc. Reports Results for Fiscal Fourth Quarter and Full Year 2024
CENTENNIAL, Colo.--(BUSINESS WIRE)--National CineMedia, Inc. (NASDAQ: NCMI) (“the Company” or “NCM”), the managing member and owner of approximately 100% of National CineMedia, LLC (NCM LLC), the operator of the largest cinema advertising platform in the U.S., today announced its consolidated results for the fiscal fourth quarter ended December 26, 2024. “2024 was a landmark year for NCM and the cinema industry. In the fourth quarter, the record-breaking success of films like Wicked and Moana 2.
Positive
Zacks Investment Research
1 month ago
Stay Ahead of the Game With National CineMedia (NCMI) Q4 Earnings: Wall Street's Insights on Key Metrics
Besides Wall Street's top -and-bottom-line estimates for National CineMedia (NCMI), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2024.
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