Seeking Alpha analysts name Lionsgate, AMC Global Media as potential media takeover targets after Fox-Roku deal

M&A · Partnership
โดย Seeking Alpha·Read original
Summary · why it matters

Seeking Alpha analysts Max Greve and Chris DeMuth Jr. identified Lionsgate and AMC Global Media as potential takeover targets following Fox's agreement to acquire Roku at an enterprise value of around $22 billion. Greve categorized media deals into small, large, and large with parks, noting that Lionsgate and AMC Global Media could supplement existing content libraries for players like Comcast, Paramount, or Disney, while Starz might attract a new entrant with capital. DeMuth Jr. specifically pointed to Lionsgate as the next likely target, citing more demand than supply for its assets even though Netflix has disavowed interest. He also expects the Warner Bros. and Paramount deal to close but warned of a winner's curse from competitive bidding.

Impact on stocks 13

Communication Services▲ · 10 stocks
Fox Corp Class A
FOXA
▲ PositiveCapitalrelevance

Fox agreed to acquire Roku at ~$22B enterprise value, a major M&A deal.

Starz Entertainment LLC
STRZ
▲ PositiveCapitalrelevance

Identified as a potential takeover target that could attract a new entrant with capital.

Warner Bros Discovery Inc
WBD
▲ PositiveCapitalrelevance

Expected to close deal with Paramount, though winner's curse from competitive bidding is a risk.

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