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Lionsgate added to Q1 ‘Tactical Ideas List’ at Wells Fargo
The Fly

Lionsgate added to Q1 ‘Tactical Ideas List’ at Wells Fargo

Wells Fargo analyst Steven Cahall added Lionsgate (LGF.A) (LGF.B) to the firm’s Q1 2025 “Tactical Ideas List.” The Studios/Starz separation is now imminent. The firm thinks studios performance plus timing fatigue has created inefficiency given Lionsgate Studios’ (LION) market cap is greater than Lionsgate’s. Upon separation, Wells believes Studios at 10-times EV/EBITDA plus Starz at 4-times equals meaningful upside potential. The firm has an Overweight rating on Lionsgate with a price target of $10.

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