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- 3 Reasons AMC Stock Can Double Again in 2027
AMC shares are up 104% in 2026 so far, although the stock is down 99.2% over five years and 99.6% from its June 2021 peak. The company reported an adjusted profit in the second quarter and is expected to post another adjusted profit for the third quarter, to be announced Wednesday, with analysts seeing a profitable fourth quarter and adjusted earnings rising fivefold in 2027. Global box office is on pace to surpass $10 billion for the first time since 2019, and films such as Avengers: Secret Wars, Frozen 3 and Shrek 5 are expected to draw audiences next year. The author also points to AMC Stubs loyalty memberships, the AMC Stubs A-List subscription plan and expanded food, beverage and collectibles offerings, and argues the stock could double again in 2027.
- AMC Stock: You Can See Everything
AMC Entertainment's stock is up 86% in 2026 as domestic box office receipts rise 21% from a year earlier, helped by A24's documentary You Can See Everything. The film took in $15.7 million in ticket sales over its opening weekend from just 855 screens, the strongest opening for a non-musical documentary in more than 20 years, and is expanding to more than 2,500 screens. Analysts expect AMC's revenue to rise 18% to $5.7 billion, and the chain could post positive adjusted earnings for the first time since 2018. The author says the business has improved on fundamentals such as concessions and its loyalty program, but notes the stock is still down 99.2% over the past year. The author is willing to take the risk on the shares, arguing the current rally reflects improving fundamentals rather than hype.
- Why Is AMC Stock Rising, and Is It a Buying Opportunity?
AMC Entertainment shares are up 86% this year, after losing more than 99% of their value over the past five years. Domestic box office receipts are 21% higher than at this point in 2025, and global ticket sales are expected to top $10 billion this year, the first time since before the COVID-19 pandemic. AMC carries a $2.6 billion market cap but a $9.5 billion enterprise value because of heavy debt, and it has yet to post an annual profit since the COVID-19 crisis. Its AMC Stubs loyalty program, A-List monthly subscription and premium concessions are cited as drivers of engagement, and analysts expect its first annual adjusted profit since 2018. Risks include weak Hollywood content, an economic slowdown and rising rates.
- Netflix has dipped its toe into theatrical. Is it ready to jump in?
On its Q3 earnings call, Netflix co-CEO Ted Sarandos reaffirmed the streamer's streaming-first strategy, even as the company plans 30 theatrical releases in 2027, on par with 2026. One test is Greta Gerwig's 'Narnia: The Magician's Nephew,' which will get a wide release and a 49-day exclusive theatrical window in February. The move comes as the stock has slumped roughly 30% since January and view hours growth has stalled, and as Netflix restructured its leadership by bringing in former Disney executive Peter Rice as chief content officer and dismissing head of film Dan Lin. Wedbush analyst Alicia Reese argues theatrical releases are a net positive for reach and streaming demand, while Citizens analyst Matthew Condon says theatrical can help build stronger IP and attract top talent. Sarandos said the business flywheel is working but U.S. execution needs to improve, and that Netflix needs more 'home runs.'
- AMC Is Up 83% in 2026 and Cinemark Is Up 68%: Take Profits, or Hold On for the Ride?
AMC shares are up 83% year to date to $2.86 and Cinemark shares are up 68% to $38.72, well ahead of the SPDR S&P 500 ETF’s 12% gain, while IMAX is up 38%. AMC recently completed a refinancing that moved almost all of its remaining debt maturities into the next decade, which lowers its interest expense and the box office level it needs to break even. Its large debt load and negative stockholders’ equity remain, and the article warns that gains this steep can reverse quickly for a heavily indebted company. The case for holding rests on lower interest costs as attendance recovers, while the case for taking profits rests on the debt that remains.
- AMC Is Up 83% in 2026 and Cinemark Is Up 68%: Take Profits, or Hold On for the Ride?
AMC shares are up 83% year to date to $2.86, Cinemark is up 68% to $38.72 and IMAX is up 38% to $51.11, while the SPDR S&P 500 ETF is up 12% and the Invesco leisure ETF is up 6%. In early October AMC completed a refinancing that moved almost all remaining debt maturities into the next decade, and management expects lower interest rates on most of its debt. The company says this year should be the strongest for theatrical exhibition since the pandemic, citing films including Spider-Man: Brand New Day, Dune: Part Three and Avengers: Doomsday. The article notes AMC still carries the heaviest debt in the group, has negative stockholders' equity and has diluted existing holders through share sales, so the rally may already price in much of the recovery. It suggests keeping position sizes small until AMC's debt reduction is complete.
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- Voters Just Made Microsoft's Data Centers More Valuable, a Wall Street Veteran Says
Microsoft closed at a record $555.80 on Nov. 4, up 6.68% and adding about $259 billion in market value, after midterm results in which voters rejected data center projects in all but one of 41 local measures. Investors expect limits on new construction to make existing capacity scarcer and more valuable, though Art Hogan of B. Riley notes that a slower build-out also means slower capital spending. In Texas, Democrat Gina Hinojosa defeated Governor Greg Abbott after calling for a halt to new data center approvals, and Goldman Sachs estimated that states likely to tighten rules account for about 45% of planned U.S. capacity. Microsoft reported $45.2 billion in capital expenditures and $18.6 billion in cash flow, unlike rival cloud giants that have turned cash-flow negative. The article warns that if the limits stick, slower spending could slow Azure's 48% growth.
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