Stocks · Theme
Streaming, media & entertainment stocks · 5 research notes
5 Streaming, media & entertainment stocks moving on the same story, each with a dated research note: thesis, kill line and next catalyst.
Active themeTracked as of 11 November 2026.
All 5 have a dated research note with a published kill line: the note's own test, stated in advance, of what would prove it wrong: a price level, a business fact, or both.
All stocksIMAXMedium IMAX Corporation's shares are modestly more likely than not to beat the S&P 500 over three months on a record third quarter and a raised margin target; Dune: Part Three's 18 December 2026 opening and 2027 box-office guidance due early 2027…DISWalt DisneyLow The Walt Disney Company's shares look more likely to trail the S&P 500 than lead it, because a 14.2% three-month gain already prices in parks, streaming and cost-cut gains. The 17 November 2026 fiscal Q4 report shows whether fiscal 2027…NFLXNetflixLow Netflix's shares are more likely to lag the S&P 500 than lead it while members use the service less and its 2026 ad target sits cut; the fourth-quarter report and 2027 outlook, expected around 20 January 2027, decide whether engagement has…AMCAmc Entertainment HoldingsMedium AMC Entertainment's third quarter delivered $109.3 million of free cash flow with no rise in share count, so the shares are rated modestly likely to beat the S&P 500; Thanksgiving attendance and the fourth-quarter report show whether that…IQiQIYILow iQIYI's shares are more likely to lag the S&P 500 over three months: revenue is shrinking, its micro-drama, AI and overseas pivot has no reported revenue line, and the 16 November 2026 third-quarter report shows whether that changes.