$STRZ

Starz Entertainment Corp

$STRZ

Starz Entertainment Corp

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Frequently asked

Who mentions $STRZ most on Surfaced?

@valuedontlie (Colin King) mentions $STRZ most — 18 mentions in the past 12 months.

When was $STRZ first mentioned on Surfaced?

The earliest tracked mention of $STRZ in the Surfaced archive was on Jul 26, 2025.

How many voices track $STRZ?

1 FinTwit voice has mentioned $STRZ 15 times in the past 12 months.

What kind of voices mention $STRZ most?

$STRZ is mentioned most by Long Research voices on Surfaced.

Recent calls

7 calls

@valuedontlieMay 12, 2026 · 1:06 AM

Baird upgrades $STRZ with $30 target… that’s ~5.3x EBITDA based on 2026 guidance

Open on X

@valuedontlieMay 11, 2026 · 2:54 PM

$STRZ Starting to see cash content spending coming down (big part of original thesis)... voluntarily terminated pay 2 window with universal, originals launching, etc. Expect to hit 20% EBITDA margin target a year early (2027 vs. 2028) and leverage target by yearend 2026 https://t.co/pvqSG23jxw

Open on X

@valuedontlieApr 19, 2026 · 1:12 PM

$STRZ Stock ripping lately... CEO incentive comp is old news (Nov 2025) Hmm... VSNT likely acquirer here... they want non-linear revenue streams and STRZ gets 70% of revenue from digital sell-side penciling ~3% EBITDA growth '26-28 for STRZ vs. 12% decline at VSNT https://t.co/kOTAwW2Pc3

Open on X

@valuedontlieAug 16, 2025 · 1:21 AM

Despite the red flags, I’m adding to $STRZ Comes down to whether they can grow OTT subs / revenue over next few years. https://t.co/8LIeQ6cL1P

Open on X

@valuedontlieAug 14, 2025 · 9:57 PM

$STRZ call updates - Expecting sequential subscriber growth next 2 Qs - Maintaining $200m OIBDA guide FY25 ($179m TTM) - Maintaining 70% FCF conversion in FY26 - Leverage will jump to 3.5x in Q3 & finish at 3.1x in Q4 Going to be a noisy ride as things settle in post-spin... I still think this is a solid takeout candidate next 1-3yrs

Open on X

@valuedontlieJul 26, 2025 · 6:39 PM

$STRZ bear thesis... they weren't included in $CHTR slide on "expensive" OTT package https://t.co/KgOJ9CvBWn

Open on X

@valuedontlieJul 1, 2025 · 6:40 AM

@capitalemployed Starz $STRZ Recently spun off lions gate studio biz. Pure play DTC streaming with low exposure to linear cable (30% of revs). Was captive source of cash inside lions gate (ie overspend on content) and that will unwind next 1-2 years leading to “tons” of cash flow $16/sh x 16.8m s/o = $270m market cap + $615m net debt = $885m EV. Guiding to 15% margins or $200m OIBDA in 2025 (4.4x EV/EBITDA). Management thinks they can hit 20% margins in a few years with simple levers. At 5.5x $200m = $23/sh vs $16. I think that’s low. Deserves to trade at premium to AMCX at worst (less exposure to linear and zero ad revenue at STRZ) Looks like a great takeout candidate in 1-2 years (likely by the WBD/CMCSA cable spins)

Open on X