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Lionsgate (LGF) Sees Upside as Cramer Touts Upcoming Releases

February 15, 2012 1:01 PM EST
LGF Hot Sheet
Overall Analyst Rating:
    BUY (= Flat)

Revenue Growth %: -100.0%
Lionsgate Entertainment Corp. (NYSE: LGF) is absolutely ripping Wednesday following a positive mention by erudite equities expert Jim Cramer.

Though Lionsgate has made quite the run recently, up about 35 percent in 2012 to-date, Cramer thinks there's more in store with the upcoming Hunger Games release. But what gives?

Cramer notes this is the first book in a trilogy by Suzanne Collins. The trilogy has already sold 23.5 million copies, so the fan base is already strong. Lionsgate plans to make four movies out of the series, with the first expected to generate revs of $400 million in the U.S. alone.

This translates into 87 cents per share of earnings upside for the studio. Recently, Lionsgate reported a loss of 1 cent per share, far below the 9 cents of EPS expected by the Street. However, shares rallied 7 percent the following session, which Cramer attributes to build-up for the upcoming movie.

Finally, Lionsgate has one more Twilight film in the clip and is actively working to develop more movies which appeal to younger audiences.

With investors and traders making moves on anticipated releases rather than earnings reports, look for more upside in Lionsgate. Cramer suggests to pick up shares on any weakness. Shares are about 8.3 percent Wednesday.


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