Minerva Investment Management Society

Equity Research Report

Paramount Skydance Corp. - Equity Research

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Summary

The Equity Research Team is pleased to present its first report of the semester on Paramount Skydance Corporation. Following the completion of the Skydance transaction in August 2025, the company has entered a transformative phase focused on scaling its Direct-to-Consumer platform and monetizing its iconic IP portfolio. Our analysis evaluates the firm’s trajectory as a hybrid media platform, specifically addressing the structural decline of linear TV, post-merger synergy realization, and the strategic optionality surrounding a potential acquisition of Warner Bros. Discovery.

To determine a comprehensive valuation, we applied a blended methodology combining a Discounted Cash Flow model with a comparable companies analysis, alongside a merger model to assess the long-term impact of a Paramount–WBD combination. Based on these findings, we have issued a HOLD recommendation with a target price of $11.89 per share. This target reflects moderate upside potential tempered by execution risks, high leverage, and the general uncertainty currently defining the global media landscape.

This report was produced through the excellent work of Cosimo Jacopo Guadalupi, Aniello Renzullo, Luca Zhuo, Hans Gabriel Lin, Jill Samantha Pascual, and Francesca Rombolà, with professional guidance and supervision provided by Tho Anh Vu and Anna Proturo.

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Details

Published
13 May 2026
Division
Equity Research
Type
Equity Research Report
Pages
18
Authors
8

Cite this report

Minerva Investment Management Society (2026). Paramount Skydance Corp. - Equity Research. Equity Research. https://minervaims.org/archive/paramount-skydance-corp-equity-research-2026

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