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WBD · NASDAQ · STOCK

Warner Bros. Discovery (WBD) Stock Analysis

Communication Services Updated September 17, 2026
$28.08
52W $17.08 – $30.00
67/100
$70.28B
-22.1
1.57
AI Committee Verdict
Buy
67/100
Conviction: High · 80% agreement · 5 analysts
+4.2%
-5.0%
0.83:1
High
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is WBD Bullish or Bearish?

Bullish. Innellis AI committee rates Warner Bros. Discovery (WBD) Buy with a composite score of 67/100 , based on 5 analysts with 80% agreement. Last updated September 17, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +8.11 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -11.89 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.

Bull & Bear Case

Bull Case
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Price structure making higher highs and higher lows — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
  • MACD histogram negative -- bearish momentum — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of September 17, 2026
Overall Committee Score
67/100
Agreement
80%
Analysts
5
Conviction
High
Sector Rank
Top 1%
of 55 Communication Services peers
Growth Analyst bullish
85 / 100 · Low confidence
Strong, accelerating growth with consistent execution
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Risk Analyst bullish
70 / 100 · Low confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst neutral
53 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2514.55)
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Investment Thesis Evolution

Committee score strengthened from 57.0 to 66.9.

Analyst-level changes:
  • Growth Analyst: stance neutral->bullish; score 50->85 (+35).
  • Value Analyst abstained (was neutral at 42).

Comparing 2026-09-16 to 2026-09-17 (1 day apart).

Technical Analysis

RSI (14)
43.2
Neutral
MACD Histogram
-0.125
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Mixed
Support
$26.62
Resistance
$29.20
Bollinger %B
0.18
Inside Bands
Price vs Moving Averages
EMA 9
$28.16 Below
EMA 21
$28.07 Above
EMA 50
$27.61 Above
EMA 200
$25.64 Above

Fundamental Analysis

Valuation
97
Growth
61
Profitability
19
Financial Health
38
Cash Flow
70
Valuation
P/E Ratio -22.1×
P/B Ratio 2.14×
PEG Ratio 0.16
Dividend Yield 0.00%
52W High $30.00
52W Low $17.08
Quality & Growth
ROE 202.4%
ROA 72.6%
Gross Margin 4343.1%
Operating Margin 535.2%
Revenue Growth YoY
Debt / Equity 0.98
AI Fundamental Assessment
P/E ratio of -22.1 (inexpensive relative to a 15-40x range); Price-to-book of 2.1x; PEG ratio of 0.2 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 2.0%; Return on assets of 0.7%; Net margin of -8.8%; Gross margin of 43.4%; Current ratio of 0.78 (tight short-term liquidity); Debt-to-equity of 0.98; Free cash flow per share is positive (0.87); Most recent quarter beat estimates by 142.3%; 2 consecutive earnings beats; EPS growth accelerating (+50.0% -> +220.0% QoQ); Average YoY EPS growth of -90.5%; Analyst estimates falling over recent quarters
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