The Motley Fool on $AMC (Nov 5, 2026)
AMC fell 9% after earnings. The speaker credits real improvement — audiences returning, a return to operating profit, a loyalty program adding appeal — but does not know that AMC is necessarily a phenomenal long-term stock, notes a $2.8 billion market cap against almost $10 billion enterprise value, and says it could work out only with a lot of ifs; he would rather own the consolidating studios and is not one to invest in the movie business like that.
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I wanted to quickly bring up I did not listen to the conference call for AMC, but they did report earnings. Stocks down 9%. This is one of those companies that I it's it's just so interesting to follow.
Uh, people are starting to go back to the movies again. They're starting to make a little bit of a profit. Uh, I think their member program is AMC Plus. I I'm I'm a member of that.
I don't I don't even know what it's called. uh but is making you know making it at least maybe a little more more attractive on a incremental basis to go to an AMC theater instead of a different theater.
Uh and that you know back to operating profit is a positive for a company that lost a lot of money. I don't know that this is necessarily a phenomenal stock long term but it does have a let's see market cap is $2.8 billion enterprise value is almost 10 billion. you know, if things keep improving, that could that could work out.
That's a lot of ifs. I'm not I'm not one to invest in the movie business uh like that. I would much rather own the studios who ultimately, especially as studios consolidate, they've just got a lot more power.
Um but yeah, that one was uh at least they are living up to some of the expectations and it it's also good to see people going back to theaters.