Paramount's 2026 Guide is Achievable; M&A Still a Wildcard -- Market Talk

Dow Jones

2025/11/11

0759 ET - Paramount Skydance's stronger-than-expected 2026 guide "has to be something management feels they should have no problem achieving," Benchmark analyst Daniel Kurnos says in a research note. The company, which recently announced layoffs and raised its cost-cutting target to at least $3 billion, can likely find additional savings to make its outlook more achievable. "The wildcard, of course, remains major media M&A, which is no longer as priced into the stock as it was a month ago and which we think still has a reasonable chance of occurring," Kurnos says. Paramount Skydance climbs 4% premarket. (connor.hart@wsj.com)

(END) Dow Jones Newswires

November 11, 2025 07:59 ET (12:59 GMT)

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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"PSKY":"Paramount Skydance Corp","BK4223":"办公室房地产信托","PGRE":"Paramount Group","BK4125":"广播","BK4194":"办公房地产投资信托"},"translate_title":"派拉蒙的2026年指南是可以实现的；并购仍然是一个通配符——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PGRE":1.5,"PSKY":0.9},"content_text":"0759 ET - Paramount Skydance's stronger-than-expected 2026 guide \"has to be something management feels they should have no problem achieving,\" Benchmark analyst Daniel Kurnos says in a research note. The company, which recently announced layoffs and raised its cost-cutting target to at least $3 billion, can likely find additional savings to make its outlook more achievable. \"The wildcard, of course, remains major media M&A, which is no longer as priced into the stock as it was a month ago and which we think still has a reasonable chance of occurring,\" Kurnos says. 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