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AMAMC

AMC Entertainment Holdings, Inc.

Rising onWhy it's trendingX chatter picking upMoving on elevated volumeBacked by solid revenue growth
$AMC·$2.4B·Entertainment·Communication Services
$2.53-4.5%YTD+68.8%1Y-6.4%
Price updated 14m ago·X counts updated 2d ago
AMAMC
$AMCAMC Entertainment Holdings, Inc.
$2.53-4.53%9.8k posts1.1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $AMC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

9,847X posts · last 7 days
Aug 22Sep 6
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $AMC's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 60% of tracked names.

Mixed sentiment⚠AI analysisGenerated by AI from underlying data199 posts analyzed · as of 2026-09-07 · top-engagement diverged

AMC X is consumed by an angry fight over Robinhood's unauthorized tokenized AMC shares, with CEO Adam Aron threatening securities counsel and apes screaming about dark pools and dilution. Underneath that, a smaller bullish thread is celebrating the Leawood Films launch and record August box office. Frustration and long-term conviction sit side by side.

Read what X is saying about $AMC

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AMC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-09-08

The move is getting stronger, with heavier trading behind it.

Retail is ripping the tape again on a Robinhood-tokenization fight, while the share count keeps quietly climbing.

AMC is the movie-theater chain that never fully recovered from 2020, kept solvent by serial dilutions absorbed by its 700K-strong retail army. The tape is up 68% this year on a mix of Robinhood-tokenization outrage from the CEO and a real box-office recovery.

  • The operating business is finally accelerating vs comps: Q1 revenue $1.05B (up 21% YoY) and the July Q2 EPS beat estimates by 367%, because a full theatre slate flips operating leverage on hard when attendance shows up.
  • The float is now 832M shares and still climbing — every rally gets sold back into by fresh issuance, and negative book equity means each raise structurally destroys per-share value even when revenue grows.
  • CEO Aron's public fight with Robinhood over tokenized AMC shares is real energy for the retail base, but it's a distraction from the balance sheet — the securities-law case is a sideshow to the $9B of debt.

A sustained 2026 box-office ($9–10B domestic) can keep the operating math positive, but each new share issued has to be absorbed by the same crowd. The moment they stop buying every dip is when the tape breaks.

What to watch: Any 8-K disclosing further ATM issuance or a new financing round, and Q2 attendance detail in the Nov 4 print — the two numbers that decide whether operating leverage or dilution wins.

On the calendar: 2026-11-04 — Q3 earnings

Read the AI verdict on $AMC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates the largest US and European movie theater chain, earning from ticket sales, food and beverage, and advertising.

Industry overviewAI analysisGenerated by AI from underlying data

Where Entertainment sits in its cycle right now — and what that implies for $AMC.

Entertainment · Communication Services

Streaming ARPU is improving as password-sharing crackdowns and ad-tier rollouts lift per-subscriber revenue; Netflix and Disney+ are the primary beneficiaries while legacy linear TV cord-cutting continues structurally. Sports rights remain the last durable moat — TKO's UFC/WWE live events and Fox's live sports distribution are the defensive anchors in a migrating audience landscape.

What this means for $AMC

Partial — AMC Networks' movie theater revenue benefits from tentpole film slate quality but is structurally pressured by the streaming shift reducing theatrical windows; premium formats (IMAX, D-Box) sustain ticket pricing.

Industry benchmark

11-name peer basket
+6.3%YTD
+18.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-1.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
29.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
38.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-11.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
29.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
65.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-4.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 20, 2026$0.14$0.03+366.7%
Q1 2026May 5, 2026$-0.22$-0.32+31.3%
Q4 2025Feb 23, 2026$-0.25$-0.20-25.0%
Q3 2025Nov 5, 2025$-0.58$-0.19-205.3%
Next earningsWed, Nov 4·consensus EPS $-0.05

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.0B+21.2%23.0%-4.3%$-0.22$-174.7M
Q4 FY25$1.3B-1.4%140%145%$-0.25$43.3M
Q3 FY25$1.3B-3.6%24.2%2.8%$-0.58$-81.1M
Q2 FY25$1.4B+35.6%65.1%6.6%$-0.01$88.9M

Forward consensus

3-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.5B$5.4B – $5.7B-$0.23-$0.25 – -$0.196
FY27$5.8B$5.6B – $5.9B-$0.06-$0.16 – $0.105
FY28$6.0B$5.8B – $6.3B$0.03-$0.09 – $0.125

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.76%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+11.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+47.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 831.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.215-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyMay 19Adam M AronCEO250.0K sh$344K

See when $AMC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KDebt-obligation accelerationJun 258-K — Item 2.04: Debt-obligation acceleration · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

AMC Entertainment announced the full redemption of its $125.471 million of 6.125% Senior Subordinated Notes due 2027 at par (100% of principal plus accrued interest), with notice delivered June 24, 2026. The redemption was funded concurrently with AMC's completion of a registered direct equity offering. This debt paydown reduces AMC's leverage and eliminates near-term maturity risk on those notes — a meaningful balance sheet improvement funded via equity dilution from the concurrent share offering.

424B5Prospectus supplement (offering)Jun 23424B5
AI summary

AMC filed a 424B5 prospectus supplement on 2026-06-23 of 95,250,000 Shares at $0.01 per share. This represents dilution happening now.

8-KMaterial agreementJun 238-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

Delaware 001-33892 26-0303916 entered into a material purchase agreement on 2026-06-23 for $0.01, $2.10, expected closing June 24, 2026. Narrative: ngs, Inc. (the “Company” or “AMC”) entered into a securities purchase agreement (the “Purchase Agreement”) with certain institutional investors (the “Investors”) for the sale by the Company of 95,250,000 shares (the “Shares”) of its Class A common stock, par value $0.01 per share (“Common Stock”), i... Delaware 001-33892 26-0303916 furnished a Reg FD disclosure covering: ngs, Inc. (the “Company” or “AMC”) entered into a securities purchase agreement (the “Purchase Agreement”) with certain institutional investors (the “Investors”) for the sale by the Company of 95,250,000 shares (the “Shares”) of its Class A common stock, par value $0.01 per share (“Common Stock”), in a registered direct offering (the “Offering”), at a purchase price of $2.10 per share. The Offerin.

8-KPress release / Reg FDJun 118-K — Item 7.01: Press release / Reg FD
AI summary

AMC Entertainment Holdings, Inc. (AMC) issued a Regulation FD press release on June 11, 2026 announcing completion of its previously disclosed at-the-market (ATM) equity offering; specific proceeds and share count are in the attached Exhibit 99.1. The information is furnished rather than filed, so it does not carry Exchange Act Section 18 liability. Completion of the ATM confirms incremental dilution and provides AMC with additional liquidity, consistent with the company's ongoing equity capital management strategy.

8-KUnregistered equity saleMay 138-K — Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

AMC filed an 8-K (Item 8.01) dated 2026-05-13. below is incorporated herein by reference. The shares of Common Stock (as defined herein) described herein were issued pursuant to Section 3(a)(9) and/or Section 4(a)(2) of the Securities Act of 1933, as amended.

8-KUnregistered equity saleMay 58-K — Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

AMC filed an 8-K (Item 8.01) dated 2026-05-05. below is incorporated herein by reference. The shares of Common Stock (as defined herein) described herein will be issued pursuant to Section 3(a)(9) and/or Section 4(a)(2) of the Securities Act of 1933, as amended.

8-KMaterial agreementApr 178-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 7.01: Press release / Reg FD
AI summary

AMC entered into a credit agreement (8-K Item 1.01, dated 2026-04-17). Counterparty: Odeon, as borrower, OCGL, as the company, the lenders party thereto and U.S. Ban. Size: approximately $425,000,000. Rate: 12.750%. Maturing in 2031. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

8-KMaterial agreementApr 18-K — Item 1.01: Material agreement
AI summary

AMC entered into a material definitive agreement (8-K Item 1.01, dated 2026-04-01). Counterparty: Deutsche Bank AG New York Branch (the “Lend. Size: approximately $425,000,000. Rate: 12.750%. Due 2027. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

+ 20 other (9 13Gs · 2 proxys · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Investors Heavily Search AMC Entertainment Holdings, Inc. (AMC): Here is What You Need to Knowzacks.com·1d agoShould You Buy AMC Entertainment Holdings (AMC) Stock While It's Below $3?fool.com·3d agoAMC Stock Pops on Robinhood Feud, But 892 Million Shares Is the Real Dilution Storybenzinga.com·4d agoWhy is AMC stock gaining today?invezz.com·4d agoAMC Rises 6% as CEO Blasts Tokenized Shares, Robinhood Slips247wallst.com·4d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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