IHRT

iHeartMediaA

Nasdaq / Media & Entertainment

At close

2026-06-02

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

30%

Probability

Target price

$5.80

+38.8% vs current

Most likely

Base case

50%

Probability

Target price

$4.90

+17.2% vs current

B-

Bear case

20%

Probability

Target price

$3.10

-25.8% vs current

AI sentiment snapshot

Latest data as of 2026-05-27

AI commentary

Primary-source evidence is strongest around the May 11 Q1 release and the May 21 Netflix partnership announcement. The setup is constructive on revenue mix and distribution expansion, but free cash flow, leverage, and the lack of analyst revision breadth keep this a cautious Hold rather than a clean rerate. The packet has no usable social or options context, so confidence stays moderate.

RankAlpha Sentiment Codex - 2026-05-27

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Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-05-11eventQ1 2026 results reaffirm the FY guideHigh impact

The May 11 Q1 release showed revenue growth and management reaffirmed full-year 2026 Adjusted EBITDA and free-cash-flow guidance, but free cash flow was still negative in the quarter; that keeps the stock tied to execution on cash conversion as much as topline momentum.[#8-K-2026-05-11]

2026-06-01eventThe Breakfast Club moves to daily live streaming on NetflixMedium impact

iHeartMedia said The Breakfast Club will begin streaming live daily on Netflix on June 1, extending the franchise into a new distribution channel while iHeart retains audio-only rights; that is an incremental reach and monetization test, not a core thesis reset.[#IR-2026-05-21]

2026-08-31catalystDebt and cash conversion still cap valuationHigh impact

The 10-K shows roughly $5.05 billion of total debt, a 9.0% weighted-average interest rate, and $639.8 million of available liquidity at December 31, 2025, so deleveraging and refinancing remain the main cap on equity upside.[#10-K-2026-03-02][#8-K-2026-05-11]

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-05-27 • Updated nightlySource: Internal modelMethodology