NCMI · National CineMedia, Inc. — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on NCMI. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About NCMI · National CineMedia, Inc.
National CineMedia, Inc., through its subsidiary, National CineMedia, LLC, operates cinema advertising network in North America. The company engages in the sale of advertising to national, regional, and local businesses in Noovie, a cinema advertising and entertainment show seen on movie screens; and sells advertising on its Lobby Entertainment Network, a series of strategically placed screens located in movie theater lobbies, as well as other forms of advertising and promotions in theatre lobbies. It also sells digital advertising, including through NCM Boost, a data, insights and analytics platform that utilizes data; NCM Boost, a audience accelerator digital product; NCM Boomerang, retargeting solution designed to amplify post-theatre engagement; NCM Bullseye, an AI-generated creative to deliver dynamic and hyper-localized messaging; and NCM Blueprint, a real-time renovation permit data to identify homeowners who are actively engaged in remodelling projects. It offers its services to national and local sales groups. The company was incorporated in 2006 and is headquartered in Centennial, Colorado.
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SELL (score -7) · 12-1 mom -42.6% · RSI 52.5 · above_50_only · -33.5% from high
Targets blend Wall Street consensus (4 analysts: low $4.00 / mean $5.25 / high $6.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
The investigation was triggered by 3 Form 4s in 14 days, but ALL of the recent filings are routine RSU vest-sell transactions (M=vest then S=sell to cover taxes) for CEO/CFO/General Counsel — zero open-market P/S purchases were found. The company's fundamentals are weak: negative ROE (-2.7%), declining revenue trend in 9-months, high leverage (D/E 6.07), and forward P/E of ~22x on a near-zero earnings base makes it fully-valued relative to sector. Near-term catalysts do not support an asymmetric long; theater attendance softness remains structural headwind for cinema advertising as the market migrates to streaming.