Wall Street’s Hollywood Stock Picks for 2026

Advertising market worries, questions over the future trajectory of streaming profits, and competition from technology giants have remained key elements of the narrative around media stocks in recent years. Joining it over the past year have been actual and rumored mega-deals (Warner Bros. Discovery, anyone?) and other M&a chatter. So, what does all that mean for Hollywood investors and the stocks they should pick?

Wall Street experts have their thoughts. And, as always, analysts differ in their recommendations for where to put your money in 2026 now that 2025 has wrapped up. What many have in common is that they see many Hollywood conglomerates as challenged investments.

Here is The Hollywood Reporter’s rundown of stocks that media and entertainment analysts have started name-checking as their top picks for the new year — from the big dogs to the smaller companies and the specialized players.

Analyst: Craig Moffett, MoffettNathanson

Pick: Charter Communications

Why:…