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Warner Music Group to boost revenue and margins in 2026, driven by streaming growth and AI partnerships

Analyst Insights
09 Apr 2026
Proactive Investors
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Bullish
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UBS analysts forecast Warner Music Group will see about 6% revenue growth in fiscal 2026, reaching $7.1 billion, with margins expanding to 23.9%. This growth is fueled by rising subscription streaming revenues, price increases, and a growing global streaming share, supported by major artist releases. Additionally, new AI partnerships could provide further upside starting fiscal 2027. UBS maintains a 'Buy' rating with a $40 price target, highlighting an attractive risk-reward profile despite recent share price declines.

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