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Cinemark upgraded to Overweight from Neutral at JPMorgan

JPMorgan analyst David Karnovsky upgraded Cinemark (CNK) to Overweight from Neutral with a price target of $34, up from $30. The analyst has “increasing visibility and confidence” on 2026 and 2027 supply growth following CinemaCon. Amid the current volatile environment, Cinemark is one of the least economically exposed companies in the group, with industry attendance historically correlated to film quality rather than macro factors, a dynamic that should hold regardless of now available streaming alternatives, the analyst tells investors in a research note. JPMorgan cites an improved long-term outlook for the upgrade.

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