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Noble starts Alliance Entertainment at Outperform on expected earnings growth

As previously reported, Noble Capital initiated coverage of Alliance Entertainment (AENT) with an Outperform rating and $11 price target The distributor of physical products, including vinyl records, music CDs, Blu-ray and 4K movies, video games and collectibles, anticipates “modest” revenue growth of 2.4% in fiscal 2026, but the firm anticipates a nearly 140 basis point improvement in adjusted EBITDA margins based on higher margin, developing revenue streams and the company’s focus on efficiencies. The firm sees the company being “on the cusp of generating significant cash flow and earnings growth,” the analyst added.

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