National CineMedia (NCMI) Fair Value Shifts Amidst New Targets and Data Partnerships

National CineMedia's fair value has been revised down to $6.00 from $6.63, with a higher discount rate of 6.96% and a more conservative revenue growth assumption of 8.53%. This reflects optimism around management's focus on profitability and caution about softer attendance trends affecting near-term advertising revenue. Benchmark reduced its price target to $6 from $7, highlighting attendance trends as a key factor in the company's growth prospects.