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Streaming Stocks Poised for Growth Amid Content Boom
ByAinvest
Thursday, Sep 18, 2025 1:11 pm ET1min read
The global streaming market is expected to reach $190 billion annually by 2029, with 2 billion subscriptions. Companies such as Tencent Music Entertainment Group, Disney, and Roku anchor the industry's evolution, investing billions in original content. The sector presents growth potential through pricing strategies, advertising, partnerships, and international expansion. Zacks Thematic Investing Screens highlight companies driving industry transformation and emerging opportunities.
Institutional investors have shown growing interest in Tencent Music Entertainment Group (TME), with significant acquisitions of shares in the first quarter of 2025. Fortis Capital Advisors LLC, one of the key players, purchased 44,967 shares valued at approximately $648,000 [1]. This move follows a series of upgrades from research firms, including Macquarie setting a price target of $29.80 and Zacks Research upgrading TME to a "strong-buy" rating [1].TME's stock has seen a significant price range over the past year, trading between $9.41 and $26.54. Currently, it is trading at $25.50 with a market cap of $43.75 billion [1]. The company operates online music entertainment platforms in China, offering services like QQ Music, Kugou Music, and Kuwo Music, along with live streaming and karaoke services [1].
Other institutional investors have also increased their holdings. Vanguard Group Inc. now owns 29,993,486 shares valued at $432,206,000 after purchasing an additional 404,674 shares in the last quarter [1]. Krane Funds Advisors LLC grew its stake by 20.8% to 23,984,629 shares valued at $345,619,000 [1]. JPMorgan Chase & Co. increased its holdings by 31.1% to 15,430,218 shares valued at $222,349,000 [1]. Nuveen LLC acquired a new position valued at approximately $85,498,000 [1], and UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake by 15.2% to 5,062,619 shares valued at $72,952,000 [1].
Analysts are generally bullish on TME, with two analysts rating the stock as a "strong-buy" and nine assigning a "buy" rating [1]. The average target price is $24.47, and the stock currently has an average rating of "Buy" [1]. Despite recent volatility, the company's long-term strategies and international expansion plans suggest potential growth.
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