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Fox’s latest valuation work keeps the Fair Value estimate steady at US$74.94, so the modelled intrinsic value level is unchanged even as views on risk and reward evolve. That stability comes alongside fresh analyst commentary, where more optimistic voices point to sports rights, betting tie ins and upcoming events, while more cautious ones focus on linear TV pressure and cost risks. As you read on, you will see how these cross currents shape the evolving Fox narrative and what to watch next in the data and debate.
Stay updated as the Fair Value for Fox shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Fox.
Seaport Research upgraded Fox Corp. to Buy from Neutral with a US$64 price target, arguing the recent share pullback looks overdone relative to its view of the business mix.
Seaport highlights opportunities around sports betting data and access tied to Fox sports rights, along with potential advertising catalysts from upcoming FIFA World Cup coverage and the mid term election cycle.
The firm also points to efforts to slow linear subscriber losses by using direct to consumer offerings aimed at audiences who have never taken traditional pay TV.
BofA downgraded Fox Corp. to Underperform from Buy and cut its price target to US$45 from US$80, flagging Fox as, in its view, the most exposed stock in its media coverage to the upcoming NFL renewal.
BofA estimates that a 1.5x step up in average annual NFL rights fees could imply about 22% downside risk to its FY27 EBITDA estimate if other factors remain unchanged, and the firm expects sentiment to stay pressured until there is clarity on that contract.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives!
NasdaqGS:FOXA 1-Year Stock Price Chart
We’ve flagged 2 risks for Fox. See which could impact your investment.
Fair Value: US$74.94 remains unchanged, so the modelled intrinsic value level is the same as before.
Revenue Growth: held roughly steady at about 2.35%.
Net Profit Margin: kept at roughly 11.94% in the model.
Future P/E: adjusted from about 15.22x to 15.66x.
Discount Rate: moved from 7.09% to about 7.19%.
Narratives link a company’s business story to a financial forecast and fair value, so you can see how headlines connect to the numbers. They refresh as new data and opinions come in, giving you a living summary of the investment case.
Head over to the Simply Wall St Community and follow the Narrative on Fox to stay up to date on:
How cord cutting, shifting viewing habits and rising sports rights fees could affect Fox’s advertising, margins and long term earnings power.
The role of Tubi, FOX One and other digital efforts in reaching younger, cordless audiences and offsetting pressure on traditional TV.
How regulatory scrutiny, content related advertiser boycotts and the pace of digital growth could challenge the long term narrative for Fox.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include FOXA.
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