Latest news with #FOXA
Yahoo
4 days ago
- Business
- Yahoo
2 Growth Stocks to Add to Your Roster and 1 to Brush Off
Growth is oxygen. But when it evaporates, the consequences can be extreme - ask anyone who bought Cisco in the Dot-Com Bubble (Nvidia?) or newer investors who lived through the 2020 to 2022 COVID cycle. The risks that can come from buying these assets is precisely why we started StockStory - to isolate the long-term winners from the losers so you can invest with confidence. On that note, here are two growth stocks where the best is yet to come and one climbing an uphill battle. One-Year Revenue Growth: +15.7% Founded in 1915, Fox (NASDAQ:FOXA) is a diversified media company, operating prominent cable news, television broadcasting, and digital media platforms. Why Should You Dump FOXA? Large revenue base makes it harder to increase sales quickly, and its annual revenue growth of 3.9% over the last two years was below our standards for the consumer discretionary sector Forecasted revenue decline of 4.3% for the upcoming 12 months implies demand will fall off a cliff FOX's stock price of $53.50 implies a valuation ratio of 13.6x forward P/E. If you're considering FOXA for your portfolio, see our FREE research report to learn more. One-Year Revenue Growth: +27.4% Originally a metal-working shop supporting local petrochemical facilities, Powell (NYSE:POWL) has grown from a small Houston manufacturer to a global provider of electrical systems. Why Could POWL Be a Winner? Impressive 34.8% annual revenue growth over the last two years indicates it's winning market share this cycle Operating profits and efficiency rose over the last five years as it benefited from some fixed cost leverage Earnings growth has massively outpaced its peers over the last two years as its EPS has compounded at 209% annually At $181 per share, Powell trades at 12.3x forward P/E. Is now the time to initiate a position? See for yourself in our comprehensive research report, it's free. One-Year Revenue Growth: +32.3% With operations spanning 64 countries and a portfolio of over 10 new products launched in 2023 alone, Globus Medical (NYSE:GMED) develops and sells implantable devices, surgical instruments, and technology solutions for spine, orthopedic, and neurosurgical procedures. Why Do We Like GMED? Average constant currency growth of 61.4% over the past two years demonstrates its ability to grow internationally despite currency fluctuations Revenue outlook for the upcoming 12 months is outstanding and shows it's on track to gain market share Earnings growth has trumped its peers over the last five years as its EPS has compounded at 13.8% annually Globus Medical is trading at $59.20 per share, or 16.8x forward P/E. Is now a good time to buy? Find out in our full research report, it's free. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today for free.
Yahoo
5 days ago
- Business
- Yahoo
FOXA Q1 Earnings Call: Digital Investments, Super Bowl, and Direct-to-Consumer Strategy Highlight Quarter
Cable news and media network Fox (NASDAQ:FOXA) missed Wall Street's revenue expectations in Q1 CY2025, but sales rose 26.8% year on year to $4.37 billion. Its non-GAAP EPS of $1.10 per share was 22.6% above analysts' consensus estimates. Is now the time to buy FOXA? Find out in our full research report (it's free). Revenue: $4.37 billion (26.8% year-on-year growth) Adjusted EPS: $1.10 vs analyst estimates of $0.90 (22.6% beat) Adjusted Operating Income: $761 million vs analyst estimates of $639.7 million (17.4% margin, 19% beat) Operating Margin: 17.4%, down from 22.9% in the same quarter last year Market Capitalization: $23.78 billion Fox's first quarter performance was shaped by the high-profile broadcast of Super Bowl LIX, which CEO Lachlan Murdoch described as generating over $800 million in gross advertising revenue and becoming the most-watched telecast in U.S. history. Management credited strong advertising demand, especially from a surge in new brand advertisers at Fox News and rapidly rising digital engagement, for driving revenue. Tubi, Fox's free ad-supported streaming service, delivered a 35% year-over-year revenue increase and continued to see growth in total viewing time, supported by its appeal to a younger and increasingly mainstream audience. Affiliate revenues also grew, as higher rates and moderating subscriber declines contributed to segment growth. Executives highlighted that these results translated into record free cash flow for the company. Looking ahead, Fox's management emphasized the upcoming launch of Fox One, its direct-to-consumer streaming platform, targeting households without traditional cable subscriptions. Lachlan Murdoch stated that Fox One will be priced in line with wholesale rates and is expected to debut before the football season, with distribution partnerships in development. Management also pointed to continued momentum at Tubi and Fox News as key growth drivers, while balancing ongoing digital investments and controlling costs, especially as political advertising and marquee sports events fluctuate year-to-year. CFO Steve Tomsic noted that the company will remain disciplined in capital allocation, weighing further investment in digital platforms against other shareholder returns. The company sees opportunities to expand its digital reach while maintaining support for traditional distribution models. Management attributed the quarter's performance to major live events, digital growth, and a focused content strategy, while highlighting execution on both traditional and streaming platforms. Super Bowl Advertising Impact: The broadcast of Super Bowl LIX delivered significant advertising revenue and set a new U.S. television viewership record, benefiting both national and local TV stations. This event also served as a promotional lever for other Fox properties, including Tubi. Tubi's Audience and Revenue Growth: Tubi's revenue grew 35% year-over-year, aided by a notable increase in total viewing time and a successful Super Bowl cross-promotion. Management highlighted that Tubi's audience skews younger and more diverse, with 65% classified as 'cord nevers'—viewers who have never subscribed to traditional pay TV. Fox News Advertiser Expansion: Fox News continued to grow its advertiser base, with over 200 new brands joining since the election. Management described this as a durable trend rather than a temporary shift, with both direct response and brand advertising rates increasing substantially. Affiliate Revenue Stability: Affiliate fee revenues increased as higher negotiated rates offset the impact of ongoing, but decelerating, subscriber declines. Management referenced improvements in subscriber erosion each quarter, attributing this trend partially to the emergence of 'skinny bundles'—streaming packages with fewer channels. Digital Engagement and Investment: Digital consumption at Fox News and Tubi broke new records, with Fox News Digital growing page views 18%. Management reiterated their commitment to continued digital investment, especially in Tubi and the soon-to-launch Fox One, to reach new viewers and advertisers across platforms. Fox expects continued digital momentum, expanding direct-to-consumer offerings, and advertiser demand to shape revenue and margin trends in upcoming quarters. Direct-to-Consumer Launch: The introduction of Fox One aims to capture the growing cordless market, with management focusing on pricing discipline and partnerships to avoid cannibalizing existing cable subscriptions. This strategy is expected to broaden Fox's digital reach while supporting traditional affiliate relationships. Tubi's Profitability Path: Management plans ongoing investment in Tubi, citing its strong user engagement and advertising appeal. While profitability is a goal, executives indicated that further investment will be paced to maximize long-term value as Tubi approaches scale. Shifting Content Costs and Cyclical Events: Management noted that shifts in the sports calendar, such as the absence of Super Bowl costs and changing political advertising cycles, will impact margin trends. Adjustments to digital investment, particularly between Tubi and Fox One, are expected to be key margin drivers in the next year. In the coming quarters, the StockStory team will watch (1) the launch and early adoption of Fox One and its impact on subscriber and advertiser growth, (2) Tubi's ability to sustain user engagement and move toward profitability as investment moderates, and (3) the extent to which Fox News can maintain its enlarged advertiser base and ratings momentum. The evolution of affiliate fee trends and further digital monetization initiatives will also be pivotal. FOX currently trades at a forward P/E ratio of 13.9×. In the wake of earnings, is it a buy or sell? The answer lies in our full research report (it's free). Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today.
Yahoo
28-05-2025
- Business
- Yahoo
Is Fox (FOXA) Stock Outpacing Its Consumer Discretionary Peers This Year?
Investors interested in Consumer Discretionary stocks should always be looking to find the best-performing companies in the group. Is Fox (FOXA) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Consumer Discretionary peers, we might be able to answer that question. Fox is a member of the Consumer Discretionary sector. This group includes 255 individual stocks and currently holds a Zacks Sector Rank of #11. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the individual stocks within the sector to gauge the strength of each group. The Zacks Rank is a successful stock-picking model that emphasizes earnings estimates and estimate revisions. The system highlights a number of different stocks that could be poised to outperform the broader market over the next one to three months. Fox is currently sporting a Zacks Rank of #2 (Buy). Within the past quarter, the Zacks Consensus Estimate for FOXA's full-year earnings has moved 3% higher. This signals that analyst sentiment is improving and the stock's earnings outlook is more positive. Based on the latest available data, FOXA has gained about 14.9% so far this year. At the same time, Consumer Discretionary stocks have gained an average of 5.4%. This means that Fox is performing better than its sector in terms of year-to-date returns. Adtalem Global Education (ATGE) is another Consumer Discretionary stock that has outperformed the sector so far this year. Since the beginning of the year, the stock has returned 42.8%. The consensus estimate for Adtalem Global Education's current year EPS has increased 5.1% over the past three months. The stock currently has a Zacks Rank #2 (Buy). To break things down more, Fox belongs to the Broadcast Radio and Television industry, a group that includes 19 individual companies and currently sits at #69 in the Zacks Industry Rank. This group has gained an average of 25.1% so far this year, so FOXA is slightly underperforming its industry in this area. On the other hand, Adtalem Global Education belongs to the Schools industry. This 17-stock industry is currently ranked #22. The industry has moved +8.2% year to date. Fox and Adtalem Global Education could continue their solid performance, so investors interested in Consumer Discretionary stocks should continue to pay close attention to these stocks. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Fox Corporation (FOXA) : Free Stock Analysis Report Adtalem Global Education Inc. (ATGE) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
26-05-2025
- Business
- Yahoo
Should Value Investors Buy Fox (FOXA) Stock?
While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies. Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use fundamental analysis and traditional valuation metrics to find stocks that they believe are being undervalued by the market at large. On top of the Zacks Rank, investors can also look at our innovative Style Scores system to find stocks with specific traits. For example, value investors will want to focus on the "Value" category. Stocks with high Zacks Ranks and "A" grades for Value will be some of the highest-quality value stocks on the market today. One stock to keep an eye on is Fox (FOXA). FOXA is currently sporting a Zacks Rank of #2 (Buy) and an A for Value. The stock has a Forward P/E ratio of 12.66. This compares to its industry's average Forward P/E of 29.65. Over the past year, FOXA's Forward P/E has been as high as 13.77 and as low as 8.87, with a median of 11.71. FOXA is also sporting a PEG ratio of 1.21. This figure is similar to the commonly-used P/E ratio, with the PEG ratio also factoring in a company's expected earnings growth rate. FOXA's PEG compares to its industry's average PEG of 1.40. Over the last 12 months, FOXA's PEG has been as high as 2.07 and as low as 1.04, with a median of 1.24. Another notable valuation metric for FOXA is its P/B ratio of 2.13. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. This company's current P/B looks solid when compared to its industry's average P/B of 5.31. Within the past 52 weeks, FOXA's P/B has been as high as 2.27 and as low as 1.44, with a median of 1.85. Finally, our model also underscores that FOXA has a P/CF ratio of 11.22. This data point considers a firm's operating cash flow and is frequently used to find companies that are undervalued when considering their solid cash outlook. FOXA's P/CF compares to its industry's average P/CF of 19.35. Within the past 12 months, FOXA's P/CF has been as high as 11.64 and as low as 7.94, with a median of 9.37. These are just a handful of the figures considered in Fox's great Value grade. Still, they help show that the stock is likely being undervalued at the moment. Add this to the strength of its earnings outlook, and we can clearly see that FOXA is an impressive value stock right now. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Fox Corporation (FOXA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
21-05-2025
- Business
- Yahoo
FOXA Rises 16.3% YTD: Should You Buy, Sell or Hold the Stock?
Fox FOXA shares have gained 16.3% in the year-to-date (YTD) period, outperforming the Zacks Consumer Discretionary sector and the S&P 500 index's growth of 5.1% and 0.3%, respectively. FOXA has also outperformed its Zacks Broadcast Radio and Television industry peers, including Roku ROKU, AMC Networks AMCX and Cumulus Media CMLS. In the YTD period, shares of Roku, AMC Networks and Cumulus Media have lost 4%, 34.6% and 78.3%, respectively. The company's shares are riding on its Television and Cable Networking segments. It is gaining from a continued rise in Affiliate fees with a record audience share on its Fox News Channel. Fox appears as a compelling investment opportunity in 2025, driven by its strong fundamentals and long-term growth prospects. Let's take a deeper look at the factors helping the stock. Fox posted strong third-quarter fiscal 2025 results, highlighted by a 27% rise in total revenues and the highest free cash flow in the company's history, which was more than $1.9 billion. This performance was supported by the Super Bowl broadcast, which brought in more than $800 million in advertising revenues, making it the most-watched telecast in U.S. history. Fox Corporation price-consensus-chart | Fox Corporation Quote Tubi, FOX's free streaming platform, also saw impressive momentum. Its revenues jumped 35% year over year, with engagement and view time increasing steadily. FOX News remained the most-watched cable channel, boosting cable segment ad revenues by 26%. Overall, the company maintained solid performance across both traditional and digital platforms. Fox focuses its growth strategy on live content from its three core brands — FOX News, FOX Sports, and the FOX Network. Rising demand for live programming supports this approach. A large share of the company's advertising revenues comes from live broadcasts, which face less pressure from subscription-based streaming services. Additionally, steady growth in affiliate fees is expected to support long-term revenue News remains one of the most trusted and top-rated news channels in the United States, ranking #2 across all national TV networks. FOX Nation has also gained traction, offering 700 hours of original content. The Zacks Consensus Estimate for FOXA's 2025 earnings is currently pegged at $4.52 per share, which has been revised upward by 2.26% over the past 30 days. The estimate indicates year-over-year growth of 31.78%.The consensus mark for revenues is pegged at $16.11 billion, indicating a year-over-year increase of 15.24%.FOXA beat the Zacks Consensus Estimate for earnings in each of the trailing four quarters, with the average surprise being 25.97%. Fox continues to deliver strong financial results, supported by record-setting performance in both the Television and Cable Networking segments. Its live content strategy across FOX News, Sports and the FOX Network drives consistent audience engagement and advertiser demand. With record free cash flow, growing affiliate fees, and momentum in streaming services like Tubi and FOX Nation, the company is building long-term value. Its leadership in cable news, top-tier sports coverage, and expanding digital presence underlines Fox's resilience in a dynamic media landscape. Backed by strong fundamentals and a focused strategy, Fox appears well-positioned for continued growth and investor confidence in currently carries a Zacks Rank #2 (Buy) and has a Growth Score of B, a favorable combination that offers a strong investment opportunity, per the Zacks proprietary methodology. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Cumulus Media, Inc. (CMLS) : Free Stock Analysis Report AMC Networks Inc. (AMCX) : Free Stock Analysis Report Fox Corporation (FOXA) : Free Stock Analysis Report Roku, Inc. (ROKU) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
