reports
FOX News Media Announces Weekday and Weekend Programming Changes
FOX News Media Announces Weekday and Weekend Programming Changes Will Cain to Take Over 4 PM/ET Weekday Timeslot on FOX News Channel FOX News Channel’s ‘The Big Weekend Show’ Expands to 6-8 PM/ET ‘The Fox Report’ Expands to Two Hours from 3-5 PM/ET ‘The Big Money Show’ Expands to Two Hours on FOX Business Network, Adds Dagen McDowell NEW YORK, Jan. 13, 2025 (GLOBE NEWSWIRE) -- FOX News Media (FNM) will unveil a series of programming changes across FOX News Channel (FNC) and FOX Business Network (FBN), announced FNM CEO Suzanne Scott. Beginning on January 21, FOX & Friends Weekend c...
- Valens Research
Valens Equity Insights and Inflections - 2022 03 22
HTLF (HTLF) has been expanding its scale, helping to improve ROE and drive significant equity growth. Uniform Accounting highlights the company's operational improvements that the market is missing, indicating equity upside. HTLF has been acquiring banks to expand away from the Midwest and into the American West and Southwest. These banks are positioned in higher growth parts of the country, and the company's larger scale has helped improve profitability that the market is not pricing in. ...
ADI ANALOG DEVICES INC.
REGN REGENERON PHARMACEUTICALS INC.
PAYC PAYCOM SOFTWARE INC.
MPWR MONOLITHIC POWER SYSTEMS INC.
HTLF HEARTLAND FINANCIAL USA INC.
FLT FLEETCOR TECHNOLOGIES INC.
ORLY O'REILLY AUTOMOTIVE INC.
HLT HILTON WORLDWIDE HOLDINGS INC
BKNG BOOKING HOLDINGS INC.
FOXA FOX CORPORATION CLASS A
- Valens Research
FOXA - Embedded Expectations Analysis - 2022 03 16
Fox Corporation (FOXA) currently trades below corporate, but near historical averages relative to Uniform earnings, with a 10.2x Uniform P/E (Fwd. V/E'). At these levels, markets are pricing in expectations for Uniform ROA to fall to 19% in 2026, accompanied by 3% Uniform asset growth. Meanwhile, analysts expect Uniform ROA to slightly fade to 43% by 2023, accompanied by 2% Uniform asset growth. If sustained going forward, these levels would imply a stock price closer to $88, representing sig...
FOX A reduced its risk exposure resulting in an upgrade to Slightly Po...
FOX A (US), a company active in the Broadcasting & Entertainment industry, reduced its market risk and raised its general evaluation. The independent financial analyst theScreener awarded an improved star rating to the company, which now shows 3 out of 4 possible stars; its market behaviour has improved and can be considered as defensive. theScreener believes that this new assessment merits an overall rating upgrade to Slightly Positive. As of the analysis date February 4, 2022, the closing pric...
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
DAL DELTA AIR LINES INC.
YELP YELP INC
XEC CIMAREX ENERGY CO.
TSLA TESLA INC
SKYW SKYWEST INC
PXD PIONEER NATURAL RESOURCES COMPANY
PLAY DAVE & BUSTER'S ENTERTAINMENT INC.
NWS NEWS CORPORATION CL B
MUSA MURPHY USA INC.
MOS MOSAIC COMPANY
MAR MARRIOTT INTERNATIONAL INC. CLASS A
M MACY'S INC
GT GOODYEAR TIRE & RUBBER COMPANY
EXPE EXPEDIA GROUP INC.
EOG EOG RESOURCES INC.
CRM SALESFORCE.COM INC.
COST COSTCO WHOLESALE CORPORATION
COG CABOT OIL & GAS CORPORATION
CAR AVIS BUDGET GROUP INC.
ALK ALASKA AIR GROUP INC.
AAL AMERICAN AIRLINES GROUP INC.
CF. CANACCORD GENUITY GROUP
108N RCL FOODS LTD
CCL CARNIVAL CORPORATION
MOV MOVADO GROUP INC.
SGMS SCIENTIFIC GAMES CORPORATION
ASIX ADVANSIX INC.
CELH CELSIUS HOLDINGS INC.
WH WYNDHAM HOTELS & RESORTS INC.
FOXA FOX CORPORATION CLASS A
COP COMPUGROUP MEDICAL SE & CO. KGAA
CPE CALLON PETROLEUM
- Valens Research
Valens Equity Insights and Inflections - 2021 09 14
Current market expectations for IIVI don't comprehend the company's macro tailwinds. The company supplies the technology that allows big macro trends around 5G, the Internet of Things, and autonomous vehicles to bloom. Its tailwinds from these markets continue to take off, and in the case of autonomous vehicles, it is essential to any success at all. As booming demand accelerates in these end markets, the company is likely to see strong fundamental momentum the market isn't pricing in, both...
GPN GLOBAL PAYMENTS INC.
PENN PENN NATIONAL GAMING INC.
NVDA NVIDIA CORPORATION
DLY LYONDELLBASELL INDUSTRIES NV
KHC KRAFT HEINZ COMPANY
KEYS KEYSIGHT TECHNOLOGIES INC
IT GARTNER INC.
IIVI II-VI INCORPORATED
HOLX HOLOGIC INC.
HES HESS CORPORATION
EPAM EPAM SYSTEMS INC.
EBAY EBAY INC.
DIS WALT DISNEY COMPANY
BIIB BIOGEN INC.
ATVI ACTIVISION BLIZZARD INC.
AAL AMERICAN AIRLINES GROUP INC.
ASGN ASGN INC
VRX CN BAUSCH HEALTH COMPANIES INC.
UBER UBER TECHNOLOGIES INC.
FOXA FOX CORPORATION CLASS A
- Valens Research
FOXA - Embedded Expectations Analysis - 2021 09 10
Fox Corporation (FOXA:USA) currently trades well below corporate averages relative to UAFRS-based (Uniform) earnings, with a 9.9x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm, but management is optimistic about their new content verticals for FoxNews.com, programmatic advertising CPMs, and Tubi customer exclusivity. Specifically, management generated excitement markers when saying they will continue to push into new verticals of content with FoxNews.c...
Fox Corporation Statement on Legal Dispute with Flutter Entertainment ...
NEW YORK--(BUSINESS WIRE)-- Fox Corporation (Nasdaq: FOXA, FOX) today issued the following response to media reports regarding its legal dispute with Flutter Entertainment plc (“Flutter”): Fox Corporation has filed suit against Flutter to enforce its rights to acquire an 18.6% ownership interest in FanDuel Group—an American sports betting brand—for the same price that Flutter paid for that interest in December 2020. The suit was filed as an arbitration before JAMS in New York, NY by consent of the parties. About Fox Corporation Fox Corporation produces and distributes compelling news, sport...
- Valens Research
Valens Equity Insights and Inflections - 2020 12 29
Current market expectations for CVS are excessively pessimistic. Markets expect UAFRS-based (Uniform) ROA (ROA') to roll over to prior lows from 2010-2011. However, the company's fundamental strategy is likely to lead to continued ROA' expansion. CVS has been evolving into a full-service healthcare firm since their acquisition of Caremark in 2007, which led to initial ROA' expansion to 15%-17% levels. This was followed by continued investment in healthcare solutions and monetizing their data o...
AMN AMN HEALTHCARE SERVICES INC.
WD5 TRAVEL + LEISURE CO.
UIS UNISYS CORPORATION
SEDG SOLAREDGE TECHNOLOGIES INC.
PLD PROLOGIS INC.
PINC PREMIER INC. CLASS A
SWKS SKYWORKS SOLUTIONS INC.
LMT LOCKHEED MARTIN CORPORATION
MSFT MICROSOFT CORPORATION
VRX CN BAUSCH HEALTH COMPANIES INC.
FTDR FRONTDOOR INC.
WTRH WAITR HOLDINGS INC
FOXA FOX CORPORATION CLASS A
MTCH MATCH GROUP INC.
- Valens Research
FOXA - Embedded Expectations Analysis - 2020 12 28
Twenty-First Century Fox, Inc. (FOXA:USA) currently trades well below corporate averages relative to UAFRS-based (Uniform) earnings, with an 8.9x Uniform P/E. At these levels, the market has bearish expectations for the firm, and management may have concerns about their viewership, expenses, and revenue Specifically, management may be exaggerating their positioning to benefit from political ad spend, and they might be concerned about the sustainability of viewership on AMERICA'S GAME OF THE WEE...
- Valens Research
Valens Equity Insights and Inflections - 2020 08 11
WMT currently trades above corporate averages relative to Uniform earnings with a 30.0x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to expand from 9% in 2020 to 14% in 2025, accompanied by 1% Uniform asset shrinkage going forward. Meanwhile, analysts have less bullish expectations, projecting Uniform ROA to maintain 9% levels through 2022, accompanied by 2% Uniform asset shrinkage. Furthermore, management may be concerned about growth, margins, and e-comm...
NCR NCR CORPORATION
ANET ARISTA NETWORKS INC.
SKT TANGER FACTORY OUTLET CENTERS INC.
SFM SPROUTS FARMERS MARKETS INC.
ORCL ORACLE CORPORATION
MCO MOODY'S CORPORATION
KAR KAR AUCTION SERVICES INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CAG CONAGRA BRANDS INC.
BLKB BLACKBAUD INC.
ACC AMERICAN CAMPUS COMMUNITIES INC.
CLW CLEARWATER PAPER CORPORATION
WMT WALMART INC.
DK DELEK US HOLDINGS INC
ENR ENERGIZER HOLDINGS INC.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
FOXA FOX CORPORATION CLASS A
- Valens Research
FOXA - Embedded Expectations Analysis - 2020 08 06
Twenty-First Century Fox, Inc. (FOXA:USA) currently trades well below corporate averages relative to UAFRS-based (Uniform) earnings, with a 9.7x Uniform P/E. At these levels, the market has bearish expectations for the firm, and management may be concerned about sports revenues, Credible and Tubi, and political revenues Specifically, management may lack confidence in their ability to sustain cable advertising revenue through sports events and higher ratings, use their existing slate of brands t...
- Valens Research
Valens Equity Insights and Inflections - 2019 10 08
PFE currently trades near recent averages relative to UAFRS-based (Uniform) Earnings, with a 15.2x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to decline from 19% in 2018 to 14% in 2023, accompanied by 2% Uniform Asset shrinkage going forward. However, analysts have less bearish expectations, projecting Uniform ROA to only decline to 17% by 2020, accompanied by 3% Uniform Asset shrinkage. Additionally, management is confident about their Array and Mylan tr...
GE GENERAL ELECTRIC COMPANY
PKG PACKAGING CORPORATION OF AMERICA
ANET ARISTA NETWORKS INC.
SSNC SS&C TECHNOLOGIES HOLDINGS INC.
PAYC PAYCOM SOFTWARE INC.
MPWR MONOLITHIC POWER SYSTEMS INC.
IT GARTNER INC.
HOLX HOLOGIC INC.
CRM SALESFORCE.COM INC.
CHTR CHARTER COMMUNICATIONS INC. CLASS A
ARMK ARAMARK
AMT AMERICAN TOWER CORPORATION
ACAD ACADIA PHARMACEUTICALS INC.
SWKS SKYWORKS SOLUTIONS INC.
IONS IONIS PHARMACEUTICALS INC.
XOM EXXON MOBIL CORPORATION
PFE PFIZER INC.
DXC DXC TECHNOLOGY CO.
FOXA FOX CORPORATION CLASS A
- Valens Research
FOXA - Embedded Expectations Analysis - 2019 10 01
Twenty-First Century Fox, Inc. (FOXA:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) Earnings, with an 11.1x Uniform P/E, implying bearish expectations for the firm. Moreover, management may be concerned about their content investments, EPS growth, and advertising revenue. Specifically, management may lack confidence in their ability to invest in entertaining original content and to drive engagement on their digital platforms. Furthermore, they may be concerned ...
- Neil Macker
Morningstar | Fox Posts a Strong Initial Quarter in Its New Form; Inve...
Fox Corp held its first investor day as a newly reconstituted firm on May 9 in conjunction with its first earnings release. While the fiscal third-quarter results beat top- and bottom-line consensus expectations, the focus of the investor day was on the unique position that Fox holds in the media in the eyes of management. We agree the firm has one of the simplest models among the major media firm in the U.S. but believe that management may be slightly over exaggerating the specialness of Fox’...
- Neil Macker
Fox Posts a Strong Initial Quarter in Its New Form; Investor Day Focus...
Fox Corp held its first investor day as a newly reconstituted firm on May 9 in conjunction with its first earnings release. While the fiscal third-quarter results beat top- and bottom-line consensus expectations, the focus of the investor day was on the unique position that Fox holds in the media in the eyes of management. We agree the firm has one of the simplest models among the major media firm in the U.S. but believe that management may be slightly over exaggerating the specialness of Fox’...
- Neil Macker
Morningstar | Fox Corp Represents Murdoch’s Bet on the Value of Spor...
We are launching coverage of Fox Corp with a narrow moat rating, negative trend, and $42 fair value estimate. Our fair value estimate for Fox Corp implies a fiscal 2019 price/earnings ratio of 17 and an enterprise value of 9 times fiscal 2019 EBITDA. After completing the Disney transaction, the Murdoch clan now oversees a much smaller media firm, albeit one that still owns some major brands. Fox, the successor firm to Twenty First Century Fox, consists of the Fox network, 28 local TV stations, ...
- Neil Macker
Fox Corp Represents Murdoch’s Bet on the Value of Sports and News; L...
We are launching coverage of Fox Corp with a narrow moat rating, negative trend, and $42 fair value estimate. Our fair value estimate for Fox Corp implies a fiscal 2019 price/earnings ratio of 17 and an enterprise value of 9 times fiscal 2019 EBITDA. After completing the Disney transaction, the Murdoch clan now oversees a much smaller media firm, albeit one that still owns some major brands. Fox, the successor firm to Twenty First Century Fox, consists of the Fox network, 28 local TV stations, F...
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