Fox Fair Value Edges Up to $73.94 as Analysts Revise Targets

AnalystCorporate Action

โดย Simply Wall St·Read original

Summary · why it matters

Simply Wall St raised its modeled fair value for Fox Corp. to US$73.94 from US$73.88, a marginal increase that leaves the price target essentially unchanged. The adjustment reflects a projected net profit margin shift to 12.05% from 11.62%, a future P/E assumption moving to 14.64x from 15.20x, and a discount rate easing to 7.34% from 7.42%, while long-term revenue growth is held at about 4.05%. The update comes amid a mix of analyst actions: bullish calls from Evercore ISI, Deutsche Bank, JPMorgan, Wells Fargo, and BofA raised targets, with Benchmark highlighting Fox's planned Roku acquisition as opening longer-term possibilities, while Barclays cut its target to US$60 and Seaport Research to US$61, citing integration risks and an estimated US$8 billion incremental debt burden from the roughly US$22 billion deal. Fox also reported share repurchases of 6,270,780 shares for US$99.98 million in early 2026, bringing total buybacks since November 2019 to 221,116,159 shares for US$8,533.03 million, or 42.71% of the company.

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