FOXA — Fox Corporation

NASDAQ · Communication Services · 10 juin 2026
$68.32 +1.30% Post-Earnings Drift Score 94 A+ ☪ Halal
$28.71B
Market Cap
1.7M
Volume
12.0x
Fwd P/E
1.10
Beta
$53 – $76
52W Range
3.5%
Short Interest
82.00%
Div Yield
FOXA Chart
Click to enlarge

Verdict Express

A+ Bullish High% confidence

Fox Corp is the rare combination of deep value (12x PE) and high growth (30%+ earnings beats). Four consecutive quarters of massive beats signal structural analyst under-estimation of Fox's earnings power, particularly from live sports monetization. The stock is 10.6% from ATH with clean technicals — a high-conviction entry.

Why Buy

  • 4 consecutive massive beats: 27%, 37%, 59%, 36%
  • Forward PE 12x — deep value for a high-growth media company
  • Dominant positions in cable news and live sports
  • Full EMA stack aligned with healthy RSI 62
  • Dividend yield 0.82% adds total return cushion

Why Avoid

  • Secular cord-cutting pressures on traditional media
  • 10.6% from 52-week high — more distance than peers
  • Debt/market cap ratio above sector median

Business Overview

Fox Corporation is a news, sports, and entertainment company operating through three segments: Cable Network Programming (Fox News, Fox Business, FS1/FS2), Television (Fox Broadcasting, MyNetworkTV, local TV stations), and Tubi (free ad-supported streaming platform).

Fox dominates cable news ratings with Fox News consistently #1 and holds premium live sports rights including NFL, college football, MLB, and FIFA World Cup. The company's Tubi platform has emerged as a significant growth driver in the ad-supported streaming space, capitalizing on the industry shift away from subscription fatigue.

Fundamentals

MetricValueSignal
Revenue (TTM)$N/AN/A YoY
EBITDA$N/ANegative
Gross MarginN/AWeak
Operating MarginN/ANegative
Net MarginN/ALoss
ROEN/ANegative
Cash$N/A
Debt$7.20BDebt/MCap 25.1%
Fwd P/E12.0xValue
Analyst TargetN/A

Technical Analysis

RSI (14)62.1
EMA 20$65.50
EMA 50$64.20
EMA 200$62.20
MACD0.930
Signal0.730
ATR (14)$1.92
Above EMA200 Above EMA50 MACD Bullish RSI Neutral

Technical Setup

Bullish EMA stack: EMA20 ($65.5) > EMA50 ($64.2) > EMA200 ($62.2), all rising. RSI at 62.1 — healthy uptrend momentum. MACD bullish, crossed above signal line. ATR $1.92 (2.8%) provides tight risk management. Price trending higher from $52.96 low with steady accumulation visible.

Risk Analysis

25/10
Risk

Risk Profile: Moderate

Deep-value media play with 4 consecutive blowout earnings. Low downside risk at 12x PE.

Cord-Cutting Secular Trend

Medium
  • Traditional TV viewership declining 5-8% annually
  • Cable bundle economics under pressure
Probability
Impact
Mitigated by live sports moat and Tubi streaming growth

Regulatory Risk

Low
  • Media ownership rules could evolve
  • Content regulation uncertainty
Probability
Impact
Minimal near-term regulatory threat to core operations

Trade Idea

Entry Zone
$67.50
Post-Earnings Drift entry
Stop Loss
$63.50
-5.9% risk
Target 1
$76.00
+12.6% upside
Target 2
$82.00
+21.5% stretch
Risk/Reward
1:2.1
15-day horizon

Thesis

Fox Corp has delivered four consecutive massive earnings beats ranging 27-59% above consensus, yet the stock trades at just 12x forward PE — a deep value anomaly for a media company with dominant live sports rights and cable news ratings leadership. The market is materially undervaluing Fox's earnings power.

Catalysts

  • 4 consecutive 27-59% earnings beats — persistent analyst under-estimation
  • Q1 2026 EPS $1.32 vs $0.97 est (+36%) — beat magnitude sustained
  • Live sports rights (NFL, college football) driving subscriber retention
  • Forward PE 12x — deep value for consistent 30%+ grower

Invalidation

  • Break below EMA200 ($62.20) on volume > 3M
  • Cord-cutting acceleration materially impacting advertising revenue
  • Loss of key sports broadcasting rights

Disclaimer

This analysis is provided for informational and educational purposes only. It does not constitute financial advice, investment recommendation, or solicitation to buy or sell any security.

Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Always conduct your own research and consult a licensed financial advisor before making investment decisions.

Data sourced from DailyTickers Gateway, Yahoo Finance, SEC EDGAR, and public market data. Accuracy is not guaranteed.

Verdict Business Fundamentals Technical Risks Trade Idea