Added to YB: 2026-07-03
Pitch date: 2026-07-01
FOX [bullish]
Fox Corporation
+18.77%
current return
Author Info
General Market shares brief write-ups on stock pitches, thematic ideas and general observations. Sign up for the newsletter.
Company Info
Fox Corporation operates as a news, sports, and entertainment company in the United States. It operates in two segments, Cable Network Programming and Television.
Market Cap
$25.7B
Pitch Price
$48.11
Price Target
85.00 (+49%)
Dividend
0.90%
EV/EBITDA
7.30
P/E
16.78
EV/Sales
1.71
Sector
Media
Category
special_situation
Fox Corp. (FOX US): Tubi + The Roku Channel + Cash Cows
FOX: Acquiring ROKU for ~$22bn EV (cash/stock); FOX fell ~25% on debt/strategy fears. Creates #1/#2 free ad-streaming (Tubi+TRC = 5.2% TV minutes vs Netflix 7.8%). $400m cost synergies + revenue upside from CPM uplift/first-party data. Tubi ~$1.5bn rev FY26, 20-25% margins. Base case $70-85/shr at 12x FCF pre-synergies. Risks: debt load, ROKU neutrality.
Read full article (8 min)