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FOFOX

Fox Corporation

$FOX·$26B·Entertainment·Communication Services
$58.41-1.3%YTD-8.9%1Y+13.7%
Price updated 3m ago·X counts updated 3d ago
FOFOX
$FOXFox Corporation
$58.41-1.25%830 posts1.2×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $FOX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

830X posts · last 7 days
Sep 1Sep 14
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $FOX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 93% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data10 posts analyzed · as of 2026-09-16

The $FOX conversation is really two conversations. The larger thread is about a Robinhood-chain memecoin "Fox," where posters cheer holder count climbing 4,524 to 4,594 while price crushed 44% and call it a healthy distribution setup with ~6.7% already burned. Buried inside a news blurb is a real Fox Corp item: Semafor reports the DOJ is taking a closer look at the $FOX/$ROKU deal — a bearish overhang if that is what a reader actually cares about. Two tapes, not one.

Read what X is saying about $FOX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $FOX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-09-17

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Cheap-media conglomerate whose next chapter is being written at the DOJ — Roku deal now the whole trade.

Fox Corporation is the media conglomerate Rupert Murdoch spun out of 21st Century Fox — dominant in US news (Fox News) and sports, and now trying to bolt on Roku's ~90M-household streaming platform. The stock trades at 12x TTM earnings and is coiling around $59 as the DOJ decides whether the Roku deal happens.

  • Core cash flows are underrated but shrinking: Q3 FY26 revenue slipped 9% YoY to $4.0B, yet the Q2 EPS beat consensus by 24% and free cash flow ran $1.77B — a cash-generative business trading below 8x EV/EBITDA that most investors already wrote off as legacy media.
  • Roku is the whole re-rating trade: the DOJ issued a Second Request on Sept 8 that extends antitrust review by months — a clean approval unlocks Roku's distribution as a Fox News streaming rail; a block sends Fox back to being a shrinking cable-and-sports story.

The DOJ timeline is the switch, with Oct 29 Q1 FY27 earnings the next check on core-business trajectory. A block or a deep divestiture demand is what would seal the coiling into a break; a cleared deal — even with concessions — is what launches the platform re-rating.

Agrees with X sentimentThe X window is mostly about a Robinhood-chain 'Fox' memecoin, but buried inside one thread is the real Fox Corp signal — Semafor flagging deeper DOJ scrutiny on FOX/ROKU. That's the actual trade, and matches the SEC filing.

What to watch: DOJ Second Request response window on the Roku deal and Oct 29 Q1 FY27 earnings. A blocked deal or a heavy divestiture demand invalidates the platform thesis; a clean approval — even with concessions — is what launches the re-rating.

On the calendar: 2026-10-29 — Q1 FY27 earnings

Read the AI verdict on $FOX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

US media company operating Fox News, Fox Business, Fox Sports, and Fox Broadcasting; cable-heavy revenue model.

Industry overviewAI analysisGenerated by AI from underlying data

Where Entertainment sits in its cycle right now — and what that implies for $FOX.

Entertainment · Communication Services

Streaming ARPU is improving as password-sharing crackdowns and ad-tier rollouts lift per-subscriber revenue for Netflix and Disney+; live sports rights (TKO's UFC/WWE, Fox Sports) remain the last durable linear moat as cord-cutting accelerates. AMC's 5% tokenization-signal bounce illustrates the asymmetry — financial engineering lifts a headline while secular format decline continues for theatrical exhibition.

What this means for $FOX

Partial — Fox News, Fox Business, Fox Sports and Tubi form a live-programming and AVOD bundle; sports distribution (NFL, MLB, Big Ten) is the structural moat; non-voting Class B shares are the chatter ticker this week.

Industry benchmark

13-name peer basket
+15.1%YTD
+10.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
11.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
12.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
19.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
11.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
14.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
35.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$1.79$1.44+24.3%
Q1 2026May 11, 2026$1.32$0.99+33.6%
Q4 2025Feb 4, 2026$0.82$0.51+60.8%
Q3 2025Oct 30, 2025$1.51$1.06+42.5%
Next earningsThu, Oct 29·consensus EPS $2.04

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$4.0B-8.6%37.6%20.1%$0.39$1.8B
Q2 FY26$5.2B+2.0%22.9%11.4%$0.53$-565.0M
Q1 FY26$3.7B+4.9%41.6%25.9%$1.34$-234.0M
Q4 FY25$3.3B+6.3%43.4%25.4%$1.57$1.4B

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$16.6B$16.4B – $16.7B$5.06$4.86 – $5.312
FY27$17.6B$17.3B – $17.8B$5.95$5.86 – $6.043
FY28$18.0B$17.8B – $18.2B$5.87$5.65 – $5.993
FY29$18.8B$18.5B – $19.0B$6.71$6.61 – $6.811
FY30$18.1B$17.9B – $18.3B$6.07$5.98 – $6.161

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.63%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+6.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+3.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 245.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.595-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuySep 15Lachlan K MurdochCEO149.9K sh$10.3MSellSep 15Lachlan K MurdochCEO149.9K sh$10.3M
+ 31 other (18 awards · 7 exempts · 6 inkinds) in window

See when $FOX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

S-3ASRAuto-shelf registrationAug 10S-3ASR
AI summary

Fox Corporation (FOX) filed an S-3ASR automatic shelf registration statement. The filing body contains only procedural boilerplate. This is the Class B share equivalent of the FOXA shelf registration and becomes effective immediately.

8-KMaterial agreementJun 308-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Fox Corporation Class B shares (co-filer under a separate ticker) filed the same material definitive agreement and debt creation disclosure as the FOXA filing on June 30, 2026. Fox's dual-class share structure (Class A and Class B) requires parallel SEC filings under both tickers; the underlying M&A-related event is identical to the companion FOXA 8-K.

SC 13D/AActivist amendmentJun 16SC 13D/A
AI summary

Cruden 2, LLC (a Nevada LLC affiliated with the Murdoch family) filed SC 13D/A (Amendment No. 1) on June 14, 2026, reporting sole voting and dispositive power over 85,372,810 shares of Fox Corporation Class B Common Stock (FOX). Class B shares carry supervoting rights. This amended filing likely reflects a change in the family trust structure or a disposition/acquisition of Class B shares, with direct implications for Murdoch voting control over Fox Corp.

8-KMaterial agreementJun 158-K — Item 1.01: Material agreement
AI summary

Fox Corporation filed an 8-K (Item 1.01) dated June 14, 2026, reporting entry into a material definitive agreement; the filing is marked as written communications under Rule 425, indicating it relates to a registered securities transaction requiring SEC review. The excerpt is cover-page only with no counterparty or deal terms visible. The Rule 425 flag signals a significant corporate transaction — potentially an acquisition or merger — that would be transformative for Fox Corp.

8-KPress release / Reg FDJun 158-K — Item 7.01: Press release / Reg FD
AI summary

Fox Corporation filed an 8-K (Item 7.01) dated June 14, 2026, furnishing Reg FD presentation materials; the filing is also marked as Rule 425 written communications, confirming it relates to a pending registered transaction. The excerpt contains no details on the presentation topic. This is a companion disclosure to the June 14 Item 1.01 material agreement filing, reinforcing that a significant deal is in progress and investor presentation materials have been shared.

8-KOfficer or director changeJun 118-K — Item 5.02: Officer or director change
AI summary

Fox Corporation filed an 8-K (Item 5.02) dated June 11, 2026, reporting a director or officer change affecting both Class A (FOXA) and Class B (FOX) shareholders. The excerpt is cover-page only with no names, effective dates, or compensation details. In the context of Fox's active deal negotiations (concurrent Rule 425 filings), any C-suite change would be material to the pending transaction.

+ 27 other (11 425s · 7 13Gs · 3 earnings 8-Ks · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Kaplan Fox Alerts Innventure, Inc. (INV) Investors to the Lead Plaintiff Deadline on October 27, 2026newsfilecorp.com·22h agoKaplan Fox Alerts Investors of EquipmentShare.Com Inc (EQPT) to a Federal Securities Class Action - Deadline is September 21, 2026newsfilecorp.com·22h agoKaplan Fox Alerts Beta Bionics, Inc. (BBNX) Investors Who Suffered Losses to a Securities Class Action - Deadline is November 3, 2026newsfilecorp.com·23h agoKaplan Fox Alerts AEVEX Corp. (AVEX) Investors to a Securities Class Action Lawsuit - Contact the Firm Before Deadline on October 20, 2026 for Leadership Rolenewsfilecorp.com·1d agoKaplan Fox Alerts Investors of Medline Inc. (MDLN) to a Securities Law Investigationnewsfilecorp.com·1d ago

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Voices on X · last 7 days

No standout posts about $FOX on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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