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FOFOX

Fox Corporation

$FOX·$23B·Entertainment·Communication Services
$51.94-0.8%YTD-19.4%1Y+1.6%
Mentions · last 7 days
2026-07-26: 173 posts2026-07-27: 96 posts2026-07-28: 78 posts2026-07-29: 87 posts2026-07-30: 89 posts2026-07-31: 76 posts2026-08-01: 79 posts704+12%
Price updated 2d ago·X counts updated 16h ago
FOFOX
$FOXFox Corporation
$51.94-0.76%704 posts+12%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $FOX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-07-31

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Fox is trading at 11x earnings with 15% FCF yield into an Aug 6 print — cheap even if the ad revenue disappoints.

Fox Corporation is the post-Disney-spinoff Murdoch-family media asset — Fox News, Fox Sports, Fox Broadcasting, and the local station group. It's a mature cash-flow business trading like one, and the setup here is almost entirely about whether Q4 confirms the ongoing streaming-transition thesis.

  • The multiple is genuinely cheap: 11.6x trailing earnings, 11.5% free-cash-flow yield, 20% operating margin — meaning the market is pricing in continued linear-TV subscriber decline without giving any credit to Tubi (Fox's free-ad-supported streaming platform) or the digital-content buildout the Murdoch team has been quietly funding.
  • The Q4 preview is mixed — last quarter revenue was -8.6% YoY at $3.99B, but the four-quarter EPS surprise track shows +34%, +61%, +42% beats — meaning consensus has been persistently too pessimistic on this franchise, and the pattern points to another beat on Aug 6 against the $1.44 estimate.
  • The Murdoch-family SC 13D/A amendment in June (Cruden 2 LLC updating its 85M-share stake) confirms family control is intact and no unwind is coming — a structural fact that both caps M&A optionality and secures the dividend and buyback capacity.

The Aug 6 print decides direction — another 30%+ EPS beat with Tubi ad-revenue growth disclosed extends the case. A revenue miss on linear-TV subscriber losses or any political-cycle ad-revenue softness would confirm the base-multiple thesis and keep this rangebound. At 11x with 15% FCF yield, the downside is limited even in the miss case — this is a cheap defensive with earnings-cycle optionality.

Differs from X sentimentThe bullish $FOX sentiment is entirely about a Solana memecoin ('Legend of FOX' on Robinhood Chain) — burn addresses, FoxPad testnet, and Robinhood-meme community chatter. Zero relevance to the equity. Discard the sentiment feed; the ticker overlap means the crowd is not evaluating Fox Corporation at all.

What to watch: Aug 6 Q4 earnings — another 30%+ EPS beat with Tubi ad-revenue growth disclosed extends the case toward $60. A linear-TV subscriber miss or political-ad-cycle softness caps the multiple and holds the range.

On the calendar: 2026-08-06 — Q4 FY26 earnings

sentiment ticker collision

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment49 posts analyzed · as of 2026-08-01

Sentiment on FOX is dominated by a Robinhood Chain memecoin community, not the Fox Corporation equity. Bulls cite 4.47% supply already burned, the burn address being the biggest holder after Uniswap V3, FoxPad launchpad on testnet with mainnet imminent, trending Robinhood memes, and $3.5M+ market cap holding structure with buyers outnumbering sellers. Momentum community reads as coordinated accumulation. Actual Fox Corp equity barely surfaces in the sample.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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

No material change from last week — NFLX's global TV network model (ad tier expansion, password sharing crackdown) has stabilized margins while box office has its best summer since pre-pandemic..

What this means for $FOX

Partial — US media company operating Fox News, Fox Business, Fox Sports, and Fox Broadcasting; cable-heavy revenue model; partial earnings exposure to entertainment demand dynamics through its product portfolio.

Industry benchmark

9-name peer basket
+14.9%YTD
-3.6%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
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%
Q2 2025Aug 5, 2025$1.27$0.99+27.6%
Next earningsThu, Aug 6·consensus EPS $1.44

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 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$16.6B$16.4B – $16.7B$5.06$4.86 – $5.312
FY27$17.3B$17.2B – $17.5B$5.83$5.21 – $6.432
FY28$18.0B$17.8B – $18.1B$5.77$5.71 – $5.841
FY29$18.2B$18.1B – $18.4B$7.13$7.06 – $7.221
FY30$18.1B$18.0B – $18.3B$6.75$6.68 – $6.831

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.0.5×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.33%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.-0.9%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.-8.3%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.β0.555-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.

Insider activity

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

Recent transactions

SellMar 13Lachlan K MurdochCEO637.8K sh$37.1MBuyMar 13Lachlan K MurdochCEO175.4K sh$10.6MSellMar 12Lachlan K MurdochCEO247.3K sh$14.3MSellMar 12John NallenCOO216.8K sh$12.5MSellMar 11John NallenCOO242.3K sh$14.0MSellMar 11Lachlan K MurdochCEO242.7K sh$14.0M
+ 18 other (10 awards · 7 exempts · 1 inkind) 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

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.

+ 19 other (8 425s · 7 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

Fox Tungsten CEO provides update on drill program at British Columbia project - ICYMIproactiveinvestors.com·1d agoKaplan Fox Reminds EquipmentShare.Com Inc (EQPT) Investors Seeking Recovery of the Lead Plaintiff Deadline on September 21, 2026newsfilecorp.com·2d agoKaplan Fox Notifies GPGI, Inc. (GPGI) Investors of a Securities Class Action Deadline on September 14, 2026newsfilecorp.com·2d agoKaplan Fox & Kilsheimer LLP Alerts Investors of Medline Inc. (MDLN) to an Investigation of Potential Securities Law Violationsnewsfilecorp.com·2d agoHere's Why Fox (FOXA) is a Strong Growth Stockzacks.com·2d ago

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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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