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FOFOX

Fox Corporation

Rising onWhy it's trendingX mentions rising faster than the marketPrice and volume picking up
$FOX·$20B·Entertainment·Communication Services
$46.95+0.5%YTD-28.1%1Y-6.5%
Mentions · last 7 days
2026-06-11: 58 posts2026-06-12: 34 posts2026-06-13: 53 posts2026-06-14: 49 posts2026-06-15: 259 posts2026-06-16: 113 posts2026-06-17: 49 posts625+7%
Price updated 6h ago·X counts updated 1d ago
FOFOX
Fox Corporation$FOX
$46.95+0.47%625 posts+7%
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.

Hinges on a big eventSelling offAI verdict · as of 2026-06-18

Falling on heavy selling — points lower unless it turns around.

Fox just announced the $22B bid for Roku — the stock is at 52-week lows on cost concerns and the Murdoch family stake is the structural overhang.

Fox Corporation is the post-Disney-deal Murdoch-family media franchise — Fox News, Fox Sports, the broadcast network, plus Tubi streaming. The decisive event happened June 14-17: Fox entered a material definitive agreement under Rule 425 (the Roku $22B acquisition disclosed in the Roku corpus) — a transformational and richly-priced deal that has the FOX stock at 1% of its 52-week range with volume nearly 2.8x the 30-day average. Q1 revenue fell 8.6% YoY to $3.99B but operating margin remained 20% — Fox is structurally cash-generative (11.5% FCF yield) and trades at just 11.6x earnings, mostly because deal economics raise integration risk. The Murdoch-family Cruden 2 LLC 13D/A on June 14 (85.4M Class B shares) reaffirms control while signaling the family's commitment to the strategic move. Personnel changes June 11 round out the activity. No X sentiment data in the bundle.

What to watch: Roku-acquisition closing conditions and any FCC/DOJ regulatory review timeline. Q2 earnings August 4 prints the first post-announcement quarter. A break of $42 would extend the downside; sustained above $52 would confirm the market is digesting the deal premium rather than rejecting it outright.

On the calendar: 2026-08-04 — Q2 earnings

no sentiment data

X sentiment

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

Mixed sentiment5 posts analyzed · as of 2026-06-18

Fox is down 15-22% over the past two days after agreeing to buy Roku for $22B (~$160/share) - roughly equivalent to Fox's entire $23.2B market cap with FOX revenue up just 0.6% LTM and the stock near 52-week lows at $52.33. Bulls cite the Edge Report arb-trade setup and FOX's superior content vs Roku's slowing US user growth as the long-term thesis. Tone is genuinely split between acquisition-overpay panic and merger-arb opportunity.

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.

Fox Corporation is a prominent media conglomerate primarily focused on news, sports, and entertainment operations within the United States. Its business is structured across three main divisions: Cable Network Programming; Television; and a segment encompassing Other, Corporate, and Eliminations. The Cable Network Programming division is responsible for creating and licensing news, business news, and sports content. This content is then disseminated across the U.S. through both traditional and virtual multi-channel video programming distributors (MVPDs), as well as various other digital platforms. This segment's extensive portfolio includes well-known national cable channels such as FOX News (for general news) and FOX Business (for financial news), multi-sport networks FS1 and FS2, FOX Sports Racing (dedicated to motorsports), FOX Soccer Plus (featuring live soccer and rugby), FOX Deportes (a Spanish-language sports service), and the Big Ten Network. Meanwhile, the Television segment focuses on acquiring, developing, marketing, and distributing diverse programming. It operates The FOX Network, a national broadcast television network renowned for its sports and entertainment programming. Other key assets in this division include Tubi, an advertising-supported video-on-demand (AVOD) service; Fox Alternative Entertainment, a full-service production studio specializing in unscripted and alternative content; MyNetworkTV, a programming distribution service; and Blockchain Creative Labs, which is dedicated to the creation, distribution, and monetization of Web3 content. Additionally, this segment holds ownership and operational control over 29 broadcast television stations. The Other, Corporate and Eliminations segment notably manages the FOX Studios Lot, situated in Los Angeles, California. This comprehensive facility offers a range of production and post-production services, comprising 15 sound stages, two broadcast studios, theaters, screening rooms, editing facilities, and numerous other amenities for television and film production. Fox Corporation was established in 2018 and is headquartered in New York, New York.

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 profitability maturation continues repricing entertainment — NFLX's global TV network model (ad tier expansion, password crackdown monetization) is the benchmark. Disney's new theme park announcement and ongoing DTC streaming profitability ramp are this week's catalysts; Roku's future as a neutral platform is the contested narrative.

See how Entertainment shapes $FOX

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $FOX's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Industry benchmark

11-name peer basket
+53.2%YTD
+16.2%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 earningsTue, Aug 4·consensus EPS $1.40

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$16.5B$16.5B – $16.6B$5.04$4.77 – $5.312
FY27$17.3B$17.1B – $17.4B$5.74$5.16 – $6.382
FY28$17.3B$17.1B – $17.5B$5.56$5.48 – $5.641
FY29$18.1B$17.9B – $18.3B$5.76$5.68 – $5.841
FY30$18.4B$18.2B – $18.6B$6.10$6.01 – $6.181

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.6.7×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.5%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.-17.9%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.-18.2%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 today4.1% 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.β0.525-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.

Know if $FOX is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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Insider activity

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

Recent transactions

BuyMar 13Lachlan K MurdochCEO175.4K sh$10.6MSellMar 13Lachlan K MurdochCEO637.8K sh$37.1MSellMar 12Lachlan K MurdochCEO247.3K sh$14.3MSellMar 12John NallenCOO216.8K sh$12.5MSellMar 11Lachlan K MurdochCEO242.7K sh$14.0MSellMar 11John NallenCOO242.3K sh$14.0M
+ 16 other (10 awards · 6 exempts) 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

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

Recent news

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

Deal Dispatch: Yum! Brands Sells Pizza Hut, Fox Corp. Buys Roku For $22 Billion, Salesforce Acquires Finbenzinga.com·13h agoHere's What Fox Buying Roku Means for Netflix Investorsfool.com·2d agoWhy Netflix or Disney Should Hijack Fox's Roku Dealbarrons.com·2d agoFox Captures The Living Room With $22B Roku Buymarketbeat.com·2d agoFox River Announces Amended Interim Orderaccessnewswire.com·2d ago

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Voices on X · top 5 · 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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