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FOFOXA

Fox Corporation

Rising onWhy it's trendingX mentions rising faster than the marketPrice and volume picking up
$FOXA·$23B·Entertainment·Communication Services
$52.23+1.8%YTD-29.8%1Y-4.5%
Mentions · last 7 days
2026-06-11: 3 posts2026-06-12: 8 posts2026-06-13: 2 posts2026-06-14: 0 posts2026-06-15: 155 posts2026-06-16: 84 posts2026-06-17: 39 posts291+15%
Price updated 6h ago·X counts updated 1d ago
FOFOXA
Fox Corporation$FOXA
$52.23+1.77%291 posts+15%
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 $FOXA, 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 won a $22B bid for Roku — and the buyer's stock is at 0.7% of its 52-week range as the market prices the dilution math.

Fox Corporation owns Fox News, Fox Sports (FS1), the Fox broadcast network, and the Tubi free-streaming service — a focused news + sports + free-streaming portfolio after the 2019 Disney sale. Fox just won a $22B bid for Roku over Netflix, offering $96 cash plus 0.9693 FOXA shares (a roughly $149 combined value per Roku share) — transformative because it gives Fox direct control over connected-TV app distribution at the exact moment it's negotiating carriage with YouTube TV, DirecTV, and Spectrum. The strategic logic is real, but the math is brutal for FOXA holders short term: massive cash outlay plus equity issuance (dilution) into an already-cyclical advertising business. The stock sat at 0.7% of its 52-week range with 3.5x normal volume — the market voted with caution. Fundamentals are otherwise solid (11.6x earnings, 12% FCF yield, $4B FCF over the trailing year).

Agrees with X sentimentX correctly identifies the strategic win — Fox controlling Roku's app distribution while negotiating linear carriage is a real leverage gain, and the 'doubled its leverage' framing has merit. What the chatter is downplaying is the share-issuance dilution: 0.9693 FOXA shares per Roku share against ~107M Roku shares is meaningful, and the market is pricing that risk first, the strategic upside second.

What to watch: Confirmation of the deal terms in the proxy filing — particularly whether Murdoch family Class B holders endorse the dilution — and whether the YouTube TV / DirecTV / Spectrum carriage renewals close on better terms post-Roku. A failed deal vote or hostile counterbid from Netflix/Disney would seal the move down; a clean close reverses sentiment.

On the calendar: 2026-08-04 — Q4 fiscal 2026 earnings

X sentiment

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

Bullish sentiment7 posts analyzed · as of 2026-06-18

Fox Corporation acquired Roku in a deal valued at $96 cash plus 0.9693 FOXA shares ($149.18 combined after Monday's 17% slide), doubling Fox's leverage in carriage negotiations with YouTube TV, DirecTV, and Spectrum and adding Roku app distribution. World Cup revenue windfall to Fox is described as underappreciated. NFLX lost the bidding war alongside earlier WBD attempts, framing Fox as the new most-powerful streaming gatekeeper.

Read the AI verdict + X sentiment for $FOXA

  • 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 (FOXA) is a prominent U.S.-based media entity, primarily engaged in the creation and distribution of news, sports, and entertainment content. Its operational framework is divided into three main segments: Cable Network Programming, Television, and a category for "Other, Corporate and Eliminations." The Cable Network Programming segment is dedicated to developing and licensing a broad spectrum of news, business news, and sports programming. This content is distributed predominantly within the U.S. via both traditional and digital multi-channel video providers (MVPDs), as well as various online platforms. This division includes well-known channels such as the national cable news outlet FOX News and the business news channel FOX Business. Sports enthusiasts are served by multi-sport networks like FS1 and FS2, niche offerings such as FOX Sports Racing (focused on motor sports), FOX Soccer Plus (for live soccer and rugby), and the Spanish-language FOX Deportes, alongside the Big Ten Network. Fox's Television division is responsible for acquiring, producing, marketing, and broadcasting various programs. Key components of this segment include the national FOX broadcast network, recognized for its sports and entertainment lineup; Tubi, an advertising-supported video-on-demand streaming service; Fox Alternative Entertainment, a production studio specializing in unscripted and alternative shows; MyNetworkTV, a programming syndication service; and Blockchain Creative Labs, which focuses on developing and monetizing Web3 content. This segment also holds ownership and operating rights for 29 local broadcast television stations. Lastly, the "Other, Corporate and Eliminations" segment primarily manages the FOX Studios Lot in Los Angeles, California. This extensive facility offers comprehensive production and post-production amenities, featuring 15 sound stages, two broadcast studios, various theaters, screening rooms, editing suites, and numerous other resources vital for television and film productions. The company was established in 2018 and maintains its corporate headquarters 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 $FOXA.

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 $FOXA

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $FOXA'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
+53.4%YTD
+16.0%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$1.02+29.4%
Q4 2025Feb 4, 2026$0.82$0.47+74.5%
Q3 2025Oct 30, 2025$1.51$1.10+37.3%
Q2 2025Aug 5, 2025$1.27$1.01+25.7%
Next earningsTue, Aug 4·consensus EPS $1.33

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 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$16.5B$16.4B – $16.7B$5.05$4.61 – $5.3012
FY27$17.3B$17.0B – $17.4B$5.73$5.09 – $6.2912
FY28$17.3B$17.3B – $17.4B$5.57$5.09 – $6.0912
FY29$18.1B$17.8B – $18.4B$5.76$5.63 – $5.8610
FY30$18.4B$18.1B – $18.7B$6.10$5.96 – $6.206

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.4.7×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.6%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.-18.0%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.-18.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 413.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.9% 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 $FOXA 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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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 (Murdoch family entity) filed SC 13D/A (Amendment No. 1) on June 14, 2026, reporting 85,372,810 Class B Fox Corporation shares with sole voting and dispositive power — the same filing as the FOX entry above. Class B shares carry supervoting rights, making this filing relevant to FOXA shareholders as Murdoch family control governs both share classes. Any shift in the Murdoch family's Class B stake has direct implications for FOXA's governance and strategic direction.

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 under Rule 425 written communications; this filing covers both FOXA and FOX share classes. No counterparty or financial terms are visible in the excerpt. The Rule 425 designation signals an active registered deal — transformative for both share classes and a key event for FOXA investors to monitor.

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 investor presentation materials related to a pending registered transaction (Rule 425 filing). No slide content or deal terms are visible in the excerpt. This Reg FD disclosure confirms management is presenting on the pending transaction to investors, reinforcing its material significance for FOXA shareholders.

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 FOXA and FOX share classes. The excerpt provides no names or compensation details. In the context of Fox's active deal negotiations (Rule 425 filings), an executive departure or appointment may be directly relevant to the pending transaction's execution.

+ 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.

Why Are Roku Investors No Longer Getting $160 a Share in a Bad Buyout?fool.com·13h agoDeal 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 ago

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Voices on X · top 7 · 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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