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FOFOXA

Fox Corporation

$FOXA·$26B·Entertainment·Communication Services
$58.23-1.0%YTD-19.6%1Y+4.4%
Mentions · last 7 days
2026-07-25: 4 posts2026-07-26: 1 posts2026-07-27: 5 posts2026-07-28: 2 posts2026-07-29: 3 posts2026-07-30: 1 posts2026-07-31: 7 posts23-6%
Price updated 3d ago·X counts updated 3d ago
FOFOXA
$FOXAFox Corporation
$58.23-1.00%23 posts-6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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 eventEvent coming upAI verdict · as of 2026-08-01

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

Fox Corp printing Q4 FY26 Aug 6 with Rothschild PT to $71 and Murdoch-family M&A activity in the background.

Fox Corporation is the post-Disney-carve-out Murdoch family media entity — Fox News + Fox Sports + Tubi — with active M&A related to family-trust restructuring.

The setup:

  • Q3 FY26 revenue $4.0B, -9% YoY at 38% gross margin and 20% op margin — steady operating economics despite mixed top line.
  • PE 12x, PS 1.3x, beta 0.55 — value-media multiples.
  • Tape: -20% YTD, +4% t12m, position-in-52w-range 35% — mid-drawdown.
  • June 14/30: Two material definitive agreements filed under Rule 425 (M&A/related communications) — active family-trust deal activity.
  • Rothschild Redburn upgraded to Buy with $71 PT (from $48); Wolfe Research also raised to Outperform.
  • Bullish framing: pro-forma 2028 EPS at just 9x with 23% CAGR 2026-2030.

Into the print:

  • Q4 FY26 print Aug 6; consensus EPS $1.44 vs Q4-FY25 (unclear); last surprise +29%.

Bottom line: Value-media name with fresh analyst upgrades and Murdoch-family M&A activity into Aug 6 print — the debate is family-transaction structure vs standalone value.

Agrees with X sentimentX frames FOXA bullish post Rothschild upgrade to $71 PT — matches the fact pattern and Wolfe's Outperform; the Murdoch-family M&A is a live overhang either direction.

What to watch: Aug 6 print — Fox News subscriber trends, Fox Sports advertising, Tubi growth, family-trust M&A commentary, and any FY27 guide direction.

On the calendar: 2026-08-06 — Q4 FY2026 earnings

murdoch-family-m&a-activefresh-analyst-upgradesvalue-media-multiple

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-07-11

Fox Corporation draws bullish framing after Rothschild Redburn upgraded to Buy from Neutral with a $71 price target from $48 (~30% upside), citing pro forma 2028 EPS at just 9.0x and 2026-2030 EPS CAGR of 23%. Wolfe Research also raised to Outperform with $71 seeing the ROKU deal as a long-term growth driver. Net call premium on $65 January calls (15% OTM) confirms institutional bullish positioning. AWS as Fox's preferred AI cloud extends media wins.

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.

Class A shares of Fox Corporation—same Fox News, Fox Sports, and Fox Broadcasting media portfolio.

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

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 $FOXA

Neutral — Class A shares of Fox Corporation—same Fox News, Fox Sports, and Fox Broadcasting media portfolio; limited read-through from entertainment macro dynamics to this specific revenue mix.

Industry benchmark

9-name peer basket
+14.9%YTD
-4.0%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 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 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$16.6B$16.4B – $16.7B$5.07$4.70 – $5.3014
FY27$17.4B$17.1B – $17.5B$5.83$5.15 – $6.3514
FY28$18.0B$17.1B – $19.1B$5.79$5.26 – $6.2912
FY29$18.2B$18.0B – $18.4B$7.13$6.93 – $7.343
FY30$18.1B$17.7B – $18.7B$6.75$6.56 – $7.032

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.35%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.-0.2%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.-7.6%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 today0.9% 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.β0.555-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.

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 entered a material definitive agreement and incurred debt on June 30, 2026; the filing checked the Rule 425 box, indicating this is part of an active M&A transaction requiring securities-law written communications. This is a significant corporate event — the Rule 425 flag signals Fox is actively engaged in an acquisition or merger process.

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 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.

Here's Why Fox (FOXA) is a Strong Growth Stockzacks.com·3d agoShould Value Investors Buy Fox (FOXA) Stock?zacks.com·3d agoWhy Fox (FOXA) is a Top Momentum Stock for the Long-Termzacks.com·7d agoRoku to Announce Second Quarter 2026 Financial Results on August 6businesswire.com·11d agoTop 3 Stocks to Watch as Streaming Expands Beyond Subscriptionszacks.com·12d ago

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Voices on X · last 7 days

No standout posts about $FOXA 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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