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GTGTN

Gray Media, Inc.

$GTN·$447M·Broadcasting·Communication Services
$4.59+0.2%YTD-5.6%1Y-19.0%
Price updated 15h ago·X counts updated 2d ago
GTGTN
$GTNGray Media, Inc.
$4.59+0.22%7 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $GTN 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.

7X posts · last 7 days
Sep 11Sep 27
Mixed sentiment⚠AI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-14 · top-engagement diverged

Gray Media sentiment is contested. Bulls note strong Q2 acquisitions/integration ability, station-cap lift enabling more deals, and preference for deep-value turnaround plays. Bears flag $249M debt add on a declining melting-ice-cube business and weaker OCF. Net political-ad boost was decent.

Read what X is saying about $GTN

  • 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 $GTN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storyStalledAI verdict · as of 2026-09-28

The move has stalled — likely just drifts unless something new shows up.

Gray Media is down 6% YTD — $750M 7.5% senior secured notes issued Aug 21 plus Solidus Labs surveillance partnership on the TV-broadcasting franchise despite melting-ice-cube concerns.

Gray Media Inc. is a TV-broadcasting franchise (113 markets, ABC/CBS/NBC/FOX affiliations plus CW Plus, MeTV, MOVIES!, digital-network portfolio) — a business through a large debt raise amid the broader broadcasting-decline concerns. The stock is down 20% over 12 months.

  • The Aug 21 $750M 7.5% Senior Secured First Lien Notes due 2034 issuance is the specific capital-structure event: refinances existing debt at 7.5% (elevated cost reflecting non-investment-grade credit) but extends maturity meaningfully.
  • Q2 was a real beat: EPS $0.21 vs -$0.10 estimate (+310%), revenue $839M (+9% YoY) at 97% gross margin — legitimate political-ad-and-retransmission-fee scaling, and prior quarters ran 6-42% surprise beats though absolute EPS is negative.
  • The Sept 23 Solidus Labs surveillance partnership plus Charlotte Hornets/Ohio Valley Conference expansion are specific commercial diversification signals — real content-platform positioning beyond traditional broadcast.

Q3 earnings on Nov 6 is the confirmation — a beat plus firm political-ad and retransmission-fee attribution extends the story; a soft cord-cutting-acceleration signal and the tape stays trapped despite Q2 beat.

Agrees with X sentimentX sentiment is contested — bulls note strong Q2 acquisitions/integration ability and station-cap lift for more deals; bears flag $249M debt add on declining melting-ice-cube business and weaker OCF, though net political-ad boost was decent. Divergent captures the tension. Partial agreement on the broken-story-stalled framing given the debt overhang.

What to watch: Q3 earnings on Nov 6 — a beat plus firm political-ad and retransmission-fee attribution extends the story; a soft cord-cutting-acceleration signal and the tape stays trapped despite Q2 beat.

On the calendar: 2026-11-06 — Q3 earnings

750m notes 7 5pctsolidus labs partnershipmelting ice cube debate

Read the AI verdict on $GTN

  • 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 television broadcast group owning stations in 113 markets, the second-largest network TV affiliate by reach.

Industry overviewAI analysisGenerated by AI from underlying data

Where Broadcasting sits in its cycle right now — and what that implies for $GTN.

Broadcasting · Communication Services

Linear TV ad revenue is in secular decline as streaming viewership displacement accelerates; broadcast station groups are offset by political ad spending in election cycles (2026 midterms) and retransmission consent fee escalations from pay-TV distributors. Streaming retransmission/vMVPD negotiations are the structural battleground; over-the-air broadcast reach remains valuable to political advertisers and local news consumers.

What this means for $GTN

Partial — US television broadcast group owning stations in 113 markets, the second-largest network TV affiliate by reach.

Top industry ETF

$XLCCommunication Services Select Sector SPDR
-4.7%YTD
-6.2%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-9.9How 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
1.8%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
13.8%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
27.8%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
0.2Same 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
-1.0%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
113%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
0.0Total 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 7, 2026$0.21$-0.10+310.0%
Q1 2026May 7, 2026$-0.34$-0.32-6.3%
Q4 2025Feb 26, 2026$-0.22$-0.28+21.4%
Q3 2025Nov 7, 2025$-0.24$-0.41+41.5%
Next earningsFri, Nov 6·consensus EPS $0.81

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$839.0M+8.7%97.5%16.2%$0.14$106.0M
Q1 FY26$768.0M-1.8%15.6%10.5%$-0.34$-18.0M
Q4 FY25$792.0M-24.2%239%14.6%$-0.24$69.0M
Q3 FY25$749.0M-21.2%96.9%13.6%$-0.10$-11.0M

Forward consensus

4-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.6B$3.6B – $3.6B$2.29$2.26 – $2.314
FY27$3.2B$3.1B – $3.3B-$0.72-$0.79 – -$0.644
FY28$3.7B$3.6B – $3.8B$2.64$2.58 – $2.693
FY29$3.3B$3.3B – $3.3B-$0.83-$0.84 – -$0.821

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.1.0×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.36%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.-1.1%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.-0.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 85.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% 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.β0.995-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

SellMay 19Boger Richard LeeDirector57.0K sh$251K
+ 9 other (9 awards) in window

See when $GTN 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 agreementAug 218-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

Gray Media (GTN) issued $750,000,000 aggregate principal amount of 7.500% Senior Secured First Lien Notes due 2034 on August 21, 2026, under an indenture with U.S. Bank Trust Company as trustee and collateral agent. Items 1.01 (indenture), 2.03 (financial obligation), and 8.01 (other events) were all triggered. At $750M of senior secured notes at a 7.5% fixed rate, this is a significant leverage event for a media company, likely funding debt refinancing or strategic purposes.

8-KPress release / Reg FDAug 78-K — Item 7.01: Press release / Reg FD
AI summary

Gray Media, Inc. (GTN) filed a Reg FD disclosure (Item 7.01) on 2026-08-07, furnishing presentations to, prospective investors. Reg FD filings ensure simultaneous public disclosure of material information shared with select investors. This is generally an informational filing; no new deal terms or financial results were announced unless noted. Investors should review the attached exhibit for updated guidance or strategic commentary.

8-KMaterial agreementJul 18-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Gray Media, Inc. (GTN) entered into purchase agreement (the “Purchase Agreement”) with certain accredited investors (collectively, the with a counterparty on 2026-07-01, involving $70.0 million. Other items: Item 7.01, Item 8.01. . This is a material definitive agreement (Item 1.01) requiring immediate disclosure under SEC rules. Investors should review the agreement terms for financial obligations, dilution, or strategic implications.

8-KAcquisition completedMay 78-K — Item 2.01: Acquisition completed · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDMay 78-K — Item 7.01: Press release / Reg FD
8-KShareholder voteMay 68-K — Item 5.07: Shareholder vote
+ 16 other (5 routine 8-Ks · 4 13Gs · 3 earnings 8-Ks · 2 10-Qs) in window

Recent news

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

Gray Media Raises 3Q 2026 Political Advertising Guidance and Lifts Low End of Total Revenue Rangeglobenewswire.com·1d agoGray Media Delivers Extensive 2026 Midterm Coverage with Over 100 Debates and Forums Nationwideglobenewswire.com·1d agoCharlotte Hornets and Gray Media Team Up to Bring Hornets Games to More Fans Across the Carolinasglobenewswire.com·6d agoGTN and Solidus Labs Announce Landmark Surveillance Partnershipbusinesswire.com·6d agoOhio Valley Conference and Gray Media Again Partner to Bring Collegiate Sporting Events to Free Over-the-Air Television Viewersglobenewswire.com·8d ago

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Voices on X · last 7 days

No standout posts about $GTN 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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