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GTGTN

Gray Media, Inc.

$GTN·$524M·Broadcasting·Communication Services
$5.22+3.4%1Y-13.0%
Mentions · last 7 days
2026-08-07: 28 posts2026-08-08: 4 posts2026-08-09: 1 posts2026-08-10: 3 posts2026-08-11: 1 posts2026-08-12: 2 posts2026-08-13: 0 posts39+5%
Price updated 7h ago·X counts updated 1d ago
GTGTN
$GTNGray Media, Inc.
$5.22+3.37%39 posts+5%
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 $GTN, 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.

Comeback attemptWinding up for a moveAI verdict · as of 2026-08-13

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Gray Media just posted a triple-digit surprise beat in a non-election quarter — the deep-value case has the print backing it now

Gray Media (formerly Gray Television) operates 113 US local-TV markets, and Q2 was the first quarter in a while where the operating story ran ahead of the tape.

  • Q2 revenue $839M (+8.7% YoY) with EPS $0.21 vs -$0.10 estimate — a 310% surprise beat in a non-political quarter.
  • Prior three quarters were all losses (-$0.34, -$0.24, -$0.10) — Q2 is the first genuine positive-EPS print of the run.
  • Trailing P/S 0.17x and 27.8% FCF yield — deep value on the cash-flow metrics; a $524M market cap on a company doing $3.5B revenue.
  • 2026 consensus EPS $1.76 vs Q2 $0.21 — Street is baking in a big H2 political-ad ramp.
  • Debt/equity only 0.04 on the reported basis but company carries significant broadcast-industry-standard leverage — read carrying-value metrics with care here.

Upside is the H2 political ad cycle plus any strategic action (station swaps, retrans renegotiation); downside is continued cord-cutting compressing carriage revenue.

What to watch: Q3 print (Nov 6) — political-ad revenue and any commentary on retrans renewals with major MVPDs.

On the calendar: 2026-11-06

no x sample

X sentiment

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

Mixed sentiment⚠5 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 the AI verdict + X sentiment for $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)
  • 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 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

No material change from last week — FUBO's live sports streaming with NBCUniversal content distribution agreement positions it at the live TV streaming convergence point, while EVC has pivoted..

Top industry ETF

$XLCCommunication Services Select Sector SPDR
-5.2%YTD
+1.6%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 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.5B$3.5B – $3.5B$1.75$1.74 – $1.793
FY27$3.1B$3.1B – $3.1B-$0.94-$0.95 – -$0.933
FY28$3.6B$3.6B – $3.6B$2.25$2.21 – $2.293
FY29$3.2B$3.1B – $3.2B-$0.89-$0.91 – -$0.881

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.0.8×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.58%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.+27.1%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.+13.0%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 today1.2% 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.β0.965-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
+ 21 other (14 awards · 7 inkinds) 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-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
8-KMaterial agreementApr 18-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
8-KPress release / Reg FDFeb 268-K — Item 7.01: Press release / Reg FD
+ 20 other (5 13Gs · 4 routine 8-Ks · 4 earnings 8-Ks · 2 10-Qs) in window

Recent news

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

How Much Upside is Left in Gray Media (GTN)? Wall Street Analysts Think 51.09%zacks.com·17h agoGTN vs. NFLX: Which Stock Is the Better Value Option?zacks.com·3d agoAre Investors Undervaluing Gray Media Inc. (GTN) Right Now?zacks.com·3d agoIs It Worth Investing in Gray Media (GTN) Based on Wall Street's Bullish Views?zacks.com·3d agoGray Media (GTN) Crossed Above the 200-Day Moving Average: What That Means for Investorszacks.com·5d ago

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