Update shared on27 Sep 2025
Fair value Increased 1.14%Rogers Communications’ consensus price target saw a slight increase to CA$56.07, as analysts revised models upward following Q2 results that met or exceeded expectations and updated 2025 guidance, reflecting improved operational performance.
Analyst Commentary
- Price targets were lifted due to Rogers Communications’ Q2 results being in line with or exceeding expectations on most key metrics.
- Bullish analysts cited the positive impact and updated 2025 guidance following the closure of structured equity and Maple Leaf Sports & Entertainment transactions.
- Revisions reflect updated financial models post Q2 earnings, incorporating recent business developments.
- Some analysts maintain a balanced outlook, evidenced by retaining Neutral or Sector Perform ratings despite incremental price target increases.
- Incremental price target raises largely reflect improved operational performance rather than material changes in company outlook or strategy.
What's in the News
- Rogers expanded Rogers Satellite, tripling wireless coverage versus competitors and enabling satellite-to-mobile texting across remote Canadian regions; service will add apps, data, and voice support.
- Launched Rogers Xfinity StreamSaver, bundling Netflix, Disney+, and Apple TV+ with over 30% monthly savings, simplifying streaming for customers.
- Reached an agreement with Bell to distribute each other's specialty channels, enhancing content offerings for subscribers and expanding consumer choice.
- Upgraded 2025 financial guidance, now expecting total service revenue growth of 3% to 5% versus the previous 0% to 3% range.
- Introduced Rogers Satellite's beta trial, significantly expanding rural and remote coverage, with service to be included in key plans after the beta period.
Valuation Changes
Summary of Valuation Changes for Rogers Communications
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from CA$55.44 to CA$56.07.
- The Discount Rate for Rogers Communications remained effectively unchanged, moving only marginally from 6.91% to 6.84%.
- The Future P/E for Rogers Communications remained effectively unchanged, moving only marginally from 15.44x to 15.58x.
Disclaimer
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