Update shared on20 Oct 2025
Fair value Increased 2.16%Fox’s analyst price target was recently increased from $62 to $68 per share. Analysts cite robust advertising momentum, consistent live sports ratings strength, and improved governance visibility as key drivers behind the upward revision.
Analyst Commentary
Recent analyst updates reflect both optimism and caution around Fox’s valuation, governance improvements, and execution, with attention given to both robust tailwinds and lingering risks.
Bullish Takeaways- Advertising momentum remains a key driver for Fox, with analysts highlighting upward tweaks to forecasts for this segment following stronger-than-expected results across both cable and television operations.
- Consistent ratings strength for live sports content underpins a favorable growth outlook and supports positive revisions to free cash flow projections for the full fiscal year.
- Resolutions in the company’s governance structure have eliminated major risks. This provides long-term visibility and simplifies oversight, which analysts expect to support valuation stability.
- The announced $5 billion increase to the share repurchase program demonstrates management’s continued focus on shareholder returns. This reinforces confidence in capital allocation strategy.
- Some analysts remain cautious and maintain neutral assessments as they monitor the durability of advertising growth, given industry-wide challenges and potential macroeconomic headwinds.
- While governance risks have eased, there is watchfulness around the company’s ability to execute on its enhanced buyback program and drive sustainable returns amid competitive market dynamics.
- Despite solid quarterly performance, upside may be limited in the near term as shares approach revised price targets and face elevated expectations following recent performance and outlook upgrades.
What's in the News
- Fox invests in vertical video business Holywater, which operates platforms such as My Drama and My Passion. Fox Entertainment Studios will create and produce over 200 vertical video titles for My Drama in the next two years (Deadline).
- Reports indicate that Lachlan and Rupert Murdoch may join the group investing in TikTok's U.S. operations, potentially through Fox Corporation, as discussed publicly by President Trump (WSJ / Fox News).
- Lachlan Murdoch is unlikely to participate in the TikTok deal individually. However, Fox Corporation may play a role in the investment proposal for TikTok's U.S. entity (CNBC).
- Meta is in early discussions with media companies, including Fox, to potentially license articles for use in AI tools. The outcomes of these discussions are yet to be determined (WSJ).
- Fox has completed a follow-on equity offering, raising over $913 million through the sale of Class B common stock.
Valuation Changes
- Fair Value Estimate has risen slightly from $61.64 to $62.97 per share, reflecting a modest increase in perceived intrinsic value.
- Discount Rate has edged up marginally from 7.18% to 7.19%, suggesting a minimal change in risk assumptions.
- Revenue Growth Projection has increased from 29.38% to 36.73%, indicating a more optimistic outlook for sales expansion.
- Net Profit Margin is up modestly from 11.36% to 11.41%, pointing to a small improvement in the company’s expected profitability.
- Future P/E Ratio has risen slightly from 16.78x to 17.03x, suggesting a minor shift in market valuation expectations for Fox's future earnings.
Disclaimer
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