Update shared on 06 Nov 2025
Fair value Decreased 1.16%Analysts have slightly lowered their price target, reducing the fair value estimate from $37.52 to $37.09. This change reflects updated expectations for revenue growth and profitability.
What's in the News
- President Trump stated that Lachlan and Rupert Murdoch, along with Larry Ellison and Michael Dell, may be involved in the ownership group for TikTok US. Fox Corp. could also play a role in the deal (Fox News, CNBC, Wall Street Journal).
- Lachlan Murdoch, executive chair and CEO of Fox Corp., is unlikely to participate individually in the TikTok US deal. However, an investment may occur at Fox Corp. if an agreement is reached (CNBC, Wall Street Journal).
- Meta is in talks with major media companies, including Fox Corp. and News Corp., about licensing articles for use in its AI tools. Discussions are currently in the early stages (Wall Street Journal).
- Meltwater announced a partnership with Dow Jones, a division of News Corp., to provide PR and marketing professionals with access to premium news content from publications like The Wall Street Journal and Barron's (Key Developments).
Valuation Changes
- The Fair Value Estimate has decreased slightly from $37.52 to $37.09.
- The Discount Rate has dropped from 7.00% to 6.78%.
- The Revenue Growth projection has decreased marginally from 3.22% to 3.13%.
- The Net Profit Margin estimate has edged down from 8.11% to 8.09%.
- The Future P/E (Price-to-Earnings) ratio has dipped from 33.65x to 33.29x.
Disclaimer
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