Update shared on 27 Nov 2025
Fair value Decreased 1.08%Analysts have revised their price target slightly downward from $37.09 to $36.69. They cite updated expectations for revenue growth and profit margins as key factors behind the adjustment.
What's in the News
- Lachlan and Rupert Murdoch may be involved in an investment group for TikTok's U.S. operations, with discussions underway about potential ownership stakes. (WSJ, CNBC, Fox News)
- Fox Corporation, led by Lachlan Murdoch, could participate in the TikTok U.S. deal. However, Lachlan is unlikely to join as an individual. (CNBC)
- Meta Platforms is exploring licensing agreements with media companies, including Fox Corp. and News Corp., to supply content for AI tools. Talks are still in the early stages. (WSJ)
Valuation Changes
- Fair Value decreased slightly from $37.09 to $36.69.
- Discount Rate increased from 6.78% to 6.96%.
- Revenue Growth estimate rose moderately from 3.13% to 3.72%.
- Net Profit Margin declined from 8.09% to 7.78%.
- Future P/E ratio dipped slightly from 33.29x to 33.08x.
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