Update shared on 11 Dec 2025
Analysts have modestly raised their price target to approximately $36.69 per share. This reflects incremental confidence in the company’s stable growth outlook, an unchanged fair value assessment, and slightly refined assumptions for the discount rate, revenue growth, profit margins, and future valuation multiples.
What's in the News
- Reports indicate Lachlan Murdoch is unlikely to participate in the TikTok US deal in a personal capacity, though Fox Corporation could still play a role in the eventual ownership structure (CNBC).
- President Donald Trump has publicly named Lachlan and Rupert Murdoch among potential partners in an investor group seeking a stake in TikTok US, alongside Larry Ellison and Michael Dell (Fox News).
- Additional reporting suggests Lachlan and Rupert Murdoch may pursue only a small stake in TikTok US, potentially through Fox Corporation, if a final agreement is reached (Wall Street Journal).
- Meta is in early stage discussions with several media companies, including News Corp and Fox Corp, about licensing news articles for use in its artificial intelligence tools (Wall Street Journal).
Valuation Changes
- Fair Value: Unchanged at approximately $36.69 per share, indicating a stable intrinsic valuation.
- Discount Rate: Edged down slightly from about 6.96 percent to 6.96 percent, reflecting a marginally lower perceived risk profile.
- Revenue Growth: Effectively unchanged at around 3.72 percent, signaling a steady medium term growth outlook.
- Net Profit Margin: Remains broadly stable at approximately 7.78 percent, with only immaterial model refinements.
- Future P/E: Essentially unchanged at roughly 33.1 times, indicating no meaningful shift in long term valuation multiples.
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