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Optimum Communications, Inc.NYSE:OPTU Aktienübersicht

Marktkapitalisierung US$315.0m
Aktienkurs
US$0.64
US$1.34
52.2% unterbewertet intrinsischer Abschlag
1Y-74.0%
7D-4.8%
1D
Wert des Portfolios
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Optimum Communications, Inc.

NYSE:OPTU Lagerbericht

Marktkapitalisierung: US$315.0m

Optimum Communications (OPTU) Aktienübersicht

Optimum Communications, Inc. bietet zusammen mit seinen Tochtergesellschaften Breitbandkommunikations- und Videodienste unter der Marke Optimum in den Vereinigten Staaten, Kanada, Puerto Rico und den Jungferninseln an. Mehr Details

OPTU grundlegende Analyse
Schneeflocken-Punktzahl
Bewertung5/6
Künftiges Wachstum1/6
Vergangene Leistung0/6
Finanzielle Gesundheit0/6
Dividenden0/6

OPTU Community Fair Values

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Optimum Communications, Inc. Wettbewerber

Preisentwicklung & Leistung

Zusammenfassung der Höchst- und Tiefststände sowie der Veränderungen der Aktienkurse für Optimum Communications
Historische Aktienkurse
Aktueller AktienkursUS$0.64
52-Wochen-HochUS$2.98
52-Wochen-TiefUS$0.62
Beta1.57
1 Monat Veränderung-57.52%
3 Monate Veränderung-55.76%
1 Jahr Veränderung-74.03%
3 Jahre Veränderung-74.54%
5 Jahre Veränderung-98.20%
Veränderung seit IPO-98.04%

Aktuelle Nachrichten und Updates

Narrativ-Update May 13

OPTU: Slower Broadband Progress Will Delay But Not Derail Turnaround Potential

Analysts have trimmed the fair value estimate for Optimum Communications by about $0.30 to $1.34, as a series of recent target cuts and downgrades point to slower revenue trends, slightly thinner margins, and a lower future P/E assumption for the stock. Analyst Commentary Recent research on Optimum Communications has turned more cautious, with several firms cutting price targets and shifting ratings lower as expectations are reset around growth, margins, and the time needed for any operational improvement to show up in the numbers.

Recent updates

Narrativ-Update May 13

OPTU: Slower Broadband Progress Will Delay But Not Derail Turnaround Potential

Analysts have trimmed the fair value estimate for Optimum Communications by about $0.30 to $1.34, as a series of recent target cuts and downgrades point to slower revenue trends, slightly thinner margins, and a lower future P/E assumption for the stock. Analyst Commentary Recent research on Optimum Communications has turned more cautious, with several firms cutting price targets and shifting ratings lower as expectations are reset around growth, margins, and the time needed for any operational improvement to show up in the numbers.
Narrativ-Update Apr 23

OPTU: Slower Subscriber Traction And Competitive Pressures Will Temper Turnaround Potential

Optimum Communications' analyst price target has been reduced from $2.38 to $1.64 as analysts factor in slower subscriber trends, a more competitive broadband market, and recent downgrades across the Street. Analyst Commentary Recent Street research on Optimum Communications has tilted more cautious, with several firms lowering ratings and price targets as they reassess expectations for subscriber trends, execution on the turnaround plan, and the competitive broadband backdrop.
Narrativ-Update Apr 07

OPTU: Longer Turnaround Timeline Will Eventually Unlock Margin Upside Potential

Optimum Communications' analyst price target has been reduced to $1.90. Analysts cite slower subscriber momentum, more competitive broadband conditions, and a longer expected timeline for any operational turnaround as key drivers of the change.
Narrativ-Update Mar 24

OPTU: Slower Turnaround In Tougher Broadband Market Will Still Unlock Margin Upside

Analysts have trimmed their price target on Optimum Communications to $1.90 from $2.75, citing slower than expected subscriber gains, tougher broadband competition, and an operational turnaround that may take longer than initially anticipated. Analyst Commentary Recent Street research has turned more cautious on Optimum Communications, with several firms moving to more neutral ratings and trimming price targets.
Narrativ-Update Mar 10

OPTU: Extended Turnaround Execution Will Eventually Unlock Undervalued Margin Upside

Analysts have reduced their price target for Optimum Communications by $0.85 to $1.90 as they account for a more competitive broadband market and a slower path for the operational turnaround. Analyst Commentary Recent research reflects a more cautious stance on Optimum Communications, with price targets trimmed as analysts factor in a tougher broadband market and a slower path for the operational turnaround.
Narrativ-Update Feb 24

OPTU: Margin Upside Will Depend On Extended Operational Turnaround Execution

Analysts have cut their price target on Optimum Communications to about $2.00 from closer to $4.00, citing slower expected revenue trends, a reduced future P/E multiple, and a longer path to an operational turnaround in a tougher broadband market, even as margin assumptions have improved. Analyst Commentary Recent Street research has turned more cautious on Optimum Communications, with several firms lowering ratings and price targets as they factor in a tougher broadband market and a slower operational turnaround.
Narrativ-Update Feb 10

OPTU: Margin Reset And Antitrust Lawsuit Will Shape Prospective Upside

Analysts have trimmed their price target on Optimum Communications to $2.25 from $3.50, citing updated models after the Q3 report that reflect a lower fair value, a slightly reduced discount rate, modestly weaker revenue growth assumptions, improved profit margin expectations, and a lower future P/E multiple. Analyst Commentary Bullish analysts acknowledge the reduced $2.25 price target but view it as a recalibration to updated Q3 information rather than a shift to a negative stance.
Narrativ-Update Jan 26

OPTU: Margin Reset And Antitrust Lawsuit Will Shape Future Upside Potential

Analysts have lowered their price target on Optimum Communications to $2.25 from $3.50, citing updated models after the Q3 report that reflect a lower fair value estimate and revised profit margin assumptions. They continue to expect that operational changes could support margin improvement over time.
Narrativ-Update Jan 10

OPTU: Operational Changes And Legal Action Will Support Future Margin Expansion

Analysts have trimmed their 12 month price target on Optimum Communications to $2.25 from $3.50, citing updated models after the Q3 report and an expectation that the company’s operational changes could support margin improvements over time. Analyst Commentary Recent research updates show that while the 12 month price target has been reduced to $2.25, some analysts still see room for execution upside if Optimum Communications delivers on its planned operational changes.
Narrativ-Update Dec 24

OPTU: Lightpath Reorganization And Fiber Demand Will Drive Future Margin Expansion

Analysts have trimmed their price target on Optimum Communications from approximately $2.40 to about $2.38 per share. This reflects a modest recalibration of fair value as they incorporate updated post Q3 margin assumptions, while still expecting operational changes to support gradual profitability improvements.
Narrativ-Update Dec 10

OPTU: Lightpath Reorganization Approval Will Drive Future Margin Expansion Over Time

Optimum Communications' analyst price target has been reduced by analysts to approximately $2.25 from prior levels near $3.50. This reflects tempered expectations, despite confidence that recent operational changes can gradually enhance margins and support long term profitability.
Narrativ-Update Nov 26

OPTU: Lightpath Reorganization Approval Will Drive Future Asset Value Recognition

Analysts have lowered their price target for Optimum Communications from approximately $2.72 to $2.40, citing slower expected margin improvement. This adjustment comes despite near-term operational changes and updated post-earnings forecasts.
Narrativ-Update Nov 08

ATUS: Lightpath Reorganization Approval Will Drive Future Asset Value Recognition

Analysts have revised their price target for Optimum Communications downward from $2.78 to $2.72. They cite ongoing constraints in profit margins and a higher discount rate, despite generally positive outlooks for subsidiary Lightpath's recent reorganization and growth prospects.
Seeking Alpha Oct 21

Altice USA: Debt Challenges Will Be Difficult To Solve

Summary Altice USA (ATUS) shares have significant underperformed the S&P 500 since my previous Sell rating was published. ATUS continues to lose broadband customers and is expected to see revenue declines in the coming years, despite aggressive network investments. The company's leverage ratio and weighted average cost of debt have increased, making meaningful debt reduction or a non-dilutive restructuring very challenging. I reiterate a Sell rating on ATUS, as it trades at a premium to peers despite its weaker position and limited prospects for turnaround or acquisition. Read the full article on Seeking Alpha
Analyseartikel Sep 13

Investors Aren't Buying Altice USA, Inc.'s (NYSE:ATUS) Revenues

You may think that with a price-to-sales (or "P/S") ratio of 0.1x Altice USA, Inc. ( NYSE:ATUS ) is a stock worth...
Analyseartikel Jul 30

Returns On Capital At Altice USA (NYSE:ATUS) Have Stalled

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Analyseartikel Jul 09

Is It Too Late To Consider Buying Altice USA, Inc. (NYSE:ATUS)?

While Altice USA, Inc. ( NYSE:ATUS ) might not have the largest market cap around , it received a lot of attention from...
Analyseartikel Jun 14

Benign Growth For Altice USA, Inc. (NYSE:ATUS) Underpins Stock's 27% Plummet

Altice USA, Inc. ( NYSE:ATUS ) shareholders won't be pleased to see that the share price has had a very rough month...
Analyseartikel May 11

Altice USA, Inc. (NYSE:ATUS) Just Released Its First-Quarter Earnings: Here's What Analysts Think

Investors in Altice USA, Inc. ( NYSE:ATUS ) had a good week, as its shares rose 6.1% to close at US$2.62 following the...
Analyseartikel Apr 10

Altice USA, Inc.'s (NYSE:ATUS) Revenues Are Not Doing Enough For Some Investors

With a price-to-sales (or "P/S") ratio of 0.1x Altice USA, Inc. ( NYSE:ATUS ) may be sending bullish signals at the...
User avatar
Neues Narrativ Mar 24

Expanding Fiber Networks And AI Will Build A Bright Future

Altice USA's fiber network expansion and AI-driven efficiency strategies are poised to drive subscriber growth, reduce expenses, and enhance margins.
Seeking Alpha Mar 06

Altice USA: Fiber Broadband Boom Could Push The Stock Price Up

Summary Altice USA reported a 57% increase in FTTH customer relationships in 2024, potentially accelerating future revenue and free cash flow growth. The company launched new video offerings and mobile device protections, which are expected to enhance future free cash flow. The Fiber To The Home market is projected to grow at a 12.6% CAGR, benefiting ATUS's business growth. Despite recent financial challenges, restructuring efforts and market growth suggest ATUS is undervalued and presents a buying opportunity. Read the full article on Seeking Alpha
Analyseartikel Feb 12

Is There An Opportunity With Altice USA, Inc.'s (NYSE:ATUS) 50% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Altice USA fair value estimate is US$5.79 Altice USA is...
Seeking Alpha Jan 23

4.6 Million Clients Cannot Be Wrong About Altice, Which Trades Cheaply

Summary Altice USA's long-term contracts with 4.6 million customers make future revenue and FCF forecasts straightforward, supporting a positive investment outlook. The company has shown consistent net income and FCF growth, with significant investments in property and equipment enhancing economies of scale. Recent debt reduction and restructuring efforts could positively impact stock valuation, despite challenges from competition and interest rate risks. Given its current market price, ATUS appears undervalued, making it an attractive buy with potential for future growth through acquisitions. Read the full article on Seeking Alpha
Analyseartikel Jan 22

Altice USA's (NYSE:ATUS) Returns Have Hit A Wall

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Seeking Alpha Nov 06

Altice USA Q3 Results: Too Much Competition And Concerns About Debt

Summary Altice USA, Inc.'s Q3 earnings report showed a revenue decline of 3.9% y/y, missing estimates, with GAAP EPS at a loss of $-0.09, also missing expectations. The company's significant $25B debt, low free cash flow, and declining key metrics raise concerns about its ability to achieve a successful turnaround. Management's optimistic milestones, including fiber network growth and new TV bundles, may not suffice against fierce competition and the ongoing trend of cord-cutting. Given the enormous debt, competitive pressures, and operational challenges, I remain skeptical about Altice USA's turnaround potential and prefer to stay on the sidelines. Read the full article on Seeking Alpha
Seeking Alpha Sep 19

Altice USA: Heavily Levered Company Facing Heavy Competition

Summary I am neutral on Altice USA due to heavy competition and a poor balance sheet limiting its ability to compete on price. This intense competition could lead to more subscriber losses and a bleak near-term outlook. Despite challenges, potential upside exists if management can turn things around, making a neutral stance prudent. Read the full article on Seeking Alpha
Analyseartikel Sep 06

Altice USA, Inc.'s (NYSE:ATUS) Share Price Boosted 35% But Its Business Prospects Need A Lift Too

Those holding Altice USA, Inc. ( NYSE:ATUS ) shares would be relieved that the share price has rebounded 35% in the...
Seeking Alpha Jun 03

Altice USA: Significant Downside Risk Driven By Capital Structure And Valuation Framework

Summary Altice USA is likely close to starting a liability management exercise that could harm creditors, who started to organize. We think the valuation framework of public comps and the leverage attached to ATUS make the equity highly expensive. The convexity that is priced in the stock price reflects a high probability of improvement that, we think, is unlikely in the short run. Read the full article on Seeking Alpha
Analyseartikel May 01

Altice USA, Inc. (NYSE:ATUS) Might Not Be As Mispriced As It Looks After Plunging 26%

The Altice USA, Inc. ( NYSE:ATUS ) share price has fared very poorly over the last month, falling by a substantial 26...
Analyseartikel Mar 03

Altice USA, Inc.'s (NYSE:ATUS) P/E Is Still On The Mark Following 35% Share Price Bounce

Altice USA, Inc. ( NYSE:ATUS ) shareholders have had their patience rewarded with a 35% share price jump in the last...
Seeking Alpha Feb 27

Altice USA: Recent Refinancing Buys Time But Challenges Remain

Summary Altice USA shares have delivered a total return of -8% since my initial Sell rating was published. The company recently completed a refinancing transaction to pay off debt, but the balance sheet remains highly levered. Q4 2023 results were mixed and showed a decline in broadband customers. The stock recently moved higher on rumors that Charter Communications is exploring a takeover. I believe the stock remains unattractive and I am reiterating my Sell rating. Read the full article on Seeking Alpha
Analyseartikel Feb 22

Altice USA's (NYSE:ATUS) Soft Earnings Don't Show The Whole Picture

The market for Altice USA, Inc.'s ( NYSE:ATUS ) shares didn't move much after it posted weak earnings recently. We...
Analyseartikel Feb 16

What Does Altice USA, Inc.'s (NYSE:ATUS) Share Price Indicate?

While Altice USA, Inc. ( NYSE:ATUS ) might not have the largest market cap around , it saw a double-digit share price...
Analyseartikel Dec 18

The Market Doesn't Like What It Sees From Altice USA, Inc.'s (NYSE:ATUS) Revenues Yet

You may think that with a price-to-sales (or "P/S") ratio of 0.1x Altice USA, Inc. ( NYSE:ATUS ) is a stock worth...
Seeking Alpha Nov 03

Altice USA: Business And Balance Sheet Challenges Set To Persist

Summary Altice USA has significantly underperformed its peers and the S&P 500 since going public. ATUS faces business challenges due to its declining traditional pay-TV business and competition from fixed wireless access players. ATUS has a highly leveraged balance sheet and it is difficult to see how it will be able to refinance its debt given the current interest rate environment. ATUS is currently trading at a valuation which is mostly in line with higher quality peers such as CMCSA and CHTR. I expect ATUS' challenges to continue and I am initiating coverage with a sell rating. Read the full article on Seeking Alpha
Seeking Alpha Aug 23

Altice USA Q2: Broadband Triumphs But Stock Slumps

Summary Altice USA's Q2 2023 earnings show improvement in broadband connections and customer retention. The stock price has experienced a significant decline over time, indicating underlying business challenges. Altice USA's performance and valuation metrics suggest caution for potential investors. Read the full article on Seeking Alpha

Aktionärsrenditen

OPTUUS MediaUS Markt
7D-4.8%-0.1%2.5%
1Y-74.0%-17.8%26.4%

Rendite im Vergleich zur Industrie: OPTU unter dem Niveau der Branche US Media , die im vergangenen Jahr eine Rendite von -17.8% erzielte.

Rendite vs. Markt: OPTU hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 26.4 erzielte.

Preisvolatilität

Is OPTU's price volatile compared to industry and market?
OPTU volatility
OPTU Average Weekly Movement11.2%
Media Industry Average Movement8.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

Stabiler Aktienkurs: OPTU hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.

Volatilität im Zeitverlauf: OPTUDie wöchentliche Volatilität (11%) ist im vergangenen Jahr stabil geblieben.

Über das Unternehmen

GegründetMitarbeiterCEOWebsite
20159,500Dennis Mathewwww.optimum.com

Optimum Communications, Inc. bietet zusammen mit seinen Tochtergesellschaften Breitbandkommunikations- und Videodienste unter der Marke Optimum in den Vereinigten Staaten, Kanada, Puerto Rico und den Jungferninseln an. Das Unternehmen bietet Breitband-, Video-, Telefonie- und Mobilfunkdienste für Privat- und Geschäftskunden an. Die Videodienste des Unternehmens umfassen die Übertragung von Rundfunksendern und Kabelnetzen, Over-the-Top-Dienste, Video-on-Demand, hochauflösende Kanäle, digitale Videorekorder und Pay-per-View-Dienste sowie Videoprogrammierungsdienste.

Optimum Communications, Inc.'s Grundlagenzusammenfassung

Wie verhalten sich die Erträge und Einnahmen von Optimum Communications im Vergleich zum Marktanteil des Unternehmens?
OPTU grundlegende Statistiken
MarktanteilUS$314.99m
Gewinn(TTM)-US$4.68b
Umsatz(TTM)US$8.50b
0.0x
Kurs-Umsatz-Verhältnis
-0.1x
Kurs-Gewinn-Verhältnis

Erträge & Einnahmen

Wichtige Rentabilitätsstatistiken aus dem letzten Ergebnisbericht (TTM)
OPTU Gewinn- und Verlustrechnung (TTM)
EinnahmenUS$8.50b
Kosten der EinnahmenUS$2.60b
BruttogewinnUS$5.91b
Sonstige AusgabenUS$10.58b
Gewinn-US$4.68b

Zuletzt gemeldete Gewinne

Mar 31, 2026

Datum des nächsten Gewinnberichts

k.A.

Gewinn per Aktie (EPS)-9.82
Bruttomarge69.45%
Nettogewinnspanne-55.01%
Schulden/Eigenkapital-Verhältnis-509.4%

Wie hat sich OPTU auf lange Sicht entwickelt?

Historische Performance und Vergleiche

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/26 04:51
Aktienkurs zum Tagesende2026/05/26 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Optimum Communications, Inc. wird von 40 Analysten beobachtet. 13 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Andrew Charles BealeArete Research Services LLP
William PowerBaird
James RatcliffeBarclays