Optimum Communications（OPTU）株式概要
Optimum Communications, Inc.は、その子会社とともに、米国、カナダ、プエルトリコ、バージン諸島でOptimumブランドのブロードバンド通信およびビデオサービスを提供している。 詳細
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Analyst Price Targets
Optimum Communications, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$0.66 |
| 52週高値 | US$2.98 |
| 52週安値 | US$0.58 |
| ベータ | 1.57 |
| 1ヶ月の変化 | -57.26% |
| 3ヶ月変化 | -54.29% |
| 1年変化 | -71.51% |
| 3年間の変化 | -74.97% |
| 5年間の変化 | -98.05% |
| IPOからの変化 | -97.99% |
最新ニュース
Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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分析記事 • 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分析記事 • 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 AlphaSeeking 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分析記事 • 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分析記事 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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...分析記事 • 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 AlphaSeeking 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株主還元
| OPTU | US Media | US 市場 | |
|---|---|---|---|
| 7D | -0.4% | 0.5% | 1.5% |
| 1Y | -71.5% | -15.1% | 28.6% |
業界別リターン: OPTU過去 1 年間で-15.1 % の収益を上げたUS Media業界を下回りました。
リターン対市場: OPTUは、過去 1 年間で28.6 % のリターンを上げたUS市場を下回りました。
価格変動
| OPTU volatility | |
|---|---|
| OPTU Average Weekly Movement | 11.4% |
| Media Industry Average Movement | 9.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
安定した株価: OPTUの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: OPTUの weekly volatility ( 11% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2015 | 9,500 | Dennis Mathew | www.optimum.com |
オプティマム・コミュニケーションズ社は、その子会社とともに、米国、カナダ、プエルトリコ、バージン諸島でオプティマム・ブランドのブロードバンド通信およびビデオサービスを提供している。ブロードバンド、ビデオ、テレフォニー、モバイルサービスを一般家庭および法人顧客に提供している。同社のビデオ・サービスには、放送局やケーブル・ネットワークの配信、オーバー・ザ・トップ・サービス、ビデオ・オン・デマンド、高画質チャンネル、デジタル・ビデオ・レコーダー、ペイ・パー・ビュー・サービス、ビデオ番組サービスなどがある。また、ボイス・オーバー・インターネット・プロトコル（VoIP）電話サービス、市内・市外・長距離通話サービス、データ通信・通話・テキストなどのモバイルサービスも提供している。さらに、イーサネット、データ・トランスポート、IPベースの仮想プライベート・ネットワーク、インターネット・アクセス、テレフォニー・サービス、マネージド・テレフォニー・サービス、マネージドWi-Fi、マネージド・デスクトップ・サーバー・バックアップ、音声会議・ウェブ会議などのコラボレーション・サービス、無線通信事業者向けファイバー・ツー・タワー・サービス、広域ネットワークや専用データ・アクセスなどのデータ・サービス、ワイヤレス・メッシュ・ネットワークなどの高度なサービス、従来の複数回線電話サービスを含む企業向け電話サービスなども提供している。さらに、中小企業向けには、ホステッド・プライベート・ブランチ・エクスチェンジ、テクニカル・サポート、ネットワーク・ソリューション、セキュリティ、ネットワーク・アクセスおよび機器、国際電話およびフリーダイヤル番号サービスを提供している。さらに、同社は視聴者ベースのマルチスクリーン広告ソリューション、ニュース番組サービス、データ分析を提供し、ニュース12ネットワークスの名前でニュースチャンネルを運営している。オプティマム・コミュニケーションズ社は、以前はアルティスUSA社として知られていたが、2025年11月にオプティマム・コミュニケーションズ社に社名を変更した。同社は2015年に法人化され、ニューヨーク州ロングアイランドシティに本社を置いている。
Optimum Communications, Inc. 基礎のまとめ
| OPTU 基礎統計学 | |
|---|---|
| 時価総額 | US$288.07m |
| 収益（TTM） | -US$4.68b |
| 売上高(TTM) | US$8.50b |
0.0x
P/Sレシオ-0.1x
PER（株価収益率OPTU は割高か？
公正価値と評価分析を参照収益と収入
| OPTU 損益計算書（TTM） | |
|---|---|
| 収益 | US$8.50b |
| 売上原価 | US$2.60b |
| 売上総利益 | US$5.91b |
| その他の費用 | US$10.58b |
| 収益 | -US$4.68b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -9.82 |
| グロス・マージン | 69.45% |
| 純利益率 | -55.01% |
| 有利子負債／自己資本比率 | -509.4% |
OPTU の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/29 20:48 |
| 終値 | 2026/05/29 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Optimum Communications, Inc. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。40
| アナリスト | 機関 |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| William Power | Baird |
| James Ratcliffe | Barclays |