Optimum Communications, Inc.

NYSE:OPTU 株式レポート

時価総額:US$538.2m

Optimum Communications 配当と自社株買い

配当金 基準チェック /06

Optimum Communications配当金を支払った記録がありません。

主要情報

n/a

配当利回り

n/a

バイバック利回り

総株主利回りn/a
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

更新なし

Recent updates

ナラティブ更新 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...
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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 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
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 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

決済の安定と成長

配当データの取得

安定した配当: OPTUの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: OPTUの配当金が増加しているかどうかを判断するにはデータが不十分です。


配当利回り対市場

Optimum Communications 配当利回り対市場
OPTU 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (OPTU)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Media)2.9%
アナリスト予想 (OPTU) (最長3年)0%

注目すべき配当: OPTUは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: OPTUは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。


株主への利益配当

収益カバレッジ: OPTUの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。


株主配当金

キャッシュフローカバレッジ: OPTUが配当金を報告していないため、配当金の持続可能性を計算できません。


高配当企業の発掘

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2026/05/11 00:38
終値2026/05/11 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 BealeArete Research Services LLP
William PowerBaird
James RatcliffeBarclays