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Optimum Communications, Inc. Stock Price

NYSE:OPTU Community·US$315.0m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 3 Fair Values set on narratives written by author

OPTU Share Price Performance

US$0
0.00 (0.00%)
US$1.34
Fair Value
US$0
0.00 (0.00%)
Price US$0

OPTU Community Narratives

·
Fair Value US$1.34 50.7% undervalued intrinsic discount

Fiber Upgrades And Bundling Will Unlock Future Broadband Opportunities

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Fair Value US$2 66.9% undervalued intrinsic discount

Accelerated Fiber Expansion Will Spark Premium Broadband Demand

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·
Fair Value US$1 33.9% undervalued intrinsic discount

Rising Competitor Pressure And Debt Hurdles Will Diminish Margins

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US$1
33.9% undervalued intrinsic discount
Profit Margin
10.13%
Future PE
0.91x
Price in 2028
US$1.42

Trending Discussion

Updated Narratives

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

Fair Value: US$1.34 50.7% undervalued intrinsic discount
2 users have set this as their fair value
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OPTU: Longer Turnaround Timeline Will Eventually Unlock Margin Upside Potential

Fair Value: US$2 66.9% undervalued intrinsic discount
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OPTU logo

Rising Competitor Pressure And Debt Hurdles Will Diminish Margins

Fair Value: US$1 33.9% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Undervalued with low risk.

3 Risks
2 Rewards

Optimum Communications, Inc. Key Details

US$8.5b

Revenue

US$2.6b

Cost of Revenue

US$5.9b

Gross Profit

US$10.6b

Other Expenses

-US$4.7b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-9.82
69.45%
-55.01%
-509.4%
View Full Analysis

About OPTU

Founded
2015
Employees
9500
CEO
Dennis Mathew
WebsiteView website
www.optimum.com

Optimum Communications, Inc., together with its subsidiaries, provides broadband communications and video services under the Optimum brand in the United States, Canada, Puerto Rico, and the Virgin Islands. It provides broadband, video, telephony, and mobile services to residential and business customers. The company’s video services include delivery of broadcast stations and cable networks; over the top services; video-on-demand, high-definition channels, digital video recorder, and pay-per-view services; and video programming services. It also provides voice over Internet protocol telephone services; local, regional, and long-distance calling services; and mobile services, such as data, talk, and text. In addition, the company offers Ethernet, data transport, IP-based virtual private networks, Internet access, and telephony services; hosted telephony services, managed Wi-Fi, managed desktop and server backup, and collaboration services comprising audio and web conferencing; fiber-to-the-tower services to wireless carriers; data services, including wide area networking and dedicated data access, and advanced services comprising wireless mesh networks; and enterprise class telephone services that include traditional multi-line phone service. Further, it provides hosted private branch exchange, technical support, network solutions, security and network access and equipment for SMB customers, and international calling and toll-free numbers services. Additionally, the company offers audience-based and multiscreen advertising solutions; news programming services; and data analytics, as well as operates news channels under the News 12 Networks names. Optimum Communications, Inc. was formerly known as Altice USA, Inc. and change its name to Optimum Communications, Inc. in November 2025. The company was incorporated in 2015 and is headquartered in Long Island City, New York.

Recent OPTU News & Updates

Narrative 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

No updates