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Optimum Communications, Inc. Stock Price

NYSE:OPTU Community·US$586.1m 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$1.07
-1.51 (-58.53%)
US$1.34
Fair Value
US$1.07
-1.51 (-58.53%)
20.2% undervalued intrinsic discount
US$1.34
Fair Value
Price US$1.07
AnalystConsensusTarget US$1.34
AnalystHighTarget US$2.00
AnalystLowTarget US$0.50

OPTU Community Narratives

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Fair Value US$1.34 20.2% undervalued intrinsic discount

Fiber Upgrades And Bundling Will Unlock Future Broadband Opportunities

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Fair Value US$2 46.5% undervalued intrinsic discount

Accelerated Fiber Expansion Will Spark Premium Broadband Demand

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Fair Value US$0.5 114.0% overvalued intrinsic discount

Rising Competitor Pressure And Debt Hurdles Will Diminish Margins

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US$2
46.5% undervalued intrinsic discount
Profit Margin
11.18%
Future PE
1.59x
Price in 2029
US$2.84

Trending Discussion

Updated Narratives

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OPTU: Rising Debt And Refinancing Risk Will Pressure Equity Outlook

Fair Value: US$0.5 114.0% overvalued intrinsic discount
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OPTU: Softer Bearish Views Will Eventually Support Balance Sheet Repair Potential

Fair Value: US$2 46.5% undervalued intrinsic discount
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OPTU: Slower Broadband Progress Will Delay But Not Derail Turnaround Potential

Fair Value: US$1.34 20.2% undervalued intrinsic discount
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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 Jul 01

OPTU: Rising Debt And Refinancing Risk Will Pressure Equity Outlook

Analysts have sharply cut the consolidated price target for Optimum Communications, with new estimates around $0.50 to $1.00, compared with prior targets near $1.50 to $2.00. They cite increased debt leverage, upcoming maturities, and a more conservative fair value and earnings outlook as key reasons for the revision.
Seeking Alpha Jun 24

Optimum Communications: The Tender Rally Does Not Fix The Debt Problem

Summary Optimum Communications (OPTU) is a highly leveraged equity stub with strong margins but declining revenue and earnings. OPTU's tender offer at $2.50/share provides a near-term trading catalyst, but restructuring risk remains elevated. Enterprise-value metrics reveal OPTU is not cheap relative to peers, despite low price-to-sales ratios. I maintain a Hold rating with a negative bias due to persistent subscriber losses, ARPU pressure, and extreme leverage. Read the full article on Seeking Alpha
Narrative Update Jun 16

OPTU: Softer Bearish Views Will Eventually Support Balance Sheet Repair Potential

Analysts have raised the fair value estimate for Optimum Communications from $1.96 to $2.00, reflecting updated views on revenue trends, profit margins, and recent shifts in price targets and ratings across the Street. Analyst Commentary Recent Street research on Optimum Communications shows a mix of caution and support, with several firms adjusting ratings and price targets as they reassess the company’s balance sheet, debt profile, and execution risks.

Recent updates

No updates