Optimum Communications (OPTU) Hisse Özeti
Optimum Communications, Inc. iştirakleriyle birlikte Amerika Birleşik Devletleri, Kanada, Porto Riko ve Virgin Adaları'nda Optimum markası altında geniş bant iletişim ve video hizmetleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 5/6 |
| Gelecekteki Büyüme | 1/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 0/6 |
| Temettüler | 0/6 |
OPTU Community Fair Values
Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Optimum Communications, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$1.10 |
| 52 Haftanın En Yüksek Seviyesi | US$2.98 |
| 52 Haftanın En Düşük Seviyesi | US$0.58 |
| Beta | 1.37 |
| 1 Aylık Değişim | -2.65% |
| 3 Aylık Değişim | -26.67% |
| 1 Yıllık Değişim | -50.45% |
| 3 Yıllık Değişim | -64.17% |
| 5 Yıllık Değişim | -96.78% |
| Halka arzdan bu yana değişim | -96.64% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • Jun 02
OPTU: Softer Bearish Views Will Eventually Support Margin Upside Potential
Analysts have trimmed the fair value estimate for Optimum Communications from $2.00 to about $1.96, reflecting lower price targets from several firms and ongoing concerns about debt leverage, upcoming maturities, and a still challenging cable environment, despite one recent upgrade to Neutral. Analyst Commentary Recent Street research on Optimum Communications points to a mixed backdrop, with several firms cutting price targets and expressing concern about leverage and upcoming debt maturities, while one firm has shifted to a more neutral stance after previously being negative.
Anlatı Güncellemesi • 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
Anlatı Güncellemesi • Jun 02
OPTU: Softer Bearish Views Will Eventually Support Margin Upside Potential
Analysts have trimmed the fair value estimate for Optimum Communications from $2.00 to about $1.96, reflecting lower price targets from several firms and ongoing concerns about debt leverage, upcoming maturities, and a still challenging cable environment, despite one recent upgrade to Neutral. Analyst Commentary Recent Street research on Optimum Communications points to a mixed backdrop, with several firms cutting price targets and expressing concern about leverage and upcoming debt maturities, while one firm has shifted to a more neutral stance after previously being negative.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...
Yeni Anlatı • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaHissedar Getirileri
| OPTU | US Media | US Pazar | |
|---|---|---|---|
| 7D | 3.8% | -1.9% | -3.3% |
| 1Y | -50.5% | -16.4% | 22.3% |
Getiri vs. Endüstri: OPTU geçen yıl % -16.4 oranında getiri sağlayan US Media sektörünün gerisinde kaldı.
Getiri vs Piyasa: OPTU geçen yıl % 22.3 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| OPTU volatility | |
|---|---|
| OPTU Average Weekly Movement | 24.5% |
| Media Industry Average Movement | 8.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: OPTU hisse senedi fiyatı, son 3 ayda US piyasasına kıyasla dalgalı seyretti.
Zaman İçindeki Volatilite: OPTU 'nin haftalık oynaklığı geçtiğimiz yıl boyunca 14% dan 25% a yükseldi.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2015 | 9,500 | Dennis Mathew | www.optimum.com |
Optimum Communications, Inc. iştirakleri ile birlikte Amerika Birleşik Devletleri, Kanada, Porto Riko ve Virgin Adaları'nda Optimum markası altında geniş bant iletişim ve video hizmetleri sunmaktadır. Konut ve işyeri müşterilerine geniş bant, video, telefon ve mobil hizmetler sunmaktadır. Şirketin video hizmetleri yayın istasyonlarının ve kablo ağlarının dağıtımını; üstten hizmetleri; isteğe bağlı video, yüksek çözünürlüklü kanallar, dijital video kaydedici ve izleme başına ödeme hizmetlerini ve video programlama hizmetlerini içerir.
Optimum Communications, Inc. Temel Bilgiler Özeti
| OPTU temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$505.06m |
| Kazançlar(TTM) | -US$4.68b |
| Gelir(TTM) | US$8.50b |
0.1x
P/S Oranı-0.1x
F/K OranıOPTU aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| OPTU gelir tablosu (TTM) | |
|---|---|
| Gelir | US$8.50b |
| Gelir Maliyeti | US$2.60b |
| Brüt Kâr | US$5.91b |
| Diğer Giderler | US$10.58b |
| Kazançlar | -US$4.68b |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | -9.82 |
| Brüt Marj | 69.45% |
| Net Kâr Marjı | -55.01% |
| Borç/Özkaynak Oranı | -509.4% |
OPTU uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/09 08:05 |
| Gün Sonu Hisse Fiyatı | 2026/06/09 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Optimum Communications, Inc. 36 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| William Power | Baird |
| James Ratcliffe | Barclays |