Optimum Communications, Inc.

NYSE:OPTU Stok Raporu

Piyasa değeri: US$310.4m

Optimum Communications Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 0/6

Optimum Communications şirketinin kazançları yıllık ortalama -88.6% oranında azalırken, Media sektörünün kazançları yıllık 5.4% oranında artan oldu. Gelirler yıllık ortalama 3.6% oranında azalan oldu.

Anahtar bilgiler

-88.58%

Kazanç büyüme oranı

-88.14%

EPS büyüme oranı

Media Sektör Büyümesi13.17%
Gelir büyüme oranı-3.62%
Özkaynak getirisin/a
Net Marj-55.01%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Recent updates

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 Alpha
Analiz 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...
User avatar
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 Alpha
Analiz 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 Alpha
Analiz 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 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
Analiz 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 Alpha
Analiz 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 Alpha
Analiz 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 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

Gelir ve Gider Dağılımı

Optimum Communications nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NYSE:OPTU Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 268,504-4,6772530
31 Dec 258,590-1,8692530
30 Sep 258,643-1,8522570
30 Jun 258,762-2692650
31 Mar 258,856-1572650
31 Dec 248,954-1032640
30 Sep 249,021-1672750
30 Jun 249,111-572710
31 Mar 249,19462700
31 Dec 239,237532540
30 Sep 239,305-222150
30 Jun 239,381-42360
31 Mar 239,520242570
31 Dec 229,6481953000
30 Sep 229,8006393850
30 Jun 229,9818213480
31 Mar 2210,0349132830
31 Dec 2110,0919902750
30 Sep 2110,1051,0692140
30 Jun 219,9647982140
31 Mar 219,9237112430
31 Dec 209,8954362130
30 Sep 209,8341062420
30 Jun 209,8381882420
31 Mar 209,8151632420
31 Dec 199,7611392330
30 Sep 199,7413522500
30 Jun 199,7203072500
31 Mar 199,6331232500
31 Dec 189,567192500
30 Sep 189,4712,0482330
30 Jun 189,3761,8232330
31 Mar 189,3341,4412330
31 Dec 179,3071,4932360
30 Sep 179,253-9861360
30 Jun 179,191-9661360
31 Mar 177,692-7681360
31 Dec 166,017-8321380
30 Sep 165,340-5624130
30 Jun 164,693-3658060
31 Mar 165,523-81,1950
31 Dec 156,5101881,5720
30 Sep 156,5122101,5700
30 Jun 156,5252581,5550

Kaliteli Kazançlar: OPTU şu anda kârlı değil.

Büyüyen Kar Marjı: OPTU şu anda kârlı değil.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: OPTU kârlı değildir ve zararlar son 5 yılda yılda 88.6% oranında artmıştır.

Büyüme Hızlandırma: OPTU 'un son bir yıldaki kazanç büyümesinin 5 yıllık ortalamasıyla karşılaştırılması mümkün değil çünkü şu anda kârlı değil

Kazançlar vs. Sektör: OPTU kârlı olmadığından, geçmiş yıl kazanç büyümesinin Media sektörüyle ( 5% ) karşılaştırılması zorlaşıyor.


Özkaynak Getirisi

Yüksek ROE: OPTU 'un yükümlülükleri varlıklarından fazla olduğundan Özsermaye Getirisi'ni hesaplamak zordur.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/20 10:48
Gün Sonu Hisse Fiyatı2026/05/20 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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. 40 Bu analistlerden 13, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Andrew Charles BealeArete Research Services LLP
William PowerBaird
James RatcliffeBarclays