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UBS analyst John Hodulik has reiterated a Sell rating on Paramount Global, maintaining a price target of $11.00 as the stock trades at $11.63. The company is expected to face challenges with a projected 8.5% decline in sales and a 34% drop in EBITDA for Q1, influenced by last year's Super Bowl revenue. Despite these short-term hurdles, improvements in Direct-to-Consumer EBITDA and a potential deal with Skydance could enhance long-term prospects.
UBS analyst John Hodulik has maintained a Neutral rating on Charter Communications, setting a price target of $400. The company is expected to report earnings on April 25, with projections indicating flat revenue and a 1.0% increase in EBITDA for Q1, slightly below consensus estimates. Charter plans to enhance its service offerings and anticipates capital expenditures of approximately $12 billion for 2025, while also projecting a decline in free cash flow per share due to increased capital expenditures.
UBS analysts predict that new, affordable sports-focused TV packages could stabilize sports networks while challenging entertainment-centric cable providers. With major players like YouTube TV maintaining strong market positions, these "skinny bundles" priced between $60 and $70 may lead to significant consumer savings and shift viewing habits. Recent strategic moves, including Disney's acquisition of FuboTV, have made these packages economically viable, potentially impacting affiliate and advertising trends in the cable industry.
UBS analysts suggest that new, lower-cost sports streaming packages could stabilize sports networks while challenging entertainment-focused cable providers. With major players like YouTube TV maintaining strong positions, these affordable "skinny bundles" may lead to significant consumer savings and shift TV viewing habits. Recent strategic moves, including Disney's acquisition of FuboTV, highlight the evolving landscape of sports broadcasting.
AMC Networks has revised its fiscal year 2025 revenue estimate down to $2.31 billion, reflecting a 5% year-over-year decline, while adjusted earnings per share estimates dropped to $2.04. UBS has cut the stock price target to $8, maintaining a Sell rating due to mixed fourth-quarter results and ongoing challenges in the linear TV sector. Despite a 12% revenue decrease in Q4, the company reported a 29% rise in adjusted operating income, although it anticipates a further decline in revenue and operating income for 2025.
AMC Networks has revised its fiscal 2025 revenue estimate down to $2.31 billion, reflecting a 5% decline, while adjusted earnings per share were lowered to $2.04. Despite a 12% revenue drop in Q4, adjusted operating profit rose 29%, though below expectations. Analysts have responded by reducing price targets, with UBS setting it at $8 and TD Cowen at $6, citing ongoing challenges in the linear TV sector.
UBS has raised its price target for FOX Corp from $50 to $63, maintaining a Buy rating, citing strong financial performance and an optimistic outlook for revenue and EBITDA growth. The company reported $15.18 billion in revenue and $3.38 billion in EBITDA, with expectations of a 14% revenue increase and a 20% rise in EBITDA for fiscal year 2025. Recent successes, including record Super Bowl LIX advertising revenue and strong viewership for FOX News, further bolster confidence in FOX's growth trajectory.
UBS has raised its price target for FOX Corp shares from $50 to $63, maintaining a Buy rating, citing strong financial performance and a perfect Piotroski score. The company is expected to see revenue growth of 14% and EBITDA growth of 20% for FY2025, bolstered by favorable advertising trends and strategic strengths. Recent successes, including record Super Bowl LIX revenues and leading viewership on YouTube, further highlight FOX's robust position in the media industry.
UBS analyst John Hodulik has raised the price target for FOX Corp. (FOXA) to $63 from $50, maintaining a Buy rating. He cites improved affiliate and advertising trends, driven by growth in skinny bundles and the return of brand advertisers to FOX News, forecasting 14% revenue and 20% EBITDA growth in F25. Despite expected cyclical challenges in F26, FOX is positioned to maintain stable profits, with revised EBITDA estimates of $3.2B for F26 and $3.5B+ for F27.
UBS has maintained a "Buy" rating for T-Mobile US, setting a price target of $255. Analyst John Hodulik noted that the shares have potential for further growth following strong results reported by the company.
John Hodulik
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