新闻集团财报超预期股价反跌，机构下调目标价

Core Viewpoint - News Corporation reported its Q2 FY2026 earnings, exceeding revenue and earnings per share expectations, but the stock price fell sharply post-release [1][2]. Financial Performance - Revenue for Q2 FY2026 was $2.362 billion, surpassing the forecast of $2.3027 billion, with a year-over-year growth of 5.54% [2]. - Earnings per share (EPS) were $0.40, exceeding the predicted $0.365, with a projected net profit growth of 28.04% year-over-year, indicating robust core business performance [2]. Stock Market Reaction - Following the earnings release on February 6, the stock price dropped 7.06% in a single day, reflecting market concerns over challenges in the media industry, such as competition in digital advertising and cost pressures [2]. - Over the week from February 6 to February 13, the Class A stock price experienced a cumulative decline of 7.35%, with a trading range fluctuation of 8.10% [1]. Analyst Opinions - Morgan Stanley maintained a "Buy" rating on News Corporation's Class A shares but lowered the target price from $37 to $32.4, indicating short-term caution [1][2]. - As of February 12, 75% of 12 institutions rated the stock as "Buy" or "Add," while 25% rated it as "Hold," with an average target price of $34.91, suggesting a potential upside of 55.7% from the current stock price [2].