Core Viewpoint - Fox Corporation (FOX) has shown strong stock performance, with a 9.7% increase over the past month and a 42.4% gain since the start of the year, outperforming both the Zacks Consumer Discretionary sector and the Zacks Broadcast Radio and Television industry [1] Financial Performance - In the last earnings report on October 30, 2025, Fox reported an EPS of $1.51, exceeding the consensus estimate of $1.06 [2] - For the current fiscal year, Fox is expected to post earnings of $4.46 per share on revenues of $15.99 billion, reflecting a -6.69% change in EPS and a -1.93% change in revenues [3] - For the next fiscal year, the company is projected to earn $5.03 per share on revenues of $16.55 billion, indicating a year-over-year change of 12.71% in EPS and 3.55% in revenues [3] Valuation Metrics - Fox has a Value Score of A, a Growth Score of B, and a Momentum Score of D, resulting in a VGM Score of A [6] - The stock currently trades at 14.6X current fiscal year EPS estimates, slightly below the peer industry average of 15.1X, and at 11.2X on a trailing cash flow basis compared to the peer group's average of 5.2X [7] - The PEG ratio stands at 1.44, positioning Fox favorably among value investors [7] Zacks Rank - Fox holds a Zacks Rank of 2 (Buy), supported by favorable earnings estimate revisions from analysts [8] - The stock meets the criteria for selection, as it has a Zacks Rank of 1 or 2 and Style Scores of A or B, suggesting potential for further price appreciation [8] Competitive Position - Fox Corporation's shares have been performing well, and it remains a solid choice within the industry, alongside its peer FOXA, which also has a Zacks Rank of 2 (Buy) and strong value and growth scores [9] - FOXA is expected to post earnings of $4.42 per share on revenues of $16.09 billion for the current fiscal year, having beaten consensus estimates by 42.45% in the last quarter [10]

Core Viewpoint - Newsmax, despite having over 50 million regular viewers in the U.S., faces significant competition and challenges in the market, particularly from larger players like Fox Corp, and is predicted to underperform compared to other stocks in the next five years [1][2]. Group 1: Newsmax Overview - Newsmax has a market capitalization of approximately $1.1 billion and has recently expanded into Europe and the Middle East, which may increase its audience [1][2]. - The company reported a net loss of $4.1 million in the third quarter of 2025, indicating ongoing profitability challenges [7]. Group 2: Competitor Analysis - Fox Corp - Fox Corp, Newsmax's largest competitor, has a market cap of nearly $31 billion, significantly larger than Newsmax's [4]. - In the latest quarter, Fox reported a profit of $690 million, while Newsmax's revenue growth is in low single-digit percentages [7]. - Fox's shares have a price-to-sales ratio of 1.8, which is more attractive compared to Newsmax's forward sales multiple of 6 [7]. Group 3: Competitor Analysis - Mirum Pharmaceuticals - Mirum Pharmaceuticals has a market cap of around $4 billion and reported a revenue increase of 47% year-over-year in the third quarter, driven by its liver disease drug Livmarli [8][9]. - The company is optimistic about its pipeline, including potential blockbuster drugs and plans to acquire Bluejay Therapeutics, which could enhance its portfolio [11][12]. Group 4: Competitor Analysis - The Trade Desk - The Trade Desk, a leading advertising technology company, has a market cap of $19 billion and is expected to outperform Newsmax in the long term [13][15]. - The Trade Desk's growth opportunities are bolstered by the rise of ad-supported connected TV and international market expansion [15].

Core Insights - TikTok is expanding its short-form entertainment offerings by introducing "Minis," which allows users to watch micro dramas within the app [1][2] Group 1: TikTok's New Feature - TikTok has launched a Minis section that includes mini games and mini drama apps, designed for mobile-first consumption with multiple short episodes [2] - The new feature aims to reduce friction for users by enabling them to sample episodes directly in the app before making any external purchases [2][3] - TikTok views Minis as an extension of its successful TikTok Shop, keeping user engagement and transactions within its ecosystem [3] Group 2: Monetization Strategy - Micro dramas typically follow a freemium model, allowing viewers to watch a limited number of episodes for free before requiring payment, often around $10 or more per title, or a subscription fee ranging from $40 to $80 per month [4] - Within TikTok Minis, some apps provide discounts for users who pay directly through TikTok, promoting in-app purchases over external downloads [4] Group 3: Industry Impact - The market for short-drama apps is projected to generate $3 billion in global revenue this year, excluding China, indicating significant growth potential [5] - Major entertainment studios are closely monitoring this trend, with Fox Corp. investing in micro-drama startups and Walt Disney Co. exploring adaptations for vertical formats [5] Group 4: Regulatory Developments - ByteDance is taking steps to transfer control of TikTok's U.S. operations to a consortium led by Oracle Corp. to mitigate regulatory risks and prevent a potential ban [6][7] - This move aims to address concerns regarding user data access by the Chinese government, which ByteDance has consistently denied [7]

Core Insights - Tubi has achieved profitability in 2023 by attracting younger audiences willing to watch ads, positioning itself as a strong competitor in the streaming market [1][7] Streaming Market Dynamics - Tubi accounted for 2.1% of total streaming minutes in November, surpassing platforms like Peacock and HBO Max, while YouTube remains the leader [2] - The rise in streaming costs has led consumers to seek cheaper, ad-supported options, with many canceling subscriptions rather than cutting cable [3][4] Audience Demographics - Nearly 60% of Tubi's audience consists of millennials and Generation Z, with a significant portion being multicultural [5] - Tubi has over 100 million monthly active users and streams 1 billion hours of content each month, compared to Netflix's 300 million subscribers [4] Content Strategy - Tubi enhances its library through licensing and produces original content on a smaller scale, including airing NFL games [6] - The platform offers over 300,000 titles, with a notable focus on horror content, boasting the largest collection in that genre [11] Financial Performance - Tubi reported a 27% revenue growth for the fiscal quarter ending September 30, driven by an 18% increase in total view time [7] - Fox's stock has risen over 40% this year, contrasting with the performance of other media stocks amid market uncertainty [8] Competitive Positioning - Tubi differentiates itself by being 100% ad-supported, unlike other platforms that offer ad-supported tiers [15] - The platform's viewer engagement is higher, with 95% of users actively choosing what to watch, making them more receptive to advertisements [14] Targeting Younger Audiences - Tubi has launched initiatives like "Tubi for Creators" to attract younger viewers and has signed deals with popular YouTube creators [17][18] - The platform has successfully engaged younger audiences with content like "Sidelined," which has attracted nearly 20 million viewers [19][20]

Core Viewpoint - Guggenheim raised its price target on FOX Corp. to $85.00 from $75.00 while maintaining a Buy rating, highlighting FOX as a top investment idea in the media sector due to its focus on sports and news programming, which are driving revenue and profit growth despite industry challenges [1] Group 1: Financial Performance and Projections - Guggenheim increased its second-quarter adjusted EBITDA forecast to $452 million from $439 million, and raised its fiscal 2026 EBITDA estimate to $3.29 billion from $3.27 billion, driven by stronger-than-expected advertising trends at Fox News and continued pricing power in sports [3] Group 2: Market Position and Growth Drivers - FOX is positioned to benefit from strong advertising demand and moderating subscription declines compared to peers, aided by the rise of "skinny bundles" and an upcoming cycle of distributor renewals where FOX is expected to gain market share [2] - Additional growth catalysts for FOX include a robust content slate featuring the FIFA World Cup and U.S. elections, along with disciplined investments in growth initiatives such as Tubi, FOX One, and sports gambling [2] Group 3: Industry Context - The firm acknowledged that NFL contracts are likely to be renewed at higher costs ahead of their 2027 expiration, but believes the expense increase will be manageable and provide long-term visibility into the 2030s [3]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Fox (FOXA) - Fox currently holds a Momentum Style Score of A, indicating strong potential for momentum investing [3] - The company has a Zacks Rank of 1 (Strong Buy), which historically outperforms the market when combined with a Style Score of A or B [4] Price Performance - Over the past week, FOXA shares increased by 0.94%, while the Zacks Broadcast Radio and Television industry declined by 1.71% [6] - In the last month, FOXA's price rose by 9.26%, outperforming the industry's 4.07% [6] - Over the past quarter, FOXA shares increased by 17.37%, and over the last year, they gained 44.9%, compared to the S&P 500's increases of 2.85% and 17.84%, respectively [7] Trading Volume - FOXA's average 20-day trading volume is 3,644,179 shares, which serves as a bullish indicator when the stock is rising with above-average volume [8] Earnings Outlook - In the past two months, 6 earnings estimates for FOXA have been revised upwards, raising the consensus estimate from $4.20 to $4.42 [10] - For the next fiscal year, 5 estimates have also moved higher, with no downward revisions [10] Conclusion - Given the strong performance metrics and positive earnings outlook, FOXA is positioned as a 1 (Strong Buy) stock with a Momentum Score of A, making it a compelling option for near-term investment [11][12]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, with the aim of buying high and selling higher, capitalizing on established price movements [1] Company Overview: Fox Corporation (FOX) - Fox Corporation currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The company has a Zacks Rank of 1 (Strong Buy), suggesting a favorable outlook compared to the market [3] Price Performance - Over the past week, FOX shares increased by 0.82%, while the Zacks Broadcast Radio and Television industry declined by 1.71% [5] - In the last month, FOX's price change was 7.54%, outperforming the industry's 4.07% [5] - Over the past quarter, FOX shares rose by 15.03%, and over the last year, they gained 36.33%, compared to the S&P 500's increases of 2.85% and 17.84%, respectively [6] Trading Volume - FOX's average 20-day trading volume is 1,601,588 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, three earnings estimates for FOX have been revised upwards, while none have been lowered, leading to an increase in the consensus estimate from $4.14 to $4.46 [9] - For the next fiscal year, two estimates have also moved upwards with no downward revisions [9] Conclusion - Given the strong momentum indicators and positive earnings outlook, FOX is positioned as a 1 (Strong Buy) stock with a Momentum Score of A, making it a compelling investment option [11]

Group 1 - Lincoln Financial has entered into a first-of-its-kind agreement with FOX Sports, becoming the inaugural Game Break sponsor for the Women's Sports Desk in live women's college basketball coverage [1] - The multi-year sponsorship demonstrates Lincoln's commitment to enhancing visibility for women's athletics and promoting financial confidence and empowerment [1] - The sponsorship strategy of Lincoln is focused on creating broader audience connections [1]

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