FOXA Fox Corporation

$FOXA Their cable news shows blows away CNN with their 572 viewers or so . Now the NFL is back not to mention the windfall they made covering the World Cup. Earnings should be good .

$FOXA Huge upgrade today to $85 from BofA securities. 10/16/26 Fox News is killing CNN and MS now what in the ratings . NFL having huge ratings and their huge viewership from the World Cup should show up in the next earnings.

$FOXA Trading Maria for Dagen was a terrible choice. Dagen is such a miserable old woman

$FOXA How on God’s Green Earth can this thing have 24% Short Interest ? When is the Short Squeeze coming ?

$FOXA Our read was contrarian bullish as of 13 Oct 2026. The split centers on time: long-term fundamentals diverge from near-term tape weakness and cautious sentiment. The technicals sit bearish, with FOXA at $62.59 trading below its 20-day MA of $63.58, 50-day MA of $64.94, and 200-day MA of $62.87. Short-term sentiment is also bearish, with short interest elevated at 14.6% of float. Near-term fundamentals sit neutral after quarterly cash flow dropped 43%. In contrast, long-term fundamentals are bullish, as shown in the chart attached. Fiscal 2026 operating margins reached 20.4% versus a peer median of 14.7%, alongside a 10.5x forward P/E and $1.5 billion in free cash flow. We would change our mind if operating margins compress toward peer levels or if cash flow fails to rebound, proving the damage is fundamental rather than near-term. (Disclosure: we're and this is our own research.)

$FOXA BofA double-upgraded Fox to Buy from Underperform today, target to 85 dollars from 54. Jessica Reif Ehrlich cited live news and sports strength, and shares were up about 4.6% premarket. The target only makes sense with Roku in the mix. Shareholders on both sides approved the deal Oct 14, Fox at 99.9% of votes cast, at 160 dollars a share, about 22 billion dollars enterprise value, roughly 14.2 billion in cash plus stock. Close is still targeted for the first half of 2027. The DOJ second request is the hurdle left.

Bank of America Securities analyst Jessica Reif Ehrlich upgraded Fox Corp. Class A to Buy and raised her price target to $85 from $54, citing favorable conditions for news-focused media companies and live sports programming, as well as confidence in Fox’s strategic positioning. Sentiment also improved after Zacks upgraded Fox to Rank #2 (Buy) on Oct. 15, following upward revisions to near-term earnings estimates. On Oct. 14, Fox shareholders approved the issuance of Class A common shares linked to the pending approximately $22 billion acquisition of Roku, with 99.9% of votes cast in favor, clearing a key procedural hurdle. Fox benefits from its focus on live content and the resilience of its advertising business, supported by streaming platform Tubi. Investors are watching for the company’s upcoming earnings report, expected in late October. $FOXA

$FOXA Fox is doing a great job on all the Sports they televise. NFL for sure but their INDYCAR coverage was awesome this year and none of the switchover to cable channels on half the season like others.

$FOXA has the biggest CEO buy on my insider screen right now: Lachlan Murdoch bought ~150k shares on Sep 15 at ~68.53, about 10.3M USD of his own money (stake +12%). Three weeks later it closed Friday at 62.28, ~9% below his price and ~18% under the 52w high (75.68). So far not a timing signal. The overhang is still the 22B Roku deal from June (debt + dilution worries). Fundamentals on my screens look fine: P/E ~16, Piotroski 7/9, dividend only ~14% of earnings. No momentum or reversal signal yet, no position. Earnings Oct 29. Is he buying confidence in the Roku deal, or just a price he couldn't pass up?