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海港转向看涨福克斯，因为股价在盈利后回落“过头”
2026-02-25 02:56
- Seaport Research Partners upgraded Fox Corporation (FOX) (FOXA) to "buy" from a previous investment rating of "neutral."
- The research firm believes the pullback in the company's shares post-earnings was "overdone," especially following concerns regarding its sports betting exposure and the accelerated stock buyback news.
- They think Fox's sports betting assets and strong performance in Tubi streaming support a positive outlook for the company.
- Seaport said it views the upcoming FIFA World Cup programming and midterm election cycle as catalysts for advertising growth at the company.
- They also expect Fox to slow its linear subscriber losses with DTC services for the "cord-nevers" with "skinny bundles," which would include its news- and sports-focused networks.
- FOXA has a price target of $64, implying an upside of 15.6%.
- Both classes of Fox shares are up more than 1% in afternoon trading.
More on Fox
- Fox Corporation (FOXA) Q2 2026 Earnings Call Transcript
- FOXA: The Main Street Sports Group Challenge Presents Opportunity
- Wall Street Lunch: Fox's FanDuel Call Option Emerges As Hidden Growth Lever
- 'College Football Playoffs' on ESPN drives cable viewership in January - Nielsen
- Fox Corporation outlines FOX One subscriber growth targets while highlighting Tubi and sports momentum
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