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.

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