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News Corp

News Corp

NWS
$32.42USD↓-0.37%-0.12 today

MARKET CAP

16.3B

P/E (TTM)

31.8x

FWD P/E

27.2x

DAY RANGE

$32 – $33

52W RANGE

$25
$36

AI Summary

Stalk
StalkMedium

NWS is in Stage 2 advancing with a clear HH/HL medium-term uptrend supported by the Devil’s Bargain continuation pattern. However, price is currently extended above the rising 9/21 EMAs and trading in extreme overbought territory, which makes immediate entries unfavorable. Under the Stable strategy, execution is deferred until a pullback into the confluence of the 9/21 EMAs and prior breakout level near the low 31s, offering a structurally favorable entry zone.

  • ↑Net income surged 67% to $107M in Q3 2025
  • ↑Executed $336M of $1B share repurchase, boosting returns
  • ↓Revenue grew only 1% to $2B despite FX headwinds
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

News Corporation (NASDAQ: NWSA) is a diversified global media company operating primarily in news and information services, book publishing, digital real estate services, and cable network programming. The company's focus on strategic transformation towards digital growth and cost discipline highlights its response to evolving market dynamics, enhancing its competitive position, particularly within the Dow Jones, Digital Real Estate, and Book Publishing sectors.

Bull says

  • ↑Net income surged 67% to $107M in Q3 2025
  • ↑Executed $336M of $1B share repurchase, boosting returns
  • ↑Digital revenues 82% of Dow Jones segment, up 6% YoY
  • ↑EBITDA rose 12% to $290M; margin up 140bp to 14.4%
  • ↑High earnings yield and low share volatility support valuation
  • ↑Management optimistic on U.S. recovery and ad rebound

Bear says

  • ↓Revenue grew only 1% to $2B despite FX headwinds
  • ↓Stagnant top-line growth may cap shareholder returns
  • ↓Severe balance sheet strain and elevated liquidity risk
  • ↓Advertising volatility high amid macro and tariff uncertainty
  • ↓High short interest signals investor skepticism
  • ↓Political turbulence and tariffs threaten revenue consistency

Investment themes with NWS

SPY↑ +0.09%

NVDA · AAPL · GOOGL
Others↑ +0.32%

Miscellaneous or uncategorized companies

ATAI · SVIX · SVXY

Earnings Call · Q3 2025 · Mgmt. Guidance

Updated 07-01-2026bullish

Transcript signals

Bull points

  • The sustained strength of News Corp's third quarter results reflects the company's strategic transformation. We have pursued digital growth, realigned our assets, focused relentlessly on cost discipline, and asserted the essential value of our intellectual property in a changing challenging content world.
  • net income from continuing operations rose 67% to $107 million in the third quarter compared to the prior year.
  • Total segment EBITDA increased 12% with the overall margin expanding from 13% to 14.4%. Third quarter adjusted revenues were actually ahead by 2%, while adjusted total segment EBITDA expanded 15%. Our reported EPS from continuing operations doubled to $0.14, while our adjusted EPS was $0.17 compared to $0.13 a year ago.

Bear points

  • political turbulence that has clearly affected some of our business partners and undermine their ability to plan coherently.
  • These potent results come despite political turbulence that has clearly affected some of our business partners and undermine their ability to plan coherently.
  • We expect that burgeoning site will add to our network effect as a funnel for realtor.com and our media sites, which in turn will drive traffic to Bible Gateway.
Read full transcript analysis ›