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VSNT

VSNT

VSNT
$35.90USD↓-1.24%-0.45 today

MARKET CAP

5.1B

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$36 – $37

52W RANGE

$9
$46

AI Summary

Stalk
Sell NowHigh

VSNT remains in a Stage 4 decline with a clear sequence of lower highs and lower lows under declining EMAs. Medium-term bias is bearish, reinforced by the active Lower Highs & Lower Lows pattern and consistent failure to reclaim the 9, 20, and 50 moving averages. Short-term conditions favor further downside, making immediate sell-side execution on rallies into the EMA cluster appropriate.

  • ↑$530M Full Swing deal expands digital sports platform
  • ↑Exclusive Bundesliga rights drive ad and subscriber growth
  • ↓Total revenue down 5% YoY, linear ad revenue under pressure
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Versant Media Group (NASDAQ:VSNT) is a dynamic player in the media landscape that focuses on live sports, news, and digital platforms. Recently transitioned to a standalone public company, it operates in high-growth sectors, including business news, political analysis, and interactive sports technology. The company is engaging audiences through a mix of premium content and integrated platforms, aiming to maximize audience engagement and monetization opportunities.

Bull says

  • ↑$530M Full Swing deal expands digital sports platform
  • ↑Exclusive Bundesliga rights drive ad and subscriber growth
  • ↑Q1 free cash flow $558M; 37.5¢ quarterly dividend
  • ↑Platforms revenue up 9% YoY to $192M via digital services
  • ↑High earnings yield and strong institutional ownership support valuation
  • ↑Completed $100M share buybacks under $1B authorization

Bear says

  • ↓Total revenue down 5% YoY, linear ad revenue under pressure
  • ↓Negative growth factors signal challenges in expanding top line
  • ↓Rising capex needs could strain free cash flow generation
  • ↓High volatility risk may deter conservative investors
  • ↓Balance sheet quality weakens confidence amid market shifts
  • ↓Negative analyst revisions suggest further downside risk

Investment themes with VSNT

Telecommunications↓ -0.56%

CMCSA · CHTR · RCI
Cable & Satellite (Subscription Driven)↑ +0.54%

CMCSA · SATS · CHTR

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-18-2026neutral

Transcript signals

Bull points

  • We're off to a strong start to the year with continued progress and growth across key areas of the business driven by disciplined execution and the strength of our portfolio.
  • This momentum reflects our strategy at work, operating scale, market-leading brands anchored in live sports and news, winning with premium content, expanding audience reach, and accelerating the growth of our digital platforms.
  • At CNBC, we saw exceptional engagement during a period of heightened market volatility, with double-digit year-over-year growth reinforcing CNBC's role as the destination for business news when it matters most.

Bear points

  • Total revenue for the quarter was approximately $1.69 billion, a 1% decrease from the prior year quarter. This performance reflects the expected continued pressure on pay TV, impacting linear distribution and advertising revenues.
  • Linear distribution revenue was 1.01 billion, a decline of 7% year over year, driven by continued cord cutting trends, partially offset by contractual rate increases.
  • Advertising revenue was $368 million, down 5% year-over-year, a significant improvement from last year's Q1 decline of 12%, reflecting the power of our portfolio, particularly in our news businesses, where we successfully monetized strong ratings and robust advertiser demand.
Read full transcript analysis ›