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GCI Liberty Inc

GCI Liberty Inc

GLIBA
$26.05USD↓-0.19%-0.05 today

MARKET CAP

1.0B

P/E (TTM)

1.8x

FWD P/E

—

DAY RANGE

$26 – $26

52W RANGE

$20
$42

AI Summary

Stalk
StalkMedium

GLIBA remains range-bound between the rising 50-day SMA near support and declining 200-day SMA resistance, reflecting a neutral consolidation following a modest bounce. The long-term trend stays bearish under the 200-day SMA, while medium-term conditions show tentative bullish potential as price holds near 50-day support. Short-term timing is indeterminate with flat EMAs and a neutral RSI, so execution is best deferred until a clear pullback into support or a breakout above the 20-day EMA.

  • ↑Revenue $261M flat YoY; FCF $59M TTM highlights cash generation.
  • ↑Quarterly dividend of $60M annualized supports shareholder returns.
  • ↓Adjusted EBITDA $96M down 11% YoY reflects declining margins.
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The case for & against

Bull & Bear analysis

Bearish

Liberty Capital (GLIBA) operates primarily in the telecommunications sector through its GCI unit, providing essential connectivity and telecommunications services across Alaska. The company is positioned to strengthen its portfolio through strategic acquisitions, such as the pending Quintillion acquisition, aimed at enhancing network resilience and customer service. Liberty Capital's focus on disciplined capital management and shareholder returns reflects its commitment to long-term value in a competitive market landscape, particularly as they navigate operational costs and customer preferences.

Bull says

  • ↑Revenue $261M flat YoY; FCF $59M TTM highlights cash generation.
  • ↑Quarterly dividend of $60M annualized supports shareholder returns.
  • ↑Pending Quintillion deal to drive $20M run-rate FCF synergies.
  • ↑Added 2,100 wireless lines; new promos may boost revenue next year.
  • ↑Capex to peak in 2026, then decline boosts long-term cash flow.
  • ↑High earnings yield and low leverage indicate attractive valuation.

Bear says

  • ↓Adjusted EBITDA $96M down 11% YoY reflects declining margins.
  • ↓Growth headwinds from negative analyst revisions point to sluggish outlook.
  • ↓Capex to hit $290M in 2026, pressuring FCF and flexibility.
  • ↓Profitability inefficiencies and rising contractor costs threaten margins.
  • ↓Starlink and national carriers pose pricing and market share risks.
  • ↓Integration delays in Quintillion deal could hinder expected synergies.

Investment themes with GLIBA

Telecommunications↓ -1.81%

CSCO · VZ · T

Earnings Call · Q3 2020 · Mgmt. Guidance

Updated 05-29-2026bullish

Transcript signals

Bull points

  • The FCC approved the transaction on October 23rd, which will become final on December 2nd if there are any applicable challenges.
  • GCI had another great quarter. Revenue was up 11%, operating income was up 24 million, and adjusted EBITDA was up 27%.
  • The 5G upgrade in Anchorage is complete, and third-party tests have shown that it's now twice as fast, the network is twice as fast as our competition.

Bear points

  • The proxy does mention two lawsuits which were filed against GCI Liberty. One has been dismissed and the second is proceeding with expedited discovery. We do not expect the proceedings to delay the closing of the transaction.
  • So while I am optimistic we will reach some resolution with a company that will be positive, I also note that if we are unable to reach a resolution, it is not the worst outcome.
Read full transcript analysis ›