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/NWSA
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News Corp

News Corp

NWSA
$29.44USD↑+0.20%+0.06 today

MARKET CAP

16.5B

P/E (TTM)

24.9x

FWD P/E

21.7x

DAY RANGE

$29 – $30

52W RANGE

$22
$32

AI Summary

Stalk
StalkMedium

NWSA remains in a healthy long- and medium-term uptrend above its key moving averages, but recent failure below the 9- and 20-day EMAs and short-term bearish EMA crossover signal a corrective pullback. Bullish execution should be deferred, stalking for a pullback and price acceptance near the rising 50-day SMA (around $28.80) before entering.

  • ↑Q3 net income soared 67% to $107M on $2B revenue.
  • ↑Digital revenues rose 6%; subscriptions exceeded six million.
  • ↓Revenue grew just 1% YoY, signaling weak expansion.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

News Corporation (NASDAQ:NWSA) is a diversified media and information services company primarily focused on digital transformation, operating within sectors like publishing, digital real estate services, and professional information through its Dow Jones segment. The company has demonstrated resilience in navigating the rapidly changing media landscape while emphasizing its commitment to shareholder value and digital growth. With a strong focus on returns from its intellectual property, News Corp is well-positioned in the evolving media landscape marked by political and economic uncertainty.

Bull says

  • ↑Q3 net income soared 67% to $107M on $2B revenue.
  • ↑Digital revenues rose 6%; subscriptions exceeded six million.
  • ↑$1B share repurchase plan announced plus $0.10 dividend.
  • ↑EBITDA grew 12% to $290M; margins expanded to 14.4%.
  • ↑Analysts rate Moderate Buy with $38.50 target; stock at 52-week high.
  • ↑Strong earnings yield and positive analyst revisions support valuation.

Bear says

  • ↓Revenue grew just 1% YoY, signaling weak expansion.
  • ↓Advertising segment faces volatility amid macroeconomic uncertainty.
  • ↓P/E near 30 and low dividend yield suggest overvaluation.
  • ↓Negative momentum indicates underperformance against peers.
  • ↓Integration of Dragonfly and Oxford Analytica may hinder results.
  • ↓Stagnant profitability metrics raise concerns over shareholder returns.

Investment themes with NWSA

SPY↑ +0.09%

NVDA · AAPL · GOOGL
Publishing↑ +1.00%

NWSA · NYT · DJCO

Earnings Call · Q3 2025 · Mgmt. Guidance

Updated 09-02-2026neutral

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%.

Bear points

  • despite unfavorable currency volatility as risks rose in the global economy and the need for compliance remained an imperative for thoughtful companies in a fast-changing regulatory environment.
  • $86 million was flat improving from the prior quarter
  • $514 million, which rose 2%
Read full transcript analysis ›