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VSNT

VSNT

VSNT
$37.19USD↓-0.46%-0.17 today

MARKET CAP

5.2B

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$37 – $38

52W RANGE

$9
$46

AI Summary

Stalk
Sell NowMedium

VSNT remains in a Stage 4 decline characterized by a sequence of lower highs and lower lows below declining short-term EMAs. The medium-term bias is bearish, reinforced by price trading beneath the 9EMA, 20EMA, and 50 SMA, with rallies into this resistance cluster consistently rejected. Short-term conditions favor immediate sell execution as price tightly tracks below sloping EMAs with no exhaustion signals. While the long-term uptrend above the 200 DMA stays intact, near-term supply dominance warrants a bearish posture now.

  • ↑Raised FY26 revenue guidance to $6.2–6.45 B after robust H1 performance
  • ↑Acquired Full Swing Golf to expand direct-to-consumer content and boost cross-platform engagement
  • ↓Linear distribution revenue fell 6% YoY to $954 M amid subscriber losses
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Versant Media Group (NASDAQ: VSNT) is a leading player in the media and entertainment sector with a focus on premium live content across news, sports, and entertainment. The company operates a robust portfolio of brands and has recently completed the acquisition of Full Swing Golf Holdings, indicating its push towards diversifying its offerings and bolstering audience engagement. As part of the broader transformation within the media industry, VSNT is adapting to changing consumer behaviors and preferences, primarily through its direct-to-consumer strategies.

Bull says

  • ↑Raised FY26 revenue guidance to $6.2–6.45 B after robust H1 performance
  • ↑Acquired Full Swing Golf to expand direct-to-consumer content and boost cross-platform engagement
  • ↑Portfolio engages 120 M viewers; MSNOW viewership up 14% YoY
  • ↑Generated $350 M free cash flow in Q2; funded $305 M in buybacks and dividends
  • ↑Attractive valuation with high earnings yield, book-to-price ~0.99 and manageable leverage
  • ↑Moderate institutional ownership; oil‐price sensitivity could enhance profits

Bear says

  • ↓Linear distribution revenue fell 6% YoY to $954 M amid subscriber losses
  • ↓Q2 revenue $1.64 B down 4% YoY; net income $211 M vs $302 M last year
  • ↓Adjusted EBITDA $624 M declined 8.9% YoY; profitability faces negative revisions
  • ↓Integration of Full Swing Golf poses execution risk and may delay synergies
  • ↓High volatility score signals price swings; sports rights costs expected to rise
  • ↓Negative QS score indicates balance‐sheet weakness and limited financial flexibility

Investment themes with VSNT

Telecommunications↓ -0.56%

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

CMCSA · SATS · CHTR

Earnings Call · Q4 2025 · Mgmt. Guidance

Updated 08-08-2026neutral

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