Communication Services
16 companies under coverage across 9 industries.
Browse by industry
Communication Services companies
Meta Platforms (META)
The bull case — 'AI Ads Monetize' (10% weight) — targets $880, +56% vs spot. It needs the multiple to hold or expand.
AT&T Inc. (T)
The bull case — 'Bull — Rate Cuts / Re-Rate' (8% weight) — targets $36, +74% vs spot. It needs Gross Margin to surprise to the upside.
Verizon Communications Inc (VZ)
The bull case — 'Bull — Rate Cuts / Re-Rate' (8% weight) — targets $70, +65% vs spot. It needs the multiple to hold or expand.
Trade Desk Inc (TTD)
The bull case — 'Bull — Category-Leader Re-Rate' (8% weight) — targets $36, +97% vs spot. It needs the multiple to hold or expand.
T-Mobile US Inc (TMUS)
The bull case — 'Bull — Buyback-Driven Re-Rate' (8% weight) — targets $276, +64% vs spot. It needs Gross Margin to surprise to the upside.
Electronic Arts Inc (EA)
The bull case — 'Bull — Franchise Re-Rate / M&A' (8% weight) — targets $378, +84% vs spot. It needs the multiple to hold or expand.
Netflix Inc (NFLX)
The bull case — 'Bull — Global-Scale Re-Rate' (8% weight) — targets $132, +84% vs spot. It needs the multiple to hold or expand.
Comcast Corp (CMCSA)
The bull case — 'Bull — FCF Re-Rate' (8% weight) — targets $38, +55% vs spot. It needs Gross Margin to surprise to the upside.
Omnicom Group Inc (OMC)
The bull case — 'Bull — Synergy Re-Rate' (8% weight) — targets $128, +75% vs spot. It needs the multiple to hold or expand.
Paramount Skydance Corporation Class B Common Stock (PSKY)
The bull case — 'Bull — Re-Rate / M&A' (8% weight) — targets $17, +74% vs spot. It needs Gross Margin to surprise to the upside.
Fox Corp Class A (FOXA)
The bull case — 'Bull — Re-Rate / M&A' (8% weight) — targets $89, +72% vs spot. It needs the multiple to hold or expand.
Walt Disney Company (DIS)
The bull case — 'Bull — Re-Rate / M&A' (8% weight) — targets $185, +92% vs spot. It needs the multiple to hold or expand.
News Corp A (NWSA)
The bull case — 'Bull — Sum-of-Parts Re-Rate' (8% weight) — targets $42, +69% vs spot. It needs Gross Margin to surprise to the upside.
Alphabet Inc. (GOOGL)
The bull case — 'Cloud + Waymo Win' (10% weight) — targets $470, +32% vs spot. It needs the multiple to hold or expand.
Take-Two Interactive Software Inc (TTWO)
The bull case — 'Bull — Franchise Re-Rate / M&A' (8% weight) — targets $428, +71% vs spot. It needs the multiple to hold or expand.
TKO Group Holdings, Inc. (TKO)
The bull case — 'Bull — Premium-Content Re-Rate' (8% weight) — targets $360, +79% vs spot. It needs the multiple to hold or expand.