Latest Wall Street Rating Updates
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 05 2026
0mins
Should l Buy FOXA?
Source: CNBC
- Goldman Sachs Reiterates Nvidia: Goldman Sachs maintains a Buy rating on Nvidia ahead of its earnings report, expecting investors to focus on visibility into 2027, non-traditional customer demand, and trends in the Chinese market, indicating strong market confidence in Nvidia's future growth.
- Benchmark Initiates Cava Rating: Benchmark initiates coverage of CAVA Group with a Buy rating and an $80 price target, reflecting its leadership position in the rapidly emerging Mediterranean dining market, which is expected to attract more investor interest in this burgeoning sector.
- BMO Capital Upgrades Brookfield: BMO upgrades Brookfield Asset Management from Market Perform to Outperform, citing attractive mid-teens distributable earnings growth prospects underpinned by continued fundraising momentum and fee rate resilience, showcasing the company's robust financial health.
- Bank of America Downgrades Qualcomm: Bank of America downgrades Qualcomm from Buy to Neutral, lowering the price target from $215 to $155 due to concerns over cyclical and structural weaknesses in the handset market, which may adversely affect its future performance.
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Analyst Views on FOXA
Wall Street analysts forecast FOXA stock price to rise
13 Analyst Rating
6 Buy
7 Hold
0 Sell
Moderate Buy
Current: 63.660
Low
63.00
Averages
74.46
High
85.00
Current: 63.660
Low
63.00
Averages
74.46
High
85.00
About FOXA
Fox Corporation produces and distributes news, sports, and entertainment content through its primary domestic brands, including FOX News Media, FOX Sports, FOX Entertainment, FOX Television Stations and Tubi Media Group. Its operating segments include Cable Network Programming, Television, Credible and the FOX Studio Lot. Cable Network Programming produces and licenses news and sports content distributed through traditional cable television systems, direct broadcast satellite operators and telecommunication companies, virtual multi-channel video programming distributors and other digital platforms. Television produces, acquires, markets and distributes programming through the FOX broadcast network, advertising supported video-on-demand service Tubi, approximately 29 full power broadcast television stations, including 11 duopolies, and other digital platforms. The FOX Studio Lot provides television and film production services. Credible is a United States consumer finance marketplace.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Amazon and Fox Deepen AI Cloud Partnership
- Partnership Expansion: Fox has selected Amazon Web Services (AWS) as its preferred AI cloud provider, broadening their existing agreement from 2022, which signifies a deepening strategic collaboration in the media and entertainment sector.
- Technological Integration Benefits: AWS will provide services like Elemental MediaLive, MediaPackage, and MediaTailor for Fox's FOX One platform, leveraging AI and machine learning capabilities to enhance efficiency in content creation, delivery, and monetization, driving business innovation.
- Market Leadership Position: As of late 2025, AWS holds approximately 30% of the cloud services market, leading Microsoft and Google, which underscores its strong competitive edge and technological superiority, further solidifying the foundation for collaboration with Fox.
- Future Development Potential: Fox executives noted that partnering with AWS will accelerate innovation across all aspects of their business, particularly in optimizing content delivery and media supply chains, indicating a transformative future for the media industry.
See More
Fox Partners with Kalshi to Boost Stock Price
- Stock Price Surge: Fox (NASDAQ:FOXA) shares rose 3% in the afternoon session, primarily driven by the integration of live prediction-market data from Kalshi, which is seen as the main catalyst for the stock's increase.
- Wide Integration Scope: The partnership with Kalshi will span across FOX News, FOX Business, FOX Weather, and FOX One, aiming to enhance on-screen engagement and create new opportunities for sponsored data placements, thereby making its programming more appealing.
- Strong Financial Performance: Fox's recently released Q3 2025 earnings report showed total revenue of $3.74 billion, a 4.9% year-over-year increase, surpassing analyst estimates of $3.57 billion, with adjusted earnings per share at $1.51, significantly exceeding the consensus forecast of $1.10.
- Stable Market Performance: Despite a 16% decline in stock price since the beginning of the year, Fox's shares have shown low volatility with only five moves greater than 5% in the past year, indicating that the market considers this news significant, although it may not fundamentally alter perceptions of the business.
See More
U.S. DOJ Investigates NFL for Anticompetitive Practices
- Investigation Launched: The U.S. Department of Justice has initiated an investigation into the NFL, focusing on potential anticompetitive practices that may affect consumer affordability and create an uneven playing field for providers.
- Media Rights Renegotiation: The NFL is renegotiating media rights deals with broadcast networks earlier than planned, which could increase revenue and eliminate the opt-out clause after the 2029-2030 season, ensuring a longer partnership with current broadcasters.
- Rising Costs: As sports media rights costs have skyrocketed, consumer expenses for viewing have also increased, leading to fragmented media packages requiring multiple subscriptions and price hikes, further burdening consumers.
- Streaming Agreements: The NFL has entered exclusive streaming agreements with Amazon and Netflix, indicating a strategic shift towards streaming despite traditional TV still dominating game broadcasts, highlighting the league's future direction in media distribution.
See More
DOJ Investigates NFL for Anticompetitive Practices
- Investigation Launched: The U.S. Department of Justice has initiated an investigation into the NFL regarding potential anticompetitive practices, particularly focusing on consumer affordability for watching games, which could impact the league's media rights negotiations and future revenue.
- Media Distribution Model: The NFL claims its media distribution model is the 'most fan-friendly,' with over 87% of games available on free broadcast TV, yet rising media rights costs are leading to higher viewing expenses for consumers.
- Rights Agreement Renegotiation: The NFL is renegotiating its 11-year, $111 billion media rights agreement with broadcasters like CBS, NBC, and Fox, which is expected to increase revenue and eliminate an opt-out clause after the 2029-2030 season, ensuring longer partnerships.
- Streaming Agreement Expansion: The NFL has entered exclusive agreements with streaming platforms like Amazon and Netflix, even as traditional TV remains dominant in viewership ratings, with streaming growth seen as crucial for future development, especially among younger audiences.
See More
Kalshi Integrates Prediction Market Data with Fox Corporation
- Data Integration Partnership: Kalshi has partnered with Fox Corporation to integrate its prediction market data across FOX News Channel, FOX Business Network, and FOX Weather, aiming to enhance audience understanding of news through the wisdom of crowds and accurate event forecasting.
- Growing Market Influence: Kalshi's data has been recognized by institutions like the Federal Reserve as 'valuable to researchers and policymakers,' indicating its increasing influence in political, economic, and cultural spheres, thereby solidifying its leadership in the prediction market.
- User Access Trends: Millions visit Kalshi each month, with approximately 70% primarily checking market odds rather than trading, highlighting the high interest in predictive data and underscoring Kalshi's role in enhancing information transparency.
- Enhanced Content Richness: By integrating real-time data with FOX, Kalshi not only provides deeper insights for viewers but also enriches the user experience on the FOX One streaming platform, allowing audiences to engage more dynamically with significant news events.
See More
Streaming Industry Faces Challenges and Opportunities
- Industry Challenges Intensify: Despite a surge in demand for streaming content, the broadcast television industry faces escalating cord-cutting challenges, leading to sluggish overall revenue growth and prompting companies to adopt more cautious cash management strategies to protect profits.
- Content Diversification Strategy: Industry players are diversifying their content offerings to meet OTT service demands, leveraging user data and AI technologies to enhance user engagement, thereby maintaining attractiveness in a highly competitive market.
- Advertising Revenue Under Pressure: High inflation and rising interest rates have led to cuts in advertising budgets, which are expected to impact revenue growth in the short term, particularly in competition with tech and social media companies.
- Impact of Low-Priced Bundles: As cord-cutting increases, industry companies are introducing
See More
Amazon and Fox Deepen AI Cloud Partnership
- Partnership Expansion: Fox has selected Amazon Web Services (AWS) as its preferred AI cloud provider, broadening their existing agreement from 2022, which signifies a deepening strategic collaboration in the media and entertainment sector.
- Technological Integration Benefits: AWS will provide services like Elemental MediaLive, MediaPackage, and MediaTailor for Fox's FOX One platform, leveraging AI and machine learning capabilities to enhance efficiency in content creation, delivery, and monetization, driving business innovation.
- Market Leadership Position: As of late 2025, AWS holds approximately 30% of the cloud services market, leading Microsoft and Google, which underscores its strong competitive edge and technological superiority, further solidifying the foundation for collaboration with Fox.
- Future Development Potential: Fox executives noted that partnering with AWS will accelerate innovation across all aspects of their business, particularly in optimizing content delivery and media supply chains, indicating a transformative future for the media industry.
See More
Fox Partners with Kalshi to Boost Stock Price
- Stock Price Surge: Fox (NASDAQ:FOXA) shares rose 3% in the afternoon session, primarily driven by the integration of live prediction-market data from Kalshi, which is seen as the main catalyst for the stock's increase.
- Wide Integration Scope: The partnership with Kalshi will span across FOX News, FOX Business, FOX Weather, and FOX One, aiming to enhance on-screen engagement and create new opportunities for sponsored data placements, thereby making its programming more appealing.
- Strong Financial Performance: Fox's recently released Q3 2025 earnings report showed total revenue of $3.74 billion, a 4.9% year-over-year increase, surpassing analyst estimates of $3.57 billion, with adjusted earnings per share at $1.51, significantly exceeding the consensus forecast of $1.10.
- Stable Market Performance: Despite a 16% decline in stock price since the beginning of the year, Fox's shares have shown low volatility with only five moves greater than 5% in the past year, indicating that the market considers this news significant, although it may not fundamentally alter perceptions of the business.
See More
U.S. DOJ Investigates NFL for Anticompetitive Practices
- Investigation Launched: The U.S. Department of Justice has initiated an investigation into the NFL, focusing on potential anticompetitive practices that may affect consumer affordability and create an uneven playing field for providers.
- Media Rights Renegotiation: The NFL is renegotiating media rights deals with broadcast networks earlier than planned, which could increase revenue and eliminate the opt-out clause after the 2029-2030 season, ensuring a longer partnership with current broadcasters.
- Rising Costs: As sports media rights costs have skyrocketed, consumer expenses for viewing have also increased, leading to fragmented media packages requiring multiple subscriptions and price hikes, further burdening consumers.
- Streaming Agreements: The NFL has entered exclusive streaming agreements with Amazon and Netflix, indicating a strategic shift towards streaming despite traditional TV still dominating game broadcasts, highlighting the league's future direction in media distribution.
See More
DOJ Investigates NFL for Anticompetitive Practices
- Investigation Launched: The U.S. Department of Justice has initiated an investigation into the NFL regarding potential anticompetitive practices, particularly focusing on consumer affordability for watching games, which could impact the league's media rights negotiations and future revenue.
- Media Distribution Model: The NFL claims its media distribution model is the 'most fan-friendly,' with over 87% of games available on free broadcast TV, yet rising media rights costs are leading to higher viewing expenses for consumers.
- Rights Agreement Renegotiation: The NFL is renegotiating its 11-year, $111 billion media rights agreement with broadcasters like CBS, NBC, and Fox, which is expected to increase revenue and eliminate an opt-out clause after the 2029-2030 season, ensuring longer partnerships.
- Streaming Agreement Expansion: The NFL has entered exclusive agreements with streaming platforms like Amazon and Netflix, even as traditional TV remains dominant in viewership ratings, with streaming growth seen as crucial for future development, especially among younger audiences.
See More
Kalshi Integrates Prediction Market Data with Fox Corporation
- Data Integration Partnership: Kalshi has partnered with Fox Corporation to integrate its prediction market data across FOX News Channel, FOX Business Network, and FOX Weather, aiming to enhance audience understanding of news through the wisdom of crowds and accurate event forecasting.
- Growing Market Influence: Kalshi's data has been recognized by institutions like the Federal Reserve as 'valuable to researchers and policymakers,' indicating its increasing influence in political, economic, and cultural spheres, thereby solidifying its leadership in the prediction market.
- User Access Trends: Millions visit Kalshi each month, with approximately 70% primarily checking market odds rather than trading, highlighting the high interest in predictive data and underscoring Kalshi's role in enhancing information transparency.
- Enhanced Content Richness: By integrating real-time data with FOX, Kalshi not only provides deeper insights for viewers but also enriches the user experience on the FOX One streaming platform, allowing audiences to engage more dynamically with significant news events.
See More
Streaming Industry Faces Challenges and Opportunities
- Industry Challenges Intensify: Despite a surge in demand for streaming content, the broadcast television industry faces escalating cord-cutting challenges, leading to sluggish overall revenue growth and prompting companies to adopt more cautious cash management strategies to protect profits.
- Content Diversification Strategy: Industry players are diversifying their content offerings to meet OTT service demands, leveraging user data and AI technologies to enhance user engagement, thereby maintaining attractiveness in a highly competitive market.
- Advertising Revenue Under Pressure: High inflation and rising interest rates have led to cuts in advertising budgets, which are expected to impact revenue growth in the short term, particularly in competition with tech and social media companies.
- Impact of Low-Priced Bundles: As cord-cutting increases, industry companies are introducing
See More
