Key Takeaways for News Corp Stock as of August 2026
- Six-Month Run: News Corp stock has climbed 25.7% since early February 2026, but only about 2% of that gain arrived after the Aug 5 earnings beat that closed out the move.
- Target Lag: The Street’s mean price target rose just 1% between June 30 and Aug 14, even as the stock jumped 17% over that same stretch, closing most of the upside gap from the price side rather than the target side.
- Coverage Split: Eight analysts currently cover News Corp stock with 5 buys, 2 outperforms, and 1 hold, and the mean target of $35.54 sits 22% above the $29.16 close.
- Model Upside: TIKR’s mid case model implies 39% total return to $40.54 by June 2031, or 7% annualized, a gap that has narrowed sharply now that the market has repriced much of the transformation story on its own.
Curious whether News Corp stock still has room to run after a six-month rally, or whether the easy money already got made? Compare the Street’s targets against TIKR’s model on News Corp for free →
Why News Corp Stock’s Six-Month Rally Ran Ahead of Its Own Earnings
News Corp (NWSA) stock is up 25.7% since early February 2026, according to TIKR’s price chart, closing at $29.16 on Aug 14. The strange part is that the Aug 5 fiscal fourth-quarter report, the news that would normally get credit for a move like this, barely moved the stock at all. Shares closed at $28.59 the day before the print and sat at $29.16 nine days later. That’s a 2% bump for a quarter that beat revenue estimates by nearly 5% and delivered the highest fourth-quarter profit in company history.
So the rally happened first, and the earnings just confirmed it. From the stock’s low near $23 in early February, News Corp climbed through the spring on a run of consecutive EBITDA growth quarters, an accelerating buyback, and a market that started pricing content licensing deals with OpenAI and Meta as durable revenue rather than one-off headlines. CFO Lavanya Chandrashekar made the underlying argument explicit on the Q4 call: “We believe our stock is materially undervalued, and we will remain focused on levers to drive value.” That statement lines up with what actually happened. Fiscal 2026 buybacks hit $643 million, more than four times the prior year’s $150 million, and management kept buying through the rally rather than pausing into strength.
The Aug 5 numbers gave the move a floor rather than a spark. Revenue rose 11% to $2.34 billion against a $2.23 billion estimate, adjusted EPS nearly doubled to $0.35 versus a $0.21 estimate, and total segment EBITDA jumped 31% to $423 million, the company’s 13th straight quarter of year-over-year EBITDA growth on continuing operations. Digital Real Estate Services, the REA Group and realtor.com businesses, posted 46% EBITDA growth in the quarter alone. That’s the print that showed up nine days late in a stock chart that had already made its move.
Starboard’s Stake Cut and the AI Licensing Fight Add Two-Sided Pressure
Two developments sit alongside the run without changing its direction. Starboard Value LP disclosed on Aug 12 that it cut its News Corp Class A stake by 63.6% to 2.0 million shares, and a separate Aug 14 filing showed a 6.1% trim in its Class B position, both changes measured against the quarter ended June 30. An activist reducing exposure into a rally is a supply fact worth noting, even if it says nothing about whether the thesis is right.
The other thread reinforces the re-rating rather than undercutting it. News Corp countersued Brave Software on July 21, accusing the browser company of scraping and reselling Wall Street Journal and New York Post content to AI firms without a license. CEO Robert Thomson framed the stakes on the earnings call: content deals with OpenAI and Meta “have established benchmarks that other principled companies should follow.” The litigation is really about defending the pricing power behind those licensing deals, the same pricing power the market has been rewarding since February.
News Corp Stock’s Rally Has Outpaced the Street’s Own Targets
Eight analysts currently cover News Corp stock, split 5 buys, 2 outperforms, and 1 hold, with no underperform or sell ratings on the books. The mean target sits at $35.54, putting the stock 22% below where the Street thinks it belongs even after the six-month climb.
That 22% gap is smaller than it looks against recent history, though, because the stock did most of the closing. The mean target actually fell from $36.69 at the end of December 2025 to $34.05 by March 31, 2026, tracking the price down to $24.93 over the same stretch.
From there, the two diverged. The stock rallied 17% between June 30 and Aug 14, from $24.83 to $29.16, while the mean target barely moved, ticking up just 1% from $35.18 to $35.54. Coverage held steady at eight analysts across both dates. The Target/Close ratio compressed from 142% in June to 122% in August, and nearly all of that compression came from the price catching up, not from analysts getting more bullish.
TIKR Values News Corp Stock at $41, Implying 39% Total Return
TIKR’s mid case model values News Corp at $41 by June 2031, implying 39% total return from the current price of $29 or 7% annualized over 4.9 years.
A 7% annualized return positions News Corp stock as a steady compounder rather than the kind of asymmetric bet the February-to-August chart might suggest at a glance. The model’s case rests on the same forces already showing up in the numbers: Dow Jones tracking toward $1 billion in segment EBITDA by fiscal 2030, Digital Real Estate margins still expanding off a 46% EBITDA growth quarter, and a buyback pace management has shown no interest in slowing.
That base is already growing fast: total segment EBITDA climbed from $1.41 billion in fiscal 2025 to $1.64 billion in fiscal 2026, a 16% increase, which is the trajectory the model needs to hold for the 7% annualized return to play out.
The Street’s $35.54 mean target sits well inside TIKR’s $40.54 mid case, meaning the model isn’t asking the stock to do anything analysts already doubt, just to keep growing at a fraction of the pace it just posted.
Should You Invest in News Corporation?
The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.
Pull up News Corporation stock and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.
You can build a free watchlist to track News Corporation alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
