News CorporationNasdaq: NWSA
Communication Services · Publishing
$26.29
-0.13%
Vol: 2.9M
Research Digest
Friday, May 1, 2026
AI content deal with Meta worth up to $50M/year; Q3 earnings May 7; analyst PT $34.43 (40% upside)
News Corp announced AI content licensing deal with Meta worth up to $50M annually (March 4, 2026). Company authorized $1B stock repurchase program. Q3 2026 earnings scheduled for May 7 amidst ongoing earnings challenges. Analyst consensus cautiously optimistic with 15 analysts covering NWSA at average PT of $34.43 USD (40% upside from $24.59). Judge dismissed Trump's $10B defamation suit against Murdoch/WSJ over Epstein letter (April 13). News Corp operates Wall Street Journal, Barron's, The Times, The Sunday Times, Australian, NY Post, HarperCollins, REA Group. Stock challenged by stagnant sales and limited cash flow, seen as fairly valued but limited upside.
Previous Market Intelligence
13 daysApr 30News Corp executes $1B buyback; short interest surges 36.8%; fiscal Q3 earnings due May 7Neutral▶
News Corporation continues its $1B Repurchase Program authorized in 2025, buying back Class A and Class B shares. As of April 27, cumulative buybacks totaled 5.49M Class A shares ($134.4M) and 2.66M Class B shares ($74.2M). The company conducted April 24 buybacks at $26.18/share. Short interest increased 36.8% to 16.0M shares as of April 15 from 11.7M on March 31. Stock trades at $26.20 with 52-week range of $22.20-$31.61. Fiscal Q3 earnings and dividend expected May 7.
Apr 16News Corp announces $1 billion share repurchase program April 10; $50M AI content deal with Meta signedPositive▶
News Corp announced a $1 billion share repurchase plan on April 10, 2026 for both Class A and Class B shares. As of April 13, the company repurchased 4.7M Class A shares for $115.1M and 2.3M Class B shares for $63.7M. Meta signed an AI content licensing deal worth up to $50M annually with News Corp in March. Q4 2025 earnings beat expectations with EPS of $0.40 vs $0.35 consensus. Analyst average price target is $34.43, implying 40% upside.
Apr 15News Corp announced $1B share repurchase program on April 10 and signed AI content licensing deal with Meta worth up to $50M/year.Neutral▶
News Corporation announced a $1B share repurchase program on April 10, 2026. Meta signed AI content licensing deal with News Corp valued at up to $50M annually as of March 4, 2026. The company reported Q1 EPS of $0.40 (beat by 14.2%) and revenue of $2.36B (beat by 0.94%). Stock price at $24.59 decreased 1.21% in latest session. 15 analysts maintain average PT of $34.43, implying 40% upside potential.
Apr 14News Corp executing daily share buyback under $1B repurchase authorization; refinanced debt with $1.5B credit facility.Positive▶
News Corporation disclosed daily-reported share buyback under $1B repurchase authorization. March 2026 debt refinancing added $1.50B unsecured facilities including $1.00B revolving credit and $500M Term A loan maturing 2031. Analyst average price target of $34.43 implying 40% upside potential.
Apr 13News Corp conducts daily share buyback under $1 billion repurchase program, with stock trading near 52-week lows.Neutral▶
News Corp disclosed on April 9 that it is conducting daily-reported buy-backs of its Nasdaq-listed Class A common stock under its broader $1 billion repurchase authorization. The media company signed an AI content licensing deal with Meta worth up to $50 million annually. The company faces challenges from stagnant legacy media operations.
Apr 10News Corp announces daily buyback program under $1 billion authorization; Meta AI content deal supports recurring revenue.Mixed▶
News Corp disclosed April 9 daily buyback of Class A shares under $1 billion repurchase authorization. The company continues focus on AI partnerships including deal with Meta for content licensing worth up to $50M/year. Analysts designated NWSA as Strong Buy with average target $34.43 (40% upside). Citi lowered price target to $39 from $40.
Apr 9News Corp buybacks 4.2M Class A shares, signs content licensing agreement with MetaPositive▶
News Corp executed 4.2 million Class A share buyback on April 6, 2026 at $24.10-$24.29 prices as part of authorized $1 billion repurchase program. Company signed multiyear agreement with Meta (at least three years) to license copyrighted content from US and UK media properties for AI training. Deal provides recurring revenue stream supporting AI partnership strategy. FY2025 revenue reached $8.45 billion (+2.42% YoY) with earnings of $1.18 billion (+343.61% YoY). Stock at $24.40 with 60.08% upside to $37.94 consensus price target from 5 analysts with Strong Buy rating. Company focusing on digital subscriptions (WSJ, Barron's) and AI partnerships.
Apr 8News Corp Meta Deal; $1B Buyback Program Signals Management ConfidencePositive▶
News Corp signed AI content licensing deal with Meta worth up to $50M/year as of March 4, 2026. Running at least three years, allows Meta to use copyrighted content from News Corp US and UK media properties. Company authorized $1B share buyback of Class A and Class B stock. Recent share buys at $24-31 prices. Analyst consensus Strong Buy with $37.94 target, 60.08% upside.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6News Corp signed $50M/year AI content licensing deal with Meta.Positive▶
Meta and News Corp signed AI content licensing deal worth up to $50M/year announced early March 2026. FY 2026 Q2 EBITDA grew 8% to $521M. Repurchased additional $172M shares. Targeting $1B EBITDA for Dow Jones segment by 2026. Avg Moderate Buy PT $37.02.
Apr 3News Corp updates $1B buyback plan with March 31 purchases; Meta AI licensing deal worth up to $50M annually confirmed.Positive▶
News Corporation provided an update on its $1 billion stock repurchase program as of April 1, 2026. The company's AI content licensing deal with Meta, worth up to $50M annually, was confirmed in early March. Fiscal 2026 Q2 EBITDA grew 8% to $521 million while adjusted net income increased 20% to $227 million.
Apr 2News Corp signs AI content licensing deal with Meta worth up to $50M/year; targets $1B EBITDA for Dow Jones by 2026.Positive▶
News Corp sealed AI content licensing agreement with Meta worth up to $50M annually, supporting digital transformation strategy. Company targeting $1B EBITDA for Dow Jones segment by 2026. Q1 earnings: EPS $0.40 beat $0.33 consensus; revenue $2.36B beat $2.30B. $1B stock buyback authorized; recent repurchases Feb-March 2026. Stock trading $24.43 (+1.58%). Analyst sentiment: Moderate Buy (3 hold, 4 buy from 7 firms). PT $37.02.
Apr 1News Corp signs major AI content licensing deal with Meta worth up to $50M annually starting March 2026.Positive▶
News Corp and Meta finalized an AI content licensing deal worth up to $50M annually, allowing Meta to use copyrighted content for training and AI tools. Fiscal 2026 Q2 EBITDA grew 8% to $521M. Returned $172M through share repurchases during the quarter.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| NWSNEWS | $30.49 | +0.02% | +8.3% | 24.3x | 0.92 | $16.7B |
| NWSANEWS | $26.29 | -0.13% | +7.6% | 21.0x | 0.92 | $14.4B |
| GOOGLALPHABET | $385.59 | +0.21% | +28.3% | 28.4x | 1.13 | $4.66T |
| GOOGALPHABET | $382.99 | +0.27% | +28.3% | 28.2x | 1.13 | $4.62T |
| METAMETA | $609.01 | -0.47% | +6.8% | 16.9x | 1.31 | $1.55T |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.