MCH ANALYSIS RESEARCHMain site ↗
Sector

Communication Services

24 companies under coverage across 10 industries.

Industries

Browse by industry


Coverage

Communication Services companies


Equity Research

Nexstar Broadcasting Group Inc (NXST)

BUY. 12-month probability-weighted target $264 (+63% vs spot). P/E Multiple explains 66% of Monte Carlo outcome variance.

NXSTEquity ResearchMonte Carlo
10 October 2026Rating: BUY · Fair value vs price +57.6%
Equity Research

Trade Desk Inc (TTD)

BUY. 12-month probability-weighted target $16 (+33% vs spot). P/E Multiple explains 72% of Monte Carlo outcome variance.

TTDEquity ResearchMonte Carlo
10 October 2026Rating: BUY · Fair value vs price +49.3%
Equity Research

Pinterest Inc (PINS)

BUY. 12-month probability-weighted target $28 (+31% vs spot). P/E Multiple explains 79% of Monte Carlo outcome variance.

PINSEquity ResearchMonte Carlo
10 October 2026Rating: BUY · Fair value vs price +38.8%
Equity Research

Snap Inc. (SNAP)

HOLD. 12-month probability-weighted target $6 (-4% vs spot). Snap Inc. (SNAP) — quantitative single-name research from MCH Analysis.

SNAPEquity ResearchMonte Carlo
10 October 2026Rating: HOLD · Fair value vs price +17.7%
Equity Research

Sirius XM Holding Inc (SIRI)

HOLD. 12-month probability-weighted target $29 (+10% vs spot). P/E Multiple explains 50% of Monte Carlo outcome variance.

SIRIEquity ResearchMonte Carlo
10 October 2026Rating: HOLD · Fair value vs price +6.2%
Equity Research

T-Mobile US Inc (TMUS)

HOLD. 12-month probability-weighted target $172 (+16% vs spot). Gross Margin explains 51% of Monte Carlo outcome variance.

TMUSEquity ResearchMonte Carlo
10 October 2026Rating: HOLD · Fair value vs price +4.4%
Equity Research

Comcast Corp (CMCSA)

HOLD. 12-month probability-weighted target $23 (+11% vs spot). Gross Margin explains 61% of Monte Carlo outcome variance.

CMCSAEquity ResearchMonte Carlo
10 October 2026Rating: HOLD · Fair value vs price +3.4%
Equity Research

Verizon Communications Inc (VZ)

HOLD. 12-month probability-weighted target $44 (+6% vs spot). P/E Multiple explains 54% of Monte Carlo outcome variance.

VZEquity ResearchMonte Carlo
10 October 2026Rating: HOLD · Fair value vs price +2.8%
Equity Research

AT&T Inc. (T)

HOLD. 12-month probability-weighted target $23 (+5% vs spot). Gross Margin explains 50% of Monte Carlo outcome variance.

TEquity ResearchMonte Carlo
10 October 2026Rating: HOLD · Fair value vs price +0.7%
Equity Research

Netflix Inc (NFLX)

HOLD. 12-month probability-weighted target $68 (-3% vs spot). P/E Multiple explains 83% of Monte Carlo outcome variance.

NFLXEquity ResearchMonte Carlo
10 October 2026Rating: HOLD · Fair value vs price -1.9%
Equity Research

TKO Group Holdings, Inc. (TKO)

HOLD. 12-month probability-weighted target $201 (+13% vs spot). P/E Multiple explains 65% of Monte Carlo outcome variance.

TKOEquity ResearchMonte Carlo
10 October 2026Rating: HOLD · Fair value vs price -7.1%
Equity Research

Meta Platforms (META)

SELL. 12-month probability-weighted target $569 (-21% vs spot). P/E Multiple explains 71% of Monte Carlo outcome variance.

METAEquity ResearchMonte Carlo
10 October 2026Rating: SELL · Fair value vs price -8.4%
Equity Research

New York Times Company (NYT)

HOLD. 12-month probability-weighted target $68 (+2% vs spot). P/E Multiple explains 61% of Monte Carlo outcome variance.

NYTEquity ResearchMonte Carlo
10 October 2026Rating: HOLD · Fair value vs price -8.6%
Equity Research

Omnicom Group Inc (OMC)

HOLD. 12-month probability-weighted target $72 (-6% vs spot). P/E Multiple explains 58% of Monte Carlo outcome variance.

OMCEquity ResearchMonte Carlo
10 October 2026Rating: HOLD · Fair value vs price -13.6%
Equity Research

Alphabet Inc. (GOOGL)

SELL. 12-month probability-weighted target $286 (-19% vs spot). P/E Multiple explains 87% of Monte Carlo outcome variance.

GOOGLEquity ResearchMonte Carlo
10 October 2026Rating: SELL · Fair value vs price -23.3%
Equity Research

Warner Music Group (WMG)

HOLD. 12-month probability-weighted target $27 (-5% vs spot). P/E Multiple explains 60% of Monte Carlo outcome variance.

WMGEquity ResearchMonte Carlo
10 October 2026Rating: HOLD · Fair value vs price -24.3%
Equity Research

Fox Corp Class A (FOXA)

SELL. 12-month probability-weighted target $47 (-24% vs spot). P/E Multiple explains 63% of Monte Carlo outcome variance.

FOXAEquity ResearchMonte Carlo
10 October 2026Rating: SELL · Fair value vs price -26.5%
Equity Research

News Corp A (NWSA)

SELL. 12-month probability-weighted target $24 (-18% vs spot). Gross Margin explains 65% of Monte Carlo outcome variance.

NWSAEquity ResearchMonte Carlo
10 October 2026Rating: SELL · Fair value vs price -27.4%
Equity Research

Walt Disney Company (DIS)

HOLD. 12-month probability-weighted target $96 (-11% vs spot). P/E Multiple explains 57% of Monte Carlo outcome variance.

DISEquity ResearchMonte Carlo
10 October 2026Rating: HOLD · Fair value vs price -27.4%
Equity Research

Space Exploration Technologies Corp. Class A Common Stock (SPCX)

SELL. 12-month probability-weighted target $88 (-46% vs spot). P/E Multiple explains 81% of Monte Carlo outcome variance.

SPCXEquity ResearchMonte Carlo
10 October 2026Rating: SELL · Fair value vs price -47.9%
Equity Research

Take-Two Interactive Software Inc (TTWO)

Rating suspended since 2026-09-21 — valuation input under review. The rating, price target and expected return are withheld until the name is re-valued; the research on the report page predates the review.

TTWOEquity ResearchMonte Carlo
10 October 2026Rating: N/A
Equity Research

Roku Inc (ROKU)

Rating suspended since 2026-09-29 — valuation method under review. The rating, price target and expected return are withheld until the name is re-valued; the research on the report page predates the review.

ROKUEquity ResearchMonte Carlo
10 October 2026Rating: N/A
Equity Research

Paramount Skydance Corporation Class B Common Stock (PSKY)

Rating suspended since 2026-10-10 — price not current. The rating, price target and expected return are withheld until the name is re-valued; the research on the report page predates the review.

PSKYEquity ResearchMonte Carlo
6 October 2026Rating: N/A
Equity Research

Applovin Corp (APP)

Rating suspended since 2026-10-01 — under analyst review. The rating, price target and expected return are withheld until the name is re-valued; the research on the report page predates the review.

APPEquity ResearchMonte Carlo
1 October 2026Rating: N/A
MCH ANALYSIS · All research · Research, not personal financial advicemchadvisoryservices.com ↗ · Research Standard v4 (decision-level) · Research OS ros-1.20.0 · US-listed

MCH Analysis is a general investment-research publication of MCH Advisory (Pty) Ltd. It is not personal financial advice and does not take your circumstances into account. MCH is not a licensed financial services provider or a registered investment adviser. Past performance, whether actual or simulated, does not predict future results. Subscriber Agreement | Privacy and Cookie Notice | Research Governance Policies