IHS
IHSBNYSE / Telecommunication Services
Last Price
At close
2026-07-20
Current thesis
The bull case is mostly deal-defined: the $8.50 cash consideration provides a visible value anchor above the $8.24 evidence-packet anchor price and the latest available $8.26 quote. Q1 also showed better reported revenue, EBITDA, ALFCF, lower interest payments, and a 2.9x consolidated net leverage ratio, which supports residual standalone value if closing takes longer.
Posture
Constructive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta -0.1.
What can break
Customer and churn noise remains present, including management-cited MTN Nigeria site vacates and ZedMobile-related churn.
Momentum
59
Value
69
Sentiment
43
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $8.45 · Bull $8.65 · Bear $6.80
Data freshness
Prices
As of 2026-07-20
Fundamentals
As of 2026-07-20 • Vendor: Data Vendor v1
Scores
As of 2026-07-20 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-19 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-20
Investment thesis
As of 2026-07-20
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $8.50
Why
Momentum59 · Δ7d -5.9
Value69 · Δ7d -0.1
Sentiment43 · Δ7d -1.9
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Value · See fundamentals
Momentum
59
26% active weight
Current posture
7d trendSoftening
Δ7d
-5.9
Δ21d
+28.8
Value
69
39% active weight
Current posture
7d trendFlat
Δ7d
-0.1
Δ21d
+0.1
Sentiment
43
34% active weight
Current posture
7d trendSoftening
Δ7d
-1.9
Δ21d
-0.7
Why this grade
Composite grade B. Momentum 59.4 / Value 68.6 / Sentiment 42.7
Fundamentals (TTM)As of 2026-07-20
Fundamentals (TTM)
As of 2026-07-20
Market Cap
$2.74B
Beta
0.86
Shares Out
336.67M
P/E (TTM)
21.8
P/S (TTM)
1.40
P/FCF (TTM)
3.39
Rev YoY
+5.9%
EPS YoY
+127.6%
Gross Margin
+52.6%
Op Margin
+37.4%
Net Debt
$2.68B
Current Ratio
2.01
As of 2026-07-20 • Updated nightlySource: Internal modelMethodology

