TV

Grupo Televisa SA.BA

NYSE / Telecommunication Services

At close

2026-06-02

Current thesis

Bullish case is that the 1Q26 print shows operating leverage: revenue only fell 3.1% while OSI rose 5.2%, margins expanded 330 bps, FTTH progress accelerated, and residential/enterprise growth helped offset satellite weakness [#PR-1Q26-2026].

Posture

Constructive

Lead driver

Sentiment

What changed

Sentiment remains the lead driver in the composite, 7D delta +4.8.

What can break

Margin gains need to persist if revenue continues to soften.

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $3.50 · Bull $5.80 · Bear $1.70

Data freshness

Prices

As of 2026-06-02

Fundamentals

As of 2026-06-01 • Vendor: Data Vendor v1

Scores

As of 2026-06-02 • Model: HYBRID_IC_RP

AI Memo

As of 2026-05-29 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-06-02

Supporting evidence

What

Grade A · Constructive

Confidence Medium · Net Neutral

Target $5.72

Why

Momentum64 · Δ7d +20.3

Value69 · Δ7d -0.4

Sentiment79 · Δ7d +4.8

So what

Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Lead driver: Sentiment · See AI snapshot

Momentum

34% active weight

Current posture

7d trendFlat

Δ7d

+20.3

Δ21d

Value

32% active weight

Current posture

7d trendFlat

Δ7d

-0.4

Δ21d

+0.1

Sentiment

33% active weight

Current posture

7d trendImproving

Δ7d

+4.8

Δ21d

Why this grade

Composite grade A. Momentum 63.7 / Value 69.1 / Sentiment 78.9

Fundamentals (TTM)

As of 2026-06-01

Market Cap

$1.28B

Beta

1.66

Shares Out

312.36B

P/E (TTM) · Derived

-0.1

P/S (TTM)

0.46

P/FCF (TTM)

2.39

Rev YoY

-4.8%

EPS YoY

-390.6%

Gross Margin

+34.9%

Op Margin

-5.8%

Net Debt

$3.41B

Current Ratio

2.31

As of 2026-06-02 • Updated nightlySource: Internal modelMethodology