TV
Grupo Televisa SA.BBNYSE / Telecommunication Services
Last Price
At close
2026-07-21
Current thesis
The primary-source Q1 setup supports a cautious bull case centered on operating discipline: margin expansion to 41.4%, positive broadband and mobile net adds, FTTH upgrades above 1.5 million homes in the quarter, and strong enterprise growth all suggest the core connectivity business is stabilizing even while revenue stays under pressure [#SEC-6K-2026-04-28] [#PR-EARNINGS-2026-05-03].
Posture
Constructive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta -0.3.
What can break
Enterprise growth benefited from new projects and timing of revenue recognition, which may create lumpiness rather than a smooth recurring growth profile [#SEC-6K-2026-04-28].
Momentum
31
Value
65
Sentiment
66
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $3.20 · Bull $4.80 · Bear $2.00
Data freshness
Prices
As of 2026-07-21
Fundamentals
As of 2026-07-20 • Vendor: Data Vendor v1
Scores
As of 2026-07-21 • Model: HYBRID_IC_RP
AI Memo
As of 2026-06-11 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-21
Investment thesis
As of 2026-07-21
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $4.67
Why
Momentum31 · Δ7d -32.7
Value65 · Δ7d -0.3
Sentiment66 · Δ7d +29.3
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Value · See fundamentals
Momentum
31
26% active weight
Current posture
7d trendSoftening
Δ7d
-32.7
Δ21d
-32.7
Value
65
39% active weight
Current posture
7d trendFlat
Δ7d
-0.3
Δ21d
-0.3
Sentiment
66
34% active weight
Current posture
7d trendImproving
Δ7d
+29.3
Δ21d
+29.3
Why this grade
Composite grade B. Momentum 31.0 / Value 64.6 / Sentiment 65.8
Fundamentals (TTM)As of 2026-07-20
Fundamentals (TTM)
As of 2026-07-20
Market Cap
$1.32B
Beta
1.66
Shares Out
430.44M
P/E (TTM) · Derived
-2.8
P/S (TTM)
0.46
P/FCF (TTM)
2.39
Rev YoY
+12.7%
EPS YoY
+282.5%
Gross Margin
+38.3%
Op Margin
-5.8%
Net Debt
$2.92B
Current Ratio
2.39
As of 2026-07-21 • Updated nightlySource: Internal modelMethodology