VSNT
Versant Media GroupDNasdaq / Media & Entertainment
Last Price
At close
2026-07-21
Current thesis
The constructive read is that Q1 showed the business can still produce strong profitability and cash conversion despite revenue pressure: adjusted EBITDA was $704 million on $1.687 billion of revenue, free cash flow was $558 million, platforms grew 9.5%, and management is returning cash through buybacks, an ASR, and dividends. This supports a hold case if investors focus on standalone cash generation rather than only legacy-TV decline.
Posture
Defensive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta -0.0.
What can break
Management also said ratings declines and the shift toward digital advertising are expected to continue, pressuring network advertising trends. [#10-Q-2026-05-14]
Momentum
7
Value
61
Sentiment
55
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $39.00 · Bull $46.00 · Bear $34.00
Data freshness
Prices
As of 2026-07-21
Fundamentals
As of 2026-07-21 • Vendor: Data Vendor v1
Scores
As of 2026-07-21 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-17 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-21
Investment thesis
As of 2026-07-21
Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net Neutral
Target $43.33
Why
Momentum7 · Δ7d +0.4
Value61 · Δ7d -0.0
Sentiment55 · Δ7d -4.5
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Lead driver: Value · See fundamentals
Momentum
7
26% active weight
Current posture
7d trendImproving
Δ7d
+0.4
Δ21d
-15.8
Value
61
39% active weight
Current posture
7d trendFlat
Δ7d
-0.0
Δ21d
+0.1
Sentiment
55
34% active weight
Current posture
7d trendSoftening
Δ7d
-4.5
Δ21d
-4.1
Why this grade
Composite grade D. Momentum 6.8 / Value 61.3 / Sentiment 55.2
Fundamentals (TTM)As of 2026-07-21
Fundamentals (TTM)
As of 2026-07-21
Market Cap
$5.1B
Beta
-
Shares Out
141.5M
P/E (TTM) · Derived
5.6
P/S (TTM)
-
P/FCF (TTM)
-
Rev YoY
-1.2%
EPS YoY
-20.4%
Gross Margin
+40.9%
Op Margin
-
Net Debt
-$106M
Current Ratio
2.32
As of 2026-07-21 • Updated nightlySource: Internal modelMethodology

