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Gray Television: Hold Rating Amid Revenue Growth and Economic Uncertainty

Gray Television: Hold Rating Amid Revenue Growth and Economic Uncertainty

Barrington analyst Patrick Sholl has maintained their neutral stance on GTN stock, giving a Hold rating on May 11.

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Patrick Sholl has given his Hold rating due to a combination of factors impacting Gray Television’s current and future performance. The company’s first-quarter revenues exceeded expectations, driven by political advertising, although core advertising trends were as anticipated. Despite this positive revenue performance, the company’s guidance indicates a mid-single-digit decline in advertising for the upcoming quarter, reflecting an uncertain economic outlook.
Gray Television’s operational efficiency and cost containment efforts, which have resulted in significant savings, are commendable. However, the company faces challenges such as linear churn, slow growth in retransmission revenues, and high programming costs, which contribute to its high leverage. While the company is actively working on reducing its debt and maintaining a strong market position, these challenges justify a cautious approach, resulting in a Hold rating.

In another report released on May 11, Wells Fargo also maintained a Hold rating on the stock with a $4.50 price target.

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