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Positive Outlook for Altice USA: Buy Rating Driven by Strategic Initiatives and Financial Restructuring

Positive Outlook for Altice USA: Buy Rating Driven by Strategic Initiatives and Financial Restructuring

Michael Rollins, an analyst from Citi, maintained the Buy rating on Altice Usa. The associated price target is $3.50.

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Michael Rollins has given his Buy rating due to a combination of factors that suggest potential improvements in Altice USA’s financial performance. The company is focusing on executing refreshed market strategies and targeted promotions, particularly within the value segment, which are expected to enhance performance in the latter half of 2025. Despite competitive pressures from fiber and fixed wireless access, Altice USA is showing signs of improved customer retention and is likely to see an increase in mobile net additions.
Rollins also highlights the restructuring opportunities within Altice USA that could lead to better financial outcomes, supported by recent tax legislation that is estimated to provide a significant cash flow benefit in 2025. Additionally, while Altice USA faces challenges with upcoming debt maturities, there are opportunities to improve operations, reduce costs, and potentially monetize non-core assets. These factors collectively contribute to the positive outlook and the Buy rating for Altice USA’s stock.

In another report released yesterday, Raymond James also maintained a Buy rating on the stock with a $3.50 price target.

ATUS’s price has also changed slightly for the past six months – from $2.490 to $2.660, which is a 6.83% increase.

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