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0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$5.2B
139M shares
52-week range
$27.17 – $45.65
56% from low
Sector
TELEVISION BROADCASTING STATIONS
Exchange
NASDAQ
CS
P/S (TTM)
0.8
EV / FCF (TTM)
3.0
Versant Media Group Inc is an independent media company comprised of NBCUniversal's cable television networks, including USA Network, CNBC, MSNBC, Oxygen, SYFY, and Golf Channel, along with complementary digital assets Fandango, Rotten Tomatoes, GolfNow, GolfPass, and SportsEngine.
www.versantmedia.comNo one on the platform currently holds VSNT.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 302,900 | $11.2M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-10-01 | $0.3750 | 2026-10-22 |
| 2026-07-01 | $0.3750 | 2026-07-22 |
| 2026-04-01 | $0.3750 | 2026-04-22 |
| Execution date | Ratio |
|---|---|
| 2005-08-23 | 1-for-10reverse |
No one on the platform has traded VSNT yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 8.6% | — | — | — | ||
| Rev. Growth % | -5.3% | |||||
| Profit Margin % | 13.9% | |||||
| Free Cash Flow Margin % | 27.7% | |||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +19.8% on the P/E track.
At today's price, your expected annual return is +26.0% on the P/E track.
At today's price, your expected annual return is +31.1% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $6.4B | -3.0% | $4.09 | $3.85–$4.34 | 9.2× | 3 |
| 2027 | $6.2B | -4.2% | $6.69 | $4.03–$10.72 | 5.6× | 4 |
| 2028 | $6.1B | -1.9% | $7.54 | $2.64–$11.52 | 5.0× | 5 |
| 2029 | $6.1B | +1.5% | $10.80 | $10.60–$11.04 | 3.5× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 3 of the last 4 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $1.35 | $1.49 | +10.4% |
| 2026-05-14 | $1.58 | $1.99 | +25.9% |
| 2026-03-03 | $0.96 | $1.40 | +45.1% |
| 2025-11-18 | $0.96 | $-0.02 | -102.1% |
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$VSNT Stopped Watching CNBC because I can't stand the Non-Stop HIV Drug Commercials on EVERY SINGLE Commercial Break.
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Wolfe Research highlighted its top picks across Media, Entertainment and Telecom, assigning Outperform ratings to five stocks supported by catalysts ranging from streaming-service bundling to live entertainment growth. The firm’s price targets imply upside of roughly 19% to 46% across the group. Versant Media is Wolfe’s top pick, with a $60 price target and 46.3% upside. The firm sees accelerating growth in Versant Platforms through Full Swing and the direct-to-consumer launch of MS NOW. Successful pay-TV renewals and greater confidence in platform growth could further reduce execution risks. Spotify has a $690 target, implying 26% upside. Wolfe expects the company to benefit from the broader trend toward streaming bundles alongside Netflix, Disney/Hulu, Amazon and YouTube. Higher subscription prices and new monetization opportunities could further strengthen its music ecosystem. Spotify’s Q2 revenue rose 14% YoY, with Premium revenue up 16%. $VSNT $SPOT
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$VSNT little volume this hits 50 in the next week or 2
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$VSNT buy signal on weekly chart, but needs more volume
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$SPY when you keep betraying AMERICA and focus on DISTRIBUTING out for INSTITUITIONS constantly, this is the RESULT. You HAVE LOST THE CROWD. "MARKETS DON'T LIKE UNCERTAINTY" and now you learn the lesson "AMERICANS don't like to be robbed and stolen from while a media pushes a narrative to insulate their advertisers". Another 6 months comes another shake up of your TALENT hopefully the PRODUCERS are being held responsible as well. $VSNT $FOXA Decades of watching you mislead and misinform AMERICANS has finally ruined BRAND.
View on StockTwits ↗$SPY $VSNT The "DISTRIBUTION CHANNEL" for SMART MONEY aka Institutions who yield control of our 401K money and think they are SMART MONEY but just manipulate the market at their whim. CNBC sold us out with "MARKETS DO NOT LIKE UNCERTAINTY" to excuse the STEALING for decades. You have lost the crowd. To the advertisers who stay with them you are all considered people who use a mouthpiece to steal from us for decades. We don't even watch CNBC anymore. FOX BUSINESS WINS, they don't hate our company or lie to us about the STEALING a bit heavy on the JEWISH RANTS but they will figure it out AMERICANS don't care and the more you push the POOR JEW VICTIM thing the more we go "I though we are all AMERICANS being robbed and enslaved by the FEDERAL BANKING RESERVE FAMILIES as the SEC ENFORCEMENT looks the other way". Just saying...this is the TEMPERATURE OF AMERICA and you fail to read the room. Is CNBC pushing the AI Trade so their crew can DISTRIBUTE OUT?
View on StockTwits ↗Versant executives have said they aim to diversify the company’s revenue base — with an eye toward achieving a revenue mix of 50% from its digital, platform, subscription, ad supported and transactional businesses. The aim is to be less reliant on the linear TV model. Currently more than 80% of Versant’s revenue stems from the pay TV business. Versant leadership has also said it would explore acquisitions of nontraditional media businesses to broaden its revenue streams and add growth. This week the company closed its acquisition of golf simulation company Full Swing. Versant already owns digital media platform GolfPass and tee-time reservation company GolfNow. Earlier this year Versant bought StockStory, an artificial intelligence-powered tech platform that provides financial analysis, market insights and stock recommendations for CNBC. $VSNT
View on StockTwits ↗Versant’s earnings once again showcased that live sports and news grab the most viewers and advertising dollars for traditional TV, despite ongoing pressure on the bundle as it loses customers to streaming alternatives. The company beat Wall Street expectations on the top and bottom lines. Versant shares gained more than 10% in morning trading Thursday. Here’s how Versant performed for its second quarter, ended June 30, compared with Wall Street’s estimates, according to LSEG: Earnings per share: $1.49 vs. $1.35 expected Revenue: $1.64 billion vs. $1.62 billion expected Revenue for linear TV, which also includes channels USA Network, Syfy, Oxygen and E!, was down 6.3% during the quarter to $954 million, due to subscriber declines. $VSNT
View on StockTwits ↗Versant Media Group raised its full-year guidance on Thursday, boosted by momentum in its digital brands like Fandango and GolfNow, as well as what executives referred to as “strength” in its overall business model. The company now expects total revenue for 2026 of $6.2 billion to $6.45 billion and adjusted earnings before interest, taxes, depreciation and amortization of $1.9 billion to $2.05 billion. This marks Versant’s third earnings report since it was spun out from Comcast’s NBCUniversal at the start of the year. The company, which includes a portfolio of pay TV networks including CNBC, MS NOW and The Golf Channel began trading as a public company in January. $VSNT
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Stocks making the biggest moves premarket: Zillow, Peloton, Sandisk and more $vsnt Versant Media — Shares jumped 5% after the media company raised its full-year outlook and reported beats on both the top and bottom lines. Versant now expects 2026 revenue of $6.2 billion to $6.45 billion and adjusted earnings before interest, taxes, depreciation and amortization of $1.9 billion to $2.05 billion. https://www.cnbc.com/2026/08/06/stocks-making-the-biggest-moves-premarket-.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension
View on StockTwits ↗$VSNT I sold this earlier because I didn't see much change in MSNOW. I'm see big guns coming over and more ads besides golf. I'm hoping they play what they have right.
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$VSNT CNBC propping up Andrew Cuomo this morning and displaying him as a right and wrong guy is ridiculous. The guy was a failure and disgraceful Governor. Just because the current failure politicians of New York suck doesn’t mean they should be propping him up.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.