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Liberty Broadband Corporation (LBRDK) Stock Analysis

Falling Knife setup

SellVALUE-TRAP 2/5Moderate Confidence

Communication Services · Telecom Services

Sell if holding. Engine safety override at $37.96: Quality below floor (1.1 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.7/10 and A.R:R 4.8:1 is above the 1.5:1 BUY gate. Specifically: Elevated put/call ratio: 3.11; Below-average business quality; Negative price momentum.

Liberty Broadband is a holding company whose primary asset is an ~32.8% equity method investment in Charter Communications. Cash flow depends on Charter's stock repurchase program or loans under the Stockholders and Letter Agreement Amendment. A pending merger has Charter... Read more

$37.96+72.8% A.UpsideScore 4.7/10#28 of 40 Telecom Services
Stop $35.50Target $65.45(analyst − 15%)A.R:R 4.8:1
Analyst target$77.00+102.8%3 analysts
$65.45our TP
$37.96price
$77.00mean
$115

Sell if holding. Engine safety override at $37.96: Quality below floor (1.1 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.7/10 and A.R:R 4.8:1 is above the 1.5:1 BUY gate. Specifically: Elevated put/call ratio: 3.11; Below-average business quality; Negative price momentum. Chart setup: Death cross, below all MAs, RSI 30, MACD bearish. Score 4.7/10, moderate confidence.

Passes 6/8 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 98d clear, semi cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: moderate.

Thesis

Rewards
No bull case signals
Risks
Concentration risk — Customer: Charter
Quality below floor (1.1 < 4.0)
Value-trap signals (2/5): Margin compression (op margin -0.8%), High leverage (D/E 5.7)

Key Metrics

P/E (TTM)
P/E (Fwd)5.5
Mkt Cap$5.3B
EV/EBITDA44.8
Profit Mgn0.0%
ROE-30.1%
Rev Growth
Beta0.96
DividendNone
Rating analysts10

Quality Signals

Piotroski F3/9

Options Flow

P/C3.11bearish
IV58%elevated
Max Pain$30-21.0% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHCustomerCharter
    10-K Item 1A: 'Our stock price is directly affected by the results of operations of Charter and developments in its business.'

Material Events(8-K, last 90d)

  • 2026-03-06Item 5.02MEDIUM
    CLO/CAO Renee L. Wilm transitions to Senior Advisor of Liberty Broadband effective later in 2026. Will continue strategic guidance. No disagreement cited; CLO/CAO successor not named.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

4 floor-breakers·1 ceiling hit

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Volume
0.0
Obv
1.0
Ma Position
1.0
Rsi
3.0
Capitulation risk (RSI 30, below 200MA)Volume distribution (falling OBV)Below 200-MA, MA slope -9.6%/30d — confirmed downtrend

Quality below the gate floor. Component breakdown shows what dragged the score down.static

Roe
0.0
Roa
0.0
Gross Margin
0.0
Operating Margin
0.0
Net Margin
0.0
Current Ratio
0.4
Piotroski F
3.3
Moat
5.0
No competitive moatWeak Piotroski F-Score: 3/9Quality concerns

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
1.4
Value Rank
5.0
Growth Rank
5.0

No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static

Earnings History
0.0
Surprise Avg
0.0
Erm
5.0
Earnings Timing
5.0
News Activity
8.0
Earnings concerns: 1B/3M
GatesMomentum 1.0<4.5Death cross (50MA < 200MA)A.R:R 4.8 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 98d clearSEMI CYCLE PEAK CLEARFalling KnifeSuitability: Moderate
RSI
30 · Oversold
20D MA 50D MA 200D MADEATH CROSSSupport $36.60Resistance $59.23

Price Targets

$36
$65
A.Upside+72.4%
A.R:R4.8:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Quality below floor (1.1 < 4.0)
! Value-trap signals (2/5): Margin compression (op margin -0.8%), High leverage (D/E 5.7)
! Momentum score 1.0/10 — below 4.5 minimum

Earnings

B
M
M
M
1/4 beats
Next Earnings2026-08-06 (98d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is LBRDK stock a buy right now?

Sell if holding. Engine safety override at $37.96: Quality below floor (1.1 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.7/10 and A.R:R 4.8:1 is above the 1.5:1 BUY gate. Specifically: Elevated put/call ratio: 3.11; Below-average business quality; Negative price momentum. Chart setup: Death cross, below all MAs, RSI 30, MACD bearish. Prior stop was $35.50. Score 4.7/10, moderate confidence.

What is the LBRDK stock price target?

Take-profit target: $65.45 (+72.8% upside). Prior stop was $35.50. Stop-loss: $35.50.

What are the risks of investing in LBRDK?

Concentration risk — Customer: Charter; Quality below floor (1.1 < 4.0); Value-trap signals (2/5): Margin compression (op margin -0.8%), High leverage (D/E 5.7).

Is LBRDK overvalued or undervalued?

Liberty Broadband Corporation trades at a P/E of N/A (forward 5.5). TrendMatrix value score: 5.8/10. Verdict: Sell.

What do analysts say about LBRDK?

10 analysts cover LBRDK with a consensus score of 4.1/5. Average price target: $77.

What does Liberty Broadband Corporation do?Liberty Broadband is a holding company whose primary asset is an ~32.8% equity method investment in Charter...

Liberty Broadband is a holding company whose primary asset is an ~32.8% equity method investment in Charter Communications. Cash flow depends on Charter's stock repurchase program or loans under the Stockholders and Letter Agreement Amendment. A pending merger has Charter acquiring Liberty Broadband in exchange for 0.236 shares of Charter Class A per Liberty Broadband share.

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