News Corporation beats earnings estimates in 3 of the last 4 quarters, converts 153% of net income to free cash flow, and carries a strong Piotroski F-Score of 8/9, but the stock is in a confirmed downtrend with the 200-day moving average declining at negative 1.7% per month and 17% short interest.
Thesis pillars
- Superior Free Cash Flow Conversion→Stable
- Earnings Beat Consistency→Stable
- Confirmed Price Downtrend↓Deteriorating
- +1 more pillar — see the Why tab for full reasoning
News Corporation (NWS) Stock Analysis
Breakout setup
Communication Services · Entertainment
Hold if already holding. Not a fresh buy at $33.17, but acceptable to hold if already in. Reasons: Concentration risk — Supplier: Amazon Web Services and Google; Weak growth.
News Corp is a global diversified media company operating through five segments — Dow Jones, Digital Real Estate Services, Book Publishing, News Media, and Other — with brands including The Wall Street Journal, HarperCollins, realestate.com.au, and Realtor.com. In fiscal 2025... Read more
Hold if already holding. Not a fresh buy at $33.17, but acceptable to hold if already in. Reasons: Concentration risk — Supplier: Amazon Web Services and Google; Weak growth. Chart setup: Golden cross, above all MAs, RSI 64, MACD bullish. Maintain position. Not compelling to add more. Score 5.6/10, moderate confidence.
Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 81d clear, semi cycle peak clear, materials cycle peak clear). Suitability: moderate.
About News Corporation
About News Corporation
News Corp generated $2,331 million from Dow Jones, $2,149 million from Book Publishing, $2,170 million from News Media, and $1,802 million from Digital Real Estate Services in fiscal 2025, a roughly even four-way split. The Wall Street Journal, Barron's Group, and Investor's Business Daily together had 6.26 million total subscriptions as of June 30, 2025, while Realtor.com had approximately 72 million average monthly unique users in the U.S.
News Corp earns revenue from a mix of consumer subscriptions, advertising, real estate listing products, licensing fees, and book royalties across its five segments. Dow Jones sells business-to-consumer subscriptions to The Wall Street Journal, Barron's, and MarketWatch alongside business-to-business products such as Dow Jones Risk & Compliance, Dow Jones Energy, and Factiva, which had approximately 1.1 million activated users as of June 30, 2025. Digital Real Estate Services earns most of its revenue from property advertising listing subscriptions sold to real estate agents and property developers through its 61.4%-owned REA Group in Australia and its 80%-owned Move (operator of Realtor.com) in the U.S., the remaining 20% of which REA Group owns. The company also licenses its content to large technology platforms and AI companies, though it notes not all such license agreements have been renewed on favorable terms. News Corp completed the sale of its Foxtel pay-television business on April 2, 2025, exiting that segment entirely.
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News Corp's operations depend on a small number of external technology vendors rather than a concentrated customer or advertiser base: the 10-K discloses that the company's businesses depend on a single or limited number of third-party suppliers for certain products, services, data, and information, naming Amazon Web Services for cloud infrastructure and Google for workspace and other enterprise services. That dependency compounds a separate, AI-specific risk the filing flags — generative AI chatbots and search tools trained on News Corp's content without permission, attribution, or compensation have already reduced traffic to, and subscriber demand for, its digital products, even as the company simultaneously pursues paid licensing deals with those same AI platforms.
See also: Communication Services · Entertainment
From News Corporation's most recent 10-K filing, extracted August 9, 2026.
Recent developments
updated 2026-08-16Recent Developments — News Corporation
Latest news
- NEWS No tornadoes confirmed after storms in Catawba County: NWS - Queen City News — Queen City News neutral
- NEWS News (NWS) Expected to Announce Quarterly Earnings on Wednesday - MarketBeat — MarketBeat neutral
- NEWS Missouri EF-2 tornado traveled over 36 miles on Monday: NWS - FOX4KC.com — FOX4KC.com neutral
- NEWS News Corporation (NWS) Stock Falls on Q4 2026 Earnings - Quiver Quantitative — Quiver Quantitative negative
- NEWS News Corporation (NWS) Stock Falls on Q4 2026 Earnings - quiverquant.com — quiverquant.com negative
Generated 2026-08-16T12:27:03Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHSupplierAmazon Web Services and Google10-K Item 1A: 'The Company's businesses depend on a single or limited number of third-party suppliers for certain products, services, data and information ... relies on Amazon Web Services to supply cloud-based services'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker
Growth below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Analyst Consensus
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $33.17, but acceptable to hold if already in. Reasons: Concentration risk — Supplier: Amazon Web Services and Google; Weak growth. Chart setup: Golden cross, above all MAs, RSI 64, MACD bullish. Maintain position. Not compelling to add more. Target $34.60 (+4.3%), stop $31.05 (−6.8%), A.R:R 0.0:1. Score 5.6/10, moderate confidence.
Take-profit target: $34.60 (+4.3% upside). Target $34.60 (+4.3%), stop $31.05 (−6.8%), A.R:R 0.0:1. Stop-loss: $31.05.
Concentration risk — Supplier: Amazon Web Services and Google; Weak growth.
News Corporation trades at a P/E of 32.2 (forward 22.1). TrendMatrix value score: 6.9/10. Verdict: Hold.
15 analysts cover NWS with a consensus score of 4.3/5.
What does News Corporation do?News Corp is a global diversified media company operating through five segments — Dow Jones, Digital Real Estate...
News Corp is a global diversified media company operating through five segments — Dow Jones, Digital Real Estate Services, Book Publishing, News Media, and Other — with brands including The Wall Street Journal, HarperCollins, realestate.com.au, and Realtor.com. In fiscal 2025 the company generated $2,331 million from Dow Jones, $2,149 million from Book Publishing, $2,170 million from News Media, and $1,802 million from Digital Real Estate Services, and completed the sale of its Foxtel pay-TV business.