Versant Media Group offers an attractively valued entertainment company at a forward P/E of 4.9x, PEG of 0.54, and 57% margin of safety, with best-in-class operating margins among peers, but the stock is in a confirmed negative momentum trend, has already reached the analyst price target, and has only 1 quarter of earnings history in the data — making this a deep-value setup waiting for a catalyst.
Thesis pillars
- Deep Value High Operating Margin↓Deteriorating
- Negative Momentum Revenue Decline↑Improving
- Analyst Target Already Reached↓Deteriorating
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 3, 2026, based on the 10-K filed Mar 3, 2026· older than 90 days
Versant Media Group, Inc. (VSNT) Stock Analysis
Recovery setup
Communication Services · Entertainment
Sell if holding. At $33.98, A.R:R 0.9:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Sector modifier (Communication Services): -0.8; Weak growth.
Versant Media Group (spun off from Comcast on January 2, 2026) operates seven U.S. cable television networks — including MS NOW, CNBC, USA Network, and Golf Channel — reaching 49 million to 60 million households each, with over 50 million weekly viewers in 2025. Revenue comes... Read more
Sell if holding. At $33.98, A.R:R 0.9:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Sector modifier (Communication Services): -0.8; Weak growth. Chart setup: Death cross but MACD improving, RSI 68. Score 5.8/10, moderate confidence.
Passes 6/8 gates (positive momentum, clean insider activity, no SEC red flags, earnings proximity 116d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: speculative.
Recent developments
updated Nov 4, 2026Recent Developments — Versant Media Group, Inc.
Latest news
- NEWS Versant Media Group (VSNT) Stock Edges Higher As Q3 Earnings Shrink - Simply Wall St — Simply Wall St Nov 4, 2026 neutral
- NEWS Versant launches four new streaming channels on Prime Video By Investing.com - Investing.com Nigeria — Investing.com Nigeria Oct 28, 2026 positive
- NEWS Why Versant (VSNT) Could Beat Earnings Estimates Again - Yahoo Finance — Yahoo Finance Oct 28, 2026 positive
- NEWS Versant Grows FAST Portfolio to 13 Channels, Bringing CNBC, Oxygen and E! Franchises to Prime Video and The Roku Channel — www.marketscreener.com Oct 28, 2026 positive
- NEWS VSNT or DIS: Which Is the Better Value Stock Right Now? - Yahoo Finance — Yahoo Finance Oct 28, 2026 neutral
Latest item Nov 4, 2026 · Generated 2026-11-05T11:44:09Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
2 floor-breakers·1 ceiling hit
Revenue shrinking — -4.1% YoY. Growth thesis broken unless recovery story develops.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. At $33.98, A.R:R 0.9:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Sector modifier (Communication Services): -0.8; Weak growth. Chart setup: Death cross but MACD improving, RSI 68. Prior stop was $31.84. Score 5.8/10, moderate confidence.
Analyst target: $37.41 (+10.1% upside). Prior stop was $31.84. Stop-loss: $31.84.
Sector modifier (Communication Services): -0.8; Weak growth; Below 200-day MA.
Versant Media Group, Inc. trades at a P/E of 6.7 (forward 4.4). TrendMatrix value score: 9.0/10. Verdict: Sell.
15 analysts rate VSNT, with a consensus score of 3.6/5. 8 analysts publish price targets averaging $43.
What does Versant Media Group, Inc. do?Versant Media Group (spun off from Comcast on January 2, 2026) operates seven U.S. cable television networks —...
Versant Media Group (spun off from Comcast on January 2, 2026) operates seven U.S. cable television networks — including MS NOW, CNBC, USA Network, and Golf Channel — reaching 49 million to 60 million households each, with over 50 million weekly viewers in 2025. Revenue comes from per-subscriber distribution fees paid by MVPDs, advertising sales, digital platform transactions via GolfNow, Fandango, and SportsEngine, and content licensing.