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→Stable
- Negative Momentum Revenue Decline→Stable
- Analyst Target Already Reached↓Deteriorating
- +1 more pillar — see the Why tab for full reasoning
Versant Media Group, Inc. (VSNT) Stock Analysis
Communication Services · Entertainment
Wait for pullback to $34.01. At $37.50 the A.R:R is 1.4:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $34.01 (support + ATR (held)) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Thin upside margin: 8.2%; 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
Wait for pullback to $34.01. At $37.50 the A.R:R is 1.4:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $34.01 (support + ATR (held)) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Thin upside margin: 8.2%; Weak growth. Chart setup: No clear chart pattern; technical signals are mixed. V9 Gate blocked: Momentum 3.5 < 4.5 minimum; R/R 1.4x at spot < 1.5 minimum. Wait for improvement. Score 5.7/10, moderate confidence.
Passes 6/9 gates (clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear, materials cycle peak clear, sector concentration cap sector=communication services 2/10). Fails on weak momentum and favorable risk/reward ratio. Suitability: moderate.
Recent developments
updated 2026-07-26Recent Developments — Versant Media Group, Inc.
Latest news
- NEWS Versant shares rally after reporting better-than-expected Q1 results - MSN — MSN positive
- NEWS Versant Media : CNBC and New York Stock Exchange Extend Longstanding Partnership - marketscreener.com — marketscreener.com neutral
- NEWS Earnings call transcript: Versant Media Q1 2026 earnings show resilience amid headwinds - Investing.com — Investing.com positive
- NEWS Earnings call transcript: Versant Media Q1 2026 earnings show resilience amid headwinds - Investing.com Canada — Investing.com Canada positive
- NEWS Earnings call transcript: Versant Media Q1 2026 earnings show resilience amid headwinds - Investing.com UK — Investing.com UK positive
Generated 2026-07-26T08:02:05Z.
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Rating Breakdown
3 floor-breakers·1 ceiling hit
Revenue shrinking — -1.1% YoY. Growth thesis broken unless recovery story develops.static
No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Wait for pullback to $34.01. At $37.50 the A.R:R is 1.4:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $34.01 (support + ATR (held)) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Thin upside margin: 8.2%; Weak growth. Chart setup: No clear chart pattern; technical signals are mixed. V9 Gate blocked: Momentum 3.5 < 4.5 minimum; R/R 1.4x at spot < 1.5 minimum. Wait for improvement. Target $38.28 (+2.1%), stop $31.96 (−17.3%), A.R:R 1.4:1. Score 5.7/10, moderate confidence.
Take-profit target: $38.28 (+8.2% upside). Target $38.28 (+2.1%), stop $31.96 (−17.3%), A.R:R 1.4:1. Stop-loss: $31.96.
Thin upside margin: 8.2%; Weak growth; Negative momentum.
Versant Media Group, Inc. trades at a P/E of 5.9 (forward 4.5). TrendMatrix value score: 9.0/10. Verdict: Buy (Wait for Entry).
13 analysts cover VSNT with a consensus score of 2.7/5. Average price target: $44.
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.