Versant Media Group, Inc. research snapshot
VSNT AI stock analysis currently reads Versant Media Group as a pure-play cable network and digital media company spun off from Comcast in January 2026, holding brands including USA Network, CNBC, MS NOW, Golf Channel, E!, Syfy, Oxygen, and a 75% stake in Fandango. At the July 12, 2026 data cutoff, VSNT closed near $35.39 with an implied market capitalization of about $4.99 billion. A 4.24% dividend yield, growing digital and FAST channel revenue, recent Full Swing and StockStory acquisitions, and a manageable 0.35 debt-to-equity ratio support the investment case. Cord-cutting pressure on linear cable, advertising cyclicality, integration risk, limited operating history as a standalone entity, and the $27.17 to $59.00 52-week range remain material factors. This page is informational research, not investment advice.
Current price
$35.39 close on July 10, 2026
Market cap
$4.99 billion
AI score
62 / 100
Rating
Newly spun-off media conglomerate with strong brands, dividend yield, and execution risk
Trend status
Trading below the mid-point of its $27.17 to $59.00 52-week range after a post-spin decline from the $59 high
Data cutoff (updated weekly)
July 12, 2026
Informational use only. This page is not investment advice.
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | Versant operates major cable television brands (USA Network, CNBC, MS NOW, Golf Channel, E!, Syfy, Oxygen), digital assets (Fandango 75%, Rotten Tomatoes, GolfNow), FAST platform Free TV Networks, and AI finance platform StockStory. Revenue comes from advertising, affiliate fees, content licensing, and digital transactions. | Medium-high |
| Moat | Brand recognition, long-term distribution deals, CNBCs business audience, Fandangos movie marketplace, and Golf Channels vertical integration provide some competitive insulation, but linear cable faces structural cord-cutting pressure. | Medium |
| Management | CEO Mark Lazarus led NBCUniversal cable entertainment before the spin-off. Chairman David C. Novak brings Yum! Brands and restaurant experience. The capital-allocation test is whether acquisition integration (Full Swing $530M, StockStory) and organic digital investment offset linear revenue declines. | Medium |
| Financial trend | Q1 2026 revenue was about $1.69 billion with GAAP EPS of $1.99, beating consensus by $0.30. Annualized revenue of about $6.69 billion. Gross debt is manageable with a debt-to-equity ratio of 0.35. | Medium-high |
| Valuation | At $35.39, TTM PE is 17.78x, forward PE is about 8.08x, PS is 0.75x, PB is 0.49x, and dividend yield is 4.24%. The low forward PE and PB reflect the spin-off discount and uncertain standalone trajectory. | Medium |
| Technical trend | The July 10 snapshot showed price at $35.39, well below the 52-week high of $59.00 and above the low of $27.17. The stock has drifted lower since the January 2026 spin-off, suggesting positioning and discovery are still underway. | Low-medium |
| Risk level | Risks include cord-cutting acceleration, advertising cycle, distribution renewals, Fandango competition, integration of acquisitions, limited standalone track record, key-person risk, and the potential for further spin-off-related dislocation. | Medium |
| AI confidence | Q1 2026 reported data and market-cap arithmetic have medium-high confidence. Forecasts have lower confidence because the spin-off is recent, the financial trajectory is not yet established, and media industry trends add uncertainty. | Medium-high data confidence |
| Investment certainty | Medium-low certainty. The brand portfolio and dividend provide a measurable floor, but the post-spin price drift, limited public data, and structural cord-cutting trends mean the standalone thesis is still unproven. | Medium-low |
VSNT AI stock forecast
The VSNT AI stock forecast uses audited scenario math around the $35.39 July 10 quote and Q1 2026 annualized EPS of about $1.99. The three-year framework produces a bearish area near $21, a base area near $38, and a bullish area near $61 before dividends. These are scenarios, not price targets.
$57 to $64
More likely if digital revenue (Fandango, GolfNow, FAST channels, StockStory) grows faster than linear declines, Full Swing and StockStory acquisitions deliver measurable synergies, affiliate fees remain stable, and the market applies a 18-20x PE to growing EPS.
$35 to $40
More likely if Versant meets Q1 2026 run-rate revenue trends, TV advertising and affiliate fees decline gradually, digital growth partially offsets linear erosion, and the market applies a 14-16x PE to mid-single-digit EPS growth.
$18 to $24
More likely if cord-cutting accelerates, advertising enters a cyclical downturn, Fandango faces competitive pressure, acquisitions underperform or strain the balance sheet, and EPS growth stalls near 2% with a 10-12x PE.
VSNT AI technical analysis
VSNT AI technical analysis is uncertain due to the limited six-month trading history. The July 10, 2026 cutoff showed a $35.39 close. The 52-week range is wide at $27.17 to $59.00. The stock traded down from the $59 spin-off level, making trend analysis less reliable than for well-established stocks. Key levels are drawn from the available trading data.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $35.39 | StockAnalysis close on July 10, 2026, used for market-cap and valuation math. |
| Near support | $33.00 to $31.50 | Based on intra-week lows in the June-July 2026 period. |
| Key support | $27.17 to $28.50 | The 52-week low forms the primary downside support level. |
| Near resistance | $38.00 to $40.00 | The analyst consensus target of $40.40 aligns with this resistance zone. |
| Key resistance | $45.00 to $48.00 | The mid-range level that would need to clear for a more constructive technical picture. |
| 52-week high | $59.00 | The post-spin high from January 2026; far above current price. |
| 52-week low | $27.17 | The low end of the range since the spin-off listing. |
| Volume | Average about 2.16 million shares | Watch volume around earnings (next: August 6, 2026), dividend dates, and M&A news. |
| Volatility | 52-week range $27.17 to $59.00 | Wide range reflects price discovery in a newly spun-off entity. Expect elevated volatility. |
| Invalidation | Close below $27.17 | A break below the 52-week low would indicate a new downtrend and could trigger further selling. |
VSNT AI trading strategy
This VSNT AI trading strategy is a rules-based research framework, not personal advice. It connects price levels with reported revenue, advertising and affiliate trends, digital growth, acquisition integration, dividend yield, and portfolio-level risk limits.
Watch for VSNT to establish a higher-low above $33 and reclaim the $38 to $40 range with volume while Q2 2026 revenue (reporting August 6), digital segment growth, and affiliate fee trends remain stable or improve.
A close below $31.50, especially with weaker Q2 results, lower guidance, or accelerated cord-cutting disclosures, should weaken the setup.
If VSNT pulls back toward the $33 to $31.50 zone without a new fundamental break, compare the forward PE (about 8x), PB (0.49x), and dividend yield (4.24%) with media peer valuations and the stability of the brand portfolio.
Do not treat a low PE or PB as sufficient value evidence if digital transition costs, ad cyclicality, or acquisition execution risk are deteriorating materially.
Track Q2 and full-year 2026 revenue by segment (cable advertising, affiliate, digital, licensing), FAST channel growth, Full Swing and StockStory integration metrics, Fandango transaction trends, free cash flow conversion, dividend coverage, and capital allocation updates.
Position sizing should account for the limited public track record and should not rely on AI or consensus forecasts as certainty for a newly spun-off company.
Investment research summary
Versant gets paid when advertisers, pay-TV distributors, content licensees, and digital consumers engage with its cable brands (USA, CNBC, MS NOW, Golf, E!, Syfy, Oxygen), movie and sports digital platforms (Fandango, GolfNow), and FAST channels.
The moat rests on established brand equity, long-term affiliate contracts, CNBCs indispensable business audience, Fandangos ticketing marketplace position, and Golf Channels vertical control from content to simulator hardware. Cord-cutting and streaming competition are narrowing the moat in linear television.
The thesis fails if cord-cutting accelerates beyond expectations, advertising enters a structural decline, Fandango loses ticketing share, acquisitions dilute returns, the balance sheet strains under transition investment, or standalone management cannot match Comcast-era operational support.
Mark Lazarus and the board need to prove that the spin-off structure enables faster digital pivot and smarter capital allocation than being inside Comcast, rather than simply adding costs and complexity without the parent safety net.
Media is in a generational shift from linear to streaming. Linear advertising and affiliate revenue face long-term pressure, but digital platforms, FAST channels, and branded content are growth areas. Versants pure-play structure removes Comcast conflicts but also removes cross-subsidy protection.
The forward PE near 8x and PB near 0.49x discount significant pessimism about the standalone trajectory. The 4.24% dividend yield provides a floor. Margin of safety depends on whether the digital growth, acquisitions, and cost discipline can stabilize earnings and justify a re-rating.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| VSNT quote reference | $35.39 close on July 10, 2026 | StockAnalysis VSNT page | July 12, 2026 |
| Market capitalization verification | $4.99 billion reported and calculated from $35.39 x 141.1 million shares, a 0.07% variance | Pineify financial_rigor.py and StockAnalysis market cap page | July 12, 2026 |
| Q1 2026 revenue | $1.69 billion, annualized to about $6.69 billion | Versant Q1 2026 earnings release | July 12, 2026 |
| Q1 2026 GAAP EPS | $1.99, beating consensus estimate of $1.69 by $0.30 | Versant Q1 2026 earnings release | July 12, 2026 |
| Cash and debt | Debt-to-equity ratio of 0.35, indicating manageable leverage | StockAnalysis balance sheet | July 12, 2026 |
| Valuation metrics | TTM PE 17.78x, forward PE about 8.08x, PS 0.75x, PB 0.49x, dividend yield 4.24%, PEG 0.72 | StockAnalysis VSNT statistics and Barchart | July 12, 2026 |
| Technical snapshot | 52-week range $27.17 to $59.00, average daily volume about 2.16 million shares | StockAnalysis statistics | July 12, 2026 |
| Analyst consensus | Hold (8 analysts), average target $40.40, range $32.00 to $52.00 | MarketBeat analyst ratings | July 12, 2026 |
This VSNT AI stock analysis is an informational research tool only. It is not investment advice, not a recommendation to buy or sell Versant Media Group, Inc., and not a promise of future returns. Forecasts are scenario-based estimates from available public data and can be wrong. Versant Media was spun off from Comcast in January 2026 and has limited standalone operating history.
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