New York-based News Corporation (NWS) is a global media and information services company that delivers influential content and trusted insights across news, publishing, digital real estate, and subscription video services. With a market cap of $17.3 billion, News Corp plays a key role in shaping public discourse and providing critical information to millions worldwide. The company is set to release its Q2 earnings on Wednesday, Feb. 5.
News Corporation surged 20% over the past 52 weeks, underperforming the broader S&P 500 Index's ($SPX) 22.1% gain and the Communication Services Select Sector SPDR ETF Fund's (XLC) 29.4% increase over the same time frame.
On Nov. 7, NWS shares rose over 1% following its Q1 2025 earnings release. The company reported a 3.1% year-over-year revenue increase to $2.6 billion, driven by growth in its Digital Real Estate Services, Book Publishing, and Dow Jones segments. REA Group achieved a record $318 million in revenue, up 22% from the previous year, fueled by strong Australian residential performance.
In addition, Dow Jones saw an 8% revenue increase, supported by a 16% rise in Risk & Compliance and an 11% growth in Dow Jones Energy. Book Publishing revenue grew 4%, with Segment EBITDA up 25%, bolstered by a 15% increase in digital book sales and strong backlist performance.
The consensus view on News Corporation stock is bullish, with an analyst suggesting a "Strong Buy" rating. NWS' average analyst price target is $41, indicating a 34.8% potential upside from the current price levels.
