TSE:RCI.B

Rogers Communications (B) (RCI.B.TO)

46.20
+0.20 (0.43%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 26, 2026, 12:00 am

This summary was created by AI, based on 28 opinions in the last 12 months.

Rogers Communications (RCI.B) presents a mixed outlook among analysts, with the consensus indicating a belief in the sustainability of its dividend, supported by a relatively low payout ratio compared to peers. However, there are several challenges, including high debt levels of approximately $40 billion, intense competition within the telecom sector, and a mature business model that demands significant capital expenditures. The performance of Rogers’ sports assets has become a focal point, with analysts debating their future monetization potential. While some experts express bearish sentiments due to weak immigration and price pressures, others appreciate the company's hidden value and the recent strategies to reduce capex and improve free cash flow. The general sentiment reflects a cautious optimism, mostly aiming for defensive positioning in a challenging industry environment.

consensus icon
Consensus
Cautious
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Valuation
Undervalued
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Similar
Telus, T.TO
PAST TOP PICK
(A Top Pick July 21/09. Up 5%.) Still likes. Wireless is under-penetrated in Canada and this is the largest. Strong balance sheet and good dividend.
BUY
HSPA is here. It is an overlay on the GSM system. So they can offer the latest blackberries and iPhones. This is priced into the stock. You are going to see margins pop with the iPhones. Cable does well against satellite. They are steeling landlines for home phone from telcos. He likes Rogers better than BCE or Telus.
COMMENT
More growth oriented than Bell (BCE-T) but Bell has a better dividend.
BUY
Beat earnings very handily so the stock looks interesting. Broken above the 200 day moving average. Earnings have been moving up both in estimates and guidance.
BUY
Likes it and owned it for along time. There is some really good growth on wireless and home phone/internet side. There may be pressure short term on margins but not long time. Would like to see a higher dividend or buy back some of their stock.
BUY
iPhone will be available to Bell (BCE-T) and Telus (R-T) by the end of the month, which is a significant competitive threat to them. A Buy if you are more aggressive on the telecom space.
PAST TOP PICK
(A Top Pick Nov 25/08. Down 10.41%.)
BUY
Converted themselves from a growth story to a value story over the last 2 years. Increased the dividend very sharply and toned down expectations for growth and started to fix the balance sheet.
DON'T BUY
The stock has given a Sell signal. 4% dividend.
TOP PICK
Has been almost dead money for almost 18 months. Profitability challenges when the iPhone came out. Now they are over that big hump, and they continue to grow their business. Rogers has always had a leadership roll. They have a substantial head against their competitors. They see substantial growth potential. They think Q3 numbers will be pretty good.
BUY
Looks very reasonable in terms of valuation and best growth rate of any of the Telco’s.
BUY
This is a great opportunity to step in. They have lagged the market. They are a great growth story. Still a great growth story when you look at the balance sheet, cash generation, and diversity. He’s been adding to his position.
DON'T BUY
Local station battle will not be the biggest driver for them. The big problem is that the margins in wireless have been weak and growth has slowed down. The place to look is the tower companies like AMT-T. The growth in wireless is smart phones which are 10% of the market and use 80% of the bandwidth, plus we are going to 4G and this will require tremendous investment in
DON'T BUY
There is some new competition coming in between now and 2011. With this threat, he could see the stock moving sideways or even down for the next little while.
DON'T BUY
Thinks this is the best out of the entire sector. Not sure where the growth is going to come from. Can't expand through acquisition because of government regulations. 4% dividend.
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