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TSE:RCI.B

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

53.16
+0.66 (1.26%)
as of Jun 18, 2026, 8:00:00 pm Market Open.
604 watching
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Investor Insights
star iconJun 18, 2026, 12:00 am

This summary was created by AI, based on 27 opinions in the last 12 months.

Rogers Communications has shown mixed feedback among industry experts, highlighting both opportunities and challenges. The company is recognized for its sports asset portfolio, which holds significant value and potential for monetization, especially following its acquisition of MLSE. However, concerns persist regarding competitive pressures, high debt levels, and network quality, suggesting a cautious approach moving forward. While some analysts appreciate the defensive nature of the stock amidst a challenging telecom environment, others emphasize the need for improved growth and capital management. Despite the general lack of significant growth prospects, Rogers is viewed as a safer bet for income-focused investors, particularly due to its dividend sustainability and potential for future cash flow increases.

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Consensus
Cautious
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Valuation
Undervalued
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TOP PICK
Has had slower subscriber growth but thinks it will start ramping up now. Great free cash flow story. They have the best model for communications and entertainment.
TOP PICK
Disappointment on the quarter was its average revenue per user (ARPU), which only grew about 4%. 7% or 8% had been expected. The iPhone ARPU is going to be around $95. Will be a little bit of a hit on EBITDA over the next year because of the need to subsidize new users. Free cash flow of 8.5%. Cheap.
WAIT
(Market Call Minute.) Missed their quarter but this did not include the iPhone release. Wait to see if there is a rebound next quarter.
PAST TOP PICK
(A Top Pick Aug 8/07. Down 12%.) This is one that he would be adding to. Likes this one on the long-term. Will do quite well in the next 12 to 15 months. Still a Buy.
DON'T BUY
The leaders in terms of innovations in the telco space. The early adapters of new technology. Have always been known as a highly leveraged company, which has made the market a bit wary. It will now be more expensive for them to maintain their leverage. Looking for it to be flat or below current levels for the next 6 to 12 months.
BUY
This is a positive story over the next 1 to 3 years. Market has been beating it up on concerns over the auction of new wireless Spectrum. With the prices paid, their competition is starting off in a deep hole. Good valuation.
DON'T BUY
Carries a premium valuation in the group and also has GSM, which others will be switching to. Not a buying opportunity yet. Still some valuation premium because of being the sole provider in Canada of the Apple iPhone.
BUY
Drop in stock price was unexpected but thinks it is in sympathy with the general market more than anything wrong with the company. Tremendous upside from here.
BUY
You could probably do well with this. Have both the iPhone and the Blackberry. Won’t see a lot of competition in the next couple of quarters. Be careful more than 2 quarters out as the reality of the iPhone may disappoint.
TOP PICK
Continuing to gain market share in things like Internet and landline phones. 2.5% yield.
TOP PICK
Out of 172 global stocks in the telecom sector this one ranks 26 and 6th in terms of the best fundamentals. ROE almost 27% and rising rapidly. PE of about 21X.
WAIT
Probably the best in the cable/wireless sector in North America. Doesn’t seem to be great sponsorship for the sector at this point. There are concerns in Canada on the Spectrum auction and the spectre of competition and growth rate in wireless. Wait for it to move up to $45/$46 before Buying.
TOP PICK
A complete cash flow machine. Stock is down on all the Spectrum noise. This company is the largest bidder. Competition is not going to be as big problem as people think. IPhone on July 11 is going to ramp their numbers. Have $1 billion of free cash flow.
BUY
Stock is down as the bidding war on wireless Spectrum heats up. Some serious competitors coming into that market and will give them a little more competition. With their new iPhone contract and their cable business, the stock is trading at a reasonable multiple again.
TOP PICK
Suffered from the belief that new entrants who buy Spectrum in the government's auction will impact on margins in the cellular market. Doesn't think this will happen for 3 or 4 years. An absolute cash flow machine and sells at about 8X cash flow. Dividend has been increased radically.
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