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
TOP PICK
Given the price decline and that they should be one of the top dogs in the forthcoming auction, he likes this one very much.
DON'T BUY
There’s a cross-north America slowing in subscriber growth. Operating well. Would continue to avoid telecommunications.
DON'T BUY
Looking cheaper than it was. Getting closer to a buy. Stay away in the short term.
WAIT
Likes Rogers, for the concept and their business. The problems is the wireless spectrum option in May, where the government is going to auction off all its wireless space. The Rogers either has to drop their prices now in answer to that competition or they have to meet new competitor/entrant pricing. The industry is moving in favour of the consumer and away from the shareholder.
BUY
In terms of players, Rogers is the obvious choice. They are dominate in the space. Thinks it is attractive at this price.
TRADE
This is a stable income company. It is undervalued. The media may be partly responsible.
DON'T BUY
Its trend is currently down. There is some hope. It’s not acting like a commodity.
HOLD
Looking at this one. Chart reflects the whole competition that is going on in wireless and is impacting the high-growth area for this company. Could go to the $30-$33 area, but it is a much stronger company than it was the last time we went into a recession. You could add to this on weakness.
TOP PICK
“Best in class” assets. They have the GSM. R2 growth of 7%. They don't have to spend a lot of capital expenditure. Taking market share away from the Telcos. Stock dropped on the Spectrum announcement but feels it was an overreaction.
SELL
(Market Call Minute.) Despite having been in the right place at the right time, he is not sure that going forward how much competitors will be eating at their margins.
BUY
Likes their cellular franchise, cable business and Internet business. Good entry point.
TOP PICK
Have shown a history of being a dominant player and will continue to do so. Have increased their dividend by 100% to $1.00. There is a nice growth in EBITDA next year of roughly mid teens. Just reported numbers and it showed solid growth.
BUY
Reasonably priced. Has so much penetration between the cable, phones etc..
DON'T BUY
(Market Call Minute.) Stock has broken down and there is slowing expectations in wireless. Bad revisions in trends and earnings.
BUY ON WEAKNESS
Has been disappointing but could be interesting a little lower down. In an economic slowdown, wireless starts to perform very poorly. If you own and it is not a big portion of your portfolio, Hold.
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