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.
605 watching
0
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
COMMENT
As a value manager, this is more of a growth stock. Has had a great run. Has come off of late with the market. If you're a long-term growth investor, it is a good one to own. In the near term it is probably vulnerable to a market correction because its multiple has gone up so much. There is also likelihood of new competition coming in in wireless.
BUY
This is a decent entry point. Have had tremendous growth on their wireless side.
SELL
Rogers (RCI.B-T) and Telus (T-T) have been leaders for a long, long time. They have broken their up trends and he thinks it's a serious break. So he would be reducing both of these names. Another reason is that it is highly owned by institutions and they will be cutting back.
COMMENT
For investors looking for growth in the telco sector, but not for a value investor.
HOLD
BUY
Has done incredibly well. Getting a lot more revenue from their existing clients. Have spent a lot of money on their network and this is coming to fruition. Will be one of the few people that will carry the iPhone next year.
BUY
A tremendous long-term hold.
PAST TOP PICK
(A Top Pick, Nov 8/06. Up 30.1%) Still like the name. Business continues t do well, firing all cylinders. Still see plenty of upside.
TOP PICK
Wireless growth still continues. The cable side is going well. Is creating 1 billion of cash flow per year. In the short term, really good growth, will have to do something with it, either buy back stock, or raise dividend.
BUY
A technology leader. Gives the people what they want. Good operational track record. As part of a diversified portfolio, it's worth buying at this price.
PAST TOP PICK
(A Top Pick Jan 8/07. Up 34.2%.) Other stocks met his tests more closely, so he has just sold his holdings. Getting more volatile.
WATCH
Stock had a huge run and currently there is profit taking. Made some major acquisitions, so have a lot to digest. There is the potential of increased competition in the wireless market. Expect there will just be flatish results in the near term.
TOP PICK
Lagging the market a fair bit. Feels there is an ongoing worry that there'll be a 4th cellular firm licensed. Doesn't see this happening because of costs involved and the time element. They keep raising the dividend and will probably do a buyback.
TOP PICK
Wireless growth has slowed down a little but they are generating more cash than they ever have done before. Balance sheet is in better shape.
BUY
Tremendously successful. Has everything going for it. Enormous free cash flow. Paying down debt and has a dividend.
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