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
BUY
Chart shows an excellent trend. It has recently formed a trading range but there are now indications of support around $43.
COMMENT
An expensive stock. Has been buying Telus (T-T) instead. Rogers probably has the better growth platform and has the advantage of having world phone capability. Telus will have to develop this at pretty significant capital cost.
DON'T BUY
The model price is $28.68, a 40% negative differential. Too expensive for his portfolios.
PAST TOP PICK
(A Top Pick Nov 8/06. Up 39.3%.) Fundamentals for the cable business continue to be very strong. Wireless business is firing on all cylinders. Amazing free cash flow generation. Still plenty of upside.
TOP PICK
Looking at the basic operations of the company, wireless and cable, they are providing substantial growth in terms of EBITDA cash flow. Wireless market is a very good one to be in. Good year over year growth and steady cash flow.
BUY
Long-term chart indicates stock is still trending higher. Cash flow is very predictable with good margins and a stronger balance sheet. Wireless and telecom sector has been one of the best performing. Likes it for defensive and growth positions.
WAIT
Has benefited from investors looking for a way to play wireless. Earnings were disappointing.
COMMENT
Earnings reported where good, but market was expecting more. Has a lot of room to raise their dividend. Expect they will cash flow $1 billion next year.
HOLD
They continue to have the best platform in Canada.
BUY
Likes cable. Cable companies are going to do way better than the Telco’s. Was knocked down today. He doesn't think the street read the earnings report very carefully. Good value.
BUY
Thinks there's 3 or 4 years of pretty good growth still to come. Will probably benefit from BCE’s privatization.
BUY
Have done a very good job of promoting their company, being on the leading edge of whatever is driving the communications revolution. Sees no reason why the stock will let up any time soon.
BUY
Since BCE (BCE-T) is going to disappear, some of that money will float into the different communication companies such as this one.
DON'T BUY
Doesn't fall under the value label for his holdings. Probably has further upside. Trades at that higher multiple than he is comfortable with.
COMMENT
Hitting on all cylinders. Making money like crazy. Would like to Buy on a dip.
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