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
valuation icon
Valuation
Undervalued
review icon
Similar
Telus, T.TO
BUY
Moved up nicely on the last quarter, based on wireless. A real stellar growth outlook. Generating a lot of free cash. Valuation is at the low end of the range and can see it moving higher.
BUY
One of her favourite companies and in a defensive area. Last quarters’ results were very good. Everything surprised on the upside. Will probably make $5 a share in free cash flow next year, so it's becoming an interesting stock.
HOLD
Had been expecting there would be a slowing generally in wireless but they are delivering fabulous numbers. Would look at this at around $50.
BUY
Has an interesting opportunity in selling telephony services through their cable pipe. There is some growth there. Their wireless business is also interesting.
BUY
Feels their winning the broadband war. The cell phone side is also doing incredibly well.
BUY
Had a tremendous quarter with 30% wireless growth. Moved up, but still thinks it goes to the low $60’s.
BUY
He rarely buys large cap stocks but was very close to buying this one. This one is doing very well.
BUY
From Aug/05 to Aug/06 it could be forming a big basing pattern. It has now broken out again and with its normal volume is considered positive.
BUY ON WEAKNESS
Doing very well. Very volatile and would wait for a pullback.
BUY
Reported spectacular numbers and his target now would be in the early $60’s. Given the outlook for the company, this is one that you would want to own.
TOP PICK
Likes wireless. Still growing. They are in the best financial shape he has ever seen them.
BUY
Prefers Telus (T-T) and Rogers (RCI.B-T) over BCE (BCE-T). Lots of growth and is really turning around.
TOP PICK
Good cash generation. Made some very smart deals in the last couple of years. Debt ratio is better than it has ever been. Industry is more concentrated now which means higher margins.
TOP PICK
(A Top Pick Apr 26/06. Down 3.4%.) Very defensive holding and is still cheap. Looks as good as it ever has with the cash generation and their repositioning in wireless.
DON'T BUY
There is a conference on telecommunications that could result in deregulation of cable and telcos. This could create a war between them. However, this company is behaving awfully well. Would rather own a package of telcos.
Showing 721 to 735 of 869 entries