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TSE:RCI.B

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

52.50
-0.83 (1.56%)
as of Jun 17, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 17, 2026, 12:00 am

This summary was created by AI, based on 26 opinions in the last 12 months.

Rogers Communications (RCI.B) has garnered mixed reviews from experts, reflecting a complex landscape within the Canadian telecom sector. While some analysts appreciate its diversified business strategy, particularly the monetization of its sports assets, others express concerns about competitive pricing pressures and network quality. The company's lower dividend yield is viewed as a reason for investing in growth or debt reduction, appealing to value-seeking investors. However, there is caution due to the overall debt levels and uncertain growth outlook, leading to a consensus that the telecom sector, including Rogers, is underperforming compared to expectations. Analysts recognize the potential for Rogers to recover but remain wary of the competitive environment and the qualities of its acquisitions.

consensus icon
Consensus
Cautious
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Valuation
Undervalued
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Similar
Telecom, BCE
WATCH
He's started looking at it. Turmoil in the corporate suite is never great for the business. Great assets. Lower share price sniffs of opportunity. But too many unanswered questions right now. On his radar.
DON'T BUY
Instead, she's chosen BCE for income. Still question marks above this name. Shaw transaction remains the prime focus for the company.
BUY ON WEAKNESS
Is the family feud a buying opportunity? He looks beyond this. It is an opportunity to add to your position. It is becoming problematic, but the company will get beyond this over time. Don't get out of it here.
DON'T BUY
Allan Tong’s Discover Picks What would old man Ted say? Ted built started with a radio station and built a telecom giant before he passed away in 2008. Since then, Rogers stock has lagged rivals BCE and Telus by a country mile, rising 64% vs. BCE's 151% and Telus' 199%. Shares sagged further after Rogers announced last March it will take over Shaw Communications for $26 billion. Read The Battle for Rogers and 4 Other Telecom Stocks to Consider for our full analysis.
COMMENT
Why is this all coming out to light? What is the rationale? It is the frustration with the stock price. You have only gotten the dividend in the past decades. Rogers earnings were flat, guidance was muted, there is a frustration with the stock. Sold in 2020 since there were not enough changes quickly enough.
DON'T BUY
RCI.B-T vs. SJR.B-T. He is not buying either right now. He owns Bell and Telus. There is deal risk in the merger between Rogers and Shaw. You might want to take the money and run if you hold Shaw. Both are fairly priced.
BUY
Telecoms enjoy an oligopoly, all good income stocks. Rogers pays 3.5%, though she owns BCE. Rogers is fine, though it lags its peers. The Shaw deal is a good, long-term move for Rogers.
BUY

It pays a nice dividend. It is attempting to merge with the fourth player, Shaw. They are an essential utility. They have mildly good growth prospects for them. It would be a solid dividend investment. They are the backbone of the network we use for work-from-home.

PAST TOP PICK

(A Top Pick Oct 13/20, Up 21%) He would buy it again and still owns it. He is disappointed in the telecom carriers in general. Also people are worried about the debt they took in to buy Shaw. They are a long term infrastructure asset. He thinks this is a bargain that is not recognized.

DON'T BUY

Big fan of telecoms, though they didn't deliver last year as expected. Telecoms are very defensive and operate in an oligopoly. RCI is OK, but not as keen on it compared to others in the space. Least enthusiastic about cable. Ton of risk on the Shaw deal.

TOP PICK

He thinks there is a good chance the acquisition of Shaw will go through. They could increase their dividend over time. It is a long duration asset. He likes the sector in general. (Analysts’ price target is $70.73)

WATCH

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They have finally gotten Shaw with a very large premium. A big deal at $26B. Regulators will surely be looking at this closely. Shares may come under pressure but they claim $1B in synergies and it should make a successful merger if the regulators allow this. Unlock Premium - Try 5i Free

PAST TOP PICK
(A Top Pick Feb 20/20, Down 10%) The roaming fees have dried up. He is going to double down on this one. The pandemic reduced roaming fees. They also have sports franchises and they aren't operating. All of these problems are going to go away.
TOP PICK
Infrastructure assets are long duration assets. The issues with roaming fees and sports franchises will go away. He thinks they are undervalued and this one is the cheapest of the bunch. (Analysts’ price target is $67.20)
HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company missed estimates. The pandemic was responsible for severe reduction in roaming fees. EPS beat estimates but average revenue per user fell by 9%. Professional sports that are also less active is a factor. 10% growth is still expected and the problems are largely not the company’s fault. Unlock Premium - Try 5i Free

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