Versant Media Group offers an attractively valued entertainment company at a forward P/E of 4.9x, PEG of 0.54, and 57% margin of safety, with best-in-class operating margins among peers, but the stock is in a confirmed negative momentum trend, has already reached the analyst price target, and has only 1 quarter of earnings history in the data — making this a deep-value setup waiting for a catalyst.
Thesis pillars
- Deep Value High Operating Margin↑Improving
- Negative Momentum Revenue Decline→Stable
- Analyst Target Already Reached↑Improving
- +1 more pillar — see the Why tab for full reasoning
Versant Media Group, Inc. (VSNT) Stock Analysis
Communication Services · Entertainment
Wait for pullback to $35.89. At $37.19 the A.R:R is 1.0:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $35.89 (1 ATR pullback) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Thin upside margin: 6.8%; Sector modifier (Communication Services): -0.8.
Versant Media Group (spun off from Comcast on January 2, 2026) operates seven U.S. cable television networks — including MS NOW, CNBC, USA Network, and Golf Channel — reaching 49 million to 60 million households each, with over 50 million weekly viewers in 2025. Revenue comes... Read more
Wait for pullback to $35.89. At $37.19 the A.R:R is 1.0:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $35.89 (1 ATR pullback) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Thin upside margin: 6.8%; Sector modifier (Communication Services): -0.8. Chart setup: No clear chart pattern; technical signals are mixed. V9 Gate blocked: Momentum 1.9 < 4.5 minimum; R/R 1.0x at spot < 1.5 minimum. Wait for improvement. Score 5.4/10, moderate confidence.
Passes 7/9 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 53d clear, semi cycle peak clear, materials cycle peak clear, sector concentration cap sector=communication services 2/10). Fails on weak momentum and favorable risk/reward ratio. Suitability: moderate.
Recent developments
updated 2026-09-12Recent Developments — Versant Media Group, Inc.
Latest news
- NEWS Versant's golf-related acquisition is cleared by the FTC to progress (VSNT:NASDAQ) - Seeking Alpha — Seeking Alpha positive
- NEWS VSNT|Versant Media Group Ord Shs Class A|Price:35.900|Chg%:-1.050 - TradingKey — TradingKey neutral
- NEWS VSNT|Versant Media Group Ord Shs Class A|Price:35.900|Chg%:-1.050 - tradingkey.com — tradingkey.com neutral
- NEWS Versant shares rally after reporting better-than-expected Q1 results - MSN — MSN positive
- NEWS Versant Media : CNBC and New York Stock Exchange Extend Longstanding Partnership - marketscreener.com — marketscreener.com neutral
Generated 2026-09-14T06:36:57Z.
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Rating Breakdown
2 floor-breakers·1 ceiling hit
Revenue shrinking — -3.7% YoY. Growth thesis broken unless recovery story develops.static
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Wait for pullback to $35.89. At $37.19 the A.R:R is 1.0:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $35.89 (1 ATR pullback) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Thin upside margin: 6.8%; Sector modifier (Communication Services): -0.8. Chart setup: No clear chart pattern; technical signals are mixed. V9 Gate blocked: Momentum 1.9 < 4.5 minimum; R/R 1.0x at spot < 1.5 minimum. Wait for improvement. Target $39.73 (+6.8%), stop $33.38 (−11.4%), A.R:R 1.0:1. Score 5.4/10, moderate confidence.
Take-profit target: $39.73 (+6.8% upside). Target $39.73 (+6.8%), stop $33.38 (−11.4%), A.R:R 1.0:1. Stop-loss: $33.38.
Thin upside margin: 6.8%; Sector modifier (Communication Services): -0.8; Weak growth.
Versant Media Group, Inc. trades at a P/E of 6.9 (forward 6.2). TrendMatrix value score: 8.9/10. Verdict: Buy (Wait for Entry).
14 analysts cover VSNT with a consensus score of 3.6/5. Average price target: $46.
What does Versant Media Group, Inc. do?Versant Media Group (spun off from Comcast on January 2, 2026) operates seven U.S. cable television networks —...
Versant Media Group (spun off from Comcast on January 2, 2026) operates seven U.S. cable television networks — including MS NOW, CNBC, USA Network, and Golf Channel — reaching 49 million to 60 million households each, with over 50 million weekly viewers in 2025. Revenue comes from per-subscriber distribution fees paid by MVPDs, advertising sales, digital platform transactions via GolfNow, Fandango, and SportsEngine, and content licensing.