Shenandoah Telecommunications Company ( SHEN ) Q3 2025 Earnings Call October 29, 2025 4:30 PM EDT Company Participants Lucas Binder - Vice President of Corporate Finance Edward McKay - President & CEO James Volk - Senior VP of Finance & CFO Conference Call Participants Frank Louthan - Raymond James & Associates, Inc., Research Division Hamed Khorsand - BWS Financial Inc. Presentation Operator Good afternoon, everyone. Welcome to the Shenandoah Telecommunications Third Quarter 2025 Earnings Conference Call.
Shenandoah Telecommunications (SHEN) came out with a quarterly loss of $0.2 per share versus the Zacks Consensus Estimate of a loss of $0.22. This compares to a loss of $0.13 per share a year ago.
Shenandoah Telecommunications Company (NASDAQ:SHEN ) Bank of America 2025 Media, Communications & Entertainment Conference September 3, 2025 9:40 AM EDT Company Participants James Volk - Senior VP of Finance & CFO Edward McKay - President & CEO Conference Call Participants Michael Funk - BofA Securities, Research Division Presentation Michael Funk VP in Equity Research Mike Funk from Bank of America. I lead the telecom infrastructure, comm software team at the bank.
Shenandoah Telecommunications Company (NASDAQ:SHEN ) Q2 2025 Earnings Conference Call July 31, 2025 4:30 PM ET Company Participants Christopher E. French - Chairman, President & CEO Edward H.
Shenandoah Telecommunications (SHEN) came out with a quarterly loss of $0.19 per share versus the Zacks Consensus Estimate of a loss of $0.2. This compares to a loss of $0.08 per share a year ago.
Shentel's Glo Fiber expands in Ohio, eyes 550K passings by 2026 with ultra-fast broadband, despite rising costs and competition.
Shenandoah Telecommunications Company (NASDAQ:SHEN ) Q1 2025 Earnings Conference Call April 30, 2025 8:30 AM ET Company Participants Kirk Andrews – Director-Financial Planning and Analysis Chris French – President and Chief Executive Officer Jim Volk – Senior Vice President-Finance and Chief Financial Officer Ed McKay – Executive Vice President and Chief Operating Officer Conference Call Participants Frank Louthan – Raymond James & Associates Hamed Khorsand – BWS Financial Operator Good morning, everyone. Welcome to the Shenandoah Telecommunications First Quarter 2025 Earnings Conference Call.
Shenandoah Telecommunications (SHEN) came out with a quarterly loss of $0.19 per share versus the Zacks Consensus Estimate of a loss of $0.14. This compares to loss of $0.08 per share a year ago.
Shenandoah remains a strategic M&A target due to its location within AT&T and Verizon's fiber expansion zones, despite struggling to compete independently amid slow fiber growth and limited bundling capability. Valuation hinges on acquisition potential, with a fair sale price estimated between $13-19 based on industry EBITDA multiples (8–12x), versus a significantly lower standalone DCF valuation of $2.50. I maintain my buy rating on SHEN as I see asymmetric risk-reward favoring upside from a likely acquisition, especially given recent telecom M&A activity and insider buying momentum.
Shenandoah Telecommunications Company (NASDAQ:SHEN ) Q4 2024 Earnings Conference Call February 20, 2025 8:30 AM ET Company Participants Kirk Andrews – Director-Financial Planning and Analysis Chris French – President and Chief Executive Officer Ed McKay – Executive Vice President and Chief Operating Officer Jim Volk – Senior Vice President-Finance and Chief Financial Officer Conference Call Participants Frank Louthan – Raymond James Hamed Khorsand – BWS Financial Operator Good morning, everyone. Welcome to Shenandoah Telecommunications' Fourth Quarter 2024 Earnings Conference Call.
Shenandoah Telecommunications (SHEN) came out with a quarterly loss of $0.11 per share versus the Zacks Consensus Estimate of a loss of $0.15. This compares to earnings of $0.05 per share a year ago.
I previously rated Shenandoah Telecommunications a hold due to weak earnings, low return on invested capital, and a DCF price target of $1. An updated DCF analysis with 15% revenue growth and 5% expense growth yields a price target of $3.60, indicating a 73% downside from today's pricing. The current share price requires over 30% revenue growth, while the quant rating remains strong sell, warning investors about the stock.