Shenandoah Telecommunications Company (SHEN)
Shenandoah Telecommunications Needs A Buyer
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 (SHEN) Q4 2024 Earnings Call Transcript
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) Reports Q4 Loss, Misses Revenue Estimates
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.
Shenandoah Can't Survive On Its Own; Upside From Fiber Race
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.
Shenandoah Telecommunications Company (SHEN) Q3 2024 Earnings Conference Call Transcript
Shenandoah Telecommunications Company (NASDAQ:SHEN ) Q3 2024 Earnings Conference Call November 7, 2024 8:00 AM ET Company Participants Kirk Andrews - Director, Financial Planning and Analysis Chris French - President and CEO Jim Volk - SVP, Finance and CFO Ed McKay - EVP and COO Conference Call Participants Rob Palmisano - Raymond James Hamed Khorsand - BWS Financial Operator Good morning, everyone. Welcome to Shenandoah Telecommunications Third Quarter 2024 Earnings Conference Call.
Shenandoah Telecommunications (SHEN) Reports Q3 Loss, Lags Revenue Estimates
Shenandoah Telecommunications (SHEN) came out with a quarterly loss of $0.13 per share versus the Zacks Consensus Estimate of a loss of $0.07. This compares to earnings of $0.03 per share a year ago.
Shenandoah Telecommunications Company (SHEN) Q2 2024 Earnings Call Transcript
Shenandoah Telecommunications Company (NASDAQ:SHEN ) Q2 2024 Earnings Call August 7, 2024 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 Second Quarter 2024 Earnings Conference Call.
Shenandoah Telecommunications (SHEN) Reports Q2 Loss, Misses Revenue Estimates
Shenandoah Telecommunications (SHEN) came out with a quarterly loss of $0.08 per share versus the Zacks Consensus Estimate of $0.02. This compares to earnings of $0.04 per share a year ago.
Shenandoah Telecommunications: Positioned For Strong Future Growth
Shentel's share price dropped over 50% from November 2023 to May 2024, due to an overly pessimistic view of shareholders on several events. Q1 2024 Glo Fiber network growth, with 62% YoY customer increase and 275,000 total fiber passings. Significant cluster insider buying during May and June, signaling confidence in Shentel's turnaround.
