Grupo Televisa SAB

TV · BOLSA

$2.36−$0.03 (−1.26%)TodayMarket closed · Oct 23, 7:49 PM ET

Prev close $2.39

TV analyst rating

HoldConsensus of 3 analysts over the last 12 months. 33% rate it a buy.

Strong buy0
Buy1
Hold2
Underperform0
Sell0

12-month price target · 9 analysts

Average $4.78 (+102.7% upside)

Low: $1.77
Now: $2.36
High: $15.43

Upgrades and downgrades

The latest rating actions, newest first

TV analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
UBS	Jul 6, 2026	Maintains	Neutral	$3.20 → $3.10	30%
UBS	May 11, 2026	Maintains	Neutral	$3.70 → $3.20	30%
UBS	Apr 22, 2026	Maintains	Neutral	$2.60 → $3.70	30%
JP Morgan	Mar 3, 2026	Downgrade	Overweight → Neutral	—	64%
Benchmark	Nov 28, 2025	Maintains	Buy	$9.00 → $10.00	51%
UBS	Oct 27, 2025	Maintains	Neutral	$2.50 → $2.60	30%

The case for and against

Updated Jul 31, 2025

Bull case

Grupo Televisa's robust position in the Mexican telecommunications market is underscored by its extensive cable service, Izzi, which reaches 20 million homes and serves nearly 6 million broadband customers, along with its substantial pay-television subscriber base of 4 million. The company's strategic merger with Univision to form TelevisaUnivision, in which it holds a 43% stake, positions it favorably in the evolving media landscape, especially as the Mexican advertising market demonstrates stronger performance compared to that of the U.S. Additionally, the advent of ViX as a leading AVOD streamer offers significant growth potential, coupled with favorable currency dynamics that could enhance profit margins for TelevisaUnivision.

Bear case

Grupo Televisa faces significant challenges reflected in its financial outlook, with a high estimated net debt to EBITDA ratio of 2.6x for 2024, projected to improve to no worse than 2.4x by 2025. The company continues to trade on a quasi-distressed basis, primarily due to ongoing concerns surrounding balance sheet instability and the implementation of a new 25% tariff, which may adversely affect its operational flexibility and overall financial performance. Additionally, despite a gradual reduction in net debt from 5.9x in late 2024 to around 5.2x by the end of 2025, the prevailing challenging advertising market underscores a persistent risk to profitability and growth prospects.

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