Liberty Media stock carries analyst upside after Q2 miss

Published on 09/28/2026 at 14:22 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Liberty Media stock stood at USD 94.61 on September 25, 2026, while analysts held a Moderate Buy view. Second-quarter EPS missed consensus by USD 0.22.

Regieraum mit Bildschirmen für Live-Sportübertragung und Tontechnik — Liberty Media Corp. (US5312298541) betreibt Rundfunk-Regieraum mit Monitoren für Motorsport-Übertragungen und Audiowellen, Illustration mit AI erstellt.

Liberty Media (ISIN US5312298541) stock was last at USD 94.61 on Nasdaq on September 25, 2026, at 4:00 p.m. ET, with a daily change of -0.49 percent. The immediate market context is institutional positioning, as MarketBeat reported on September 25, 2026, that NewEdge Advisors reduced its FWONK position by 71.1 percent in the second quarter.

Analysts see 24.27 percent upside

MarketBeat reported on September 16, 2026, that five of eight analysts rated the stock Buy and three rated it Hold, producing a Moderate Buy consensus and an average 12-month price target of USD 117.57. That target lies 24.27 percent above the September 25 price of USD 94.61, giving the analyst view a clear valuation gap despite the recent earnings shortfall.

CNBC reported on September 9, 2026, that Jefferies initiated coverage with a Buy rating and a USD 115.00 price target. The bank linked its view to premium audiences, Formula 1 commercial rights and expansion in premium experiences.

Q2 revenue reached USD 934.0 million

Liberty Media reported second-quarter 2026 revenue of USD 934.0 million and diluted EPS of USD 0.02, according to MarketBeat on September 16, 2026. Revenue was USD 18.78 million below the USD 952.78 million consensus estimate, while EPS missed the USD 0.24 estimate by USD 0.22.

The quarterly comparison also reflects Liberty Media's race calendar. A September 15 report from Yahoo Finance said five Formula 1 races took place in the second quarter of 2026, compared with nine in the second quarter of 2025. Formula One revenue fell 38 percent year over year to USD 764 million, including USD 622 million in primary revenue.

Stock remains below its yearly high

FWONK's September 25 price of USD 94.61 stood 13.49 percent below its 52-week high of USD 109.36 and 18.06 percent above its 52-week low of USD 80.15. Market capitalization was USD 23.7 billion and volume reached 2,068,327 shares on that session.

For investors, the central tension is visible in the figures: analyst targets imply substantial upside, while the most recent quarter delivered a consensus miss. Liberty Media's Formula One and MotoGP assets therefore leave the stock tied to both premium-content execution and the timing of race-related revenue recognition.

Liberty Media stock keeps a valuation gap

Liberty Media stock was last at USD 94.61 on Nasdaq on September 25, 2026, at 4:00 p.m. ET. The next valuation checkpoint is whether operating performance can close the gap between the USD 117.57 consensus target and the USD 0.02 second-quarter diluted EPS result.