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    A Look At Rogers Communications (TSX:RCI.B) Valuation After Recent Share Price Softness

    Simply Wall St·01/07/2026 13:36:09
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    Rogers Communications (TSX:RCI.B) has attracted investor attention after recent share price moves, with the stock’s 1 day, week, and month returns all slightly negative, while the past 3 months show a positive gain.

    See our latest analysis for Rogers Communications.

    While the recent 1 day, week, and month share price returns have been slightly negative, Rogers Communications’ 3 month share price return of 3.31% and 1 year total shareholder return of 20.37% suggest momentum has cooled near term after a stronger prior period. The current share price of CA$51.24 sits against that mixed backdrop and ongoing attention on its long term integration and execution efforts.

    If Rogers’ recent moves have you reassessing your watchlist, it could be a good moment to broaden your search with fast growing stocks with high insider ownership.

    With Rogers posting mixed short term returns, a value score of 5 and trading at CA$51.24 versus an analyst target of CA$59.46, is the stock quietly undervalued, or is the market already pricing in future growth?

    Most Popular Narrative Narrative: 13.8% Undervalued

    At a last close of CA$51.24 versus a narrative fair value of about CA$59.46, the story centers on earnings power and future cash generation.

    The continued deployment and expansion of 5G and Wi Fi 7 infrastructure, along with the introduction of advanced services like fixed wireless internet and bundled offerings, allows Rogers to capitalize on increasing mobile data consumption and connected device proliferation, supporting both subscriber additions and higher margins in future periods.

    Read the complete narrative.

    Curious what kind of revenue glide path and margin profile need to hold for that value gap to make sense? The narrative focuses on compounding service growth, expanding profitability, and a future earnings multiple below many current industry comparisons. The full set of assumptions might surprise you.

    Result: Fair Value of $59.46 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, there are still real pressure points, including regulatory changes that could squeeze pricing power and high leverage that may limit flexibility if growth or synergies disappoint.

    Find out about the key risks to this Rogers Communications narrative.

    Build Your Own Rogers Communications Narrative

    If parts of this story do not quite fit your view, or you prefer to test the assumptions yourself, you can spin up a custom thesis in minutes with Do it your way.

    A great starting point for your Rogers Communications research is our analysis highlighting 4 key rewards and 3 important warning signs that could impact your investment decision.

    Looking for more investment ideas?

    If Rogers is already on your radar, do not stop there. The right screener can quickly surface other stocks that better match your style and goals.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.