Aug. 4 at 3:02 PM
$NMAX .The Undervalued Multi-Platform Media Play Ready to Break Out. This multi-platform media company (Broadcasting + Digital) ranks as the #4 cable news network with a loyal audience and is expanding rapidly into streaming, OTT, digital, e-commerce, and international licensing. After listing in March 2025, the stock has pulled back to the high
$7S (~
$1B market cap) from a 52-week high near
$16. Revenue is growing solidly (TTM ~
$196M, Q1 +14% YoY), driven by higher-margin affiliate fees and licensing, with 2026 guidance of
$212–216M. Losses are narrowing, cash is healthy (~
$129M), and the recent Meta AI content partnership adds a high-margin growth lever.
Audience momentum remains strong (30M+ viewers, 25M+ social followers), international distribution is scaling across 100+ countries, and analysts carry Buy ratings with ~
$18.50 targets implying substantial upside. Upcoming earnings momentum will propel this higher. I’m buying and adding on any weakness.