--- title: "Rogers Communications (TSX:RCI.B) Could Be 23% Below Fair Value On Q2 Results" type: "News" locale: "en" url: "https://longbridge.com/en/news/293823421.md" description: "Rogers Communications (TSX:RCI.B) reported Q2 2026 results featuring higher sales but a net loss, while reaffirming its CA$0.50 dividend and full-year guidance. Despite recent share price declines, analysis suggests the stock is undervalued by approximately 23%, with a fair value estimate of CA$60.38 compared to the current price of CA$46.20. Key growth drivers include 5G and Wi-Fi 7 infrastructure expansion, though risks such as regulatory changes and high leverage remain." datetime: "2026-07-25T13:17:42.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/293823421.md) - [en](https://longbridge.com/en/news/293823421.md) - [zh-HK](https://longbridge.com/zh-HK/news/293823421.md) generator: "portal-rs" --- # Rogers Communications (TSX:RCI.B) Could Be 23% Below Fair Value On Q2 Results Rogers Communications (TSX:RCI.B) is back in focus after Q2 2026 results that combined higher sales with a quarterly net loss, along with a reaffirmed CA$0.50 dividend and full year service revenue guidance. See our latest analysis for Rogers Communications. Rogers Communications shares closed at CA$46.20, with a 30 day share price return down 8.48% and year to date share price return down 11.34%, even as the 1 year total shareholder return is up 2.06%. This points to fading near term momentum despite modest longer term gains. If this mix of telecom, media and sports exposure has your attention, it can be helpful to widen the lens and look at other infrastructure and growth stories using the 35 power grid technology and infrastructure stocks Rogers Communications now trades meaningfully below some valuation estimates after a weak share price run and a quarter in the red. Does that recent stumble tilt the risk reward toward buyers, or flag deeper value traps ahead? ## Most Popular Narrative: 23.5% Undervalued Rogers Communications closed at CA$46.20, while the most followed narrative pegs fair value closer to CA$60. This puts the spotlight on the assumptions behind that gap. > *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. Want to see what kind of revenue path and margin reset would justify that higher fair value for Rogers Communications? The narrative leans on muted top line expansion, a very different earnings profile, and a higher future earnings multiple than the sector. The full story is in how those moving parts are stitched together. **Result: Fair Value of CA$60.38 (UNDERVALUED)** Have a read of the narrative in full and understand what's behind the forecasts. However, there are still clear pressure points, including regulatory changes that could squeeze pricing power and high leverage that may limit how far the Rogers Communications story can progress. Find out about the key risks to this Rogers Communications narrative. ## Next Steps If this mix of cautious optimism and concern around Rogers Communications resonates, consider reviewing the details and forming your own view using the 5 key rewards and 3 important warning signs without waiting for sentiment to settle. ## Looking for more investment ideas beyond Rogers Communications? Do not stop your research with Rogers Communications. Broaden your watchlist now using targeted screeners that surface clear, data backed ideas before the crowd catches on. - Zero in on potential value opportunities by reviewing companies flagged in the 5 high quality undervalued stocks. - Prioritize resilience by scanning stocks in the 9 resilient stocks with low risk scores. - Spot potential early stage opportunities by checking the 13 elite penny stocks with strong financials. *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.* ### **New:** AI Stock Screener & Alerts Our new AI Stock Screener scans the market every day to uncover opportunities. • Dividend Powerhouses (3%+ Yield) • Undervalued Small Caps with Insider Buying • High growth Tech and AI Companies Or build your own from over 50 metrics. Explore Now for Free ### Related Stocks - [RCI.US](https://longbridge.com/en/quote/RCI.US.md) ## Related News & Research - [How Rogers’ EORN 5G Buildout in Eastern Ontario Will Impact Rogers Communications (TSX:RCI.B) Investors](https://longbridge.com/en/news/297085972.md) - [Rogers Communications Inc. 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