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Optimum Communications, Inc. (OPTU) Stock Fundamental Analysis & AI Rating 2026

OPTU NYSE Cable & Other Pay Television Services DE CIK: 0001702780
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
STRONG SELL
92% Conf
Pending
Analysis scheduled

📊 OPTU Key Takeaways

Revenue: $8.6B
Net Margin: -21.8%
Free Cash Flow: $-118.8M
Current Ratio: 0.80x
Debt/Equity: N/A
EPS: $-4.00
AI Rating: STRONG SELL with 92% confidence
Optimum Communications, Inc. (OPTU) receives a STRONG SELL rating with 92% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $8.6B, net profit margin of -21.8%, Optimum Communications, Inc. demonstrates mixed fundamentals in the Telecom sector. Below is our complete OPTU stock analysis for 2026.

Is Optimum Communications, Inc. (OPTU) a Good Investment?

Claude

Optimum Communications is fundamentally insolvent with negative stockholders equity of -2.3B and unable to cover interest expenses from operations (ratio: -0.4x). The company loses 21.8% on every dollar of revenue while experiencing declining revenue, creating an unsustainable financial structure.

Why Buy Optimum Communications, Inc. Stock? OPTU Key Strengths

Claude
  • + Positive operating cash flow of 1.2B enables ongoing debt service obligations
  • + Large revenue base of 8.6B maintains operational scale and customer relationships
  • + Cash reserves of 1.0B provide temporary liquidity buffer

OPTU Stock Risks: Optimum Communications, Inc. Investment Risks

Claude
  • ! Negative stockholders equity of -2.3B indicates technical balance sheet insolvency
  • ! Cannot cover interest expenses with -0.4x coverage ratio and deeply negative profitability
  • ! Declining revenue at -4.1% YoY in structurally declining cable television industry
  • ! Negative free cash flow of -118.8M despite positive operating cash flow indicates cash burn
  • ! Current ratio of 0.80x signals liquidity stress and material covenant breach risk

Key Metrics to Watch

Claude
  • * Revenue stabilization and halt of YoY decline
  • * Path to operating profitability and positive net income
  • * Free cash flow return to positive territory
  • * Debt refinancing status and covenant compliance
  • * Restoration of positive stockholders equity

Optimum Communications, Inc. (OPTU) Financial Metrics & Key Ratios

Revenue
$8.6B
Net Income
$-1.9B
EPS (Diluted)
$-4.00
Free Cash Flow
$-118.8M
Total Assets
$30.7B
Cash Position
$1.0B

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

OPTU Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -1.3%
Net Margin -21.8%
ROE N/A
ROA -6.1%
FCF Margin -1.4%

OPTU vs Telecom Sector: How Optimum Communications, Inc. Compares

How Optimum Communications, Inc. compares to Telecom sector averages

Net Margin
OPTU -21.8%
vs
Sector Avg 14.0%
OPTU Sector
ROE
OPTU 0.0%
vs
Sector Avg 15.0%
OPTU Sector
Current Ratio
OPTU 0.8x
vs
Sector Avg 1.0x
OPTU Sector
Debt/Equity
OPTU 0.0x
vs
Sector Avg 1.2x
OPTU Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Optimum Communications, Inc. Stock Overvalued? OPTU Valuation Analysis 2026

Based on fundamental analysis, Optimum Communications, Inc. has mixed fundamental signals relative to the Telecom sector in 2026.

Return on Equity
N/A
Sector avg: 15%
Net Profit Margin
-21.8%
Sector avg: 14%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
Sector avg: 1.2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Optimum Communications, Inc. Balance Sheet: OPTU Debt, Cash & Liquidity

Current Ratio
0.80x
Quick Ratio
0.80x
Debt/Equity
N/A
Debt/Assets
107.5%
Interest Coverage
-0.37x
Long-term Debt
$26.2B

OPTU Revenue & Earnings Growth: 5-Year Financial Trend

OPTU 5-year financial data: Year 2019: Revenue $9.8B, Net Income $1.5B, EPS $2.15. Year 2020: Revenue $10.1B, Net Income $18.8M, EPS $0.03. Year 2023: Revenue $10.1B, Net Income $990.3M, EPS $2.14. Year 2024: Revenue $9.6B, Net Income $194.6M, EPS $0.43. Year 2025: Revenue $9.2B, Net Income $53.2M, EPS $0.12.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Optimum Communications, Inc.'s revenue has remained relatively flat over the 5-year period, with a 5% decline. The most recent EPS of $0.12 reflects profitable operations.

OPTU Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-1.4%
Free cash flow / Revenue

OPTU Quarterly Earnings & Performance

Quarterly financial performance data for Optimum Communications, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $2.1B $15.4M $-0.09
Q2 2025 $2.1B -$5.8M $-0.01
Q1 2025 $2.2B -$21.2M $-0.05
Q3 2019 $2.4B -$25.0M $0.04
Q2 2019 $2.4B -$25.0M $0.09
Q1 2019 $2.3B -$25.0M N/A
Q3 2018 $2.3B $32.6M $0.04
Q2 2018 $2.3B -$97.9M N/A

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Optimum Communications, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$1.2B
Cash generated from operations
Capital Expenditures
$1.3B
Investment in assets
Dividends Paid
$1.1M
Returned to shareholders

OPTU SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Optimum Communications, Inc. (CIK: 0001702780)

📋 Recent SEC Filings

Date Form Document Action
Apr 10, 2026 4 xslF345X06/ownership.xml View →
Apr 3, 2026 4 xslF345X06/ownership.xml View →
Apr 2, 2026 8-K optu-20260401.htm View →
Mar 13, 2026 8-K optu-20260312.htm View →
Mar 9, 2026 8-K tm268204d1_8k.htm View →

Frequently Asked Questions about OPTU

What is the AI rating for OPTU?

Optimum Communications, Inc. (OPTU) has an AI rating of STRONG SELL with 92% confidence, based on fundamental analysis of SEC EDGAR filings.

What are OPTU's key strengths?

Claude: Positive operating cash flow of 1.2B enables ongoing debt service obligations. Large revenue base of 8.6B maintains operational scale and customer relationships.

What are the risks of investing in OPTU?

Claude: Negative stockholders equity of -2.3B indicates technical balance sheet insolvency. Cannot cover interest expenses with -0.4x coverage ratio and deeply negative profitability.

What is OPTU's revenue and growth?

Optimum Communications, Inc. reported revenue of $8.6B.

Does OPTU pay dividends?

Optimum Communications, Inc. pays dividends, with $1.1M distributed to shareholders in the trailing twelve months.

Where can I find OPTU SEC filings?

Official SEC filings for Optimum Communications, Inc. (CIK: 0001702780) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is OPTU's EPS?

Optimum Communications, Inc. has a diluted EPS of $-4.00.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is OPTU a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Optimum Communications, Inc. has a STRONG SELL rating with 92% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is OPTU stock overvalued or undervalued?

Valuation metrics for OPTU: ROE of N/A (sector avg: 15%), net margin of -21.8% (sector avg: 14%). Compare these metrics with sector averages to assess valuation.

Should I buy OPTU stock in 2026?

Our dual AI analysis gives Optimum Communications, Inc. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is OPTU's free cash flow?

Optimum Communications, Inc.'s operating cash flow is $1.2B, with capital expenditures of $1.3B. FCF margin is -1.4%.

How does OPTU compare to other Telecom stocks?

Vs Telecom sector averages: Net margin -21.8% (avg: 14%), ROE N/A (avg: 15%), current ratio 0.80 (avg: 1).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 13, 2026 | Data as of: 2025-12-31 | Powered by Claude AI