Added to YB: 2025-09-01
Pitch date: 2025-07-11
GLIBA [bullish]
GCI Liberty, Inc.
+3.26%
current return
Author Info
No bio for this author
Company Info
GCI Liberty, Inc., through its subsidiaries, provides a range of data, wireless, video, voice, and managed services to residential customers, businesses, governmental entities, and educational and medical institutions in Alaska.
Market Cap
$978.9M
Pitch Price
$32.50
Price Target
59.00 (+76%)
Dividend
N/A
EV/EBITDA
4.45
P/E
-3.16
EV/Sales
1.90
Sector
Diversified Telecommunication Services
Category
value
GCI Liberty, Inc. - $GLIBA
GLIBA: Alaska's largest telecom spun from Liberty Broadband, trades 5.0x EBITDA vs 6-7x base case (+41-83% upside). FCF inflecting 2026 as capex normalizes post-Alaska Plan, $200M potential vs $40M historical. 42% rev from USF, Supreme Court ruling removes regulatory risk. Technical selling from arb funds creates opportunity.
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