Liberty Broadband Corp (LBRDA)
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-09-04
$35.990.00%
Close 2026-08-21 · 1-day change
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-09-04
Warn: Primary pillar under pressure — Announce and execute share buyback: Buyback program terminated via merger completion and delisting.
Liberty Broadband has a very low price-to-earnings ratio of 4.3. It pays steady quarterly dividends. The company is buying back shares to return capital. Analysts expect about 7% revenue growth next year.
The company has fragile quality and volatile management. Free cash flow is negative. Its valuation is cheap because of these risks. The stock has fallen 43% from its high.
The market prices in about 7% revenue growth and values the stock cheaply. Our fair value is near $82, close to consensus. We see risks in cash flow and management.
Breaks if: Dividend is cut or suspended
Continue paying regular quarterly cash dividends on Series A Cumulative Redeemable Preferred Stock.
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a speculative growth opportunity. The current thesis state is mixed, with recent performance being weak and management showing volatility in execution.
The market currently prices LBRDA as cheap compared to its peers, with an expectations gap indicating that investors are not fully accounting for the company's fragile execution quality. This suggests that while the stock is undervalued, there are concerns about its operational stability.
Fundamentals are likely to remain weak in the near term due to elevated risk factors and fragile earnings quality. Management's focus on share buybacks and maintaining dividends shows a commitment to capital allocation, but execution has been mixed.
The long-term thesis hinges on the performance of sector bellwethers like VZ, TMUS, and T, as well as potential interest rate cuts by the Fed. Positive momentum in the Communication Services sector could provide support, while any negative shifts could impact LBRDA's trajectory.
The most important moves since the prior daily snapshot.
Our read on the company is unchanged since the prior snapshot.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated as a priority in 2 of last 2 quarters. The Board declared consistent quarterly cash dividends of $0.43750001 per share on Series A Preferred Stock in 2026-Q1 and 2026-Q2. This reflects steady continuation of dividend payments as a capital allocation priority.
“Board declared quarterly cash dividend payable July 15, 2026 on Series A Preferred Stock.”
“Board declared quarterly cash dividend payable April 15, 2026 on Series A Preferred Stock.”
Breaks if: Buybacks stop or are significantly reduced
Continue the program to repurchase shares as a key capital allocation priority.
Stated as a priority in 3 of last 3 quarters. The company announced multiple definitive agreements related to share buybacks and merger transactions in 2026-Q1 and 2026-Q2. While no specific dollar amounts of buybacks are reported in financials, management has consistently emphasized this capital allocation priority, indicating ongoing execution.
“Entry into a Material Definitive Agreement for share buyback announced on May 14, 2026.”
“On November 12, 2024, Liberty Broadband entered into an Agreement and Plan of Merger including share buyback terms.”
“Merger Agreement and Plan of Merger with Charter Communications includes share buyback provisions.”
Breaks if: Revenue growth falls below 4% YoY
Breaks if: PE ratio rises above 10
In the next 1 to 3 years, LBRDA's performance will depend on external sector dynamics and management execution. Not investment advice.