Urban One Inc (UONE)
NASDAQCommunication ServicesBroadcastingSnapshot 2026-11-04
NASDAQCommunication ServicesBroadcastingSnapshot 2026-11-04
QuarterlyIQ Insights · UONE
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -81.8% |
| Our one-year growth estimate | diamond | -12.2% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 69.7 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of —
UONE — CFO transition
Dated 2026-06-16
Chief Financial Officer (CFO) — Peter D. Thompson: The company entered into a new employment agreement with Peter D. Thompson, continuing his role as CFO and providing enhanced compensation.
Why it matters: Urban One cut its 2026 Adjusted EBITDA guide from about $60 million. Q3 results will test the new range.
Watch forOn November 10, Urban One keeps its mid-$50 million 2026 Adjusted EBITDA guide and reports Q3 results in line with it.
Also watch forUrban One cuts the mid-$50 million guide again, or Q3 Adjusted EBITDA falls below Q2's $11.7 million.
Why it matters: Urban One cut long-term debt by $60.2 million year to date and saved $4.6 million in yearly interest. It also raised short-term debt by $10 million.
Watch forA later filing shows lower long-term debt and no rise in short-term debt from the $10 million reported for 2026.
Also watch forShort-term debt rises above $10 million, or long-term debt rises from the reported $399.3 million.
Why it matters: Management says Reach Media is in a turnaround, with client losses and a rebuilt sales team. Better revenue would show progress.
Supportive ifReach Media reports a smaller year-over-year revenue drop than 10.6% in a later quarter.
Worry ifReach Media revenue falls 10.6% year over year or more again.
Why it matters: The deal would add KKDA and KRNB while Urban One sells KZMJ. Management linked the transactions to about $5 million in yearly added Adjusted EBITDA.
Supportive ifA company filing or release confirms FCC approval and closing of the KKDA and KRNB purchase and KZMJ sale.
Worry ifUrban One reports that the Dallas purchase or KZMJ sale is blocked, ended, or still unclosed.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$138 on $10,000 · ±1.4% | How much price usually moves either way. |
| Bad day | $988 loss on $10,000 · 9.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $7,419 loss on $10,000 · 74.2% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Urban One amended terms for its 2030 First Lien Notes. The next filing can show what changed and whether debt payments or limits changed.
Watch forThe full indenture or a company filing shows terms that ease payment pressure or give Urban One more room to manage debt.
Also watch forThe filing shows tighter payment rules, new limits, or a missed debt term tied to the amended indenture.