Upside case
Bull case
—
The bull case requires both strong earnings delivery and the market pricing FYBR more generously than it does today.
Analysis OverviewBuyUpdated May 1, 2026
Frontier Communications Parent, Inc. (FYBR) Stock Analysis
Wall Street verdict, consensus price target, and analyst rating breakdown — everything needed to frame the risk/reward at today's price.
Analyst consensus
Buy
Covering
11
analysts
5 bullish · 2 bearish · 11 covering FYBR
Strong Buy
0
Buy
5
Hold
4
Sell
2
Strong Sell
0
Consensus Target
$34
-10.8% vs today
Scenario Range
— – —
Model bear to bull value window
Coverage
11
Published analyst ratings
Valuation Context
—
Forward P/E · Market cap $9.6B
FYBR price targets
Three scenarios for where FYBR stock could go
Current
~$38
Confidence
32 / 100
Updated
May 1, 2026
Market caseClosest to today
Base case
—
The base case reflects analyst consensus expectations — steady delivery without requiring a major catalyst or re-rating.
Stress case
Bear case
—
The bear case reflects a scenario where earnings shortfalls or multiple compression combine to materially reduce the stock from its current level.
Not financial advice. Model confidence reflects internal scenario assumptions, not a guarantee of returns. Past performance does not predict future results.
Frontier Communications Parent, Inc.
FYBR · NASDAQCommunication ServicesTelecommunications ServicesDecember year-end
Frontier Communications is a regional telecommunications provider offering broadband internet, voice, and video services to residential and business customers across 25 U.S. states. It generates revenue primarily from consumer broadband subscriptions (roughly 60% of total) and business services, with additional income from legacy voice and video offerings. The company's competitive advantage lies in its fiber-optic network infrastructure in underserved rural and suburban markets where it faces limited competition from larger national carriers.
Market Cap
$9.6B
Revenue TTM
$6.1B
Net Income TTM
-$381M
Net Margin
-6.2%
FYBR Revenue and Earnings Performance
Quarterly beat-or-miss track record against analyst estimates, plus forward revenue and EPS outlook for the next two fiscal years.
EPS Beat Rate
42%Exceptional
12 quarters tracked
Revenue Beat Rate
64%Exceptional
vs consensus estimates
Avg EPS Surprise
-27.3%
above Street consensus
Beat / Miss Record
BeatMissLeft = EPS · Right = Revenue
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Last 4 Quarters
EPS beats: 2 of 4Q2 2025
EPS
$-0.26/$-0.33
Revenue
$1.5B/$1.5B
Q3 2025
EPS
$-0.49/$-0.31
Revenue
$1.5B/$1.5B
Q4 2025
EPS
$-0.30/$-0.40
Revenue
$1.6B/$1.6B
Q1 2026
EPS
$-0.47/$-0.38
Revenue
—/—
| Quarter | EPS (Actual / Est) | EPS Surprise | Revenue (Actual / Est) | Rev Surprise |
|---|---|---|---|---|
| Q2 2025 | $-0.26/$-0.33 | +21.2% | $1.5B/$1.5B | -1.7% |
| Q3 2025 | $-0.49/$-0.31 | -58.1% | $1.5B/$1.5B | -1.0% |
| Q4 2025 | $-0.30/$-0.40 | +25.0% | $1.6B/$1.6B | -0.7% |
| Q1 2026 | $-0.47/$-0.38 | -23.7% | —/— | — |
FY1–FY2 Estimates
Revenue Outlook
FY1
$6.1B
+0.4% YoY
FY2
$6.2B
+0.4% YoY
EPS Outlook
FY1
$-0.91
+40.5% YoY
FY2
$-0.44
+51.3% YoY
Trailing FCF (TTM)-$1.4B
FCF Margin: -23.2%
Next Earnings
—
Expected EPS
—
Expected Revenue
—
FYBR beat EPS estimates in 2 of 4 tracked quarters. Mixed delivery makes the upcoming report a key data point for re-rating.
FYBR Revenue Breakdown by Segment
Product and geographic revenue mix from the latest annual disclosure, with year-over-year growth by segment.
Latest disclosure
FY 2024
Total disclosed revenue $5.9B
Product Mix
Latest annual revenue by segment or product family
Data And Internet Services
67.5%
+12.1% YoY
Tap, hover, or focus a slice to inspect segment detail.
Geographic Mix
Latest annual revenue by reported region
Segment breakdown not available for this company.
Data And Internet Services is the largest disclosed segment at 67.5% of FY 2024 revenue, up 12.1% YoY.
FYBR Valuation Snapshot
Current multiples compared to the S&P 500, the company's sector, and its own five-year average.
Relative Value Signal
Significantly Overvalued
Fair value est. $23 — implies -41.4% from today's price.
Premium to Fair Value
41.4%
above fair value
Deep DiscountFair ValueVery Expensive
vs S&P 500 Trailing P/E
FYBR
-29.6x
vs
S&P 500
25.2x
217% discount
vs Communication Services Trailing P/E
FYBR
-29.6x
vs
Communication Services
15.5x
290% discount
vs FYBR 5Y Avg P/E
Today
-29.6x
vs
5Y Average
7.8x
479% discount
Forward PE
—
S&P 500
19.1x
—
Communication Services
13.1x
—
5Y Avg
—
—
Trailing PE
-29.6x
S&P 500
25.2x
-217%
Communication Services
15.5x
-290%
5Y Avg
7.8x
-479%
PEG Ratio
—
S&P 500
1.75x
—
Communication Services
0.66x
—
5Y Avg
—
—
EV/EBITDA
10.5x
S&P 500
15.3x
-31%
Communication Services
8.7x
+21%
5Y Avg
8.3x
+28%
Price/FCF
—
S&P 500
21.3x
—
Communication Services
11.6x
—
5Y Avg
—
—
Price/Sales
1.6x
S&P 500
3.1x
-48%
Communication Services
1.0x
+55%
5Y Avg
1.2x
+37%
Dividend Yield
—
S&P 500
1.88%
—
Communication Services
3.38%
—
5Y Avg
—
—
| Metric | FYBR | S&P 500 | Communication Services | 5Y Avg FYBR |
|---|---|---|---|---|
| Forward PE | — | 19.1x | 13.1x | — |
| Trailing PE | -29.6x | 25.2x-217% | 15.5x-290% | 7.8x-479% |
| PEG Ratio | — | 1.75x | 0.66x | — |
| EV/EBITDA | 10.5x | 15.3x-31% | 8.7x+21% | 8.3x+28% |
| Price/FCF | — | 21.3x | 11.6x | — |
| Price/Sales | 1.6x | 3.1x-48% | 1.0x+55% | 1.2x+37% |
| Dividend Yield | — | 1.88% | 3.38% | — |
FYBR trades above S&P 500 benchmarks on 0 of 3 measured multiples — appears modestly priced relative to the S&P 500 on most measures.
Forward P/E and PEG reflect analyst consensus estimates. Historical averages use trailing ratios where forward data is unavailable.S&P 500 and sector benchmarks both use trailing median P/E — similar readings indicate the broader index and sector are priced alike.
Open valuation toolFYBR Financial Health
Verdict
Stressed
FYBR earns 5.3% operating margin on regulated earnings. Utilities carry higher leverage than industrials as a structural feature of the business model.
Regulated Operations
Revenue, regulated margins, and earnings
Revenue (TTM)
Trailing-twelve-month sales base
$6.1B
Revenue Growth
TTM vs prior year
+4.3%
Operating Margin
Operating income divided by revenue
5.3%
Net Margin
Net income divided by revenue
-6.2%
EPS (TTM)
Diluted earnings per share, trailing twelve months
$-1.52
Operating Margin
Operating income over revenue — primary regulated earnings signal
5.3%
Capital Quality
ROIC, leverage, and debt serviceability
ROIC
Return on invested capital — primary competitive quality signal
1.7%
ROA
Return on assets, trailing twelve months
-1.8%
Cash & Equivalents
Liquid assets on the balance sheet
$806M
Net Debt
Total debt minus cash
$11.2B
Debt Serviceability
Net debt as a multiple of annual free cash flow
—
Regulated utilities typically operate at 3–5× net debt/FCF — this is structural, not a risk flag.
ROE
Return on equity, trailing twelve months
-8.1%
Shareholder Returns
How capital is returned to owners
Total shareholder yield
0.7%
Dividend
—
Buyback
0.7%
Share Repurchases
Trailing buyback outflow — dollar magnitude of capital returned
$65M
Dividend / Share
Annualized trailing dividend per share
—
Payout Ratio
Share of earnings distributed as dividends
—
Shares Outstanding
Declining as buybacks retire shares
248M
All figures from the trailing twelve months. Utilities operate with structural leverage (3–5× net debt/FCF) due to regulated, predictable cash flows.
Open full ratios pageFYBR Stock Risk Factors
Key factors that could pressure the stock price, compress the multiple, or weigh on future results.
AI analysis · updated April 29, 2026
High Risk
Significant Debt Burden
Frontier Communications carries a substantial debt load exceeding $12 billion as of December 2025. This significant financial leverage, coupled with a capital-intensive fiber buildout strategy requiring $819 million in cash capital expenditures in Q3 2025, heightens the company's financial risk and sensitivity to interest rate fluctuations.
High Risk
Persistent Net Losses
The company has faced accelerating net losses averaging 49.9% annually over the past five years, with forecasts indicating continued unprofitability for the next three years. Despite these losses, Frontier's stock has occasionally traded at a premium, raising concerns about potential overvaluation if growth expectations are not met.
Medium
Intense Competition
Frontier operates in a highly competitive telecommunications market, contending with established players such as AT&T, Verizon, Comcast, and Charter Communications. Although the company is growing its fiber broadband services, it continues to see declines in its legacy voice and video services.
Medium
Merger with Verizon Risks
Frontier is set to be acquired by Verizon for $38.50 per share, with the deal expected to close in Q1 2026. However, potential regulatory hurdles and shareholder concerns regarding the merger's valuation could impact the timeline and perceived value of the transaction.
These are risk mechanisms, not predictions. The key question is which would force a cut to earnings estimates or a lower multiple than the market currently prices in.
Why FYBR Stock Could Outperform
Structural drivers behind the upside case and why the stock could outperform over the next 12 months.
AI analysis · updated April 29, 2026
Fiber Expansion and Customer Growth
Frontier Communications has been aggressively expanding its fiber-optic network, achieving a record 92,000 new fiber broadband customers in the first half of 2024, which is a 37% increase year-over-year. The company's fiber customer base grew by 19% during the same period, positioning it well to meet the rising demand for high-speed internet.
Revenue Growth and ARPU Increase
Frontier has recorded its second consecutive quarter of revenue growth, with Q2 revenue up 2% year-over-year, marking its fastest organic growth in over a decade. Additionally, Average Revenue Per User (ARPU) for fiber increased by 3.5% year-over-year, driven by higher adoption of gigabit speeds and value-added services.
Cost Efficiency and EBITDA Growth
The company has achieved $580 million in cost savings since 2021 and continues to identify new areas for efficiency. Management has raised its EBITDA guidance, reflecting strong performance and a commitment to improving profitability.
Strategic Acquisitions and Partnerships
The definitive merger agreement with Verizon Communications, valued at $9.6 billion, represents a significant consolidation opportunity in the telecom sector. While awaiting regulatory approvals, the completion of this deal could enhance Frontier's market position and operational capabilities.
Analyst Sentiment
There have been instances of upgrades to 'Strong Buy' ratings from analysts, indicating an improvement in the company's underlying business. The consensus among Wall Street analysts is a 'moderate buy', suggesting a positive outlook for the stock.
A real bull case compounds — each driver matters most when it strengthens margins, supports capital returns, and keeps the company above the market's minimum growth bar simultaneously.
FYBR Stock Price Performance
52-week range context and price returns across multiple time horizons. Dividend contribution is shown separately in the Capital Return section.
Current Price
$38.49
52W Range Position
100%
52-Week Range
Current price plotted between the 52-week low and high.
52-Week Low
$36.04
+6.8% from the low
52-Week High
$38.50
-0.0% from the high
1 Month
—
3 Month
—
YTD
+1.1%
1 Year
+5.5%
3Y CAGR
+27.1%
5Y CAGR
+8.2%
10Y CAGR
+3.6%
Range context matters because valuation compression and earnings misses rarely hit from the same starting point. A stock already far below its high can still fall, but it is no longer carrying the same embedded optimism as one pressing a fresh peak.
FYBR vs Peers
Valuation, growth, and margin comparison against the closest publicly traded peers for this company.
Peer Set
Accurate peer set
Forward PE
—
vs 11.1x median
Peer median unavailable
Revenue Growth
+0.4%
vs -6.4% median
+106% above peer median
Net Margin
-6.2%
vs -13.2% median
+53% above peer median
| Company | Mkt Cap | Fwd PE | Rev Grw | Margin | Rating | Upside |
|---|---|---|---|---|---|---|
FYB FYBR Frontier Communications Parent, Inc. | $9.6B | — | +0.4% | -6.2% | Buy | -10.8% |
LUM LUMN Lumen Technologies, Inc. | $10.1B | — | -8.2% | -14.3% | Hold | -27.8% |
WOW WOW WideOpenWest, Inc. | $446M | — | -6.4% | -13.2% | Hold | — |
TDS TDS Telephone and Data Systems, Inc. | $4.8B | — | -34.1% | -0.2% | Buy | -39.2% |
SHE SHEN Shenandoah Telecommunications Company | $897M | — | +12.8% | -13.7% | Buy | +78.8% |
T T AT&T Inc. | $178.4B | 11.1x | +1.4% | 16.9% | Hold | +15.1% |
This peer comparison reflects companies with similar business models, product lines, or market positioning, supplemented by industry grouping when direct matches are limited.
FYBR Dividend and Capital Return
FYBR returns 0.7% annually — null% through dividends and 0.7% through buybacks.
Dividend UnknownFCF Unknown
Total Shareholder Yield
0.7%
Dividend + buyback return per year
Buyback Yield
0.7%
Dividend Yield
—
Payout Ratio
—
Dividend Profile
Yield, cadence, and growth quality
Dividend / Share
Trailing annualized cash dividend
$0.00
Growth Streak
Consecutive years of dividend increases
0Y
3Y Div CAGR
—
5Y Div CAGR
—
Ex-Dividend Date
—
Payment Cadence
—
0 payments over the last 12 months
Buyback Engine
How much per-share support comes from repurchases
Repurchases (TTM)
Cash used for buybacks in the latest trailing period
$65M
Estimated Shares Retired
2M
Approx. Share Reduction
0.7%
Shares Outstanding
Current diluted share count from the screening snapshot
248M
At 0.7%/year, buybacks mechanically lift EPS even with flat earnings — each remaining share represents a slightly larger piece of the company.
FAQ
7 questionsFYBR Investor Questions
Common questions answered from live analyst data and company financials.
01Is Frontier Communications Parent, Inc. (FYBR) stock a buy or sell in 2026?
Frontier Communications Parent, Inc. (FYBR) is rated Buy by Wall Street analysts as of 2026. Of 11 analysts covering the stock, 5 rate it Buy or Strong Buy, 4 rate it Hold, and 2 rate it Sell or Strong Sell. The consensus 12-month price target is $34, implying -10.8% from the current price of $38.
02What is the FYBR stock price target for 2026?
The Wall Street consensus price target for FYBR is $34 based on 11 analyst estimates. The high-end target is $39 (+0.0% from today), and the low-end target is $23 (-40.2%).
03Is Frontier Communications Parent, Inc. (FYBR) stock overvalued in 2026?
Forward earnings data for FYBR is not currently available. Review the valuation table above for trailing P/E, EV/EBITDA, and price-to-sales comparisons against market and sector benchmarks.
04What are the main risks for Frontier Communications Parent, Inc. (FYBR) stock in 2026?
The primary risks for FYBR in 2026 are: (1) Significant Debt Burden — Frontier Communications carries a substantial debt load exceeding $12 billion as of December 2025. (2) Persistent Net Losses — The company has faced accelerating net losses averaging 49. (3) Intense Competition — Frontier operates in a highly competitive telecommunications market, contending with established players such as AT&T, Verizon, Comcast, and Charter Communications. Each factor has the potential to pressure earnings or compress the stock's valuation multiple.
05What is Frontier Communications Parent, Inc.'s revenue and earnings forecast?
Analyst consensus estimates FYBR will report consensus revenue of $6.1B (+0.4% year-over-year) and EPS of $-0.91 (+40.5% year-over-year) for the upcoming fiscal year. The following year, analysts project $6.2B in revenue.
06When does Frontier Communications Parent, Inc. (FYBR) report its next earnings?
A confirmed upcoming earnings date for FYBR is not yet available. Check the Earnings section above for the most recent quarterly report dates and forward estimates.
07How much free cash flow does Frontier Communications Parent, Inc. generate?
Frontier Communications Parent, Inc. (FYBR) had a free cash outflow of $1.4B in free cash flow over the trailing twelve months — a free cash flow margin of 23.2%. FYBR returns capital to shareholders through and share repurchases ($65M TTM).