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Seaport upgrades Fox to Buy into presidential election ad spending

Seaport Research upgraded Fox Corp. to Buy from Neutral with a $37 price target. The analyst says cyclically strong and possibly a new record of presidential election advertising spending is coming soon while certain Fox News ratings and direct-response ad challenges are behind the company. Meanwhile, the company’s sports programming continues to have solid ratings momentum and the Tubi service is growing advertising likely in the high teens percent, the analyst tells investors in a research note.

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