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    Rogers Communications (TSX:RCI.B), What Is Behind The Fresh Attention?

    Simply Wall St·09/15/2026 01:27:00
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    Rogers Communications (TSX:RCI.B) just linked the latest Apple iPhone and Apple Watch lineup with its upgraded 5G+ Ultimate plans, tying premium hardware to higher tier wireless options that may influence customer mix and churn.

    Rogers Communications shares trade at CA$50.94 after a 1-day share price gain of 1.51%. The 90-day share price return has slipped 4.48%, and the 1-year total shareholder return of 7.42% points to steadier long-run progress than recent momentum implies.

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    Bulls point to Rogers Communications pairing premium Apple hardware with richer 5G+ plans, while bears focus on softer recent returns and higher debt. Which story fits the current valuation better?

    Most Popular Narrative: 16% Undervalued

    Rogers Communications last closed at CA$50.94, while the most followed narrative anchors fair value at CA$60.38, so the market price sits below that framework and puts more weight on execution risks than on long-term cash flow resilience.

    The continued deployment and expansion of 5G and Wi-Fi 7 infrastructure, along with the introduction of advanced services like fixed wireless internet and bundled offerings, allows Rogers to capitalize on increasing mobile data consumption and connected device proliferation, supporting both subscriber additions and higher margins in future periods. Successful cost efficiency initiatives in Cable, encompassing network integration, reduced capital intensity, and improvements in customer care, are structurally lowering expenses and supporting higher EBITDA margins, setting a foundation for more robust earnings growth as the company scales.

    See why 61 investors see Rogers Communications as 16% undervalued.

    The narrative uses a 6.35% discount rate and assumes Rogers Communications grows revenue by about 1.5% a year with profit margins near 10.6%, which is a much leaner earnings outlook than current net income of CA$6.2b implies. That combination of slower top line expansion and lower modeled profitability, yet a higher fair value than today’s price, reflects a view that the current CA$50.94 share price already bakes in the drag from elevated debt, regulatory pressure, and softer long run earnings forecasts.

    Result: Fair Value of CA$60.38 (UNDERVALUED)

    Still, if CRTC rules meaningfully compress pricing power or if wireless subscriber growth slows further, the current Rogers Communications undervaluation thesis could quickly look fragile.

    Find out about the key risks to this Rogers Communications narrative.

    Next Steps

    Mixed messages around Rogers Communications can be confusing. Move quickly from headlines to hard data and weigh both sides of the story for yourself with the full breakdown of 4 key rewards and 3 important warning signs.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.