What Happened?
Shares of media broadcasting company Sinclair (NASDAQ: SBGI) jumped 21.2% in the morning session after the company reported fourth-quarter 2025 results that showed a significant profit beat.
The company posted a GAAP profit of $1.55 per share, easily surpassing Wall Street's consensus estimate for a loss of $0.25 per share. Additionally, its adjusted EBITDA of $168 million came in 13.2% ahead of expectations. However, the results were mixed, as revenue for the quarter fell 16.7% year-on-year to $836 million, which was broadly in line with analyst estimates. Furthermore, the company's full-year revenue guidance came in slightly below consensus forecasts. Despite the weaker revenue picture and outlook, investors appeared to focus on the strong bottom-line performance, sending the stock higher.
Is now the time to buy Sinclair? Access our full analysis report here, it’s free.
What Is The Market Telling Us
Sinclair’s shares are quite volatile and have had 19 moves greater than 5% over the last year. But moves this big are rare even for Sinclair and indicate this news significantly impacted the market’s perception of the business.
The previous big move we wrote about was 3 days ago when the stock dropped 3.1% on the news that the Trump administration's announcement of new global tariffs, reignited trade policy uncertainty. The move came swiftly after the Supreme Court ruled the previous week that the president could not use the International Emergency Economic Powers Act (IEEPA) for such duties, a decision that had initially sent markets higher. However, the administration invoked a different authority, the Trade Act of 1974, to impose a 15% global tariff for up to 150 days. The rapid reimposition of trade barriers creates significant uncertainty for companies across multiple sectors that depend on international supply chains and global trade. Investors are now weighing the potential impact of these new duties on corporate earnings and broader economic activity.
Sinclair is up 11.4% since the beginning of the year, and at $16.95 per share, it is trading close to its 52-week high of $17 from December 2025. Investors who bought $1,000 worth of Sinclair’s shares 5 years ago would now be looking at an investment worth $548.01.
While Wall Street chases Nvidia at all-time highs, an under-the-radar semiconductor supplier is dominating a critical AI component these giants can’t build without. Click here to access our full research report, it’s free.
