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Is Comcast Stock Cheap Or Just Shrinking?
Trefis9d agoneutral
Is Comcast Stock Cheap Or Just Shrinking?

Comcast (CMCSA) generated free cash over the past twelve months worth 20.1% of its market value. The median S&P 500 company manages 4.4%. Part of that gap is Comcast's debt. The rest means one of two things: the market has made a mistake, or the cash is about to get smaller. Comcast keeps losing broadband customers, and that is the market's answer.

Equinix (EQIX) Links Comcast To Its Fabric, Is It Still 24% Below Fair Value?
Simply Wall St.9d agoneutral
Equinix (EQIX) Links Comcast To Its Fabric, Is It Still 24% Below Fair Value?

Equinix (EQIX) has drawn fresh attention after Comcast Business agreed to plug its last mile connectivity directly into Equinix Fabric through standards based APIs, tightening the link between data centers and enterprise networks. Recent moves in Equinix stock have cooled, with the share price down 9.38% over the past 30 days and 8.77% over 90 days, even as the year to date share price return is 30.70% and the 1 year total shareholder return is 28.85%. This suggests strong longer term...

Comcast (CMCSA) Brings AI Edge Services And Broadband To New US Communities
Simply Wall St.10d agoneutral
Comcast (CMCSA) Brings AI Edge Services And Broadband To New US Communities

Comcast (NasdaqGS: CMCSA) announced a Fastly-powered edge platform integrated across its nationwide network, targeting ultra-low latency services. The company reported new broadband buildouts in Glades County, FL and Jackson County, MI, reaching thousands of previously under-connected locations. Management highlighted AI-focused edge capabilities, including support for streaming, gaming, and emerging AI services delivered closer to end users. Comcast’s Fastly-enabled edge rollout and fresh...

Is AT&T Asking You To Fund A Network For AI Traffic?
Trefis10d agoneutral
Is AT&T Asking You To Fund A Network For AI Traffic?

AT&T (T) is running its largest year ever for fiber expansion, a plan for 8 million new locations, of which over 4 million were acquired from Lumen, and asking shareholders to keep funding it. It expects $23 billion to $24 billion of capital investment in 2026, and the roughly $18 billion of buybacks and dividends is essentially all the free cash flow left. Management used to justify the build product by product; with the customers, it was already winning. The lead now is one blended subscriber

Comcast Details Split Plan as Broadband, Wireless Competition Intensifies
MarketBeat13d agoneutral
Comcast Details Split Plan as Broadband, Wireless Competition Intensifies

Comcast (NASDAQ:CMCSA) Chief Financial Officer Jason Armstrong said the company’s planned separation of its connectivity and technology operations from NBCUniversal and Sky reflects diverging competitive conditions, investment needs and strategic priorities across the businesses. Speaking at the Go

1 Stock Under $50 to Keep an Eye On and 2 We Ignore
StockStory14d agoneutral
1 Stock Under $50 to Keep an Eye On and 2 We Ignore

Stocks in the $10-50 range offer a sweet spot between affordability and stability as they’re typically more established than penny stocks. But their headline prices don’t guarantee quality, and investors should exercise caution as some have shaky business models.

Is The Next Leg In Verizon Stock Riding On Customers Who Stay?
Trefis14d agoneutral
Is The Next Leg In Verizon Stock Riding On Customers Who Stay?

Verizon Communications (VZ) shares sit at the top of a $36.56-to-$50.59 52-week range, up 22.7% over the past twelve months. The exciting part of that story is the dark fiber Verizon has begun selling into AI infrastructure builds. The part that can actually move the stock is duller. Verizon has finally started keeping its customers.

Should You Buy Comcast Stock Because Its Cash Outruns Its Earnings?
Trefis14d agobullish
Should You Buy Comcast Stock Because Its Cash Outruns Its Earnings?

Comcast (CMCSA) has lost 19.2% over the past year, while the S&P 500 returned 18.5%, and the reason given is usually broadband: 167,000 subscribers gone in the June quarter. The stock trades at 0.7 times sales, its own ten-year low. The number that argues the other way is not an earnings figure. Free cash flow over the last twelve months ran at about 159% of reported net income.

Why Is Netflix Growing Fastest And Falling Furthest?
Trefis14d agobearish
Why Is Netflix Growing Fastest And Falling Furthest?

Netflix (NFLX) grew revenue faster over the past twelve months than Amazon, Apple, Comcast, or Disney and earned a wider operating margin than all of them except Apple. Its shares still finished those twelve months down 38.9%, the last of the five. The fall has not made the stock cheap. That is the mismatch worth explaining.

Investing.com15d agobearish
Comcast drops 7% on persistent broadband losses and ’irrational’ fiber pricing

Investing.com -- Comcast Corporation (NASDAQ: CMCSA) shares dropped 7% on Wednesday following cautionary remarks at the Goldman Sachs Communacopia + Technology Conference regarding persistent challenges in its broadband division. Charter Communications shares also fell 5% amid the broader sector sell-off. Speaking at the conference, Comcast Chief Financial Officer Jason Armstrong stated that fiber broadband pricing has grown "irrational," and the company expects no improvement in third-quarter b

3 Value Stocks with Questionable Fundamentals
StockStory15d agoneutral
3 Value Stocks with Questionable Fundamentals

The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.