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An 8-Day Losing Streak Has Charter Communications Stock Down 20%
Trefis8h agoneutral
An 8-Day Losing Streak Has Charter Communications Stock Down 20%

Charter Communications (CHTR) stock has now moved lower for 8 consecutive trading days, a cumulative loss of 20%. That streak has erased about $3.5 billion from the company's market value, which now stands at about $14 billion. For anyone holding the stock, the persistent selling has pushed the price to a new low for the year.

Is Comcast Broken, Or Just Paying To Defend Its Broadband?
Trefis9h agoneutral
Is Comcast Broken, Or Just Paying To Defend Its Broadband?

Comcast (CMCSA) shares sit about 43% below their two-year high, a price that looks like a bet the business is shrinking. Yet over the past twelve months Comcast generated nearly $18 billion of free cash flow, a yield of 22.2% on its market value against 4.5% for the median S&P 500 company. Which reading is right? It turns on a choice Comcast made more than a year ago: lower broadband prices to hold customers against new rivals.

Why Disney Is Raising Streaming Prices—Again
Barrons.com1d agoneutral
Why Disney Is Raising Streaming Prices—Again

Walt Disney is raising its streaming subscription prices for the second time in a year as it looks to focus on investing in content. The move comes at a notable time: The popularity of Meta Platform’s Muse has raised concerns that artificial-intelligence agents pose risks to companies that rely on recurring payments s if they help consumers cancel those payments from simple prompts. A Disney spokesperson confirmed the price changes to Barron’s on Wednesday.

Is Verizon Stock Cheap, Or Just Done Growing?
Trefis1d agoneutral
Is Verizon Stock Cheap, Or Just Done Growing?

Verizon Communications (VZ) trades at about 12 times earnings, against an S&P 500 median of 22.4. A discount that wide usually follows a collapse. Not here. The stock returned 14.1% over the past twelve months, behind the index's 17.9%, and management has raised parts of its 2026 guidance in two straight quarters. So is this a good business on sale or a fair price for a company that has stopped growing.

What Are Disney Stock Bulls Not Worried About?
Trefis1d agoneutral
What Are Disney Stock Bulls Not Worried About?

Walt Disney (DIS) owns theme parks and streaming services. The stock costs 21.8 times its earnings of the past year. The S&P 500 is at 22.6 times. So you pay less than the market for these businesses. That case only pays off if two things are both true. Disney's latest earnings call gave a reason to doubt the first. What did management say about ad prices.

Why Does AT&T Stock Cost Less Than A Slower-Growing Verizon?
Trefis3d agoneutral
Why Does AT&T Stock Cost Less Than A Slower-Growing Verizon?

AT&T (T) grows faster than Verizon, yet it trades at a far lower multiple of earnings. In its five-company peer group it ranks second on growth and margin but only third on its earnings multiple. Management calls that a disparity, and it has raised its buyback to take advantage of it.

Can Paramount+ Lift Paramount Skydance Stock While The Warner Deal Sits In Court?
Trefis3d agoneutral
Can Paramount+ Lift Paramount Skydance Stock While The Warner Deal Sits In Court?

Paramount Skydance (PSKY) stock is down 42% over the past year and trades about 47% below its 52-week high. Since 2010, its only rally of more than 30% inside two months came in 2025. The strongest case for another is Paramount+, where subscriber growth sped up between the first and second quarters of 2026, though management expects subscribers to stay relatively flat in the third. That case has to outlast a court fight over Warner Bros. Discovery.

Could You Have Seen Warner Bros Discovery Stock's Run Coming?
Trefis3d agoneutral
Could You Have Seen Warner Bros Discovery Stock's Run Coming?

Warner Bros. Discovery (WBD) stock gained about 55% from mid-September 2025 to mid-September 2026, while Disney, Netflix and Comcast all fell and the S&P 500 returned 17.3% including dividends. By August 2026 the company was under an agreed sale to Paramount Skydance. The buyer and the timing were never visible in advance. An openness to restructuring was, and management spent 2025 rebuilding the company to keep its options open.

Verizon Stock And Other Dividend Payers Facing Higher Bond Yields
Simply Wall St.6d agoneutral
Verizon Stock And Other Dividend Payers Facing Higher Bond Yields

Bond yields are racing higher as the U.S. Treasury and corporate issuers flood the market with new debt, and that shift is quietly rewriting the playbook for income investors. Cash-rich, high-dividend stocks in non-cyclical sectors can suddenly look more or less attractive depending on how they handle this funding squeeze. This article walks through 3 stocks exposed to these forces and shows where higher yields may help or hurt. The three stocks below are just a sample pulled from this idea,...

Is Verizon Stock Cheap, Or Is Its Cash Already Spoken For?
Trefis6d agoneutral
Is Verizon Stock Cheap, Or Is Its Cash Already Spoken For?

Verizon Communications (VZ) trades near $48 a share and generated free cash worth 10.0% of its market value over the last twelve months. The median S&P 500 company manages 4.5%. A gap that wide usually means one of two things: a bargain, or a business the market expects to shrink. Verizon is neither, quite. The cash is real, and it is not all yours.

Paramount Is Today’s Worst S&P 500 Stock on a Warning Against Mega-Merger
Barrons.com7d agoneutral
Paramount Is Today’s Worst S&P 500 Stock on a Warning Against Mega-Merger

Paramount Skydance and Warner Bros. Discovery long-awaited merger has been at a standstill. Barclays analysts led by Kannan Venkateshwar resumed coverage of both stocks, rating Warner Bros at Equal Weight with a $28 price target and Paramount at Underweight with a $8 price target. Venkateshwar said in a research note Thursday that while the proposed $110 billion merger could increase growth potential for the studios, it could introduce massive financial and operational risks that make the stock hard to value, and “a moving target.”

Is Comcast Stock Cheap Or Just Shrinking?
Trefis8d 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.9d 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