Comcast Corporation (CMCSA)
Comcast CEO confident in winning bidding war for Warner Bros. Discovery — but Wall Street not convinced
Wall Street and Hollywood have been captivated by the bidding war for one of media's most prize possessions.
Is Most-Watched Stock Comcast Corporation (CMCSA) Worth Betting on Now?
Comcast (CMCSA) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Comcast: 3 Reasons The Stock Is Flashing A Buy Sign Right Now
Comcast is undervalued, trading at just 6.5x earnings despite a stable core business and successful pivot to digital connectivity. CMCSA's organic business remains resilient, with home and business internet growth offsetting legacy cable TV declines and media headwinds. Shares offer a nearly 5% dividend yield, backed by strong free cash flow and 16 years of consecutive dividend growth, rewarding patient investors.
Comcast: Even Better Buying Opportunity With Double-Digit Returns Amid Market Overreaction
Comcast offers deep value with strong free cash flow, double-digit shareholder returns, and a compelling risk-reward profile amid market overreaction. CMCSA beat their earnings expectations, maintained high buybacks and dividends, and boasts a dividend plus buyback yield of ~12.35%, which is very sustainable based on their free cash flow. Potential near-term catalysts include M&A activity (a potential Warner Bros. Discovery bid, ITV deal), strategic asset divestitures, and macro tailwinds from anticipated rate cuts.
Comcast: When Massive Upside And Strong Dividends Combine
Comcast (CMCSA) is upgraded to a strong buy due to its deeply discounted valuation and resilient cash flow and dividends. CMCSA's connectivity business faces headwinds, but aggressive churn-reduction and wireless growth strategies support long-term stability. Optional growth levers include theme parks, studio performance, and potential transformative acquisitions like Warner Bros. Discovery's streaming assets.
Comcast CEO Brian Roberts travels to Saudi Arabia as he explores bid for Warner Bros. Discovery
Roberts, despite being a longtime friend of Zas and interested in a bid for his company, was notably absent from a Los Angeles dinner honoring the Warner Bros. Discovery boss, according to a report.
Comcast: Dividend Yield Alone Wins This Round, Market Underestimates The Transition Story
Comcast Corporation offers an attractive income opportunity, with a 4.5%+ dividend yield and a robust payout ratio below 30%. Despite secular declines in broadband and cable TV, CMCSA's wireless, theme parks, and Peacock streaming segments are driving growth and offsetting losses. Valuation is compelling, with a forward PE of ~6.5x and shares trading at a 5-year low, suggesting deep value and limited downside risk.
First Eagle U.S. Fund Q3 2025 Portfolio Review
First Eagle U.S. Fund A Shares (without sales charge*) posted a return of 7.55% in third quarter 2025. Materials and industrials were the leading contributors among equity sectors, while consumer staples detracted and real estate was flattish. The gold price continued to set new record nominal highs during the quarter.
Comcast Eyes $2.1 Billion Deal. It's All About Fierce Competition From Netflix.
Legacy media companies are trying to beef up their offerings, to fend off competition from streaming platforms.
Comcast's Sky In Talks to Buy ITV Broadcasting Unit in $2.1 Billion Deal
A deal would bulk up Comcast's footprint in Europe, where it already owns pay-TV operator Sky, and leave British broadcaster ITV focused on its studios operations.
Comcast: A $100 BIllion Stock At 6x P/E
Comcast stock (NASDAQ: CMCSA), one of the largest cable television and internet service providers in the U.S., has experienced a decline in its stock, now approximately $28 per share, down over 50% from its peak of $61.75 in September 2022. This selloff has resulted in Comcast's valuation being pegged at a modest 6.5x forward earnings, with a dividend yield nearing 5% – indicators that imply investors are anticipating a prolonged downturn.
Spin-Off Research Values Comcast SOTP At $40 -BUY
On October 30, 2025, Comcast Corp. (NASDAQ: CMCSA, $26.98; Market Capitalization: $98.3 billion) reported 3Q25 results. Revenue declined 2.7% YoY to $31.2 billion as previous year's revenue benefited from $1.9 billion in incremental revenue from the Paris Olympics.
