Universal's “Wicked: For Good” tallied an estimated $150 million domestic opening during its first three days in theaters. With international ticket sales, the film is set to surpass $226 million globally.
A bidding war for Warner Bros. Discovery is brewing between Paramount, Comcast, and Netflix.
Wall Street and Hollywood have been captivated by the bidding war for one of media's most prize possessions.
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 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 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 (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.
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 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 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.
Legacy media companies are trying to beef up their offerings, to fend off competition from streaming platforms.
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.