CMCSA Comcast Corp

$CMCSA Sometimes you gotta look at the big picture. The company is splitting. I'm sure the split ratio will be some retarded thing just like they did when they cut off the channels but anyway "they" want all the cheap shares they can get before the split happens and "they" will use any sort of negative news as an excuse to knock down the share price. Once "they" bag all the shares they want watch the stock do a magic U turn. The fact the divvy yield will be fat doesn't hurt any either.

$CMCSA I'm very comfortable holding 50k shares at an avg ~23.5$ and a bunch of Jan28 18$ calls ... Dividend yield of 5.6% ... A FCF of approximately 15–18 billion with an EV of 160 billion, which is in no way at risk Upgrading their network to DOCSIS4.0 requires much less investments than true fiber expansions and will be completed next year A solid debt structure with low interest rates, trading at an avg discount of 20%... Share buybacks were suspended to reduce debt furthermore and will end up at net debt of <75b mid 27 right before the split Universal studios already hit 5b global box office and is the most efficient studio of the big 5 Theme park profits are rising as CapEx for Epic Park have been cut. Peacock became profitable The remaining "old” Comcast continues to generate FCF of ~$13 billion. This NBCUniversal entity alone is worth 60-90b depending of a potential acquisition prior to the spinoff Current valuation is just ridiculous..The claim this is a value trap is simply FALSE!

$CMCSA don’t you just love when a stock gets downgraded after it’s already dropped 20% and you have the exact same information about the company you had months ago? These investment banks are a joke.

$CMCSA This is why you don’t follow the masses. A lot are bearish on Comcast. But this has an extreme high margin of safety in an overvalued market.

$CMCSA The problem with the negative analysis on this stock is that satellite and FWA still require physical cables. Satellite often uses broadband cable providers like Comcast and Charter and FWA must lay expensive fiber. The CFO of Comcast stated the truth about FWA; they're burning cash and propping up FWA by out spending the competition for a low ROI. That's not sustainable. At some point FWA providers will have to hike rates ehich will alienate their customers causing churn. Also, this obsession of analysts with diminishing cable tv subscriptions or loss of some Internet subscribers is unfounded. This company still rakes in over 80 billion in revenue. It's not in bankruptcy or even close, yet it's trading at this cheap price with a PE of around 5 and a yield higher than the 20 year treasury bond. The earning estimates are going up since Q1 2026, yet it's trading a lower. Hard to take these low-ball analysts seriously because of their abnormal hatred of this company.

$CMCSA added a little more. I’m comfortable with the research I’ve done and now have a 2000 share position.

$CMCSA 2 things can be true: yes the company is losing subs and competition is killing them right now The valuation of the 2 parts of the business come spin off time is much higher than the current valuation

$CMCSA Sorry guys it’s my fault, I bought shares a few days ago so it’ll drop another 10% within a week.

$CMCSA The money is flowing back to dependable assets that have been heavily beaten up or neglected from the AI hype.

$CMCSA Comcast has bought back a billion shares since 2021. No, not one billion dollars worth, one billion SHARES. And they've gotten more aggressive as the price falls investing intelligently.

$CMCSA The doomer narrative revolving around “chord cutting dying business” treats Connectivity, esp in residential segments as Comcast’s entire business, despite it making up 41% of total revenue. While high margin broadband subscriber losses hurt they’ve slowed down some. Video chord cutting is not nearly as impactful bringing low margins. Comcast isn’t standing still and letting losses happen. Let’s look under the hood: -Business connectivity, their highest margin segment flexing 56.7% margins, has been growing. -Peacock Streaming: Accounted for 6.35% of total revenue (generating $1.9 billion) and had its first profitable qtr thanks to FIFA/NBA. *Added 2 million paid subscribers. -Domestic Mobile Wireless: Generates an estimated 4% of consolidated revenue (bringing in roughly $1.15 billion). Wireless service revenue grew 14% in Q2. *Added 448k customer lines. Universal's theme parks division brought in $2.41 billion in revenue, a 2.7% increase YoY and has expanded internationally.

$CMCSA this is insane. Reminds me of $GE before they spun off their energy and healthcare businesses. Massive blue blood that's been shorted in to the ground. The demise of those company is greatly over exaggerated. I am not backing down.

$CMCSA KeyBanc threw the book at Comcast on Friday: downgraded to Underweight (basically a Sell) from Sector Weight, with a new 18 target about 19 percent below Friday's close. The stock fell 2.2 percent to about 21.65, its lowest close since October 2013. One level down, analyst Brandon Nispel's case is the trap, not just the losses. Rivals sell gigabit internet for 30 to 40 dollars a month, and Comcast calls those prices irrational but will not match them. So the choice is bleed subscribers or bleed pricing power: 558,000 broadband losses this year, 665,000 in 2027, versus a Street consensus of 482,000. Theme parks are fading too: Universal attendance down 3 percent year over year through August, Epic Universe daily headcount down to about 13,000 from 16,000 in July. Nispel also says the NBCUniversal spin will not help, with buybacks halted. Counterweight: nearly 18 billion in free cash flow last year, and Moffett Nathanson and Citi both kept Buys even as they cut targets.

$CMCSA this this bullshit, someone sold on 4 million dollars and it shaved almost $200 mill from market cap😂😂

$CMCSA Looks like the algorithms want an SP500 multibillion dollar company to spin off into a $10.00 per share telecom business and an $8.00 media company because they punish contracting sales. SEC doesn't care if High Frequency Trading drives it into the dirt because they must preserve the sacred cow of "liquidity". $CHTR is getting killed along with the rest of the telecoms but there is no monster algo helping it sink. Max pain for Comcast is now $23.50 down from $25.00 onlyyesterday. Option trading is going to be the death of this stock from what I can tell.

$CMCSA I bought Comcast solely for universal and the theme parks. I will hold on to Comcast till the split happens. Which then I will sell all my Comcast stock and put it toward buying more universal shares

$CMCSA This company is for SALE, as soon as they announce for stupid retail traders, it jumps to $24-26, and then you will have just couple bucks to make until $28-30 top price

$CMCSA buybacks are paused till after spin off. Takes the support out of the stock. This helps create the opportunity to buy while they focus on debt reduction. After the spin you’ll have a re rating of the stock with most likely a multiple expansion as well as spin shares. Collect the dividend in the meantime and accumulate. It’s a classic heads I win, tails I don’t lose much situation.

$CMCSA Buybacks are great but insiders need to purchase some shares on open market to show confidence. This piss poor performance is unacceptable here.

https://www.cnbc.com/2026/10/07/thursdays-big-stock-stories-whats-likely-to-move-the-market.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension $CMCSA Comcast The stock is now at lows not seen since October 2013. Comcast ended Wednesday’s session at $20.94. It’s off 36% from the February high. Shares are down 25% so far in 2026.