CMCSA - Comcast Corp - Class A

NASDAQ · Communication Services · Telecom Services

$25.40

Market Closed

End of day · May 8, 2026, 12:00 AM

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Resolved

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About

Comcast Corporation operates as a media and technology company worldwide. It operates through Residential Connectivity & Platforms, Business Services Connectivity, Media, Studios, and Theme Parks segments. The Residential Connectivity & Platforms segment provides residential broadband and wireless connectivity services, residential and business video services, advertising sales, and Sky channels. The Business Services Connectivity segment offers connectivity services for small business locations, which include broadband, voice, and wireless services, as well as solutions for medium-sized customers and larger enterprises; and small business connectivity services for international locations. The Media segment operates NBCUniversal's television and streaming business, including national and regional cable networks; the NBC and Telemundo broadcast networks; NBC and Telemundo owned local broadcast television stations; and Peacock, a direct-to-consumer streaming service. It also operates international networks comprising the Sky Sports channels, as well as other digital properties. The Studios segment operates NBCUniversal and Sky film and television studio production and distribution operations. The Theme Parks segment operates Universal theme parks in Orlando, Florida; Hollywood, California; Osaka, Japan; and Beijing, China. The company also owns the Philadelphia Flyers and the Wells Fargo Center arena in Philadelphia, Pennsylvania; and operates Xumo, a consolidated streaming platform. Comcast Corporation was founded in 1963 and is headquartered in Philadelphia, Pennsylvania.

https://corporate.comcast.com

CMCSA - Comcast Corp - Class A

Communication Services

CMCSA is sitting at 26.24 right now, and that number kind of jumps out when you look at where it was a year ago. This thing traded above 35 last summer before a pretty steady grind down to the current lows. Some of that was obviously deserved (cord cutting isn’t slowing down, linear TV is struggling, and ad markets have been a mess), but I think at this level there’s a little too much doom baked in. I’m bullish here and see CMCSA making a reasonable move back to 30.75 in the next couple months. Reason one: their broadband business still throws off a ton of cash, and it hasn’t shrunk nearly as fast as the market keeps worrying it will. Second, you’ve actually got streaming (Peacock) stabilizing subscriber losses and slowly growing revenues. Not world beating, but way better than the disaster scenario people keep expecting. And the theme parks segment is still a bright spot. It’s not flashy, but that side of the business has been quietly outperforming. The big risk is that they guide down again, especially if the ad market stays soft or broadband finally starts bleeding faster. Would not shock me if that happened this isn’t a zero risk setup by any stretch. Also, debt is something to keep an eye on if rates stay sticky. Next catalyst is earnings, which should give some clarity on whether the floor is really in down here. If management can calm the market with a steady guide (or even just avoid a negative surprise), I think 30.75 is doable. Not calling a moonshot, just a bounce out of the penalty box.

Entry

$26.24

Above

$30.75

Jul 10, 2026

Karma

123 to 17362

Bullish

Open

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CMCSA - Comcast Corp - Class A

Communication Services

Did Comcast (CMCSA) just slide down the content stairs and land with a whimper? People were running for the exits over the last year. Look at this chart: last summer CMCSA was living that $35+ life, now it's hovering at $28.33 and basically got yeeted into the bargain bin. If a stock could get sympathy cards, CMCSA deserves some. Here’s the hot take: this is classic oversold wormhole. Everyone hates cable, everyone hates old media, but CMCSA still prints cash and owns a metric ton of infrastructure. I’m not saying they’re going to be everyone’s favorite stock, but at these prices, the risk/reward starts to look almost not terrible. If they even manage a halfway decent Q2 with a streaming/broadband surprise, that’s a meme tier bounce back. My target: I’ll call $33.50. Maybe not lambo money, but a ~5 buck move from here is spicy enough, and it’s still well under where they were before people collectively decided TV was cringe. Yeah, risk is real: CMCSA could guide down if cord cutting gets even dumber or if the ad market stays dumpster fire status. Or some unexpected regulatory faceplant. The bear case is alive and lurking. But I’m watching for the next earnings and anything on subscriber churn. All it takes is one solid quarter or some corporate move (spin off or a buyback flex) and suddenly cable isn’t dead, just resting. Not exactly diamond hands, but definitely not dead money at $28ish.

Entry

$28.33

Above

$33.50

Jun 6, 2026

Karma

122 to 17261

Bullish

Open

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