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Comcast CorporationComcast CorporationComcast Corporation

Comcast Corporation

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CMCSA trade ideas

BUY NOW!! Best time in 10 yearsComm Services and Real Estate have the cheapest Shiller PEs right now in the whole market. CMCSA has a Shiller PE of 10.28 according to GuruFocus, almost at its lowest in 10 years, potentially indicating that this is one of the best times to buy, but lets look at some other factors as well. The FWD GAAP PE is 9.29, approx 38% below the sector and CMCSA's own 5 year average. Comcast has underperformed over the last year, but it also has increased revenue, profit, and net income YoY 6 out of the previous 10 years, soon to be 7, or 3 years consecutive, so I'm not that worried about the growth aspect. IRT Tech Analysis, SP is currently sitting above major support going back to 2016. Looking at the weekly chart and RSI, you can see that SP just hit the oversold boundary at 30. You can see what happened the last 3 times the SP reached this level. On average, the SP increased by 64% by the 1 year mark over the last 3 times. Using DCF based EPS w/o NRI and a discount rate of 11%, Comcast is fairly valued at $70, implying a 51% margin of safety (yum) based on high predictability (most important factor for DCF modeling IMO) DCF based on FCF implies a 27% margin of safety and adjusted for dividend, 49%.
NASDAQ:CMCSALong
by Jrussell86
Comcast Wave Analysis – 22 May 2025 - Comcast reversed from resistance area - Likely to fall to support level 34.00 Comcast recently reversed down from the resistance area between the resistance level 35.40, upper daily Bollinger Band and the 61.8% Fibonacci correction of the downward impulse from November. The downward reversal from the resistance zone started the active impulse wave 3, which today broke the daily up channel from April. Given the clear daily downtrend, Comcast can be expected to fall to the next support level 34.00 (low of the previous minor correction (b)).
NASDAQ:CMCSAShort
by FxProGlobal
Comcast Stock Chart Fibonacci Analysis 052025Trading Idea 1) Find a FIBO slingshot 2) Check FIBO 61.80% level 3) Entry Point > 3/61.80% Chart time frame:D A) 15 min(1W-3M) B) 1 hr(3M-6M) C) 4 hr(6M-1year) D) 1 day(1-3years) Stock progress:A A) Keep rising over 61.80% resistance B) 61.80% resistance C) 61.80% support D) Hit the bottom E) Hit the top Stocks rise as they rise from support and fall from resistance. Our goal is to find a low support point and enter. It can be referred to as buying at the pullback point. The pullback point can be found with a Fibonacci extension of 61.80%. This is a step to find entry level. 1) Find a triangle (Fibonacci Speed Fan Line) that connects the high (resistance) and low (support) points of the stock in progress, where it is continuously expressed as a Slingshot, 2) and create a Fibonacci extension level for the first rising wave from the start point of slingshot pattern. When the current price goes over 61.80% level , that can be a good entry point, especially if the SMA 100 and 200 curves are gathered together at 61.80%, it is a very good entry point. As a great help, tradingview provides these Fibonacci speed fan lines and extension levels with ease. So if you use the Fibonacci fan line, the extension level, and the SMA 100/200 curve well, you can find an entry point for the stock market. At least you have to enter at this low point to avoid trading failure, and if you are skilled at entering this low point, with fibonacci6180 technique, your reading skill to chart will be greatly improved. If you want to do day trading, please set the time frame to 5 minutes or 15 minutes, and you will see many of the low point of rising stocks. If want to prefer long term range trading, you can set the time frame to 1 hr or 1 day.
NASDAQ:CMCSA
by fibonacci6180
Comcast Wave Analysis – 26 February 2025 - Comcast reversed from the resistance level 36.40 - Likely to fall support level 34.00 Comcast recently reversed down from the resistance area between the resistance level 36.40 (former strong support from January) and the 38.2% Fibonacci correction of the downward impulse 1 from November. The downward reversal from the resistance level 36.40 started wave b of the active minor ABC correction 2 from the end of January. Given the clear daily downtrend, Comcast is likely to fall further toward the next support level 34.00, the target price for the completion of the active wave b.
NASDAQ:CMCSAShort
by FxProGlobal
CMCSA : Going long for about 0.625% of the net capitalTechnical Overview : Took a position for about 0.625% of the net capital from the lower trendline of the parallel channel. The price did form a gap down and hence I waited for a consolidation pattern to be formed before being involved in the scrip. Will be targeting the higher trendline of the parallel channel which is about 35% move from the average entry price. Fundamental Overview : In the fourth quarter ending December 31, 2024, Comcast reported a 2% increase in revenue, totaling $31.92 billion, and an adjusted earnings per share of $0.96. The Connectivity & Platforms segment saw a 5% revenue growth to $11.5 billion. However, the company experienced a loss of 139,000 broadband subscribers, exceeding the anticipated loss of 100,000. Analysts have suggested that Comcast could unlock significant value by restructuring, potentially splitting into three separate public companies. This move is projected to increase Comcast’s stock value by 57%. The conglomerate structure has been cited as a factor leading to market discounts due to concerns over capital returns and leadership alignment. 📢📢📢 If my perspective changes or if I gather additional fundamental data that influences my views, I will provide updates accordingly. Thank you for following along with this journey, and I remain committed to sharing insights and updates as my trading strategy evolves. As always, please feel free to reach out with any questions or comments. Other posts related to this particular position and scrip, if any, will be attached underneath. Do check those out too. Disclaimer: The analysis shared here is for informational purposes only and should not be considered as financial advice. Trading in all markets carries inherent risks, and past performance is not indicative of future results. It’s essential to conduct your own research and assess your risk tolerance before making any investment decisions. The views expressed in this analysis are solely mine. It’s important to note that I am not a SEBI registered analyst, so the analysis provided does not constitute formal investment advice under SEBI regulations.
NASDAQ:CMCSALong
by Sniper-Traders
Comcast Wave Analysis – 5 February 2025 - Comcast reversed from key support level 32.50 - Likely to rise to resistance level 35.00 Comcast recently reversed up from key support level 32.50, which stopped the previous sharp downward impulse wave at the end of December. The support level 32.50was further strengthened by the lower daily Bollinger Band and by the support trendline of the daily down channel from November. Given the oversold daily RSI indicator, Comcast can be expected to rise to the next resistance level 35.00.
NASDAQ:CMCSALong
by FxProGlobal
Comcast Web CastA web of potential zones of influence and 3 curves that might act as support and/or resistance. Looking for consolidations at the elements, breaks, and perhaps one important inflection point at one of them. The main scenario follows the path of the rectangles, but hopefully they are designed well enough so that if the path of the stock price deviates into anything else, we might see a pivot or other developments (: bounce) at the most important of them all which can be either of them depending on the evolutions.
NASDAQ:CMCSA
by UnknownUnicorn903284
Streaming Wars | Who’s Winning, Losing, and Sharing Passwords ?Netflix Is Laughing, Cable Is Crying, and Amazon Is Sneaking Up Highlights for Today - Trends and Market Share - Disney: Streaming Profits on the Rise - Comcast: Cable Restructuring Underway - Warner Bros : Box Office Challenges - Paramount: Streaming Growth Amidst Challenges In the Battle for Loyalty, One Fact Stands Out: Netflix vs the Rest 1. Trends and Market Share Platforms like YouTube Premium, Amazon Prime, and Apple TV+ do not report quarterly numbers. Additionally, Disney+ Hotstar is excluded due to its planned merger with Reliance in 2025. Streaming continues to replace traditional linear TV, benefiting all players. Nielsen reports streaming comprised 41% of US TV time in September 2024, a 3.5-point increase year-over-year, primarily at Cable’s expense. Key Trends to Watch -Password-Sharing Crackdown: Following Netflix’s success, Disney introduced paid sharing in the US in late September, with effects expected to emerge in Q4. Max is also gearing up for this initiative. -Amazon Prime’s Growing Presence:CEO Andy Jassy revealed that Prime Video attracts over 200 million global viewers monthly. Combining exclusive content, live sports, and e-commerce integration, Amazon’s ecosystem presents a credible challenge to Netflix. -YouTube’s Dominance in Living Rooms: YouTube accounts for over 25% of US streaming TV time (excluding YouTube TV) and continues to grow. Alphabet disclosed that YouTube’s ads and subscriptions brought in $50 billion in revenue over the last 12 months, surpassing Netflix’s $38 billion. -Subscriber Trends: Tentpole events, like the Olympics for Peacock or hit series like House of the Dragon for Max, drove sign-ups. However, retention remains a challenge for all but Netflix. 2. Disney: Streaming Profits Rise Disney’s fiscal year ends in September, with Q3 FY24 covering the June quarter. -Streaming Profits:Disney’s direct2consumer (DTC) segment, which includes Disney+, Hulu, and ESPN+, posted its second consecutive profitable quarter, generating $321 million in operating income. Core Disney+ subscribers rose by 4.4 million, reaching 123 million, driven by ad-supported tiers. -Box Office Wins: Hits like Inside Out 2 and Deadpool & Wolverine powered $316 million in studio profits. Disney became the first studio to surpass $4 billion in global box office revenue in 2024. - Challenges in Parks: Parks and Experiences revenue dropped 6% to $1.7 billion, impacted by hurricanes, rising costs, and competition from the Paris Olympics. Domestic attendance held steady, while international parks struggled. - Linear TV Decline: Revenue fell 6%, with profits plunging 38% to $498 million as cord-cutting and reduced ad sales weighed heavily. Disney plans to integrate streaming and linear TV rather than divest assets. - Optimistic Outlook: Disney expects earnings growth in FY25 (high single digits) and double digits in FY26 and FY27. Blockbusters like Moana2 and Mufasa:The Lion King are anticipated to maintain momentum. Takeaway: Disney’s Q4 highlighted strides in its streaming turnaround, buoyed by box office wins. However, the decline in linear TV underscores the challenges of transitioning in a shifting media landscape. Strong content and a focus on profitability position Disney for success under Bob Iger’s leadership. 3.Comcast: Cable Restructuring -Olympics Drive Growth:The Paris Olympics boosted NBCUniversal’s revenue by 37%, generating $1.2 billion in advertising and adding 3 million Peacock subscribers, which now total 36 million. -Streaming Expansion: Peacock’s revenue rose 82% year-over-year to $1.5 billion, with losses narrowing to $436 million from $565 million last year. -Cable Struggles: Cord-cutting led to a loss of 365,000 cable TV subscribers, with video segment revenue down 6.2%. Comcast is exploring a spinoff of cable networks like Bravo and CNBC to prioritize growth areas. -Theme Parks Slow: Theme park revenue dipped 5% to $2.3 billion as domestic attendance normalized post-COVID. -Broadband Trends:Despite losing 87,000 broadband customers, revenue increased 3%, with higher average revenue per user. Takeaway:Comcast’s Q3 reflected both opportunities and challenges. While the Olympics showcased its media strength, declines in cable TV and theme parks persist. Streamlining through a cable spinoff could sharpen its focus, but sustaining growth in Peacock and broadband remains critical. 4.Warner Bruh : Box Office Challenges -Streaming Growth:Max gained 7.2 million subscribers, reaching 110.5 million globally, supported by international expansion and hits like *House of the Dragon*. Streaming revenue rose 9%, marking Warner’s first profit since 2022. -Box Office Struggles:Studio revenue declined 17%, with theatrical revenue falling 40% due to a weaker film slate (*Beetlejuice Beetlejuice* and *Twisters* compared to last year’s *Barbie*). Video game revenue dropped 31%. -Mixed Network Results:Network revenue grew 3% from the Olympics and *Shark Week*, but advertising revenue fell 13%. The $9.1 billion NBA impairment from Q2 continues to loom. -Debt and Cash Flow Issues:** Free cash flow dropped 69% to $632 million, with $41 billion in debt. Warner renewed its Charter Communications deal to bolster stability. -CEO’s Confidence:David Zaslav emphasized Max’s momentum, projecting $1 billion in streaming profits by 2025 and hinting at password-sharing monetization. Takeaway:Warner’s Q3 highlighted streaming success but underscored its dependence on Max as traditional film and TV segments falter. Balancing debt, declining cash flow, and expanding streaming profitability will be key to its stability. 5.Paramount: Streaming Growth -Streaming Success:Paramount+ gained 3.5 million subscribers, reaching 72 million, thanks to sports like the NFL and UEFA and shows like *Tulsa King*. The streaming unit achieved a $49 million operating income, its second consecutive profitable quarter. -TV and Film Challenges:TV revenue fell 6% due to lower ad sales and declining cable subscribers. The film division saw revenue plummet 34%, with theatrical revenue dropping 71%. -Merger Progress:Paramount’s merger with Skydance Media is on track for early 2025, following the exploration of 12 potential bidders. -Cost-Cutting:Paramount has completed 90% of its $500 million cost reduction initiative, resulting in layoffs and asset write-downs. -Strategic Shift:Paramount is seeking a streaming joint-venture partner to better compete with Netflix and Disney while managing cable TV’s decline. Takeaway: Paramount’s streaming gains are encouraging, but traditional TV and film struggles persist. The Skydance merger offers a potential transformation, though stabilizing legacy businesses remains a significant hurdle.
NASDAQ:CMCSAEducation
by moonypto
15
Comcast Corporation Analysis 10/15/24Disclosure: As of 10/15 I am long Comcast Corporation NYSE: NASDAQ:CMCSA Comcast is a media and telecom company. They have several business divisions including news, movies, and telecom services. Looking at their business they own several well known brands like MSNBC, Sky News, Xfinity, and Universal Studios. Fundamentals: Looking at the fundamentals of the business it is very stable with return on equity in the teens for multiple economic cycles. Alongside stable margins, paying back shareholders through buybacks and dividends and the responsible usage of debt it appears management is doing a good job running the business. This can be seen in the earnings and revenue growth over the years. Data going back to 2017 is remarkably stable in both revenue and earnings growth. Valuations: Looking at the valuations at a P/E of 10 and a dividend/buyback yield of 4% that gives me the minimum 15% return I am looking for in a long term hold. This does not account for future growth. Calculating for growth I would be happy to earn 18% annual on an investment at current prices. Of course this is just an estimate of the fair value for the company. But I would be still buying at any price below $50/share. Conclusion: As with most mature companies this investment should be thought of in a very long term compounding model for determining present value. Similar to in my NASDAQ:TROW analysis a holding period for mature companies should be as long as possible assuming the business is growing and doing well. This allows the earnings to compound and grow into perpetuity. If you found this article useful follow for my previous research and new research coming out regularly.
NASDAQ:CMCSALong
by sihen999
Comcast (CMCSA) Is a Strategic Buy for Discerning InvestorsIn today's rapidly evolving media and technology landscape, Comcast Corporation (NASDAQ: CMCSA) presents a compelling investment opportunity for those who prioritize both value and growth. Applying the sophisticated principles of DiamondTradingOfficial, Comcast emerges as an undervalued stock with substantial upside potential, driven by its diversified business model, strong financial health, and strategic positioning. Robust Business Model and Diversification Comcast’s strength lies in its diversified business model, which spans cable television, broadband internet, and content creation through NBCUniversal and Sky Group. This vertical integration allows Comcast to capitalize on multiple revenue streams, providing a cushion against market volatility. In an era where streaming services are on the rise, Comcast's strategic investments in broadband and content creation have positioned it as a key player in both connectivity and entertainment. The company’s broadband segment has shown consistent growth, driven by the increasing demand for high-speed internet. As more consumers shift towards streaming and remote work, Comcast’s broadband services are expected to continue expanding, further enhancing its revenue base. Meanwhile, NBCUniversal and Sky contribute to a rich portfolio of content, ensuring that Comcast remains competitive in the global media landscape. Undervaluation and Growth Potential Despite its strong market position, Comcast is currently trading at a significant discount relative to its intrinsic value. With a Price-to-Earnings (P/E) ratio well below the industry average, the stock is undervalued when considering its robust earnings and cash flow. This undervaluation is a key signal for value investors, who can capitalize on the disparity between the market price and the company’s true worth. A thorough discounted cash flow (DCF) analysis reveals that the market has not fully priced in Comcast’s future earnings potential. With a fair value upside of over 39%, as identified by industry analysts, the stock presents a substantial margin of safety, a principle at the core of value investing. This gap between market perception and intrinsic value makes Comcast an attractive buy for those seeking long-term capital appreciation. Technical Indicators and Institutional Sentiment From a technical standpoint, Comcast has shown resilience, with strong support levels indicating that the stock is poised for a rebound. Technical indicators such as the Relative Strength Index (RSI) suggest that the stock is currently oversold, providing an attractive entry point for investors. Additionally, institutional sentiment towards Comcast has been increasingly positive, with large funds recognizing the stock’s undervaluation and accumulating shares. Conclusion Comcast Corporation represents a unique opportunity for strategic investors who apply the principles of value investing and advanced market analysis. The company’s diversified business model, strong financials, and significant market undervaluation make it a standout pick in the current market environment. By incorporating the advanced methodologies of DiamondTradingOfficial, investors can confidently add CMCSA to their portfolios, knowing that they are buying into a company with both stability and growth potential. For those who adhere to value investing principles and seek undervalued gems in the market, Comcast is not just a good stock to buy—it is a strategic imperative in today’s media and technology sectors
NASDAQ:CMCSALong
by DiamondTradingOfficial
Risking a bottom reboundStrong bullish rebound at 36.29-37.64 support zone was relatively a strong signal for bottoming. Though larger trend from 15 Aug 2023 looks distributive, we are gunning for one more short-term upside towards 41.00, 43.08 and 46.00 tp prices. First, the piercing line rebounded after a bearish gap down the day before, signaling bearish exhaustion. Though prices has yet to clear the resistance at 39.03, the consolidative narrow range is likely to be a bullish continuation for the shorter-term period. Hence, I maintain my buy.
NASDAQ:CMCSA
by William-trading
1
Comcast's Stellar Q4 Performance: Peacock Takes Flight Comcast Corporation ( NASDAQ:CMCSA ) has delivered a standout performance in its fourth-quarter earnings, exceeding analyst expectations and showcasing robust growth in key segments. The company's net income of $3.26 billion or 81 cents per diluted share surpassed consensus estimates, driven by the stellar performance of its Peacock streaming services and a remarkable 12.2% increase in theme park revenue. We delve into the key factors that contributed to Comcast's success and explore the implications for investors. Peacock's Soaring Success: One of the standout stars in Comcast's ( NASDAQ:CMCSA ) Q4 report is its Peacock streaming platform, which reported quarterly revenue surpassing $1 billion for the first time. The platform added a substantial 3 million subscribers during the quarter, underlining its growing popularity among consumers. This achievement not only solidifies Peacock's position in the highly competitive streaming landscape but also bodes well for Comcast's ( NASDAQ:CMCSA ) digital future. The company's strategic focus on content creation and distribution is evidently paying off, as evidenced by Peacock's stellar performance. Theme Park Triumph: Comcast's ( NASDAQ:CMCSA ) theme parks experienced a remarkable surge in revenue, climbing 12.2% year-over-year. A significant contributor to this success was the opening of Super Nintendo World in Hollywood, drawing in crowds and boosting overall park attendance. The theme park business, often sensitive to economic fluctuations, showcased resilience in the face of challenges, proving to be a valuable revenue driver for Comcast ( NASDAQ:CMCSA ). Investors are likely to be pleased with the sustained growth in this segment, as it adds a layer of diversification to Comcast's ( NASDAQ:CMCSA ) revenue streams. Dividend Hike and Share Repurchase Program: Adding to the positive news, Comcast ( NASDAQ:CMCSA ) announced a dividend increase of $0.08, marking a 6.9% year-over-year growth to $1.24 per share on an annualized basis for 2024. This move reflects the company's confidence in its financial health and outlook. Shareholders are set to benefit from the increased dividend, potentially attracting income-oriented investors. Furthermore, Comcast's ( NASDAQ:CMCSA ) Board of Directors approved a new share repurchase program authorization of $15 billion, effective from January 26, 2024. This sizable authorization underscores the company's commitment to returning value to shareholders and its confidence in its future cash flow generation. Share buybacks can be seen as a positive signal, often indicating that the company's leadership believes its stock is undervalued. Conclusion: Comcast's ( NASDAQ:CMCSA ) robust Q4 performance, buoyed by the success of Peacock and theme parks, positions the company favorably in the media and entertainment landscape. The dividend hike and the substantial share repurchase program further underscore Comcast's commitment to shareholder value. As the company continues to navigate the evolving digital landscape and leverage its content creation capabilities, investors may find Comcast ( NASDAQ:CMCSA ) to be an attractive proposition for both growth and income in the coming quarters.
NASDAQ:CMCSALong
by DEXWireNews
EOY Review $CMCSA inside year, momo hammer quarterNASDAQ:CMCSA that momo hammer on the quarter looks promising, but these type of candles can easily reverse and when it does, it typically drops back quickly the inside year tells me to wait for further clues first before taking trades hence, no long or short (bias) for me on this one yet obviously, when that hammer high on the quarter gets taken out and price continues to move up, the overall picture improves, with the '23 and '22 highs as important pivots
NASDAQ:CMCSA
by RobinsOptions