Comcast Shares Tank 7% Since Monday: Market Reaction To Q4 Subscriber Loss Guidance Is 'Overdone,' Says Bullish Analyst
Comcast Shares Tank 7% Since Monday: Market Reaction To Q4 Subscriber Loss Guidance Is 'Overdone,' Says Bullish Analyst
Comcast Corp (NASDAQ:CMCSA) plans to spin off its cable networks into a new company.
康卡斯特公司（納斯達克股票代碼：CMCSA）計劃將其有線電視網絡分拆爲一家新公司。
The stock declined by 9% since Monday after management guided to "a marginal competitively driven increase in Broadband subscriber losses" and the shares are currently "oversold," according to Seaport Research Partners.
根據Seaport Research Partners的數據，該股自週一以來下跌了9％，此前管理層指導 「寬帶用戶流失將略有增加」，該股目前 「超賣」。
Analyst David Joyce upgraded the rating for Comcast from Neutral to Buy, while maintaining the price target at $46.
分析師戴維·喬伊斯將康卡斯特的評級從中性上調至買入，同時將目標股價維持在46美元。
The Comcast Thesis: Comcast Cable's CEO indicated that broadband competition had intensified and guided to a net loss of 100,000 subscribers in the fourth quarter of 2024, Joyce said in the upgrade note.
康卡斯特論點：喬伊斯在升級說明中表示，康卡斯特有線電視首席執行官表示，寬帶競爭加劇，導致2024年第四季度淨流失10萬用戶。
Check out other analyst stock ratings.
查看其他分析師的股票評級。
This is only 33,000 lower than the previous estimate, on Comcast's base of 32 million subscribers, and the stock reactions seems "overdone," he added.
他補充說，根據康卡斯特的3200萬訂閱者，這僅比先前的估計低了33,000人，而且股票的反應似乎 「過分了」。
"Concurrently, Comcast announced a broad-reaching distribution renewal with Warner Bros. Discovery Inc. (NASDAQ:WBD) for linear and Max properties domestically and with Comcast's Sky in Europe — this should be construed positively for both CMCSA and WBD," the analyst wrote.
該分析師寫道：「同時，康卡斯特宣佈與華納兄弟探索公司（納斯達克股票代碼：WBD）續訂國內Linear和Max房產的廣泛分銷協議，並與康卡斯特的Sky在歐洲續約——這對於CMCSA和WBD來說都應該是積極的。」
This makes Comcast "appear constructive on supporting the broader linear industry ahead of its Cable Networks spinoff later in 2025," he added.
他補充說，這使得康卡斯特 「在2025年晚些時候分拆有線電視網絡之前，在支持更廣泛的線性行業方面顯得建設性」。
CMCSA Price Action: Shares of Comcast had risen by 1.04% to $40.12 at the time of publication on Thursday.
CMCSA價格走勢：在週四發佈時，康卡斯特的股價上漲了1.04％，至40.12美元。
Read More:
• Warner Bros Discovery Stock Soars After Multi-Year Deal with Comcast; Comcast Shares Slide On Subscriber Loss Estimates
閱讀更多：
• 華納兄弟探索股價在與康卡斯特達成多年協議後飆升；康卡斯特股價因訂戶流失預期而下滑
