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CORP（纳斯达克:CMCSA）计划将其有线网络剥离为一家新公司。
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.
由于管理层指引“宽带订阅用户数的竞争性驱动损失略有增加”，自周一以来，股票下跌了9%，而根据Seaport Research Partners的说法，当前股票“被超卖”。
Analyst David Joyce upgraded the rating for Comcast from Neutral to Buy, while maintaining the price target at $46.
分析师大卫·乔伊斯将康卡斯特的评级从中立上调至买入，同时维持目标价为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.
康卡斯特的分析：康卡斯特有线的首席执行官表示，宽带竞争加剧，并指引在2024年第四季度将损失10万个订阅用户数，乔伊斯在升级报告中提到。
Check out other analyst stock ratings.
查看其他分析师的股票评级。
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.
这仅比之前的估计低了33,000，在康卡斯特3200万的订阅用户数基础上，股票反应似乎“过度了”，他补充道。
"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.
“同时，康卡斯特宣布与华纳兄弟Discovery Inc.（纳斯达克:WBD）达成广泛的分销续约，涵盖国内的线性及Max资产，以及与康卡斯特的Sky在欧洲的合作——这应该被解读为对CMCSA和WBD都持积极态度，”该分析师写道。
This makes Comcast "appear constructive on supporting the broader linear industry ahead of its Cable Networks spinoff later in 2025," he added.
他补充道，这使得康卡斯特“在2025年晚些时候进行有线网络剥离之前，似乎在支持更广泛的线性行业方面持建设性态度”。
CMCSA Price Action: Shares of Comcast had risen by 1.04% to $40.12 at the time of publication on Thursday.
CMCSA价格动态：在发布时，康卡斯特的股价上涨了1.04%，达到了40.12美元。
Read More:
• Warner Bros Discovery Stock Soars After Multi-Year Deal with Comcast; Comcast Shares Slide On Subscriber Loss Estimates
阅读更多：
• 华纳兄弟迪士尼股票在与康卡斯特达成多年协议后飙升；康卡斯特股价因订阅用户数损失预估下滑。
