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（納斯達克:CMCSA）計劃將其有線網絡剝離爲一家新公司。
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.
由於管理層指引「寬帶訂閱用戶數的競爭性驅動損失略有增加」，自週一以來，股票下跌了9%，而根據Seaport Research Partners的說法，當前股票「被超賣」。
Analyst David Joyce upgraded the rating for Comcast from Neutral to Buy, while maintaining the price target at $46.
分析師大衛·喬伊斯將康卡斯特的評級從中立上調至買入，同時維持目標價爲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：康卡斯特有線的首席執行官表示，寬帶競爭加劇，並指引在2024年第四季度將損失10萬個訂閱用戶數，喬伊斯在升級報告中提到。
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.
這僅比之前的估計低了33,000，在康卡斯特3200萬的訂閱用戶數基礎上，股票反應似乎「過度了」，他補充道。
"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.
「同時，康卡斯特宣佈與華納兄弟Discovery Inc.（納斯達克:WBD）達成廣泛的分銷續約，涵蓋國內的線性及Max資產，以及與康卡斯特的Sky在歐洲的合作——這應該被解讀爲對CMCSA和WBD都持積極態度，」該分析師寫道。
This makes Comcast "appear constructive on supporting the broader linear industry ahead of its Cable Networks spinoff later in 2025," he added.
他補充道，這使得康卡斯特「在2025年晚些時候進行有線網絡剝離之前，似乎在支持更廣泛的線性行業方面持建設性態度」。
CMCSA Price Action: Shares of Comcast had risen by 1.04% to $40.12 at the time of publication on Thursday.
CMCSA價格動態：在發佈時，康卡斯特的股價上漲了1.04%，達到了40.12美元。
Read More:
• Warner Bros Discovery Stock Soars After Multi-Year Deal with Comcast; Comcast Shares Slide On Subscriber Loss Estimates
閱讀更多：
• 華納兄弟迪士尼股票在與康卡斯特達成多年協議後飆升；康卡斯特股價因訂閱用戶數損失預估下滑。
譯文內容由第三人軟體翻譯。
