Street View: Competitive pressures to weigh on Comcast, analysts say
Comcast CMCSA.O lost more broadband customers than expected in the fourth quarter, as rivals lured away consumers with aggressive offers, piling pressure on the company's mainstay business
TURBULENCE AHEAD
J.P.Morgan ("neutral," PT: $33) says increased fiber overlap and more fixed wireless access (FWA) availability will pressure broadband market share long-term
Scotiabank ("sector perform," PT: $35.25) expects near-term pressures amid strategic pivot to intensify before a potential turnaround occurs in H2 2026, driven by the monetization of the company's free wireless lines
RBC Capital Markets ("sector perform," PT: $31) says while Comcast expects average revenue per user (ARPU) declines to abate by mid-2026, the brokerage expects lingering pressures beyond 2026 before an equilibrium with fiber cos is reached
Morningstar (fair value: $41) says co's weak earnings underscore its challenges in broadband competition, but "shares still cheap"
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