Street View: Comcast feels the fiber strain as competition tightens
Comcast CMCSA.O on Thursday warned of further broadband subscriber losses amid rising competition, overshadowing a strong Q3 led by its theme parks and studios businesses
Co expects broadband ARPU (average revenue per user) to dip this quarter, staying weak into early 2026 as it moves to flat pricing
Median PT of 33 brokerages covering the stock is $36 - data compiled by LSEG
TANGLED IN THE WIRES
Pivotal Research ("buy," PT: $36) cites uncertainty around co's subscriber stabilization efforts amid rising competition
Says CMCSA's "best move" would be to sell cable unit to T-Mobile TMUS.O
J.P. Morgan ("neutral," PT: $33) argues growing competition at both the high-end (fiber) and low-end (FWA) will make it hard to significantly improve broadband subscriber trends in 2026
RBC ("sector perform," PT: $32) says co’s current strategy remains questionable in driving meaningful impact, with high risk of ARPU erosion in markets seeing rising competition
TD Cowen ("buy," PT: $40) says the timing and impact of co's revamp still unclear, as competition is set to grow with more fiber builds and AT&T T.N entering the FWA market
Related Articles
Tesla’s 2025 Shareholder Meeting Showdown: Musk’s Leadership and Tesla’s Crossroads
TradingKey - Tesla (TSLA), the electric vehicle leader, will hold its 2025 Annual Shareholder Meeting on November 6. Dubbed by CEO Elon Musk as a moment that will “decide Tesla’s future and shape the world’s,” the event centers on one pivotal question: Will shareholders approve Musk’s proposed $1 T
What Drove the 'Black Tuesday' Sell-Off? Three Key Factors Behind the U.S. Stock Plunge
TradingKey - On November 4, 2025, U.S. markets suffered a sudden and sharp selloff — dubbed “Black Tuesday” — with the Nasdaq posting its largest single-day drop in a month. The rout unfolded amid growing economic and political instability, as a record-long government shutdown worsened systemic
IonQ Stock Price Skyrockets 300% in a Year, But Recently Drops 30%—Is IonQ Still a Buy?
Is IonQ worth buying? With a recent decline of nearly 30% over the past month, is now the time to buy? How much further could IonQ's stock rise?
Novo Nordisk Q3 Earnings Preview: New CEO, Board Overhaul — Can the U.S. Weight-Loss Market Turn Around?
TradingKey - Novo Nordisk (NVO), one of Europe’s pharmaceutical giants and a leader in the weight-loss drug race, will report its Q3 2025 earnings before market open on November 5. Wall Street expects a modest rebound from Q2’s worst growth in four years, but significant pressure on profits remains.
Palantir Q3 2025 Earnings: Blowout Performance Can’t Hide an AI Bubble， Four Growing Risks Behind a Nearly 1,000x Valuation
TradingKey – After the close of trading on November 4, “AI application King” Palantir Technologies (PLTR) reported its third-quarter earnings for fiscal year 2025. Despite a blowout quarter, surging top-line growth, and a flood of commercial orders, the stock plunged in after-hours trading.
