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Fastly (FSLY) Lands Comcast Partnership, Is The Stock Still Below Fair Value?
Simply Wall St.13h agobullish
Fastly (FSLY) Lands Comcast Partnership, Is The Stock Still Below Fair Value?

Fastly (FSLY) is in focus after Comcast announced a content and application delivery partnership that will embed Fastly’s edge software into more than 200 AI powered data processing centers across its nationwide network. Fastly’s share price has moved sharply over the past year, with a 90 day share price return of 33.3% and a year to date share price return of 134.15%. The 1 year total shareholder return of 176.48% and 3 year total shareholder return of 28.97% point to building momentum...

Verizon Stock And Other Dividend Payers Facing Higher Bond Yields
Simply Wall St.18h agoneutral
Verizon Stock And Other Dividend Payers Facing Higher Bond Yields

Bond yields are racing higher as the U.S. Treasury and corporate issuers flood the market with new debt, and that shift is quietly rewriting the playbook for income investors. Cash-rich, high-dividend stocks in non-cyclical sectors can suddenly look more or less attractive depending on how they handle this funding squeeze. This article walks through 3 stocks exposed to these forces and shows where higher yields may help or hurt. The three stocks below are just a sample pulled from this idea,...

Is Verizon Stock Cheap, Or Is Its Cash Already Spoken For?
Trefis1d agoneutral
Is Verizon Stock Cheap, Or Is Its Cash Already Spoken For?

Verizon Communications (VZ) trades near $48 a share and generated free cash worth 10.0% of its market value over the last twelve months. The median S&P 500 company manages 4.5%. A gap that wide usually means one of two things: a bargain, or a business the market expects to shrink. Verizon is neither, quite. The cash is real, and it is not all yours.

How Much Further Can T-Mobile Stock Fall From Here?
Trefis1d agobearish
How Much Further Can T-Mobile Stock Fall From Here?

T-Mobile US (TMUS) stock fell 5.6% on 17 September to about $166, the lowest it has traded in a year. One session is not the problem: over the past twelve months the stock returned -28.5% while the S&P 500 returned 17.0%, and the year is what matters. A rising market did not do that. What changed is inside the business, and part of it is deliberate.

Paramount Is Today’s Worst S&P 500 Stock on a Warning Against Mega-Merger
Barrons.com2d agoneutral
Paramount Is Today’s Worst S&P 500 Stock on a Warning Against Mega-Merger

Paramount Skydance and Warner Bros. Discovery long-awaited merger has been at a standstill. Barclays analysts led by Kannan Venkateshwar resumed coverage of both stocks, rating Warner Bros at Equal Weight with a $28 price target and Paramount at Underweight with a $8 price target. Venkateshwar said in a research note Thursday that while the proposed $110 billion merger could increase growth potential for the studios, it could introduce massive financial and operational risks that make the stock hard to value, and “a moving target.”

Is Comcast Stock Cheap Or Just Shrinking?
Trefis3d agoneutral
Is Comcast Stock Cheap Or Just Shrinking?

Comcast (CMCSA) generated free cash over the past twelve months worth 20.1% of its market value. The median S&P 500 company manages 4.4%. Part of that gap is Comcast's debt. The rest means one of two things: the market has made a mistake, or the cash is about to get smaller. Comcast keeps losing broadband customers, and that is the market's answer.

Equinix (EQIX) Links Comcast To Its Fabric, Is It Still 24% Below Fair Value?
Simply Wall St.4d agoneutral
Equinix (EQIX) Links Comcast To Its Fabric, Is It Still 24% Below Fair Value?

Equinix (EQIX) has drawn fresh attention after Comcast Business agreed to plug its last mile connectivity directly into Equinix Fabric through standards based APIs, tightening the link between data centers and enterprise networks. Recent moves in Equinix stock have cooled, with the share price down 9.38% over the past 30 days and 8.77% over 90 days, even as the year to date share price return is 30.70% and the 1 year total shareholder return is 28.85%. This suggests strong longer term...

Comcast (CMCSA) Brings AI Edge Services And Broadband To New US Communities
Simply Wall St.4d agoneutral
Comcast (CMCSA) Brings AI Edge Services And Broadband To New US Communities

Comcast (NasdaqGS: CMCSA) announced a Fastly-powered edge platform integrated across its nationwide network, targeting ultra-low latency services. The company reported new broadband buildouts in Glades County, FL and Jackson County, MI, reaching thousands of previously under-connected locations. Management highlighted AI-focused edge capabilities, including support for streaming, gaming, and emerging AI services delivered closer to end users. Comcast’s Fastly-enabled edge rollout and fresh...

Is AT&T Asking You To Fund A Network For AI Traffic?
Trefis5d agoneutral
Is AT&T Asking You To Fund A Network For AI Traffic?

AT&T (T) is running its largest year ever for fiber expansion, a plan for 8 million new locations, of which over 4 million were acquired from Lumen, and asking shareholders to keep funding it. It expects $23 billion to $24 billion of capital investment in 2026, and the roughly $18 billion of buybacks and dividends is essentially all the free cash flow left. Management used to justify the build product by product; with the customers, it was already winning. The lead now is one blended subscriber

Comcast Details Split Plan as Broadband, Wireless Competition Intensifies
MarketBeat7d agoneutral
Comcast Details Split Plan as Broadband, Wireless Competition Intensifies

Comcast (NASDAQ:CMCSA) Chief Financial Officer Jason Armstrong said the company’s planned separation of its connectivity and technology operations from NBCUniversal and Sky reflects diverging competitive conditions, investment needs and strategic priorities across the businesses. Speaking at the Go

1 Stock Under $50 to Keep an Eye On and 2 We Ignore
StockStory8d agoneutral
1 Stock Under $50 to Keep an Eye On and 2 We Ignore

Stocks in the $10-50 range offer a sweet spot between affordability and stability as they’re typically more established than penny stocks. But their headline prices don’t guarantee quality, and investors should exercise caution as some have shaky business models.

Is The Next Leg In Verizon Stock Riding On Customers Who Stay?
Trefis8d agoneutral
Is The Next Leg In Verizon Stock Riding On Customers Who Stay?

Verizon Communications (VZ) shares sit at the top of a $36.56-to-$50.59 52-week range, up 22.7% over the past twelve months. The exciting part of that story is the dark fiber Verizon has begun selling into AI infrastructure builds. The part that can actually move the stock is duller. Verizon has finally started keeping its customers.

Should You Buy Comcast Stock Because Its Cash Outruns Its Earnings?
Trefis8d agobullish
Should You Buy Comcast Stock Because Its Cash Outruns Its Earnings?

Comcast (CMCSA) has lost 19.2% over the past year, while the S&P 500 returned 18.5%, and the reason given is usually broadband: 167,000 subscribers gone in the June quarter. The stock trades at 0.7 times sales, its own ten-year low. The number that argues the other way is not an earnings figure. Free cash flow over the last twelve months ran at about 159% of reported net income.