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29,773 signal articles · 68 in last 24h · 148,348 total before filter · latest 1h ago
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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.

Why Is Netflix Growing Fastest And Falling Furthest?
Trefis9d agobearish
Why Is Netflix Growing Fastest And Falling Furthest?

Netflix (NFLX) grew revenue faster over the past twelve months than Amazon, Apple, Comcast, or Disney and earned a wider operating margin than all of them except Apple. Its shares still finished those twelve months down 38.9%, the last of the five. The fall has not made the stock cheap. That is the mismatch worth explaining.

Investing.com10d agobearish
Comcast drops 7% on persistent broadband losses and ’irrational’ fiber pricing

Investing.com -- Comcast Corporation (NASDAQ: CMCSA) shares dropped 7% on Wednesday following cautionary remarks at the Goldman Sachs Communacopia + Technology Conference regarding persistent challenges in its broadband division. Charter Communications shares also fell 5% amid the broader sector sell-off. Speaking at the conference, Comcast Chief Financial Officer Jason Armstrong stated that fiber broadband pricing has grown "irrational," and the company expects no improvement in third-quarter b

Disney Selling 50% A+E Stake To Hearst For More Than $1B
MediaPost50d agobearish
Disney Selling 50% A+E Stake To Hearst For More Than $1B

The midsized cable TV network group, including A&E Network, History Channel, Lifetime, Vice TV and others, would now be 100% owned by Hearst. The deal is expected to be finalized at the same time as Disney's quarterly earnings release on August 5.

Comcast (CMCSA) Stock Could Be A Bargain After A 47% Fall
Simply Wall St.51d agobearish
Comcast (CMCSA) Stock Could Be A Bargain After A 47% Fall

Comcast stock has had a tough run over the last few years, yet the current valuation checks still lean in its favour. After years of weak share price performance, the question for investors is whether the recent business momentum in media and connectivity is now better reflected in the price. Comcast shares are down 46.7% over 5 years, which means long term holders have seen a significant erosion in value even as the business continues to evolve. Growth in media assets like Peacock and...

Has Comcast (CMCSA) Fallen Too Far To Be Undervalued?
Simply Wall St.80d agobearish
Has Comcast (CMCSA) Fallen Too Far To Be Undervalued?

Comcast stock has fallen sharply over the past few years, yet on current checks it still screens as cheap. This sets up a clear tension between weak share price performance and what the valuation metrics are implying today. Over the past 5 years Comcast has delivered a total return of about 46.5% in decline, which means long term holders have seen substantial value eroded even before factoring in the latest swings in sentiment. Planned moves like spinning off NBCUniversal and Sky into a...

Telecom Turmoil: Comcast Rises 7% on Media Spinoff, AT&T Falls 5% on CFO Exit and Starlink Threat, Verizon Sinks 7% on Dow Exit
24/7 Wall St.82d agobearish
Telecom Turmoil: Comcast Rises 7% on Media Spinoff, AT&T Falls 5% on CFO Exit and Starlink Threat, Verizon Sinks 7% on Dow Exit

U.S. telecom and media giants are moving in opposite directions in midday trading. Comcast (NASDAQ:CMCSA) stock is up 7% to $24.76, while AT&T (NYSE:T) stock is down 5% to $21.52, and Verizon (NYSE:VZ) stock is down 7% to $43.29. The split reflects three distinct catalysts hitting the sector at once. Comcast is rallying on a ... Telecom Turmoil: Comcast Rises 7% on Media Spinoff, AT&T Falls 5% on CFO Exit and Starlink Threat, Verizon Sinks 7% on Dow Exit

Investing.com82d agobearish
Verizon falls 7%, AT&T hits 52-week low as SpaceX and cable rivals converge

Investing.com -- Verizon Communications Inc (NYSE:VZ) is trading 7.6% lower at $43.02 and AT&T Inc (NYSE:T) has touched its 52-week low of $21.29, sliding 5.8% to $21.41, as three separate competitive threats collided on Monday to rattle investor confidence in legacy US telecom carriers. T-Mobile US Inc (NASDAQ:TMUS) is also under significant pressure, trading down 6% at $171.78 and testing its 52-week low of $169.00, making it the worst performer among the three carriers on a one-year basis wit

Charter and Comcast rival files Chapter 11 bankruptcy
TheStreet103d agobearish
Charter and Comcast rival files Chapter 11 bankruptcy

When cable television first rolled out across the United States, the major players, which included current leaders Comcast and Charter Communications, worked with communities on an exclusive basis. One of those companies agreed with each community on a deal to build out the needed cable ...