Comcast Corporation operates as a media and technology company worldwide. It operates through Residential Connectivity & Platforms, Business Services Connectivity, Media, Studios, and Theme Parks segments. The Residential Connectivity & Platforms segment provides residential broadband and wireless connectivity services, residential and business video services, sky-branded entertainment television networks, and advertising. The Business Services Connectivity segment offers connectivity services for small business locations, which include broadband, wireline voice, and wireless services, as well as solutions for medium-sized customers and larger enterprises; and small business connectivity services in the United Kingdom. The Media segment operates NBCUniversal's television and streaming business, including national and regional cable networks; the NBC and Telemundo broadcast networks and owned local broadcast television stations; and Peacock, a direct-to-consumer streaming services. It also operates international television networks comprising the Sky Sports networks, as well as other digital properties. The Studios segment operates NBCUniversal and Sky film and television studio production and distribution operations. The Theme Parks segment operates Universal theme parks in Orlando, Florida; Hollywood, California; Osaka, Japan; and Beijing, China. The company also offers a consolidated streaming platforms under the Philadelphia Flyers and the Wells Fargo Center arena in Philadelphia, Pennsylvania; and Xumo. Comcast Corporation was founded in 1963 and is headquartered in Philadelphia, Pennsylvania.

Comcast looks like a mature asset with a business quality that is not cheap, but the market values the company notably below sector medians on P/E, P/S, P/B, and P/FCF, which usually supports a case for undervaluation. At the same time, these low multiples are not entirely “free,” because they are accompanied by weakening profitability and deteriorating liquidity. ROE, ROA, and ROI are currently below sector benchmarks and have declined noticeably from stronger levels in previous quarters, which points to lower capital efficiency. Net margin has also declined, while gross margin remains significantly below the median, so earnings quality looks weaker than the low valuation multiples might suggest. On the other hand, operating margin remains around the industry level, and EBITDA, operating profit, and net income in absolute terms remain at acceptable levels. Revenue and earnings remain large and stable, but year-over-year dynamics do not show the acceleration that would typically justify a higher multiple. Debt burden as measured by debt/equity appears above the median, although debt in absolute terms is gradually declining, which somewhat mitigates the risk. The liquidity position remains weak: current ratio is below 1, quick ratio is effectively zero, and this limits financial flexibility. Dividend yield in the latest period has dropped to zero, so the dividend argument for valuation does not currently support an upward re-rating. Overall, the picture is mixed: the asset is inexpensive, but this is justified by weaker profitability, low liquidity, and the absence of a clear improvement in the fundamental trend. For an investor, this is more of a moderately conservative downward revaluation story or, at best, a case for maintaining a cautious approach to the target price. The strength lies in the stable scale of the business and low market multiples; the weakness lies in deteriorating earnings quality and limited financial cushion.

Comcast Corporation

Сильный индекс, значительно упал. Быки в растерянности.

Strong index, significantly down. The bulls are confused.

Сильный индекс, значительно упал. Оптимистичный взгляд на свои позиции резко сменился на неуверенность.

Strong index, significantly down. An optimistic view of his position suddenly changed to uncertainty.

Сильный индекс, значительно упал. Рынок не поддерживает быков.

Strong index, significantly down. The market does not support the bulls.

Сильный индекс, значительно вырос. Рынок на стороне медведей.

Strong index, significantly up. The market is on the bears' side.

Сильный индекс, без изменений. Отток средств из лонгов на высоком уровне.

Strong index, flat. Outflow of funds from longs at a high level.

Сильный индекс, без изменений. Приток средств в шорты на высоком уровне.

Strong index, flat. Inflow of funds into shorts at a high level.

CMCSA looks inexpensive on valuation multiples, but weak liquidity, declining profitability, and the absence of dividend support are weighing on the valuation.

Key Points
Comcast will take a fourth-quarter restructuring charge exceeding $1 billion.
Comcast converts 70% of its free wireless trial lines into paid accounts.
Peacock reached 48 million subscribers and delivered a second profitable quarter.
On its third quarter of 2026earnings call held on Oct. 22, 2026, Comcast (NASDAQ:CMCSA) announced that it is embarking on a structural cost transformation that includes a fourth-quarter charge of over $1 billion, as it separates its media and technology businesses into two public companies. This operational overhaul comes as the company faces aggressive price competition in broadband while building out its mobile and streaming platforms to retain subscribers.
Understanding how management intends to navigate these shifting market dynamics is critical for evaluating its long-term earnings potential. Three things management said on theearnings callstand out.
1. A Billion Dollar Restructuring Aims to Drive Long-Term Growth
Management is overhauling its corporate structure to simplify operations and speed up execution, preparing for a charge exceeding $1 billion in the fourth quarter. The company aims to reinvest the resulting savings into higher-growth segments like mobile convergence and enterprise networking.
We've embarked on the most significant operating and cost transformation in our company's history, with an opportunity we believe will ultimately amount to billions of dollars over time.
-- Mike Cavanagh, President
2. Free Wireless Promotions Are Successfully Converting Into Paying Customers
To protect its core broadband subscriber base from low-cost fiber and fixed wireless competitors, Comcast relies on a capital-light mobile virtual network operator model. That partner framework lets it offer free lines that convert into full-priced subscriptions over time, deepening customer retention without massive infrastructure spending.
Approximately half of our residential postpaid phone connects continued to come from customers taking a free line, and we're now converting 70% of those free lines into paying relationships.
-- Jason Armstrong, Executive Vice President and Chief Financial Officer
3. Bundling Partners Drives Growth and Scale for Peacock Streaming
Peacock delivered its second consecutive quarter of profitability, earning $261 million in adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA). Rather than locking content inside a closed ecosystem, management is expanding its reach through external distribution bundles, including a new partnership with Alphabet-owned YouTube.
Our core strategy is to combine our exceptional content and distribution with select partners and third-party IP to reach audiences wherever they choose to engage.
-- Mike Cavanagh, President
Looking Ahead
Competitive fiber builds and theme park softness create near-term pressure, yet streaming profits and wireless expansion demonstrate clear operational momentum. Management is keeping its focus squarely on its long-term strategy.
In Orlando, attendance, guest spending, and overall financial performance remain materially above where they were two years ago, and guest satisfaction continues to rise. Looking ahead, we expect performance to strengthen as we move through 2027, with a return to growth in the second half of the year.
-- Mike Cavanagh, President
Structural advantages in network infrastructure, enterprise telecom services, and iconic entertainment content provide a durable foundation for future value. As Comcast navigates market shifts and prepares to spin off its media assets, management is watching pricing discipline in broadband, customer retention across bundled tiers, and execution on its major operating transformation.
We spent years building these businesses, and as the industry transforms itself, we are meeting the moment.
-- Brian Roberts, Chairman and Chief Executive Officer
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Comcast: 3 Key Takeaways for Long-Term Investors

Key Points
Streaming stocks have struggled this year, amid a rush to consolidate.
The combination of Paramount and Warner Bros. Discovery could shake up the industry.
Big tech streaming platforms also pose a threat to the streaming and entertainment companies.
The streaming sector remains as volatile as ever, and the push to consolidation has continued this year.
The merger between Warner Bros. Discovery and Paramount closed earlier this month, forming Skydance (NYSE: SKYD). This new Hollywood powerhouse will have to overcome roughly $80 billion in debt to deliver results for investors.
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Roku (NASDAQ: ROKU) agreed to be acquired by Fox Corporation in a move by Fox to expand its distribution and reach, as Alphabet's YouTube gains market share over traditional streamers.
Netflix (NASDAQ: NFLX) remains the industry leader, but a lot could change in the next few years. Let's take a look at where Netflix and its streaming peers could be by 2030.
1. Netflix
Netflix invented streaming and continues to lead the industry, though doubts about its future have grown this year.
The stock has tumbled as it's reported weak engagement and as it's lost market share to YouTube. Netflix no longer reports subscriber numbers, so we have less insight into the business than we once did.
The question for Netflix is whether it can maintain its current level of growth in the low-teens revenue range. If it can do that, the stock could be 50% higher or better by 2030. However, if the growth in the business continues to slow, Netflix stock is likely to underperform. While a decline in revenue seems unlikely, Netflix's original content has been underwhelming, and it will have to turn that around for its growth rate to stabilize.
2. Disney
Disney (NYSE: DIS) has been slow to find success with its streaming business after launching Disney+, but its streaming platform, which also includes Hulu and ESPN, is finally profitable and is delivering strong bottom-line growth.
Under new CEO Josh D'Amaro, the company is in the process of restructuring under his "One Disney" plan, which will enable viewers to easily use all three of its services in one app. Additionally, the company is embracing that strategy to do more to bundle its parks and experiences with streaming, using streaming to market the parks, and to better target its experiences to individual viewers' tastes.
The plan makes sense, but Disney has been slow to execute these strategies in the past, so investors may want to wait and see how the rollout goes. Disney stock has gone nowhere in the last decade, but it could finally make gains as streaming profits grow. After so much underperformance in recent years and with the entertainment business largely mature, I'm skeptical that the company can outperform the market between now and 2030.
3. Skydance
The newest kid on the block in streaming has the most to prove. Skydance combined two struggling legacy streaming platforms, Warner Bros. Discovery and Paramount, into one, and absorbed roughly $80 billion in debt to do it.
It also settled a lawsuit with several state attorneys general. It made a number of compromises, including releasing at least 30 theatrical films per year over the next five years. That commitment, among others, could hamper its ability to turn profitable.
Given its debt and the restrictions from the settlement, Skydance faces an uphill battle through 2030. The stock will struggle to outperform the market.
4. Comcast
Finally, Comcast (NASDAQ: CMCSA) is the last major streaming stock on the list, following the wave of consolidation. However, the Peacock parent has less exposure to streaming than other companies on this list, as its primary business is broadband internet.
With its cable business declining and broadband mature, the company has struggled to grow. While Peacock offers a good mix of entertainment and has reached 48 million users in the U.S., it doesn't operate internationally and is unlikely to have a significant impact on Comcast's bottom line.
For dividend and value investors, Comcast may be attractive, but the business and the stock have been in decline for years, and that trend will be difficult to reverse.
What it means for investors
Legacy operators still face headwinds from the decline of the cable and box office businesses, giving Netflix an advantage over its peers.
Still, all of these companies are competing against big tech companies like Amazon, Alphabet, and Apple that see streaming as a way to pad their user ecosystems and make them stickier, and they have the means to operate at a loss if needed.
Therefore, all four of these stocks face challenges in addition to streaming reaching maturity in established markets like North America. Netflix still looks like the best bet, given its established global presence and scale, but its days of delivering market-crushing growth for investors may be over.
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Jeremy Bowman has positions in Netflix and Roku. The Motley Fool has positions in and recommends Netflix, Roku, and Walt Disney. The Motley Fool recommends Comcast. The Motley Fool has a disclosure policy.

Here's Where Netflix and 3 Other Streaming and Media Stocks Could Be by 2030

The S&P 500 Index ($SPX) (SPY) closed down by -0.02% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down by -0.35%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.31%. December E-mini S&P futures (ESZ26) fell -0.02%, and December E-mini Nasdaq futures (NQZ26) fell -0.32%.
Stock indexes settled lower on Tuesday, with the Nasdaq 100 falling to a 1.5-week low. Weakness in chipmakers weighed on the broader market Tuesday amid concerns that investment in artificial intelligence may be unsustainable due to safety concerns and signs of funding strain. Also, a selloff in South Korea’s Samsung Electronics and SK Hynix knocked South Korea’s Kospi Index down more than -5% on Tuesday to a 2.5-month low amid concerns over intensifying competition from China, adding additional pressure to chip stocks.
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However, stocks recovered from their worst levels on Tuesday as bond yields fell on dovish Fed comments that bolstered speculation the Fed won’t be forced to raise interest rates aggressively. Fed Governor Christopher Waller said the recent surge in long-term bond yields is helping to curb demand in interest-rate-sensitive sectors, such as housing and automobiles, doing some of the Fed's work to tighten monetary policy. Waller’s comments suggest he favors holding policy steady at the FOMC meeting later this month. Also, New York Fed President John Williams said, "It may be appropriate for one more 25 bp Fed rate hike this year, but I don't think at this time I have any reason to believe that we would need to do more."
Hawkish comments on Tuesday from Chicago Fed President Austan Goolsbee limited the decline in T-note yields when he said inflation tied to the AI boom is "jumping out of its lane" and starting to push up prices in unrelated corners of the economy. The 10-year T-note yield fell -3 bp to 5.21%.
Tuesday’s US economic news was supportive for stocks after Sep existing home sales unexpectedly rose +1.5% m/m to 3.99 million, stronger than expectations of a decline to 3.95 million.
Stocks have support from the prospect of solid quarterly earnings results starting this week. Goldman Sachs on Monday raised its three-month view on global equity markets to overweight from neutral, saying. “Earnings growth remains supportive for equities and the recent valuation de-rating has improved asymmetry into the third-quarter earnings season.”
According to data compiled by Bloomberg Intelligence, Q3 S&P 500 profits are expected to climb by +25% from a year earlier, up from a July estimate of 22%. Q3 earnings season begins this week when US money center banks report.
The International Monetary Fund (IMF) raised its 2026 global GDP forecast to 3.1% from 3.0% in July and kept its 2026 global consumer price forecast unchanged from July at 4.7%.
Nov WTI crude oil prices (CLX26) rose slightly on Tuesday amid concerns about Middle East energy-supply disruptions. Saudi Arabia has seen an increase in attacks from Houthi rebels in Yemen in recent days, while Iran has ramped up attacks on shipping in the Strait of Hormuz.
Gains in crude were limited on Tuesday after Saudi Arabia said its Sep crude production rose by +2 million bpd (+40% m/m) to 8.732 million bpd, recovering from a 36-year low in August. Goldman Sachs estimates a $24-a-barrel risk premium in crude oil prices due to the Middle East conflict. However, if Europe releases half the diesel it has announced from reserves, fair value prices could fall by about $11 a barrel.
Markets are discounting a 22% chance of a +25 bp Fed rate hike at the next FOMC meeting on October 27-28.
Overseas stock markets settled mixed on Tuesday. The Euro Stoxx 50 closed down -0.55%. China's Shanghai Composite recovered from a 2.5-month low and closed up +0.10%. Japan's Nikkei-225 Stock Average fell to a 1.5-week low and closed down -1.82%.
Interest Rates
December 10-year T-notes (ZNZ6) closed up by +5.5 ticks on Tuesday. The 10-year T-note yield fell -2.5 bp to 5.213%. Dec T-notes rose to a 1-week high on Tuesday, and the 10-year T-note yield fell to a 1-week low of 5.171%. Lower inflation expectations supported gains in T-notes on Tuesday after the 10-year breakeven inflation rate fell to a 1-week low of 2.336%. Dovish Fed comments also supported T-note prices on Tuesday when Fed Governor Christopher Waller said the recent surge in long-term bond yields is doing some of the Fed’s work to tighten monetary policy, suggesting he favors holding policy steady at the FOMC meeting later this month. Also, New York Fed President John Williams said that after the Fed hikes rates one more time this year, he believes the Fed’s rate-hike cycle is done.
T-note gains were limited Tuesday after Chicago Fed President Austan Goolsbee said inflation remains too high. Also, Tuesday’s report showing Sep existing home sales unexpectedly increased weighed on T-notes.
European government bond yields were mixed on Tuesday. The 10-year German bund yield fell to a 1-week low of 3.426% and finished down -0.8 bp to 3.469%. The 10-year UK gilt yield rose +0.7 bp to 5.447%.
Markets are discounting a 12% chance of a +25 bp ECB rate hike at the ECB’s next meeting on October 29.
US Stock Movers
Chipmakers and AI-infrastructure stocks retreated for a second session on Tuesday, weighing on the overall market. Applied Materials (AMAT) closed down more than -6% to lead losers in the S&P 500 and Nasdaq 100 after failing to give a detailed outlook at an investor day conference. Also, Micron Technology (MU) and KLA Corp (KLAC) closed down more than -3%, and Lam Research (LRCX) closed down more than -2%. In addition, ASML Holding NV (ASML) and Western Digital (WDC) closed down more than -1%.
Pharmaceutical stocks sold off on Tuesday. Vertex Pharmaceuticals (VRTX) closed down more than -4%, and Merck & Co (MRK), Ionis Pharmaceuticals (IONS), Jazz Pharmaceuticals Plc (JAZZ), and Untragenyx Pharmaceutical (RARE) closed down more than -2%. Also, Gilead Sciences (GILD), Amgen (AMGN), Eli Lilly (LLY), Alnylam Pharmaceuticals (ALNY), and Regeneron Pharmaceuticals (REGN) closed down more than -1%.
Energy producers and service providers rallied on Tuesday as WTI crude prices rose. Valero Energy (VLO) closed up more than +4%, and Marathon Petroleum (MPC) and Phillips 66 (PSX) closed up more than +3%. Also, APA Corp (APA), ConocoPhillips (COP), and Devon Energy (DVN) closed up more than +2%, and Chevron (CVX), Diamondback Energy (FANG), and ExxonMobil Holdings (XOM) closed up more than +1%.
Telecom operators moved higher on Tuesday. Charter Communications (CHTR) closed up more than +4%, and T-Mobile US (TMUS), Comcast (CMCSA), Verizon Communications (VZ), and AT&T (T) closed up more than +1%.
Syndax Pharmaceuticals (SNDX) closed down more than -16% after saying its MAXPIRe Phase 2 trial of its axatilimab to treat idiopathic pulmonary fibrosis failed to meet its primary endpoint.
AST SpaceMobile (ASTS) closed down more than -8% after Piper Sandler downgraded the stock to neutral from overweight.
SentinelOne (S) closed down more than -6% after announcing that it intends to offer $1.25 billion in convertible senior notes due in 2031 via private placement.
Johnson & Johnson (JNJ) closed down more than -5% to lead losers in the Dow Jones Industrials after forecasting full-year sales of $101.00 billion to $101.40 billion, the midpoint below the consensus of $101.24 billion.
Domino’s Pizza (DPZ) closed down more than -5% after reporting Q3 total domestic store comparable sales growth of +0.30%, below the consensus of +0.72%.
Meta Platforms (META) closed up more than +2% to lead gainers in the Nasdaq 100, adding to Monday’s +3% gain, after releasing a new artificial intelligence model called Muse Wonder, which the company claims has “frontier capabilities.”
Ollie’s Bargain Outlet Holdings (OLLI) closed up more than +2% after its Board of Directors approved a $500 million stock buyback plan.
Amer Sports (AS) closed up more than +2% after Jefferies initiated coverage on the stock with a buy recommendation and a price target of $42.
Earnings Reports (10/14/2026)
Bank of America Corp (BAC), Blackrock Inc (BLK), Fastenal Co (FAST), Morgan Stanley (MS), Progressive Corp/The (PGR), State Street Corp (STT).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.

Stocks Finish Lower Ahead of Wednesday’s CPI Report

The NASDAQ 100 After Hours Indicator is down -10.15 to 30,654.55. The total After hours volume is currently 121,212,545 shares traded.
The following are the most active stocks for the after hours session:
Nu Holdings Ltd. (NU) is -0.03 at $15.98, with 7,305,742 shares traded. NU's current last sale is 86.15% of the target price of $18.55.
Comcast Corporation (CMCSA) is +0.02 at $20.70, with 5,445,582 shares traded. CMCSA's current last sale is 72.63% of the target price of $28.5.
Indivior Pharmaceuticals, Inc. (INDV) is unchanged at $36.06, with 4,347,182 shares traded. As reported by Zacks, the current mean recommendation for INDV is in the "strong buy range".
Centuri Holdings, Inc. (CTRI) is unchanged at $20.65, with 3,767,135 shares traded. CTRI's current last sale is 73.75% of the target price of $28.
NVIDIA Corporation (NVDA) is -0.19 at $226.13, with 3,538,743 shares traded. As reported by Zacks, the current mean recommendation for NVDA is in the "buy range".
Snap Inc. (SNAP) is +0.05 at $6.58, with 3,464,809 shares traded. SNAP's current last sale is 94% of the target price of $7.
Trevi Therapeutics, Inc. (TRVI) is -0.01 at $12.93, with 3,205,329 shares traded. As reported in the last short interest update the days to cover for TRVI is 8.333613; this calculation is based on the average trading volume of the stock.
TJX Companies, Inc. (The) (TJX) is -0.62 at $141.30, with 2,799,934 shares traded. As reported by Zacks, the current mean recommendation for TJX is in the "buy range".
Alphabet Inc. (GOOGL) is +0.05 at $352.77, with 2,718,230 shares traded. As reported by Zacks, the current mean recommendation for GOOGL is in the "buy range".
Amazon.com, Inc. (AMZN) is +0.1687 at $259.70, with 2,605,553 shares traded. As reported by Zacks, the current mean recommendation for AMZN is in the "buy range".
CBIZ, Inc. (CBZ) is +0.04 at $54.82, with 2,581,436 shares traded. CBZ's current last sale is 124.59% of the target price of $44.
Nokia Corporation (NOK) is +0.01 at $9.91, with 2,534,758 shares traded. As reported by Zacks, the current mean recommendation for NOK is in the "buy range".

After Hours Most Active for Oct 12, 2026 : NU, CMCSA, INDV, CTRI, NVDA, SNAP, TRVI, TJX, GOOGL, AMZN, CBZ, NOK

The S&P 500 Index ($SPX) (SPY) is up by +0.26% today, the Dow Jones Industrial Average ($DOWI) (DIA) is up by +0.21%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.31%. December E-mini S&P futures (ESZ26) are up +0.20%, and December E-mini Nasdaq futures (NQZ26) are up +0.16%.
Stock indexes are moving higher today, supported by lower crude oil prices. WTI crude oil is down nearly -1% today as Middle East tensions eased after President Trump said the US would not attack Iran before the midterm elections.
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Also, concerns about slowing demand for AI-infrastructure stocks eased today after people familiar with the matter said OpenAI is expecting to reach or exceed $70 billion in annualized revenue by the end of the year, refuting a report from the Financial Times on Thursday that said OpenAI is on track to generate annualized revenue of roughly $50 billion based on its current performance.
Earnings optimism is a bullish factor for stock prices. According to data compiled by Bloomberg Intelligence, Q3 S&P 500 profits are expected to climb by +25% from a year earlier, up from a July estimate of 22%. Q3 earnings season begins next week when US money center banks report.
Nov WTI crude oil prices (CLX26) are down nearly -1% today after President Trump said the US would not attack Iran ahead of next month’s midterm elections, citing “productive discussions” with Iran. Losses in crude may be limited today as signs point to lower US crude output and threats to refining capacity. Roughly 1.28 million bpd of crude output, or 63% of US Gulf crude production, has been shut in, and Hurricane Isaias is expected to make landfall along the Gulf Coast later today or tomorrow, threatening 500,000 bpd of refining capacity. Also, due to Iranian attacks on shipping in the Strait of Hormuz, the cost to ship oil out of the Middle East is soaring, with freight rates from the Middle East to China jumping to $1.4 million a day, the most on record.
Markets are discounting a 19% chance of a +25 bp Fed rate hike at the next FOMC meeting on October 27-28.
Overseas stock markets are mixed today. The Euro Stoxx 50 is up +1.18%. China's Shanghai Composite recovered from a 2.5-month low and closed up +0.05%. Japan's Nikkei-225 Stock Average closed down -0.02%.
Interest Rates
December 10-year T-notes (ZNZ6) are down by -7 ticks today. The 10-year T-note yield is up +3.0 bp to 5.257%. T-notes are under pressure today from stronger stocks, which curbs safe-haven demand for government debt. T-note losses are limited today, with WTI crude oil prices down nearly -1%, easing inflation expectations.
European government bond yields are moving lower today. The 10-year German bund yield is down -2.6 bp to 3.469%. The 10-year UK gilt yield is down -5.2 bp to 5.429%.
Italy's Aug industrial production fell -1.3% m/m, weaker than expectations of no change and the biggest decline in a year.
Markets are discounting a 11% chance of a +25 bp ECB rate hike at the ECB’s next meeting on October 29.
US Stock Movers
Optical-equipment makers are rallying today after Lumentum Holdings said its components are “completely sold out” through 2029 on high demand from tech companies clamoring for faster AI data centers. Applied Optoelectronics (AAOI) is up more than +9%, and Coherent (COHR) is up more than +8%. Also, Lumentum Holdings (LITE) is up more than +6% to lead gainers in the Nasdaq 100, and Fabrinet (FN) is up more than +3%.
Tower companies are gaining today after SpaceX said it had agreed to acquire a nationwide low-band spectrum license portfolio in a deal analysts say is a positive catalyst for the sector. Crown Castle (CCI) is up more than +11%, and American Tower (AMT) and SBA Communications (SBAC) are up more than -7%.
Humana (HUM) is up more than +14% to lead gainers in the S&P 500 and health insurance stocks higher after data from the Centers for Medicare and Medicaid Services showed improved ratings for the company’s Medicare Advantage contract, allowing it to earn bonus payments. Also, UnitedHealth Group (UNH) is up more than +3% to lead gainers in the Dow Jones Industrials, and Elevance Health (ELV) and Centene (CNC) are up more than +2%. In addition, Molina Healthcare (MOH), and the Cigna Group (CI) are up more than +1%.
Telecom stocks are retreating today after SpaceX said it had agreed to acquire a nationwide low-band spectrum license portfolio, which will increase competition from satellite operators. T-Mobile US (TMUS) is down more than -9% to lead losers in the S&P 500 and Nasdaq 100. Also, AT&T (T) is down more than -7%, and Verizon Communications (VZ) is down more than -6%. In addition, Charter Communications (CHTR) is down more than -3%, and Comcast (CMCSA) is down more than -1%.
Delta Air Lines (DAL) is down more than -3% to lead airline stocks lower after cutting its full-year adjusted EPS forecast to $5.10 to $5.60 from a previous estimate of $6.50 to $7.50, the midpoint below the consensus of $5.44. Also, American Airlines Group (AAL), United Airlines Holdings (UAL), and Alaska Air Group (ALK) are down more than -2%, and Southwest Airlines (LUV) is down more than -1%.
Fastly (FSLY) is up more than +6% after Oppenheimer upgraded the stock to outperform from perform, with a price target of $35.
Cboe Global Markets (CBOE) is up more than +3% after Morgan Stanley double-upgraded the stock to overweight from underweight, with a price target of $358.
Apple (AAPL) is down more than -2% to lead losers in the Dow Jones Industrials after cutting component orders for the iPhone 18 Pro and iPhone 18 Pro Max following weaker-than-expected demand. Skyworks Solutions (SWKS), a supplier of Apple, also dropped -6% on the news.
Earnings Reports (10/9/2026)
Delta Air Lines Inc (DAL), Hingham Institution For Savings (HIFS), Nurix Therapeutics Inc (NRIX).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
More news from Barchart

Stocks Push Higher as Crude Oil Prices Ease

The NASDAQ 100 After Hours Indicator is down -11.92 to 30,264.89. The total After hours volume is currently 170,705,352 shares traded.
The following are the most active stocks for the after hours session:
NVIDIA Corporation (NVDA) is -0.2801 at $228.58, with 5,799,196 shares traded. Over the last four weeks they have had 8 up revisions for the earnings forecast, for the fiscal quarter ending Oct 2026. The consensus EPS forecast is $2.47. As reported by Zacks, the current mean recommendation for NVDA is in the "buy range".
CCC Intelligent Solutions Holdings Inc. (CCC) is -0.1982 at $6.42, with 5,445,087 shares traded. As reported by Zacks, the current mean recommendation for CCC is in the "buy range".
Cisco Systems, Inc. (CSCO) is unchanged at $106.74, with 4,688,415 shares traded. As reported by Zacks, the current mean recommendation for CSCO is in the "buy range".
Comcast Corporation (CMCSA) is +0.0255 at $21.82, with 3,603,609 shares traded. CMCSA's current last sale is 75.23% of the target price of $29.
Grab Holdings Limited (GRAB) is -0.0047 at $3.09, with 3,187,381 shares traded. As reported by Zacks, the current mean recommendation for GRAB is in the "buy range".
Navitas Semiconductor Corporation (NVTS) is +2.66 at $14.39, with 3,060,151 shares traded. NVTS's current last sale is 110.69% of the target price of $13.

After Hours Most Active for Sep 28, 2026 : NVDA, CCC, CSCO, CMCSA, GRAB, NVTS

The S&P 500 Index ($SPX) (SPY) closed up by +0.51% on Friday, the Dow Jones Industrial Average ($DOWI) (DIA) closed up by +0.93%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.42%. December E-mini S&P futures (ESZ26) rose +0.47%, and December E-mini Nasdaq futures (NQZ26) rose +0.39%.
Stock indexes settled higher on Friday amid a slide in crude oil prices. WTI crude oil tumbled more than -2% on Friday on hopes for diplomacy to end the US-Iran war that would reopen the Strait of Hormuz. Also, strength in chipmakers and AI stocks on Friday supported stocks amid optimism over AI and demand for AI infrastructure.
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Friday’s US economic news was better than expected and supportive for stocks after Aug nondefense ex-aircraft capital goods new orders, a proxy for capital spending, rose +1.6% m/m, stronger than expectations of +0.6% m/m. July was also revised upward to +0.6% m/m from the previously reported unchanged m/m. In addition, the University of Michigan US Sep consumer sentiment index was unexpectedly revised upward by +0.3 to 48.1, stronger than expectations of a downward revision to 47.5.
Gains in stock indexes were limited on Friday after the 10-year T-note yield climbed to a new 19-year high of 5.23% on fears the Fed will continue to raise interest rates. New York Fed President John Williams said Friday that the Fed needs to return inflation to target, and it can't ignore supply shocks if they have a persistent effect on prices.
Nov WTI crude oil prices (CLX26) fell more than -2% on Friday after Iran proposed a 7-day plan to end the war and reopen the Strait of Hormuz. Under the conditions Iran has set for the agreement, all hostilities would end during the seven days, including in Lebanon; the US would release Iran’s frozen assets (estimated at $12 billion), waive sanctions on Iranian oil, and lift the naval blockade on Iran. Then, on the last day, the Strait of Hormuz would be reopened. Iran’s foreign minister, Abbas Araghchi, said that after the seven days, comprehensive negotiations over Iran’s nuclear program would immediately begin.
Markets are discounting a 64% chance of a +25 bp Fed rate hike at the next FOMC meeting on October 27-28.
Overseas stock markets settled higher on Friday. The Euro Stoxx 50 closed up +0.48%. China's Shanghai Composite did not trade Friday, with markets in China closed for the Mid-Autumn Festival holiday. Japan's Nikkei-225 Stock Average rose to a 2.5-week high and closed up +1.30%.
Interest Rates
December 10-year T-notes (ZNZ6) settled unchanged on Friday. The 10-year T-note yield fell -1.2 bp to 5.165%. Dec T-notes recovered from early losses on Friday and moved higher after WTI crude oil fell more than -2%, which eased inflation expectations and sparked some short covering.
T-notes initially moved lower on Friday, and the 10-year T-note yield rose to a new 19-year high of 5.225%. T-notes came under pressure on hawkish comments from New York Fed President John Williams, who stressed that the Fed needs to return inflation to target. T-notes were also undercut by better-than-expected US economic news, including Aug nondefense ex-aircraft capital goods new orders and the University of Michigan Sep US consumer sentiment index.
European government bond yields were mixed on Friday. The 10-year German bund yield rose to a 17-year high of 3.632% and finished up +0.2 bp to 3.601%. The 10-year UK gilt yield fell from a 1.5-week high of 5.408% and finished down -1.5 bp to 5.366%.
The German Oct GfK consumer confidence index fell -3.8 to a 5-month low of -30.6, weaker than expectations of -27.2.
Markets are discounting a 42% chance of a +25 bp ECB rate hike at the ECB’s next meeting on October 29.
US Stock Movers
Chipmakers and AI stocks rallied on Friday, supporting the overall market. The iShares Semiconductor ETF (SOXX) closed up more than +1%. Microchip Technology (MCHP) closed up more than +5% to lead gainers in the Nasdaq 100, and ON Semiconductor (ON) closed up more than +5%. Also, NXP Semiconductors NV (NXPI) and Qualcomm (QCOM) closed up more than +3%, and Analog Devices (ADI), Applied Materials (AMAT), Lam Research (LRCX), and Texas Instruments (TXN) closed up more than +2%. In addition, ARM Holdings Plc (ARM), SanDisk (SNDK), ASML Holding NV (ASML), Western Digital (WDC), Marvell Technology (MRVL), and Seagate Technology Holdings Plc (STX) closed up more than +1%.
Cybersecurity stocks were under pressure on Friday, led by a -10% decline in Zscaler (ZS) after announcing Ross Tackett as the new chief revenue officer, effective October 1. Also, Gen Digital (GEN) closed down more than -6% to lead losers in the S&P 500, and SentinelOne (S) closed down more than -6%. In addition, Okta (OKTA) closed down more than -5%, and Palo Alto Networks (PANW) closed down more than -3% to lead losers in the Nasdaq 100. Finally, Fortinet (FTNT), CrowdStrike Holdings (CRWD), and Cloudflare (NET) closed down more than -2%.
Atlas Energy Solutions (AESI) closed up more than +13% after announcing a purchase agreement with Wyoming Machinery Company for $340.5 million of Balance of Plant equipment for a power generation project.
People Inc. (PPLI) closed up more than +11% after the Wall Street Journal reported that MGM Resorts International is discussing making a bid for the company.
Humana (HUM) closed up more than +4% after Barclays upgraded the stock to overweight from equal weight with a price target of $515.
Akamai Technologies (AKAM) closed up more than +3% after agreeing to a seven-year $11.6 billion deal to provide computing power to Anthropic.
Twilio (TWLO) closed down more than -7% after HSBC downgraded the stock to reduce from hold with a price target of $211.
Otis Worldwide (OTIS) closed down more than -1% after Wells Fargo & Co initiated coverage on the stock with a recommendation of underweight.
Comcast Corp (CMCSA) closed down -1% after KeyBanc Capital Markets downgraded the stock to underweight from sector weight with a price target of $18.
Earnings Reports (9/28/2026)
IDT Corp (IDT), Jefferies Financial Group Inc (JEF), Liberty Live Holdings Inc (LLYVA), ReposiTrak Inc (TRAK), SR Bancorp Inc (SRBK), Vail Resorts Inc (MTN).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
More news from Barchart

Stocks Settle Higher as Crude Prices Fall on US-Iran Deal Hopes

Key Points
Although Comcast consistently generated higher overall revenue totals across the entire measured timeframe, Walt Disney shows a noticeably stronger growth trajectory that highlights an underlying structural shift in financial momentum between the two distinct global companies.
Comcast experienced modest quarter-over-quarter revenue fluctuations that included a slight year-over-year contraction for the quarter ended June 2026, while Walt Disney maintained a steady and reliable pace of continuous upward revenue momentum.
Retail investors analyzing these contrasting financial trajectories should watch whether the two companies see their historical revenue gap continue to narrow in upcoming quarters, or if the larger baseline difference simply stabilizes around its current level.
Comcast: Modest Revenue Contraction During Recent Quarters
Comcast (NASDAQ:CMCSA) primarily generates its core operating revenue by providing cable internet, media broadcasting, streaming services, and theme park experiences.
It recently announced a planned tax-free spin-off on June 29 to formally separate its NBCUniversal media business from Comcast, forming two independent publicly traded companies, while simultaneously launching a specialized new home cybersecurity service that technically integrates artificial intelligence with its existing regional gateway hardware infrastructure.
Walt Disney: Consistent Upward Revenue Growth Momentum
Walt Disney (NYSE:DIS) earns its primary operating revenue through a vast portfolio of film studios, television networks, streaming services, and theme parks.
It implemented multiple structural phases of targeted workforce reductions alongside numerous executive leadership appointments across its various entertainment and technology divisions throughout its fiscal third quarter, ended June 27, while concurrently agreeing to a finalized $100 million settlement to legally resolve a lingering class action antitrust lawsuit regarding alleged agreements among its animation studios.
Why Revenue Matters for Investors
Revenue essentially represents the total top-line money entering a business before any expenses are subtracted. This metric reveals whether an organization is successfully attracting customers and growing its overall business volume over time.
Quarterly Revenue Trends for Comcast and Walt Disney
Calendar quarter
Comcast Revenue
Walt Disney Revenue
Q3 2024
$32.1 billion (quarter ended Sept. 30, 2024)
$22.6 billion (quarter ended Sept. 28, 2024)
Q4 2024
$31.9 billion (quarter ended Dec. 31, 2024)
$24.7 billion (quarter ended Dec. 28, 2024)
Q1 2025
$29.9 billion (quarter ended March 31, 2025)
$23.6 billion (quarter ended March 29, 2025)
Q2 2025
$30.3 billion (quarter ended June 30, 2025)
$23.6 billion (quarter ended June 28, 2025)
Q3 2025
$31.2 billion (quarter ended Sept. 30, 2025)
$22.5 billion (quarter ended Sept. 27, 2025)
Q4 2025
$32.3 billion (quarter ended Dec. 31, 2025)
$26.0 billion (quarter ended Dec. 27, 2025)
Q1 2026
$31.5 billion (quarter ended March 31, 2026)
$25.2 billion (quarter ended March 28, 2026)
Q2 2026
$29.9 billion (quarter ended June 30, 2026)
$25.2 billion (quarter ended June 27, 2026)
Data source: Financial Modeling Prep. Data as of Sept. 25, 2026.
Foolish Take
Comcast and Walt Disney have experienced massive transformation in the entertainment industry. First, the arrival of streaming upended old cable TV models. Now, the artificial intelligence boom presents new challenges and opportunities. That's why Disney announced the hiring of Karandeep Anand, the company's first Chief Technology Officer, on Sept. 18.
Comcast's response to the rapidly evolving media landscape was to announce a split between its entertainment and broadband technology businesses into two separate publicly-traded companies. In looking at the company's revenue trend, it's worth noting the 1.2% year-over-year decline in the second quarter to $29.9 billion is the result of its decision to divest some of its business units. On a pro forma basis, Q2 revenue actually increased 4.7% over 2025.
Even so, Disney enjoyed stronger sales growth in its fiscal third quarter ended June 27. The company reported a 7% year-over-year increase to $25.2 billion, thanks to strong 10% growth in revenue from its Experiences division, which encompasses theme parks and cruise ships.
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Comcast vs. Walt Disney: Comparing Recent Revenue Trends Between These Media Companies

The NASDAQ 100 After Hours Indicator is up 5.94 to 30,614.08. The total After hours volume is currently 139,531,265 shares traded.
The following are the most active stocks for the after hours session:
First Trust Nasdaq Oil & Gas ETF (FTXN) is -0.12 at $38.48, with 20,767,281 shares traded. This represents a 45.43% increase from its 52 Week Low.
Arbutus Biopharma Corporation (ABUS) is +0.01 at $4.86, with 7,405,059 shares traded. As reported by Zacks, the current mean recommendation for ABUS is in the "strong buy range".
First Trust Nasdaq Pharmaceuticals ETF (FTXH) is unchanged at $41.67, with 4,188,429 shares traded. This represents a 52.64% increase from its 52 Week Low.
Comcast Corporation (CMCSA) is +0.04 at $21.95, with 3,945,540 shares traded. CMCSA's current last sale is 75.69% of the target price of $29.
NVIDIA Corporation (NVDA) is -0.07 at $225.00, with 3,808,788 shares traded. Over the last four weeks they have had 9 up revisions for the earnings forecast, for the fiscal quarter ending Oct 2026. The consensus EPS forecast is $2.47. As reported by Zacks, the current mean recommendation for NVDA is in the "buy range".
Cisco Systems, Inc. (CSCO) is +0.15 at $106.85, with 3,214,897 shares traded. As reported by Zacks, the current mean recommendation for CSCO is in the "buy range".
J P Morgan Chase & Co (JPM) is -0.4219 at $342.64, with 2,652,351 shares traded. JPM's current last sale is 92.6% of the target price of $370.
BitMine Immersion Technologies, Inc. (BMNR) is -0.0571 at $27.50, with 2,165,336 shares traded. As reported by Zacks, the current mean recommendation for BMNR is in the "buy range".
EQT Corporation (EQT) is -0.0586 at $50.75, with 1,710,757 shares traded. As reported by Zacks, the current mean recommendation for EQT is in the "buy range".
CenterPoint Energy, Inc. (CNP) is unchanged at $36.84, with 1,569,436 shares traded., following a 52-week high recorded in today's regular session.
Pfizer, Inc. (PFE) is unchanged at $28.67, with 1,346,991 shares traded. PFE's current last sale is 102.39% of the target price of $28.
CVS Health Corporation (CVS) is +0.25 at $89.38, with 1,326,327 shares traded. As reported by Zacks, the current mean recommendation for CVS is in the "buy range".

After Hours Most Active for Sep 25, 2026 : FTXN, ABUS, FTXH, CMCSA, NVDA, CSCO, JPM, BMNR, EQT, CNP, PFE, CVS

The S&P 500 Index ($SPX) (SPY) is up by +0.25% today, the Dow Jones Industrial Average ($DOWI) (DIA) is up by +0.36%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.30%. December E-mini S&P futures (ESZ26) are up +0.25%, and December E-mini Nasdaq futures (NQZ26) are up +0.31%.
Stock indexes are moving higher today amid weakness in crude oil prices. WTI crude oil is down more than -1% on a report that US and Iranian negotiators are exploring a phased deal to reopen the Strait of Hormuz. Also, strength in chipmakers and AI stocks today is also a supportive factor for stocks amid optimism over AI and demand for AI infrastructure.
Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
Today’s US economic news was better than expected and supportive for stocks after Aug nondefense ex-aircraft capital goods new orders, a proxy for capital spending, rose +1.6% m/m, stronger than expectations of +0.6% m/m. July was also revised upward to +0.6% m/m from the previously reported unchanged m/m. Also, the University of Michigan US Sep consumer sentiment index was unexpectedly revised upward by +0.3 to 48.1, stronger than expectations of a downward revision to 47.5.
Stock indexes fell from their highs today as bond yields rose. The 10-year T-note yield climbed to a new 19-year high of 5.23% today on concerns the Fed will continue to raise interest rates after New York Fed President John Williams said the Fed can't ignore supply shocks if they have a persistent effect on prices and it needs to return inflation to target.
Nov WTI crude oil prices (CLX26) are down more than -1% today as US and Iranian negotiators explored a phased deal that would see Iran reopen the Strait of Hormuz. The Financial Times reported that Iranian Foreign Minister Abbas Araghchi had submitted a new seven-day proposal to the US to reopen Hormuz if certain conditions were met.
Markets are discounting a 66% chance of a +25 bp Fed rate hike at the next FOMC meeting on October 27-28.
Overseas stock markets are higher today. The Euro Stoxx 50 is up +0.37%. China's Shanghai Composite did not trade today, with markets in China closed for the Mid-Autumn Festival holiday. Japan's Nikkei-225 Stock Average rose to a 2.5-week high and closed up +1.30%.
Interest Rates
December 10-year T-notes (ZNZ6) are down by -9 ticks today. The 10-year T-note yield is up +2.3 bp to 5.225%. Dec T-notes are under pressure today and are just above Thursday’s 19-year nearest-futures low, and the 10-year T-note yield rose to a new 19-year high of 5.223%. T-notes gave up an overnight advance and turned lower on hawkish comments from New York Fed President John Williams, who stressed that the Fed needs to return inflation to target. T-notes also fell today on better-than-expected US economic news, including Aug nondefense ex-aircraft capital goods new orders and the University of Michigan Sep US consumer sentiment index. T-notes initially moved higher today as WTI crude oil prices fell more than -1%, easing inflation expectations and sparking some mid short covering.
European government bond yields are moving higher today. The 10-year German bund yield rose to a 17-year high of 3.632% and is up +2.8 bp to 3.628%. The 10-year UK gilt yield climbed to a 1.5-week high of 5.408% and is up +1.6 bp to 5.397%.
The German Oct GfK consumer confidence index fell -3.8 to a 5-month low of -30.6, weaker than expectations of -27.2.
Markets are discounting a 47% chance of a +25 bp ECB rate hike at the ECB’s next meeting on October 29.
US Stock Movers
Chipmakers and AI stocks are moving higher today, supporting the overall market. The iShares Semiconductor ETF (SOXX) is up more than +1%. ARM Holdings Plc (ARM), NXP Semiconductors NV (NXPI), and Qualcomm (QCOM) are up more than +3%, and Microchip Technology (MCHP), Analog Devices (ADI), and Texas Instruments (TXN) are up more than +2%. Also, SanDisk (SNDK), ASML Holding NV (ASML), Applied Materials (AMAT), and Lam Researach (LRCX) are up, more than +1%.
Cybersecurity stocks are under pressure today, led by an -8% decline in Zscaler (ZS) after announcing Ross Tackett as the new chief revenue officer, effective October 1. Also, Okta (OKTA) and SentinelOne (S) are down more than -3%, and Palo Alto Networks (PANW), Fortinet (FTNT) and Gen Digital (GEN) are down more than -2%. In addition, CrowdStrike Holdings (CRWD) is down more than -1%.
Energy stocks and service providers are weaker today, with WTI crude oil down more than -1%. Valero Energy (VLO) and Devon Energy (DVN) are down more than -2%, and Phillips 66 (PSX), Marathon Petroleum (MPC), APA Corp (APA), ConocoPhillips (COP), Diamondback Energy (FANG), and Occidental Petroleum (OXY) are down more than -1%.
Atlas Energy Solutions (AESI) is up more than +19% after announcing a purchase agreement with Wyoming Machinery Company for $340.5 million of Balance of Plant equipment for a power generation project.
People Inc. (PPLI) is up more than +9% after the Wall Street Journal reported that MGM Resorts International is discussing making a bid for the company.
Humana (HUM) is up more than +8% to lead gainers in the S&P 500 after Barclays upgraded the stock to overweight from equal weight with a price target of $515.
Akamai Technologies (AKAM) is up more than +7% after agreeing to a seven-year $11.6 billion deal to provide computing power to Anthropic.
Twilio (TWLO) is down more than -6% after HSBC downgraded the stock to reduce from hold with a price target of $211.
Lionsgate Studios (LION) is down more than -4% after JPMorgan Chase initiated coverage on the stock with a recommendation of underweight and a price target of $9.
Comcast Corp (CMCSA) is down more than -2% after KeyBanc Capital Markets downgraded the stock to underweight from sector weight with a price target of $18.
Earnings Reports (9/25/2026)
None.
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.

Indicator	Mar 26	May 26	Jun 26	Jul 26	Oct 26	TTM	Median
P/E	5.41	5.35	7.67	4.70	7.34	7.34	17.73
Price/Sales	0.81	0.80	0.70	—	0.67	0.67	0.99
P/B	1.12	1.02	0.94	0.97	0.90	0.90	1.47
P/FCF	4.96	4.86	4.24	4.31	4.06	4.06	10.25

Indicator	Mar 26	May 26	Jun 26	Jul 26	Oct 26	TTM	Median
ROE	19.78	—	12.02	—	—	12.02	13.26
ROA	6.97	—	4.21	—	—	4.21	5.10
ROI	10.01	—	6.12	—	—	6.12	7.48
Net Worth	99.72	98.35	85.14	86.66	81.54	81.54	0.65
Quick Ratio	0.00	—	0.00	—	—	0.00	0.92
Current Ratio	0.87	—	0.80	—	—	0.80	1.15

Indicator	Mar 26	May 26	Jun 26	Jul 26	Oct 26	TTM	Median
Net Profit Margin	15.00	—	8.97	—	—	8.97	9.98
Operating Margin	15.28	—	14.66	—	—	14.66	14.37
Gross Margin	35.38	—	34.52	—	—	34.52	55.30
Return on tangible equity	0.00	—	0.00	—	—	0.00	26.67

Indicator	Mar 26	May 26	Jun 26	Jul 26	Oct 26	TTM	Median
EPS	—	0.79	—	1.04	1.07	1.07	0.33
EPS Forecast	—	0.73	—	0.97	0.98	0.98	0.27
Revenue	31.46B	—	29.94B	—	—	29.94B	83.00M
Gross Profit	10.17B	—	11.11B	—	—	11.11B	—
EBITDA	8.00B	—	8.85B	—	—	8.85B	—

Comcast Corporation

Recent quarterly and TTM performance

Valuation

Debts

Efficiency

Other ratios

Revenue