CMCSA
Comcast Corp
Position levels
Currenttoday
USD 23.96
Buy <=wait / entry
USD 22.17
Trim >=take some off
USD 27.50
Thesis breakThe thesis is invalidated if Xfinity broadband net additions turn negative for t...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 33% | 100 / 100 | 33.0 |
| Base case | 48% | 62 / 100 | 29.8 |
| Bear case | 19% | 10 / 100 | 1.9 |
| Weighted conviction | 65 / 100 - BUY | ||
Top risks
- Multi-year exclusive MVNO agreement with T-Mobile to deliver mobile services to business customers under Comcast Business Mobile brand, launching 2026
- Announcement of tax-free spin-off of NBCUniversal and Sky media businesses into separate publicly traded company, planned completion within one year
- OMNIA Partners contract documentation for Comcast Cable Communications Management, LLC serving public sector participants