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Why Netflix or Disney Should Hijack Fox’s Roku Deal
Barrons.com60d agoneutral
Why Netflix or Disney Should Hijack Fox’s Roku Deal

Markets may soon have to grapple with another media M&A battle, just months after the end of the messy Warner Bros. Discovery takeover saga. Fox said on Monday that it had agreed to buy streaming device maker Roku for $22 billion in stock and cash. “ Disney Netflix or Comcast could come over the top, so long as they are willing to pay the $900 million termination fee,” Wolfe Research analyst Peter Supino said in a research note this week.

Rosenblatt Lowers PT on Comcast (CMCSA) Stock
Insider Monkey61d agoneutral
Rosenblatt Lowers PT on Comcast (CMCSA) Stock

Comcast Corporation (NASDAQ:CMCSA) is one of the Most Undervalued Long Term Stocks to Buy Right Now. On June 5, Rosenblatt reduced its price objective on the company’s stock to $24 from $30 and maintained a “Neutral” rating. The firm noted the decline in the company’s stock price on a YTD basis, which the analyst believes was […]

Fox Stock Extends Slide to Second Day After Roku Deal
Barrons.com61d agoneutral
Fox Stock Extends Slide to Second Day After Roku Deal

Fox stock continued to fall a second day after the broadcaster announced an agreement to buy streaming technology maker Roku on Monday. Fox Class A shares were down 5.6% at $51.69, and Fox Class B shares were down 5.1% at $47.42 just after 11 a.m. Eastern time. Roku shares were down 1.5% at $138.80.

Is Comcast (CMCSA) One of the Top 10 Income Stocks with the Highest Upside Potential?
Insider Monkey62d agoneutral
Is Comcast (CMCSA) One of the Top 10 Income Stocks with the Highest Upside Potential?

Comcast Corporation (NASDAQ:CMCSA) is included among the Top 10 Income Stocks with the Highest Upside Potential. On June 12, Freedom Broker initiated coverage of Comcast Corporation (NASDAQ:CMCSA) with a Hold rating. It also set a $29 price target on the shares. The analyst noted that Comcast remains the largest broadband provider in the United States. […]

Roku For Sale? JPMorgan Sees Comcast As The Most Logical Buyer
Benzinga62d agobullish
Roku For Sale? JPMorgan Sees Comcast As The Most Logical Buyer

Roku Inc. (NASDAQ:ROKU) shares surged Friday after a report suggested the streaming platform is exploring a potential sale. Now, JPMorgan believes one name stands out from a crowded field of possible buyers. In a note following the report, analyst Cory Carpenter said Roku’s combination of TV operating system ownership and distribution into more than 100 million households makes it a strategic asset. While the firm sees potential logic for combinations involving Amazon.com Inc. (NASDAQ:AMZN), Net

Fox to buy streaming pioneer Roku in a $22 billion deal
Associated Press62d agobullish
Fox to buy streaming pioneer Roku in a $22 billion deal

Fox Corp. has agreed to buy the streaming pioneer Roku in a cash-and-stock deal valued at approximately $22 billion, including debt. Roku will continue to be run as an open, partner-friendly platform, the companies said Monday, and there appears to be no immediate changes that customers will see. Fox and Roku said that the combined company will become the third-largest player in U.S. television by share of viewing.

Comcast (CMCSA) Stock Valuation After Recent Share Price Weakness
Simply Wall St.63d agoneutral
Comcast (CMCSA) Stock Valuation After Recent Share Price Weakness

Comcast (CMCSA) is back on many investors’ screens after recent share price swings, with the stock down about 1% over the past month and about 19% over the past 3 months. See our latest analysis for Comcast. Those recent swings sit within a tougher run overall, with the share price falling about 19% over the past 3 months and the 1 year total shareholder return down about 22%. This points to fading momentum as investors reassess Comcast’s risks and opportunities at a US$24.50 share price. If...

Comcast Bets On Bilingual World Cup Coverage To Deepen Xfinity Engagement
Simply Wall St.64d agoneutral
Comcast Bets On Bilingual World Cup Coverage To Deepen Xfinity Engagement

Comcast is preparing extensive bilingual coverage for the 2026 FIFA World Cup across its Xfinity platforms. The company plans to integrate FOX Sports and Telemundo streams with features such as RealTime4K, Multiview, and AI-powered highlights. FOX One will launch on Xumo Stream Box, aligning English and Spanish content in a single streaming hub. For investors watching NasdaqGS:CMCSA, this World Cup effort comes as the stock trades around $24.5 and has been under pressure, with the share...

Is Comcast Corporation (CMCSA) A Good Stock To Buy Now?
Insider Monkey65d agobullish
Is Comcast Corporation (CMCSA) A Good Stock To Buy Now?

Is CMCSA a good stock to buy? We came across a bullish thesis on Comcast Corporation on r/ValueInvesting by CLE_Watches. In this article, we will summarize the bulls’ thesis on CMCSA. Comcast Corporation’s share was trading at $23.76 as of June 8th. CMCSA’s trailing and forward P/E were 4.67 and 7.10 respectively according to Yahoo Finance. Comcast […]

3 Reasons to Sell CMCSA and 1 Stock to Buy Instead
StockStory67d agoneutral
3 Reasons to Sell CMCSA and 1 Stock to Buy Instead

Over the past six months, Comcast’s stock price fell to $23.92. Shareholders have lost 13.3% of their capital, which is disappointing considering the S&P 500 has climbed by 7.5%. This may have investors wondering how to approach the situation.

Comcast Links TV Ads To Real Purchases With New Data Partnership
Simply Wall St.67d agobullish
Comcast Links TV Ads To Real Purchases With New Data Partnership

Comcast's advertising arm announced a partnership with Affinity Solutions to use purchase transaction data in its AI audience discovery engine. The collaboration aims to connect TV ad exposure with real-world spending, giving advertisers a way to focus campaigns on buyers rather than broad demographics. This marks a shift toward outcome based TV advertising for NasdaqGS:CMCSA, going beyond recent headlines around debt activity and theme parks. Comcast, through its advertising division, is...

Is Comcast (CMCSA) One of the 12 Cash-Rich Stocks to Buy Right Now?
Insider Monkey67d agobullish
Is Comcast (CMCSA) One of the 12 Cash-Rich Stocks to Buy Right Now?

With a TTM operating cash flow of $32.2 billion, Comcast Corporation (NASDAQ:CMCSA) is included among the 12 Cash-Rich Stocks to Buy Right Now. On June 9, Comcast Corporation (NASDAQ:CMCSA) announced that it is expanding its network to connect more than 5,500 homes and businesses across Wisconsin’s Manitowoc and St. Croix counties to multi-gigabit symmetrical internet service. When […]

Charter and Comcast rival files Chapter 11 bankruptcy
TheStreet70d 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 ...