Comcast: Why I Disagree With Wall Street
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The article discusses a disagreement with Wall Street's optimistic buy rating for Comcast (CMCSA), suggesting that the growth potential is overestimated. The author's growth estimate for CMCSA is 4-5%, lower than the consensus of 6.6%.
February 21, 2025 | 10:45 am
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NEGATIVE IMPACT
The article challenges Wall Street's buy rating for Comcast, suggesting that the growth potential is overestimated. The author's growth estimate is 4-5%, lower than the consensus of 6.6%.
The article presents a bearish view on Comcast's growth potential, which could lead to a negative short-term impact on its stock price as investors reassess their expectations.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100