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Comcast maintains higher absolute revenue but Disney demonstrates stronger growth momentum. Comcast's revenue has contracted modestly due to business divestitures, while Disney shows consistent upward trajectory with 7% year-over-year growth in Q2 2026, driven by strong theme park performance. The revenue gap between the two media giants is narrowing, signaling a structural shift in competitive dynamics.
AMD crossed $1 trillion and Meta's Muse rattled subscription stocks. Meanwhile, Treasury yields hit 2007 highs.
Analysts downgraded Nike, Comcast, Restaurant Brands.
Comcast stock fell as KeyBanc downgraded CMCSA to Underweight with an $18 price target, citing broadband and theme park pressures.
Filed: 2026-09-25 AccNo: 0001628280-26-063495 Size: 190 KB Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers Item 9.01: Financial Statements and Exhibits
FactSet reports Q4 Wednesday, with EPS expected at $4.35 and revenue at $629.8M. Analysts recently raised price targets, ranging from $250 to $304.