Comcast Corp Class A

CMCSA: XNAS (USA)

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US Cable: Lower Broadband Penetration Assumptions Hit Fair Values, but Shares Still Look Cheap

Michael Hodel

Jul 15, 2026

Our confidence in Comcast and Charter's ability to maintain pricing discipline while stemming broadband customer losses has weakened. US cable firms showed no improvement in the first quarter, the FCC is preparing additional wireless spectrum for auction, and SpaceX poses an incremental threat.

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Comcast Corp Class A

US Cable: Lower Broadband Penetration Assumptions Hit Fair Values, but Shares Still Look Cheap

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