The Next Big Thing in AI: Musk's Secret Supplier

Nvidia soared 500% in the first AI wave. Now, Elon Musk's xAI is igniting the second. With Trump's backing and policy shifts, xAI is poised to dominate generative AI. One small company behind its tech could explode in value-this may be your second chance to ride the AI boom.

What's In Store For Comcast In Q4?

Nabaparna Bhattacharya
January 14, 2025

Goldman Sachs analyst Michael Ng reiterated the Buy rating on Comcast Corporation (NASDAQ:CMCSA) with a price forecast of $50.

The analyst projects the company to report in-line results for the fourth quarter, with revenue of $31.6 billion, EBITDA of $8.50 billion, and EPS of $0.86.

Segment forecasts include Connectivity and Platforms EBITDA of $7.67 billion, slightly below consensus, and Content and Experiences EBITDA of $1.13 billion, slightly above consensus, Ng adds.

In Connectivity & Platforms, broadband net adds are projected to fall more than the consensus, with 3.2% residential broadband ARPU growth, slightly below the consensus of 3.3%.

Within Content & Experiences, the analyst expects Media EBITDA to be $289 million (consensus $313 million), Studios EBITDA $378 million ($360 million consensus), and Theme Parks EBITDA $731 million ($742 million consensus).

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The analyst sees the company to have minimal growth over the next twelve months, with 0% revenue growth and 1% EBITDA growth in 2025. However, investor sentiment is anticipated to improve in 2025 due to strong C&P performance (3% – 4% broadband ARPU growth) and growth potential in 2026 from events like the Super Bowl and Epic Universe expansion.

The analyst views the company’s shares as attractively valued, with a 10% FCF yield and 5% EPS growth in 2025, supported by $8 billion in estimated buybacks.

Comcast will report its fourth quarter and full-year 2024 results on Thursday, January 30, 2025.

Price Action: CMCSA shares are trading lower by 0.112 to $36.41 at last check Tuesday.

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