Comcast's Epic Universe Opens with 19% Revenue Growth in First Quarter
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 20 2026
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Source: Fool
- Epic Universe Launch: Comcast's Epic Universe theme park opened in May 2025, achieving a 19% revenue increase in its first full quarter, although the overall company faced a 3% decline in revenue and a 5% drop in net income, indicating limited support from the park for the company's performance.
- Six Flags Struggles: Following its merger with Cedar Fair in 2024, Six Flags saw its stock plummet 68% in 2025, with both EBITDA and net profit margins contracting, and is expected to post a loss in 2025, reflecting poor integration outcomes and lowered profitability targets.
- Disney's Relative Stability: Despite a modest 4% stock increase in 2025, Disney's theme parks and cruise operations reported a 6% revenue rise and an 8% EBITDA increase, showcasing resilience amid a challenging market environment.
- Optimistic Future Outlook: For 2026, Comcast, United Parks, and Disney are trading at forward earnings multiples of 7, 10, and 15 respectively, with Comcast's overall business contracting but still presenting attractive valuations, while Six Flags may not reach comparable multiples until 2028, necessitating asset sales to improve its debt-laden balance sheet.
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Analyst Views on CMCSA
Wall Street analysts forecast CMCSA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CMCSA is 33.45 USD with a low forecast of 23.00 USD and a high forecast of 53.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
22 Analyst Rating
7 Buy
12 Hold
3 Sell
Hold
Current: 28.410
Low
23.00
Averages
33.45
High
53.00
Current: 28.410
Low
23.00
Averages
33.45
High
53.00
About CMCSA
Comcast Corporation is a global media and technology company. The Company delivers broadband, wireless, and video through Xfinity, Comcast Business, and Sky; produces, distributes, and streams entertainment, sports, and news through brands, including NBC, Telemundo, Universal, Peacock, and Sky; and brings theme parks and attractions to life through Universal Destinations & Experiences. The Company operates through two primary businesses: Connectivity & Platforms and Content & Experiences. The Connectivity & Platforms business includes two segments: Residential Connectivity & Platforms, and Business Services. Its Connectivity and Content & Experiences business include three segments: Media, Studios and Theme Parks. Sky provides connectivity services to customers across Europe through Sky Broadband, Sky Mobile, and Sky Business. Sky Business extends broadband services and purpose-built products to businesses in Europe.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Comcast Reports Mixed Q4 Results Amid Streaming Gains
- Revenue Performance: Comcast reported Q4 revenue of $32.31 billion, slightly missing analyst expectations of $32.36 billion, despite a year-over-year growth of 1.2%, indicating strong performance in wireless and streaming sectors.
- Subscriber Losses: The company lost 181,000 broadband and 245,000 video subscribers, reflecting competitive pressure from telecom rivals, which negatively impacts its market share.
- Streaming Growth: Peacock's streaming service saw a 23% year-over-year revenue increase to $1.6 billion, with paid subscribers rising 22% to 44 million, showcasing robust growth in content and advertising revenue.
- Capital Returns: Comcast generated $4.37 billion in free cash flow during the quarter and repurchased 53.6 million shares, resulting in a total capital return of $2.7 billion, demonstrating a balance between ongoing investments and shareholder returns.
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- Service Improvement: The company focuses on meeting the unique needs of customers aged 50 and above through 100% US-based customer service representatives, ensuring high customer satisfaction and maintaining leadership among value-oriented MVNOs.
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