Comcast's Theme Park Opening Leads to 20% Stock Drop
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 20 2026
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Source: NASDAQ.COM
- Park Opening Impact: Comcast's Epic Universe opened in spring 2025, attracting record tourism revenue in Central Florida; however, issues like long lines and unreliable attractions led to a 20% stock drop, highlighting the challenges of park operations against market expectations.
- Poor Financial Performance: Despite a 19% revenue increase and a 13% EBITDA rise in the theme park segment during Q3, Comcast's overall revenue, net income, and adjusted EBITDA fell by 3%, 5%, and 1% respectively, indicating a decline in its legacy cable and broadband businesses.
- Six Flags' Struggles: Following its merger with Cedar Fair in 2024, Six Flags saw its stock plummet over 68% in 2025, with projected losses indicating a tightening of profitability targets and a significant loss of market confidence in its operational strategy.
- Disney's Relative Stability: Although Disney's stock rose 4% in 2025, its theme parks only achieved a 6% revenue increase and an 8% EBITDA rise, failing to match the broader market's mid-teen growth, reflecting intense industry competition and cautious investor sentiment.
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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.
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