Comcast's Theme Park Opening Leads to 20% Stock Drop
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 20 2026
0mins
Should l Buy CMCSA?
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
22 Analyst Rating
7 Buy
12 Hold
3 Sell
Hold
Current: 31.600
Low
23.00
Averages
33.45
High
53.00
Current: 31.600
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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See More
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