Comcast (CMCSA) Could Be 38% Undervalued As Starlink Mobile Plans Raise Fresh Questions

Comcast (CMCSA) is back in focus after SpaceX detailed plans to expand Starlink into mobile services using 800 MHz spectrum. This move has pressured large telecom stocks and sharpened questions around competitive risk. Over the past year, Comcast’s share price has drifted lower, with a 30 day share price return down 17.14% and a year to date move down 29.32%. The 1 year total shareholder return is down 21.70% and the 5 year total shareholder return is down 51.10%, pointing to fading momentum...