Comcast (CMCSA) — What Changed

Material changes in the AI committee's view · 29 events tracked · Detected nightly

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2026-08-01 MAJOR
▼ Agreement Shift

CMCSA's Committee agreement moved from 60.00% to 42.90% (-17.10pp, 1 day(s) apart).

60.00 → 42.90 (-17.1)

2026-08-01 MINOR
▼ Score Change

CMCSA's Committee score moved from 62.33 to 58.37 (-3.96, 1 day(s) apart).

62.33 → 58.37 (-4.0)

2026-08-01 MATERIAL
— Conviction Change

CMCSA's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-31 MAJOR
▲ Agreement Shift

CMCSA's Committee agreement moved from 42.90% to 60.00% (+17.10pp, 1 day(s) apart).

42.90 → 60.00 (+17.1)

2026-07-31 MINOR
▲ Score Change

CMCSA's Committee score moved from 57.34 to 62.33 (+4.99, 1 day(s) apart).

57.34 → 62.33 (+5.0)

2026-07-31 MATERIAL
— Conviction Change

CMCSA's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-31 MAJOR
— Rating Change

CMCSA moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-30 MINOR
▼ Score Change

CMCSA's Committee score moved from 57.62 to 57.34 (-0.28, 1 day(s) apart).

57.62 → 57.34 (-0.3)

2026-07-28 MINOR
▼ Score Change

CMCSA's Committee score moved from 58.43 to 57.62 (-0.81, 1 day(s) apart).

58.43 → 57.62 (-0.8)

2026-07-24 MINOR
▼ Score Change

CMCSA's Committee score moved from 59.02 to 58.34 (-0.68, 1 day(s) apart).

59.02 → 58.34 (-0.7)

2026-07-18 MINOR
▼ Score Change

CMCSA's Committee score moved from 58.61 to 57.18 (-1.43, 1 day(s) apart).

58.61 → 57.18 (-1.4)

2026-07-16 MAJOR
▼ Agreement Shift

CMCSA's Committee agreement moved from 60.00% to 42.90% (-17.10pp, 1 day(s) apart).

60.00 → 42.90 (-17.1)

2026-07-16 MATERIAL
▼ Score Change

CMCSA's Committee score moved from 63.89 to 58.61 (-5.28, 1 day(s) apart).

63.89 → 58.61 (-5.3)

2026-07-16 MATERIAL
— Conviction Change

CMCSA's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-16 MAJOR
— Rating Change

CMCSA moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-15 MAJOR
▲ Agreement Shift

CMCSA's Committee agreement moved from 42.90% to 60.00% (+17.10pp, 1 day(s) apart).

42.90 → 60.00 (+17.1)

2026-07-15 MINOR
▲ Score Change

CMCSA's Committee score moved from 58.91 to 63.89 (+4.98, 1 day(s) apart).

58.91 → 63.89 (+5.0)

2026-07-15 MATERIAL
— Conviction Change

CMCSA's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-15 MAJOR
— Rating Change

CMCSA moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-14 MAJOR
▼ Agreement Shift

CMCSA's Committee agreement moved from 60.00% to 42.90% (-17.10pp, 1 day(s) apart).

60.00 → 42.90 (-17.1)

2026-07-14 MAJOR
▼ Score Change

CMCSA's Committee score moved from 68.75 to 58.91 (-9.84, 1 day(s) apart).

68.75 → 58.91 (-9.8)

2026-07-14 MATERIAL
— Conviction Change

CMCSA's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-14 MAJOR
— Rating Change

CMCSA moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-13 MINOR
▼ Agreement Shift

CMCSA's Committee agreement moved from 60.00% to 57.10% (-2.90pp, 1 day(s) apart).

60.00 → 57.10 (-2.9)

2026-07-13 MATERIAL
▼ Score Change

CMCSA's Committee score moved from 69.19 to 61.77 (-7.42, 1 day(s) apart).

69.19 → 61.77 (-7.4)

2026-07-13 MATERIAL
— Conviction Change

CMCSA's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-10 MAJOR
▼ Agreement Shift

CMCSA's Committee agreement moved from 75.00% to 60.00% (-15.00pp, 3 day(s) apart).

75.00 → 60.00 (-15.0)

2026-07-10 MINOR
▼ Score Change

CMCSA's Committee score moved from 68.81 to 68.75 (-0.06, 3 day(s) apart).

68.81 → 68.75 (-0.1)

2026-07-10 MATERIAL
— Conviction Change

CMCSA's Committee conviction moved from high to moderate (3 day(s) apart).

high → moderate

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →