NASDAQ:CMCSA

Comcast Corp (CMCSA)

23.73
-0.82 (3.34%)
as of Jul 1, 2026, 8:00:00 pm Market Open.
77 watching
0
Investor Insights
star iconJul 1, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

Comcast Corp (CMCSA) has been facing challenges recently, including customer losses and significant debt, yet it maintains robust cash flow from its broadband segment and other assets like NBC Universal and theme parks. Analysts note the recent volatility in share price, particularly following the SpaceX IPO, which opened a window for buying opportunities. Stockchase Research Editor Michael O’Reilly has expressed caution, recommending trailing stops and covering positions in light of a downtrend. Despite this, there are indications that the company's strategic initiatives to enhance customer offerings could rejuvenate growth. With shares trading at low earnings multiples and a healthy ROE, there remains some hope for upside potential, bolstered by substantial share buybacks and growing cash reserves.

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Consensus
Cautious
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Valuation
Fair Value
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TWC, TWC

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BUY

She just bought it last week. Huge cash flow though also a lot of debt. They have NBC Universal and the theme parks, though pales compared to their broadband business. The SpaceX IPO knocked CMCSA shares from $30 to $22, so it was an opportunity.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Aug 05/25, Down 11.1%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with CMCSA has triggered its stop at $29.  To remain disciplined, we recommend covering the position at this time.  

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Aug 05/25, Down 3%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with CMCSA is stagnating.  To remain disciplined, we recommend trailing up the stop (from $26) to $29 at this time.  

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

Faced with recently reported loss of customers, CMCSA is taking drastic steps to increase offerings to its customers.  Analysts expect this will stem the tide and allow the company to regain growth.  Despite all this, cash reserves are growing while shares are aggressively bought back -- albeit on the back on some increase in debt.  It trades at 7x earnings, 1.2x book and supports a ROE of 25%.  We recommend setting a stop-loss at $26, looking to achieve $40 -- upside potential of 22%.  Yield 3.9%

(Analysts’ price target is $39.84)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Dec 10/24, Down 11.1%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with CMCSA has triggered its stop at $35.  To remain disciplined, we recommend covering the position at this time.  

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

CMCSA released some worrisome news that they expect to continue to lose customers to growing competition.  However, they are managing a strategy to off load some of its services and has also announced a partnership with Warner Bros that could open some new revenue streams.  We like that cash reserves are growing as debt is retired and shares bought back.  It trades at 12x earnings, under 2x book and supports a 17% ROE.  We recommend setting a stop-loss at $35, looking to achieve $48 -- upside potential of 20%.  Yield 3.1%

(Analysts’ price target is $48.14)
PAST TOP PICK
(A Top Pick Aug 16/23, Down 12%)

It is a play on a return to theme parks. It is at a very low valuation along with streaming growth. It has a healthy balance sheet with lots of cash. At 8X 2025 it is trading way lower than the market.

DON'T BUY

Super-competitive space, so it's tough to get excited about it. The market itself isn't growing. Pricing game. Can't morph itself into something else to be more competitive.

PAST TOP PICK
(A Top Pick Aug 16/23, Down 9%)

Hasn't worked yet. Beat this quarter. Difficult time with broadband. Makes a ton of cash, very healthy balance sheet, should have strong buybacks. Trades at 9x 2025. Cheap name with growth of almost 8%. Decent dividend.

BUY

Enjoys solid trends in its core business, and trades at 11x PE and a 30% discount to its peers.

TOP PICK

Gets no respect, as it's seen as cable/TV, a dying business. Has 6 growth businesses: broadband for residential and business, wireless, theme parks, streaming, and studios. Together, those are growing about 10% a year, and will be 75% of the business over the next few years. Anemic 11x, growth of 10%. Defensive, still room to go. Yield is 2.46%.

(Analysts’ price target is $50.31)
HOLD
Hard time executing on plans. Fierce competition in cable and fixed wireless. Pace of broadband subscriber additions much weaker than expected. Peacock streaming way below target. One of the cheapest names in the space at 10x earnings. Free cashflow yield is high at 9%. Buying back stock. Safe holding. Could go into mid-40s in the next year or so.
HOLD
Streaming market share of company has hit record numbers. Expects consumers to spend less on streaming. Good business model overall. Current share price presenting good buying opportunity.
PAST TOP PICK
(A Top Pick Jun 22/21, Down 32%) Very large media company that has many assets. Unable to execute on any plans. Large pullback in subscribers. Competition from fixed wireless products. Currently trading at ~11x earnings with ~8% dividend yield. Will continue to hold.
BUY
He prefers CMCSA to AT&T. CMCSA has better risk/reward, with upside when cable installs return, a better way to play US telecom.
Showing 1 to 15 of 68 entries

Comcast Corp (CMCSA) Frequently Asked Questions

What is Comcast Corp stock symbol?

Comcast Corp is a American stock, trading under the symbol CMCSA (previously CMCSA-Q on Stockchase) on the NASDAQ (CMCSA). It is usually referred to as NASDAQ:CMCSA or CMCSA

Is Comcast Corp a buy or a sell?

In the last year, 4 stock analysts issued a Buy, Sell, or Hold rating on CMCSA (previously CMCSA-Q on Stockchase). 4 analysts recommended to BUY and 0 analysts recommended to SELL the stock. The latest stock analyst rating is BUY. Read the latest stock experts' ratings for Comcast Corp.

Is Comcast Corp a good investment or a top pick?

Comcast Corp was recommended as a Top Pick by Jamie Murray on 2022-08-10. Read the latest stock experts ratings for Comcast Corp.

Why is Comcast Corp stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for Comcast Corp.

Is Comcast Corp worth watching?

Comcast Corp is followed by 77 investors on Stockchase and is a trending stock that is worth watching.

What is Comcast Corp stock price?

On 2026-07-01, Comcast Corp (CMCSA) stock closed at a price of $23.73.

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5(4)
Based on 4 expert opinions: 4 buy 0 hold 0 sell