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NASDAQ:CMCSA

Comcast Corp (CMCSA)

23.97
-0.00 (0.00%)
as of Jun 11, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 11, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

Comcast Corp (CMCSA) has faced challenges recently, including a reported loss of customers, leading to significant strategic adjustments aimed at enhancing service offerings. Despite these setbacks, cash reserves are on the rise, and share buybacks are occurring, although they come with an increase in debt. Analysts highlight the company’s relatively low valuation at 7x earnings and a solid return on equity of 25%. While there are mixed opinions on whether to maintain investments, experts suggest careful monitoring with stop-loss recommendations at $26 and $29 in various contexts. The current yield of 3.9% and an analyst price target of $39.84 indicate a potential upside of about 22%.

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Consensus
Mixed
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Valuation
Fair Value
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TWC, TWC
PAST TOP PICK
(A Top Pick Mar 02/21, Down 12%) They are growing their cable share in the US. They started the Peacock streaming service. There's a $70 target on this. He's been adding to his holdings.
PAST TOP PICK
(A Top Pick Jun 22/21, Down 15%) Pace of broadband subscribers less than expected. Market's worried it's losing market share. Other segments doing well. Free cashflow yield an attractive 3.7%. Speculation of increasing dividends and buybacks. Could reach $70 level over next 18-24 months.
TOP PICK
An old-school huge media behemoth with assets in cable, SkyTV and NBC Universal. {technical problems, so no more comments} (Analysts’ price target is $63.78)
BUY
It's a great, long-term holding. Comcast owns this show.
TOP PICK
There's been dislocation in US telecoms with mergers and 5G coming in, but Comcast continues to win market share from traditional telecoms. This trend should continue and feed cash flow. Their TV content through NBC and Sky should enjoy ad recovery this year while their theme parks and film operations should benefit from the reopening. Trades at a 7.5% free cash flow yield. He targets $70. (Analysts’ price target is $59.23)
PARTIAL BUY
He likes it. Known from providing high-speed internet in the U.S. which enjoys high barriers to entry. Good cash flow. Problem here are the theme parks it owns, down 70% in attendance because of Covid; they may even close down. The broadband business is doing very well, undervalued and Comcast will do well in the long term.
PAST TOP PICK
(A Top Pick Jul 08/19, Down 6%) The broadband business was seen as an infrastructure play. There were a string of broadband revenue growth cycles, but then COVID-19 hit and the theme park part of the business saw revenues fall to zero. There was a recent report suggesting splitting the business into two, and he would favor it. They trimmed their holdings a while ago, but still hold some.
PAST TOP PICK
(A Top Pick May 14/19, Down 8%) A tough road ahead for them, he thinks. Universal Studios is looking to re-open in Florida in early June. He continues to own it.
BUY
It is a steady performer. 15% per year dividend growth. The stock has traded in a range until recently when it broke out to new highs. The group as a whole is behaving well. He likes the combination of assets and their opportunity for streaming in this area. (Analysts’ price target is $51.00)
PAST TOP PICK
(A Top Pick Jul 08/19, Up 8%) They are happy to let cord cutters leave if they replace them with more lucrative broadband customers where they don't share the profit with TV broadcasters. Operating costs are declining. He would be adding on any weakness.
TOP PICK
He focuses on their cable business. Last quarter they had a 10% increase in growth due to pricing as well as subscriber growth. That is the sweet spot. The market is underestimating the transition of the cable business. (Analysts’ price target is $48.09)
PAST TOP PICK
(A Top Pick Jul 25/18, Up 32%) The largest US cable company in the US. People worry about cord cutting but they have a good broad band business. Continue to hold.
TOP PICK

They've penetrated 45% of US households. Streaming (Netflix) is a major threat, though. Today, Comcast sold their stake in Hulu, but can still show their content on Hulu. They still make a ton of money, because they are the "pipe" of Netflix which runs on their lines. Low volatile and pays a decent dividend. Plus, they benefit from mobile usage. (Analysts’ price target is $47.06)

COMMENT
Looks good and has built a nice base. It hits trouble at $40, but it could rise 10-12%, but he needs to see it to rise above $40 first before he'd trade it. Range-bound.
BUY

They're about to finish acquring Sky in the UK. A very promising company. They know this business, and there's a lot of synergy in this deal. Sky has an outstanding user interface which has eluded North American systems and encouraged cord-cutting here. Comcast is levering a little, but generating strong free cash flow. They won't buy back stocks, but overall the Sky deal is a great move.

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