Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

NASDAQ:CMCSA

Comcast Corp (CMCSA)

23.97
-0.00 (0.00%)
as of Jun 11, 2026, 8:00:00 pm Market Open.
77 watching
0
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%.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Fair Value
review icon
Similar
TWC, TWC
PAST TOP PICK

(A Top Pick July 15/14. Up 4.18%.) Acquiring Time Warner Cable (TWC-N). They are looking at the landscape and realizing that it is changing. Within the framework of the incumbent cable and telecom, he feels this is in the best condition to navigate that change in the landscape.

COMMENT

Anything in the technology area is generally okay. Chart is showing a nice long upwards trend line. He likes the look of it.

PAST TOP PICK

(Top Pick Jul 15/14, Up 0.51%) Still thinks the Time Warner Cable goes through. There are revenue synergies. Thinks there are going to be share buybacks. It should get re-rated as the cash flow starts to grow. This will be a 2016/17 story.

TOP PICK

The issue people have worried about is over the top and core cutting, and what that means for the traditional cable business. They have shown that to have the pipeline infrastructure, the last mile connection to the house, is still very critical. Signed a deal with Netflix to substantiate that. Largest US cable/broadcast operator. Thinks the Time Warner acquisition is done. Yield of 1.65%. A $70 stock in 2017.

DON'T BUY

Has a difficult time with this company because it doesn’t earn a lot of money and from a FMV point of view the stock is expensive.

HOLD

What we are having right now is a global economic recovery. Consumer Staple companies had performed well in 2007-2008, now we are in a position worldwide where there is lots of money floating around. People have money now to do things that they never had a chance before and consumer discretionary stocks have done extremely well and will continue to do so.

COMMENT

Do you like the US entertainment and media sector such as Comcast (CMCSA-Q) and Time Warner (TWX-N)? A great area to be looking at right now. Everything now is about content and the media companies are the guys at control content. There are going to be more acquisitions and you want to own the right properties. (See Top Picks.)

DON'T BUY

Has owned it but exited. It approached target price. They have cable and interesting content. More upside elsewhere.

PAST TOP PICK
(A Top Pick Oct 8/10. Total return 34.71%.) Sold his holdings in August.
TOP PICK
He likes the whole space of cable and direct TV providers and this one is the cheapest. Trading in a triangle formation with the probability of a breakout. $17 stop and target in the low 20s.
BUY
(Market Call Minute.) This is one of the better telco/cable stocks. Valuation is interesting.
PAST TOP PICK
(A Top Pick Dec 11/08. Down 3.96%.)
TOP PICK
Largest cable company in the US with 24 million subscribers. Very well positioned in adding phone subscribers through a bundling program. Come mid-February there be a number of televisions that won't work anymore unless you have cable. Trading at decades low multiples. Good cash flow. Strong balance sheet and good dividend.
SELL
Under a lot of pressure. Very difficult environment for the cables in the U.S. Wouldn’t buy, not an investment great credit rating. Debt/ cash-flow in quite high, they’ve got a lot of debt.
BUY
Cable has done remarkably well over the last few years. Strong growth in cash flows. Planning to increase their cap ex.
Showing 46 to 60 of 67 entries