Comcast Corp

CMCSA-Q

NASDAQ:CMCSA

46.15
0.45 (0.98%)
Comcast Corporation is an American global telecommunications conglomerate that is the largest broadcasting and cable television company in the world by revenue.
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Analysis and Opinions about CMCSA-Q

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
July 3, 2020
(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.
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(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
PAST TOP PICK
May 22, 2020
(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.
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(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
BUY
January 16, 2020
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)
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Comcast Corp (CMCSA-Q)
January 16, 2020
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
PAST TOP PICK
October 24, 2019
(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.
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Comcast Corp (CMCSA-Q)
October 24, 2019
(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
TOP PICK
July 8, 2019
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)
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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
PAST TOP PICK
July 4, 2019
(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.
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(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
TOP PICK
May 14, 2019

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)

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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
COMMENT
January 28, 2019
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.
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Comcast Corp (CMCSA-Q)
January 28, 2019
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
BUY
October 22, 2018

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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Comcast Corp (CMCSA-Q)
October 22, 2018

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.

WATCH
WATCH
October 10, 2018

He is wondering what their strategy is going to be over the next five years. The business is very mature and he thinks it will require another capex cycle. He wouldn’t step in right now. He would keep watching it for now.

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Comcast Corp (CMCSA-Q)
October 10, 2018

He is wondering what their strategy is going to be over the next five years. The business is very mature and he thinks it will require another capex cycle. He wouldn’t step in right now. He would keep watching it for now.

TOP PICK
TOP PICK
July 25, 2018

They provide internet service and has been in the news about adding content internationally. They are going after SKY in Europe. It trades at 13 times earnings and the dividend is growing by over 10% per year. Yield 2.3%. (Analysts’ price target is $43.26)

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They provide internet service and has been in the news about adding content internationally. They are going after SKY in Europe. It trades at 13 times earnings and the dividend is growing by over 10% per year. Yield 2.3%. (Analysts’ price target is $43.26)

COMMENT
COMMENT
May 31, 2018

A real innovator delivering cable TV. They wanted to go outside US because they want to growth like everybody else in a no-growth industry. If Comcast does pay up for purchasing Fox a big acquisition they will have to take on more debt than they have. And that has put pressure on the stock. He thinks that eventually Walt Disney (DIS-N) is going to buy Fox so the stock could go up out of relief.

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A real innovator delivering cable TV. They wanted to go outside US because they want to growth like everybody else in a no-growth industry. If Comcast does pay up for purchasing Fox a big acquisition they will have to take on more debt than they have. And that has put pressure on the stock. He thinks that eventually Walt Disney (DIS-N) is going to buy Fox so the stock could go up out of relief.

DON'T BUY
DON'T BUY
April 5, 2018

He owns a large position in Comcast, which is causing him grief. Comcast and Disney are aggressively bidding on Sky News, because Sky is the UK leader in subscriptions, and Comcast and Disney ultimately want compete with Netflix. He's taken a step back from Disney and Comcast. He'd rather just own Netflix.

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He owns a large position in Comcast, which is causing him grief. Comcast and Disney are aggressively bidding on Sky News, because Sky is the UK leader in subscriptions, and Comcast and Disney ultimately want compete with Netflix. He's taken a step back from Disney and Comcast. He'd rather just own Netflix.

PAST TOP PICK
PAST TOP PICK
January 17, 2018

(A Top Pick Jan 26/17. Up 14%.) This went through a little weakness over the last 3 months. All the video subscriber results were down, and competitive threats from DirecTV. He continues to be very happy with this.

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Comcast Corp (CMCSA-Q)
January 17, 2018

(A Top Pick Jan 26/17. Up 14%.) This went through a little weakness over the last 3 months. All the video subscriber results were down, and competitive threats from DirecTV. He continues to be very happy with this.

BUY
BUY
December 5, 2017

In the news right now because there is a lot of movement with Fox, Disney and Comcast trying to buy some of the properties. It had a breakdown in the summer and into the fall when the CFO made some negative comments on some subscriber additions, but it has rallied nicely in the last 3 weeks. The company is a beneficiary of the tax break, and in addition, they are striving to become more than just an internet mobile wireless company.

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Comcast Corp (CMCSA-Q)
December 5, 2017

In the news right now because there is a lot of movement with Fox, Disney and Comcast trying to buy some of the properties. It had a breakdown in the summer and into the fall when the CFO made some negative comments on some subscriber additions, but it has rallied nicely in the last 3 weeks. The company is a beneficiary of the tax break, and in addition, they are striving to become more than just an internet mobile wireless company.

Showing 1 to 15 of 46 entries

Comcast Corp(CMCSA-Q) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 4

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 4

Stockchase rating for Comcast Corp is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Comcast Corp(CMCSA-Q) Frequently Asked Questions

What is Comcast Corp stock symbol?

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

Is Comcast Corp a buy or a sell?

In the last year, 4 stock analysts published opinions about CMCSA-Q. 4 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is PAST TOP PICK. 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 Varun Anand on 2020-07-03. 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 help on deciding if you should buy, sell or hold the stock.

Is Comcast Corp worth watching?

4 stock analysts on Stockchase covered Comcast Corp In the last year. It is a trending stock that is worth watching.

What is Comcast Corp stock price?

On 2020-09-25, Comcast Corp (CMCSA-Q) stock closed at a price of $46.15.