Comcast (NASDAQ:CMCSA) Earns “Neutral” Rating from Rosenblatt Securities

Comcast (NASDAQ:CMCSA)‘s stock had its “neutral” rating reissued by analysts at Rosenblatt Securities in a note issued to investors on Friday,Benzinga reports. They currently have a $30.00 price target on the cable giant’s stock. Rosenblatt Securities’ price objective suggests a potential upside of 0.84% from the company’s current price.

A number of other research analysts have also recently commented on CMCSA. Royal Bank Of Canada cut their price target on shares of Comcast from $32.00 to $31.00 and set a “sector perform” rating for the company in a research note on Friday, January 16th. Evercore ISI cut their target price on Comcast from $40.00 to $35.00 and set an “outperform” rating for the company in a research report on Friday, October 31st. Zacks Research upgraded Comcast from a “strong sell” rating to a “hold” rating in a research note on Tuesday, December 9th. Daiwa Capital Markets cut their price objective on Comcast from $38.00 to $30.00 and set an “outperform” rating for the company in a report on Tuesday, November 18th. Finally, UBS Group set a $37.00 target price on shares of Comcast in a report on Monday, January 12th. Eleven equities research analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $34.90.

Comcast Stock Up 1.7%

Comcast stock opened at $29.75 on Friday. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.88 and a quick ratio of 0.88. The firm has a fifty day moving average price of $28.41 and a two-hundred day moving average price of $30.32. The firm has a market cap of $108.41 billion, a price-to-earnings ratio of 5.54, a P/E/G ratio of 2.06 and a beta of 0.81. Comcast has a fifty-two week low of $25.75 and a fifty-two week high of $37.97.

Comcast (NASDAQ:CMCSA) last issued its quarterly earnings results on Thursday, January 29th. The cable giant reported $0.84 earnings per share for the quarter, beating analysts’ consensus estimates of $0.75 by $0.09. Comcast had a net margin of 16.17% and a return on equity of 16.86%. The firm had revenue of $32.31 billion during the quarter, compared to the consensus estimate of $32.35 billion. During the same period in the prior year, the firm earned $0.96 EPS. The business’s revenue was up 1.2% on a year-over-year basis. As a group, analysts forecast that Comcast will post 4.33 earnings per share for the current year.

Institutional Trading of Comcast

Several hedge funds have recently added to or reduced their stakes in CMCSA. Capital A Wealth Management LLC boosted its position in shares of Comcast by 173.7% during the second quarter. Capital A Wealth Management LLC now owns 687 shares of the cable giant’s stock worth $25,000 after buying an additional 436 shares during the period. Avalon Trust Co lifted its stake in Comcast by 433.3% in the 2nd quarter. Avalon Trust Co now owns 768 shares of the cable giant’s stock valued at $27,000 after acquiring an additional 624 shares in the last quarter. Howard Hughes Medical Institute acquired a new position in Comcast during the 2nd quarter worth approximately $29,000. Imprint Wealth LLC bought a new position in shares of Comcast during the 3rd quarter worth approximately $26,000. Finally, Princeton Global Asset Management LLC raised its holdings in shares of Comcast by 403.5% in the second quarter. Princeton Global Asset Management LLC now owns 856 shares of the cable giant’s stock valued at $31,000 after purchasing an additional 686 shares during the last quarter. Institutional investors and hedge funds own 84.32% of the company’s stock.

Comcast News Summary

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Q4 earnings beat — Comcast reported adjusted EPS of $0.84 (above consensus) with revenue roughly in line; management highlighted Theme Parks and Peacock as growth drivers that offset headwinds in broadband and Studios. CMCSA Q4 Earnings Beat On Theme Parks and Peacock Strength
• Positive Sentiment: Peacock subscriber growth and Theme Parks momentum — Peacock reached large subscriber counts (~44M) and parks (including Epic Universe) drove better consumer revenue, supporting upside to future content and leisure revenue. Peacock Hits 44 Million Subscribers But Losses Widen
• Positive Sentiment: Dividend maintained — Comcast confirmed a quarterly dividend ($0.33 / $1.32 annualized), supporting income-focused investors and the stock’s yield profile. Comcast Maintains Dividend on an Annualized Basis in 2026
• Positive Sentiment: Unusual options activity — Heavy call buying was reported around the print, indicating some traders positioned for further upside or volatility following the earnings release. Looking At Comcast’s Recent Unusual Options Activity
• Neutral Sentiment: Market reaction mixed — coverage notes the company beat on EPS but revenue was essentially flat y/y and key metrics (broadband churn, studio comps) created a mixed read for near-term growth. Comcast shares rise after in-line Q4 report, overcoming tough environment
• Negative Sentiment: Broadband subscriber losses persisted — Comcast lost more broadband customers than expected as wireless competitors lure consumers, adding pressure to its core high-margin business and long-term growth outlook. Comcast sheds more broadband customers as wireless competition mounts
• Negative Sentiment: Analysts trimmed price targets — Several firms lowered PTs (TD Cowen to $39, Deutsche Bank to $35, Scotiabank to $35.25) citing slower broadband trends and studio uncertainty; ratings largely remain Buy/Peer‑perform, but lowered PTs can weigh on sentiment. TD Cowen Adjusts Price Target Deutsche Bank Adjusts Price Target on Comcast to $35 Scotiabank Adjusts Price Target on Comcast to $35.25
• Negative Sentiment: Studio and box-office headwinds — Broader industry weakness in franchise box-office performance raises near-term risk for Comcast’s Studios revenue and content profitability. Hollywood has an IP problem: Box office sales are banking on franchise hits that keep falling flat

About Comcast

Comcast Corporation (NASDAQ: CMCSA) is a diversified global media and technology company headquartered in Philadelphia, Pennsylvania. Its principal operations are organized around Comcast Cable, which provides broadband internet, video, voice and wireless services to residential and business customers in the United States under the Xfinity and Comcast Business brands, and NBCUniversal, a media and entertainment group that develops, produces and distributes content across broadcast and cable networks, film, and streaming platforms.

NBCUniversal’s assets include the NBC broadcast network, a portfolio of cable channels, Universal Pictures and other film and television production businesses, and the Peacock streaming service.