TD Cowen Lowers Comcast (NASDAQ:CMCSA) Price Target to $39.00

Comcast (NASDAQ:CMCSA) had its price objective cut by analysts at TD Cowen from $40.00 to $39.00 in a report released on Friday, MarketBeat.com reports. The brokerage currently has a “buy” rating on the cable giant’s stock. TD Cowen’s target price would indicate a potential upside of 31.09% from the stock’s previous close.

A number of other equities analysts also recently weighed in on the stock. The Goldman Sachs Group reissued a “neutral” rating and issued a $30.00 price target (down from $39.00) on shares of Comcast in a report on Friday, October 31st. Weiss Ratings reiterated a “hold (c-)” rating on shares of Comcast in a research note on Friday, January 9th. BNP Paribas Exane decreased their price target on shares of Comcast from $28.10 to $28.00 and set a “neutral” rating for the company in a research note on Tuesday, January 27th. UBS Group set a $37.00 price target on shares of Comcast in a report on Monday, January 12th. Finally, Daiwa Capital Markets reduced 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. Eleven analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $34.90.

Comcast Price Performance

Comcast stock opened at $29.75 on Friday. Comcast has a 52 week low of $25.75 and a 52 week high of $37.97. The company’s 50 day moving average price is $28.41 and its two-hundred day moving average price is $30.32. The stock has a market cap of $108.41 billion, a P/E ratio of 5.54, a P/E/G ratio of 2.06 and a beta of 0.81. The company has a quick ratio of 0.88, a current ratio of 0.88 and a debt-to-equity ratio of 0.96.

Comcast (NASDAQ:CMCSA) last issued its quarterly earnings results on Thursday, January 29th. The cable giant reported $0.84 EPS for the quarter, topping analysts’ consensus estimates of $0.75 by $0.09. The business had revenue of $32.31 billion for the quarter, compared to analyst estimates of $32.35 billion. Comcast had a return on equity of 16.86% and a net margin of 16.17%.Comcast’s quarterly revenue was up 1.2% compared to the same quarter last year. During the same period last year, the company posted $0.96 earnings per share. On average, equities analysts predict that Comcast will post 4.33 earnings per share for the current year.

Institutional Investors Weigh In On Comcast

Several large investors have recently added to or reduced their stakes in CMCSA. Argyle Capital Management LLC raised its holdings in shares of Comcast by 0.5% in the 2nd quarter. Argyle Capital Management LLC now owns 61,186 shares of the cable giant’s stock valued at $2,184,000 after acquiring an additional 300 shares in the last quarter. Cape Investment Advisory Inc. increased its position in shares of Comcast by 2.6% in the second quarter. Cape Investment Advisory Inc. now owns 12,275 shares of the cable giant’s stock worth $438,000 after purchasing an additional 307 shares during the last quarter. Coign Capital Advisors LLC raised its stake in Comcast by 2.1% in the second quarter. Coign Capital Advisors LLC now owns 15,919 shares of the cable giant’s stock valued at $568,000 after purchasing an additional 324 shares in the last quarter. Live Oak Investment Partners lifted its position in Comcast by 1.2% during the second quarter. Live Oak Investment Partners now owns 28,392 shares of the cable giant’s stock valued at $1,013,000 after purchasing an additional 328 shares during the last quarter. Finally, OneAscent Family Office LLC grew its stake in Comcast by 4.9% in the 2nd quarter. OneAscent Family Office LLC now owns 7,048 shares of the cable giant’s stock worth $252,000 after buying an additional 332 shares in the last quarter. Institutional investors own 84.32% of the company’s stock.

Comcast News Roundup

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.