Comcast’s (CMCSA) “Neutral” Rating Reaffirmed at Rosenblatt Securities

Comcast (NASDAQ:CMCSA)‘s stock had its “neutral” rating reissued by equities researchers at Rosenblatt Securities in a research report issued to clients and investors on Friday,Benzinga reports. They presently have a $30.00 price objective on the cable giant’s stock. Rosenblatt Securities’ price objective would indicate a potential upside of 2.60% from the company’s previous close.

Other equities analysts have also issued research reports about the company. Moffett Nathanson dropped their price objective on Comcast from $58.00 to $53.00 and set a “buy” rating on the stock in a report on Thursday, November 13th. The Goldman Sachs Group reissued a “neutral” rating and issued a $30.00 target price (down from $39.00) on shares of Comcast in a research report on Friday, October 31st. Benchmark cut their price target on Comcast from $46.00 to $44.00 and set a “buy” rating on the stock in a research report on Monday, January 5th. Williams Trading set a $40.00 price objective on Comcast in a research note on Friday, October 31st. Finally, Oppenheimer set a $38.00 target price on shares of Comcast in a research report on Tuesday, November 4th. Eleven analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $35.47.

Comcast Stock Up 2.9%

CMCSA stock opened at $29.24 on Friday. The stock has a market cap of $106.55 billion, a P/E ratio of 4.87, a PEG ratio of 2.00 and a beta of 0.81. The company has a current ratio of 0.88, a quick ratio of 0.88 and a debt-to-equity ratio of 0.96. Comcast has a twelve month low of $25.75 and a twelve month high of $37.97. The company’s 50 day moving average is $28.36 and its two-hundred day moving average is $30.39.

Comcast (NASDAQ:CMCSA) last issued its earnings results on Thursday, January 29th. The cable giant reported $0.84 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.75 by $0.09. Comcast had a net margin of 18.33% and a return on equity of 18.06%. The business had revenue of $32.31 billion during the quarter, compared to analysts’ expectations of $32.35 billion. During the same quarter in the prior year, the business posted $0.96 EPS. The company’s revenue for the quarter was up 1.2% on a year-over-year basis. Research analysts expect that Comcast will post 4.33 earnings per share for the current fiscal year.

Institutional Trading of Comcast

Hedge funds have recently made changes to their positions in the company. QRG Capital Management Inc. grew its holdings in shares of Comcast by 13.0% during the second quarter. QRG Capital Management Inc. now owns 724,760 shares of the cable giant’s stock worth $25,867,000 after buying an additional 83,631 shares in the last quarter. Osaic Holdings Inc. boosted its position in Comcast by 39.9% during the second quarter. Osaic Holdings Inc. now owns 1,055,192 shares of the cable giant’s stock worth $37,954,000 after acquiring an additional 300,898 shares during the last quarter. Vanguard Group Inc. grew its stake in Comcast by 0.3% in the 2nd quarter. Vanguard Group Inc. now owns 369,438,921 shares of the cable giant’s stock worth $13,185,275,000 after acquiring an additional 1,257,196 shares during the period. Commerzbank Aktiengesellschaft FI grew its stake in Comcast by 47.7% in the 2nd quarter. Commerzbank Aktiengesellschaft FI now owns 532,315 shares of the cable giant’s stock worth $18,998,000 after acquiring an additional 171,929 shares during the period. Finally, Aberdeen Group plc raised its holdings in Comcast by 5.4% in the 2nd quarter. Aberdeen Group plc now owns 2,889,947 shares of the cable giant’s stock valued at $103,142,000 after acquiring an additional 147,231 shares during the last quarter. Institutional investors and hedge funds own 84.32% of the company’s stock.

Key Headlines Impacting Comcast

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Company maintained its annualized dividend at $1.32 (quarterly $0.33), supporting income-focused investors and underpinning yield appeal. Comcast Maintains Dividend on an Annualized Basis in 2026
• Positive Sentiment: Adjusted Q4 EPS beat consensus ($0.84 vs. ~$0.75), giving investors confidence that profitability remains resilient despite revenue pressures. Comcast (CMCSA) Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: Unusually large call-option buying suggests speculative bullish positioning into/after the print, which can amplify upside in the stock short-term. Looking At Comcast’s Recent Unusual Options Activity
• Neutral Sentiment: Revenue was essentially in-line with expectations (minor miss vs. consensus), leaving top-line momentum mixed and limiting a stronger rally. Comcast posts slight Q4 revenue miss, shares move higher on earnings beat
• Neutral Sentiment: Product/marketing initiatives such as Xfinity RealTime4K for Super Bowl LX highlight new revenue/engagement opportunities but are longer‑term and unlikely to move near‑term fundamentals. Xfinity Introduces RealTime4K for Super Bowl LX
• Negative Sentiment: Broadband subscriber losses worsened in Q4 as wireless competitors offered aggressive deals — this pressures Comcast’s core cable cash flow and is the main headwind in the report. Comcast sheds more broadband customers as wireless competition mounts
• Negative Sentiment: Peacock grew subscribers (reported ~44M) but losses widened—content and sports rights are boosting scale but also increase near‑term streaming losses. Peacock Hits 44 Million Subscribers But Losses Widen On NBA Deal As Comcast Gears Up For February Sports Trifecta

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.