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

Comcast (NASDAQ:CMCSA)‘s stock had its “neutral” rating restated by analysts at Rosenblatt Securities in a research note issued to investors on Friday,Benzinga reports. They currently have a $30.00 target price on the cable giant’s stock. Rosenblatt Securities’ price target indicates a potential upside of 2.60% from the company’s current price.

CMCSA has been the topic of several other reports. JPMorgan Chase & Co. decreased their price objective on shares of Comcast from $38.00 to $33.00 and set a “neutral” rating on the stock in a report on Friday, October 31st. Evercore ISI cut their target price on Comcast from $40.00 to $35.00 and set an “outperform” rating on the stock in a research report on Friday, October 31st. Loop Capital lowered their price target on Comcast from $43.00 to $40.00 and set a “buy” rating for the company in a research report on Friday, October 31st. Scotiabank set a $37.50 price objective on Comcast in a research note on Wednesday, January 7th. Finally, Sanford C. Bernstein decreased their target price on Comcast from $34.00 to $32.00 and set a “market perform” rating on the stock in a research note on Thursday, January 15th. Eleven investment analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, Comcast has a consensus rating of “Hold” and an average target price of $35.47.

Comcast Stock Performance

NASDAQ CMCSA opened at $29.24 on Friday. The stock has a fifty day simple moving average of $28.36 and a 200-day simple moving average of $30.39. The company has a current ratio of 0.88, a quick ratio of 0.88 and a debt-to-equity ratio of 0.96. The stock has a market cap of $106.55 billion, a PE ratio of 4.87, a P/E/G ratio of 2.00 and a beta of 0.81. Comcast has a twelve month low of $25.75 and a twelve month high of $37.97.

Comcast (NASDAQ:CMCSA) last issued its quarterly earnings data 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. The firm had revenue of $32.31 billion for the quarter, compared to analyst estimates of $32.35 billion. Comcast had a net margin of 18.33% and a return on equity of 18.06%. Comcast’s revenue was up 1.2% on a year-over-year basis. During the same period in the previous year, the firm earned $0.96 EPS. Equities analysts anticipate 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 the company. Vanguard Group Inc. increased its position in shares of Comcast by 0.3% in the 2nd quarter. Vanguard Group Inc. now owns 369,438,921 shares of the cable giant’s stock valued at $13,185,275,000 after purchasing an additional 1,257,196 shares during the last quarter. State Street Corp lifted its position in shares of Comcast by 4.6% during the 3rd quarter. State Street Corp now owns 180,687,135 shares of the cable giant’s stock worth $5,677,190,000 after purchasing an additional 7,917,335 shares during the last quarter. Dodge & Cox grew its stake in shares of Comcast by 1.2% during the third quarter. Dodge & Cox now owns 112,567,918 shares of the cable giant’s stock worth $3,536,884,000 after purchasing an additional 1,295,598 shares in the last quarter. Norges Bank purchased a new position in Comcast in the second quarter valued at $3,528,361,000. Finally, Charles Schwab Investment Management Inc. raised its stake in Comcast by 7.5% in the second quarter. Charles Schwab Investment Management Inc. now owns 36,154,170 shares of the cable giant’s stock valued at $1,289,984,000 after buying an additional 2,517,906 shares in the last quarter. Institutional investors and hedge funds own 84.32% of the company’s stock.

Key Stories 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.