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

Comcast (NASDAQ:CMCSA) had its target price lowered by analysts at TD Cowen from $40.00 to $39.00 in a note issued to investors on Friday,MarketScreener reports. The brokerage currently has a “buy” rating on the cable giant’s stock. TD Cowen’s target price indicates a potential upside of 31.70% from the stock’s previous close.

CMCSA has been the topic of several other reports. Morgan Stanley decreased their price target on shares of Comcast from $32.00 to $31.00 and set an “equal weight” rating on the stock in a research note on Wednesday, December 10th. Exane BNP Paribas reiterated a “neutral” rating on shares of Comcast in a research note on Tuesday. Zacks Research raised shares of Comcast from a “strong sell” rating to a “hold” rating in a report on Tuesday, December 9th. BNP Paribas Exane decreased their target price on shares of Comcast from $28.10 to $28.00 and set a “neutral” rating on the stock in a research report on Tuesday. Finally, Bank of America raised shares of Comcast from a “neutral” rating to a “buy” rating and upped their price target for the company from $31.00 to $37.00 in a report on Monday, January 12th. Eleven research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $35.18.

Comcast Trading Up 4.2%

NASDAQ:CMCSA opened at $29.61 on Friday. The business has a fifty day moving average price of $28.36 and a 200-day moving average price of $30.39. The firm has a market capitalization of $107.90 billion, a price-to-earnings ratio of 4.87, a price-to-earnings-growth ratio of 2.00 and a beta of 0.81. Comcast has a one year low of $25.75 and a one year high of $37.97. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.88 and a quick ratio of 0.88.

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

Institutional Investors Weigh In On Comcast

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Capital A Wealth Management LLC lifted its holdings in shares of Comcast by 173.7% during the 2nd quarter. Capital A Wealth Management LLC now owns 687 shares of the cable giant’s stock valued at $25,000 after purchasing an additional 436 shares in the last quarter. Imprint Wealth LLC acquired a new stake in shares of Comcast during the 3rd quarter worth about $26,000. Avalon Trust Co increased its holdings in shares of Comcast by 433.3% during the second quarter. Avalon Trust Co now owns 768 shares of the cable giant’s stock worth $27,000 after purchasing an additional 624 shares during the period. United Financial Planning Group LLC bought a new stake in shares of Comcast during the 3rd quarter worth $28,000. Finally, Howard Hughes Medical Institute acquired a new position in shares of Comcast during the second quarter worth $29,000. 84.32% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Comcast

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Q4 adjusted EPS of $0.84 topped estimates and management highlighted growth at theme parks and Peacock, helping investors look past headline broadband weakness. Comcast shares rise after in-line Q4 report
• Positive Sentiment: Comcast reiterated its dividend policy, declaring a $0.33 quarterly payout (annualized $1.32), supporting the stock’s yield appeal (about 4.5%). Comcast Maintains Dividend on an Annualized Basis in 2026
• Positive Sentiment: Peacock added subscribers and theme parks (Epic Universe) delivered strong results, providing offset to core broadband weakness. These segment gains are a key near-term upside driver. Comcast Q4 highlights: Theme parks and Peacock
• Positive Sentiment: Unusually heavy call-option buying was recorded, suggesting some investors are positioning for further near-term upside or event-driven moves. Looking At Comcast’s Recent Unusual Options Activity
• Neutral Sentiment: Rosenblatt reaffirmed a “neutral” rating and set a $30 price target — modest upside vs. current levels, which may temper speculative buying. Rosenblatt reaffirms neutral on Comcast
• Neutral Sentiment: Xfinity marketing initiatives (RealTime4K for Super Bowl) are product positives but unlikely to move near-term fundamentals significantly. Xfinity Introduces RealTime4K for Super Bowl LX
• Negative Sentiment: Broadband subscriber losses persisted and were worse than expected, increasing pressure on Comcast’s core revenue stream and margins. Comcast sheds more broadband customers as wireless competition mounts
• Negative Sentiment: Revenue came in slightly below some forecasts (mixed reports of a small revenue miss), and Peacock’s subscriber gains have come with wider losses tied to sports rights deals — a combination that limits margin improvement near term. Peacock hits subscribers but losses widen

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.