UBS Group Cuts Comcast (NASDAQ:CMCSA) Price Target to $32.00

Comcast (NASDAQ:CMCSA) had its target price cut by research analysts at UBS Group from $36.00 to $32.00 in a research note issued to investors on Friday,MarketScreener reports. The brokerage presently has a “neutral” rating on the cable giant’s stock. UBS Group’s price objective suggests a potential upside of 7.56% from the stock’s current price.

CMCSA has been the subject of several other research reports. Daiwa Capital Markets lowered their price objective on shares of Comcast from $38.00 to $30.00 and set an “outperform” rating for the company in a research report on Tuesday, November 18th. KeyCorp cut shares of Comcast from an “overweight” rating to a “sector weight” rating in a research report on Thursday, October 30th. Exane BNP Paribas reiterated a “neutral” rating on shares of Comcast in a research report on Tuesday. Deutsche Bank Aktiengesellschaft reduced their price objective on Comcast from $40.00 to $35.00 and set a “buy” rating on the stock in a research note on Friday. Finally, Royal Bank Of Canada lowered their price objective on Comcast from $32.00 to $31.00 and set a “sector perform” rating for the company in a research note on Friday, January 16th. Eleven research analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $34.90.

Comcast Stock Performance

NASDAQ:CMCSA 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. Comcast has a 1 year low of $25.75 and a 1 year high of $37.97. The stock’s 50 day simple moving average is $28.41 and its two-hundred day simple moving average is $30.35. The company has a market cap of $108.41 billion, a price-to-earnings ratio of 5.54, a PEG ratio of 2.06 and a beta of 0.81.

Comcast (NASDAQ:CMCSA) last posted its earnings results on Thursday, January 29th. The cable giant reported $0.84 EPS for the quarter, beating analysts’ consensus estimates of $0.75 by $0.09. Comcast had a return on equity of 16.86% and a net margin of 16.17%.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 company earned $0.96 EPS. The company’s quarterly revenue was up 1.2% compared to the same quarter last year. As a group, equities analysts anticipate that Comcast will post 4.33 earnings per share for the current fiscal year.

Institutional Trading of Comcast

Hedge funds and other institutional investors have recently bought and sold shares of the business. Secured Retirement Advisors LLC grew its holdings in shares of Comcast by 5.9% in the fourth quarter. Secured Retirement Advisors LLC now owns 31,525 shares of the cable giant’s stock worth $942,000 after purchasing an additional 1,749 shares during the last quarter. Laurel Wealth Advisors LLC purchased a new stake in Comcast in the 4th quarter valued at about $37,000. Verity Asset Management Inc. grew its stake in Comcast by 50.1% in the 4th quarter. Verity Asset Management Inc. now owns 15,037 shares of the cable giant’s stock worth $449,000 after acquiring an additional 5,017 shares in the last quarter. Canandaigua National Trust Co of Florida purchased a new position in shares of Comcast during the fourth quarter worth approximately $784,000. Finally, Bogart Wealth LLC increased its position in shares of Comcast by 17.1% during the fourth quarter. Bogart Wealth LLC now owns 5,032 shares of the cable giant’s stock worth $150,000 after acquiring an additional 735 shares during the period. Hedge funds and other 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.