DailyIQ
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Sector:Communication ServicesAll sectors
Last updated 1 minute ago

CMCSA·Comcast Corporation

$.
+. (+.%)
After Hours
High
$23.81
Open
$23.23
Market Cap
84.41B
52W High
$33.76
Low
$23.18
P. Close
$23.48
P/E
4.49
52W Low
$22.12
Fwd P/E
24.37
DailyIQ Est.
$32.33
Technical Score (1D)
41
SELL
News Sentiment
52
MIXED
Analyst reports released 2.7 hours ago detail Comcast’s three‑core business model, underscoring that its cable network serves 65 million U.S. homes, NBCUniversal drives streaming and media content, and Sky expands the company’s footprint in the UK and Italy. The report emphasizes that the cable arm remains the largest revenue driver while Peacock streaming and Sky’s international operations are key growth levers, clarifying Comcast’s exposure to the U.S. broadband market and global media competition. This segmentation informs short‑term earnings expectations and highlights the importance of the company’s revenue mix. Just 3.4 hours ago, Comcast agreed to a $117.5 million settlement for the Xfinity data breach, pending court approval, adding a new governance and risk factor that could influence capital allocation between cybersecurity upgrades and subscriber growth initiatives over the next ten days. The settlement also signals potential regulatory scrutiny, which may affect future compliance spending and investor sentiment. BNP Paribas cut its price target to $22 from $25 18 hours ago, citing competitive pressures in the media sector, a move that may temper short‑term upside expectations. Investors should monitor the court’s approval of the settlement and any subsequent changes to Comcast’s risk disclosures, as these will shape the company’s risk profile in the near term. Keep an eye on Comcast’s upcoming earnings release for guidance on how the settlement and competitive landscape will impact revenue and margin forecasts. Finally, any updates on NBCUniversal’s streaming performance or Sky’s international expansion will provide further context for the company’s growth trajectory.
Earnings Summary
Comcast Corporation, a global media and technology company, delivers residential broadband, wireless, and video services while owning NBCUniversal and Peacock, positioning it at the intersection of connectivity and content creation. In the most recent earnings cycle, the company posted EPS of $0.79 in Q1 2026 versus $0.84 in Q4 2025, both surpassing analyst estimates of $0.7563 and $0.7774 respectively, and revenue of $31.46 billion versus $32.31 billion, reflecting a modest YoY decline of roughly 3 % and a slight acceleration in the prior quarter. Across the last six quarters, Comcast has consistently beat EPS estimates, with all six reports reporting earnings above consensus, while revenue has trended upward from $29.89 billion in Q1 2025 to $32.31 billion in Q4 2025 before a modest dip in Q1 2026, indicating a decelerating growth trajectory. Recent news highlights a $117.5 million settlement over an Xfinity data breach, raising governance and regulatory scrutiny, and the continued expansion of Peacock’s streaming library, including the Love Island USA launch, which may bolster subscriber engagement; these developments could influence capital allocation and margin dynamics. Investors should watch the upcoming earnings call for guidance on subscriber growth, free‑cash‑flow margins, and the impact of the settlement on future compliance spending, as well as any updates on NBCUniversal’s spin‑off plans that could reshape the company’s valuation framework. Additionally, the settlement’s potential regulatory implications may affect future capital allocation decisions, making the company’s risk profile a key consideration for investors.

EPS

EstBeatMiss
$0.68$0.84$1.00$1.16$1.32Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$0.96 - -
Q1'26$0.76$0.79+4.5%
Q4'25$0.78$0.84+8.1%
Q3'25$1.10$1.12+1.7%
Q2'25$1.18$1.25+5.9%
Q1'25$0.99$1.09+9.9%

Revenue

EstBeatMiss
$29.4B$30.5B$31.6B$32.7B$33.8BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$30.2B - -
Q1'26$31.3B$31.5B+0.4%
Q4'25$33.3B$32.3B-3.0%
Q3'25 - $31.2B -
Q2'25 - $30.3B -
Q1'25 - $29.9B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

CMCSA Stock Snapshot

CMCSA is currently trading at $23.50, giving Comcast Corporation a market cap of 84.41B and a P/E ratio of 4.5. Today's range spans $23.18–$23.81, with shares opening at $23.23 and moving up $0.02 (0.1%) from the prior close. DailyIQ's technical score sits at 41/100 (HOLD) with a news sentiment reading of 52/100.

Over the past year CMCSA has traded between $22.12 and $33.76 - the current price is +6.2% off the 52-week low and -30.4% from the high. 41 analysts cover the stock with a Hold consensus and a mean 12-month target of $32.10 (range $21.00–$44.00), implying upside of +36.6%.

CMCSA trades at $23.50 (near 52-week lows within $22.12–$33.76) - and the HOLD signal (41/100) reflects a market that's fairly priced relative to near-term expectations rather than one that's mispriced in either direction. (P/E: 4.5) At 84.41B in Communication Services market cap, neutral sentiment (52/100) confirms the lack of near-term narrative catalyst. The thesis is intact; the timing is patient.

The 52-week range of $22.12–$33.76 for CMCSA provides the structural reference that options traders, systematic funds, and discretionary managers all anchor to — and at $23.50 (near 52-week lows), the stock sits in a zone where the next 5–10% move will likely define which crowd was right. A HOLD signal at 41/100 and neutral news backdrop (52/100) don't break the tie yet, but they narrow the probability distribution toward the upside.