強気
$42.87
シナリオ価格
$22.080
-0.276 (-1.25%)終値時点
Comcast Corporation is a global media and technology company. The Company delivers broadband, wireless, and video through Xfinity, Comcast Business, and Sky; produces, distributes, and streams entertainment, sports, and news through brands, including NBC, Telemundo, Universal, Peacock, and Sky; and brings theme parks and attractions to life through Universal Destinations & Experiences. The Company operates through two primary businesses: Connectivity & Platforms and Content & Experiences. The Connectivity & Platforms business includes two segments: Residential Connectivity & Platforms, and Business Services. Its Connectivity and Content & Experiences business include three segments: Media, Studios and Theme Parks. Sky provides connectivity services to customers across Europe through Sky Broadband, Sky Mobile, and Sky Business. Sky Business extends broadband services and purpose-built products to businesses in Europe.
Comcast Corp (CMCSA) is currently trading at $21.90, which is below multiple analyst price targets, indicating potential upside. However, the forward P/E ratio is low at 5.93, suggesting the stock is undervalued, but risks remain due to a declining gross margin of 53.11% and a concerning debt-to-equity ratio of 100.68%.
Scotiabank
$29
2026-10-02
Scotiabank
2026-10-02
目標株価
$29
Barclays
$24
2026-09-29
Barclays
2026-09-29
目標株価
$24
Morgan Stanley
$27
2026-09-28
Morgan Stanley
2026-09-28
目標株価
$27
KeyBanc
$18
2026-09-25
KeyBanc
2026-09-25
目標株価
$18
KeyBanc
$18
2026-09-24
KeyBanc
2026-09-24
目標株価
$18
シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

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Comcast Corporation is a global media and technology company. The Company delivers broadband, wireless, and video through Xfinity, Comcast Business, and Sky; produces, distributes, and streams entertainment, sports, and news through brands, including NBC, Telemundo, Universal, Peacock, and Sky; and brings theme parks and attractions to life through Universal Destinations & Experiences. The Company operates through two primary businesses: Connectivity & Platforms and Content & Experiences. The Connectivity & Platforms business includes two segments: Residential Connectivity & Platforms, and Business Services. Its Connectivity and Content & Experiences business include three segments: Media, Studios and Theme Parks. Sky provides connectivity services to customers across Europe through Sky Broadband, Sky Mobile, and Sky Business. Sky Business extends broadband services and purpose-built products to businesses in Europe. It operates in the Technology sector (CABLE AND OTHER PAY TELEVISION SERVICES industry).
Comcast Corp (CMCSA) is currently trading at $21.90, which is below multiple analyst price targets, indicating potential upside. However, the forward P/E ratio is low at 5.93, suggesting the stock is undervalued, but risks remain due to a declining gross margin of 53.11% and a concerning debt-to-equity ratio of 100.68%.
31 analysts cover CMCSA: 30 rate it Buy, 1 Hold and 0 Sell. The average price target is 33.45.

$CMCSA Throughout the years I have made good money on a "melting ice cube" type company. This name would certainly fit that description. I'd argue that the discount that is offered by having all these assets under one umbrella is masking the value. We already know the spinoff is happening. We know that the 19.9% to the parent company is allowing them to monetize it tax free. We know the share buybacks have been paused taking away the floor in the stock. This creates the opportunity in the interim. They are pausing buybacks to pay down debt. It's not a trivial amount. They spent 6.8b in 2025. The debt pay down is well underway and will accelerate in coming quarters. Net debt is down 13 billion in the first half of '26. Progress is being made quickly.
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