Comcast Corp

Comcast Corp(CMCSA)股票分析

$21.770

+0.745 (+3.42%)收盘时

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最高
22.080
开盘
21.460
成交量加权均价
21.76
成交量
32.44M
市值
150.20B
最低
21.430
成交额
705.93M
企业价值/息税折旧摊销前利润(TTM)
4.38

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.

AI 分析 of Comcast Corp (CMCSA)

卖出

Comcast is not a good buy right now due to its current price of $20.66, which is significantly below the lowest analyst target of $18 from KeyBanc. The stock has a very low RSI of 18.53, indicating it is oversold, but the negative sentiment surrounding increased competition from SpaceX and recent downgrades from multiple analysts suggest further downside risk. The main risk is the potential for the stock to drop to $18, which is 13% lower than the current price.

分析师评级(31)

上行空间 +53.65%
买入
30 买入
1 持有
0 卖出
当前: 21.77
最低
23.00
平均
33.45
最高
53.00

Scotiabank

2026-10-02

目标价

$29

Sector Perform

Barclays

2026-09-29

目标价

$24

Equal Weight

Morgan Stanley

2026-09-28

目标价

$27

Equal Weight

KeyBanc

2026-09-25

目标价

$18

减持

KeyBanc

2026-09-24

目标价

$18

减持

估值指标

Comcast Corp(CMCSA)当前预期市盈率为 5.93,5 年平均预期市盈率为 9.56。

预期市盈率

低估
5 年均值 P/E
9.56
当前P/E
5.93
高估
11.62
低估
7.49

预期 EV/EBITDA

低估
5 年均值 EV/EBITDA
6.57
当前EV/EBITDA
4.38
高估
7.68
低估
5.47

预期市销率

低估
5 年均值 P/S
1.24
当前P/S
0.64
高估
1.57
低估
0.92

Alphio AI 对 CMCSA 的价格情景

情景价格取自当年最后一个月度预测区间。概率为固定的模型权重(25 / 50 / 25),不构成保证。

乐

乐观

乐观 · 25%CMCSA

$42.87

情景价格

基

基准

基准 · 50%CMCSA

$38.14

情景价格

悲

悲观

悲观 · 25%CMCSA

$30.56

情景价格

持有 CMCSA 的大户

O

Old Mutual Investment Group South Africa (Pty) Limited

+ 持有CMCSA

+12.88%

3个月收益率

H

Hotchkis and Wiley Capital Management, LLC

+ 持有CMCSA

+8.90%

3个月收益率

C

Cbus Industry Superannuation Fund

+ 持有CMCSA

+8.74%

3个月收益率

C

Capital Fund Management S.A.

+ 持有CMCSA

+7.87%

3个月收益率

A

Arrowstreet Capital, Limited Partnership

+ 持有CMCSA

+7.66%

3个月收益率

D

Distillate Capital Partners LLC

+ 持有CMCSA

+7.41%

3个月收益率

事件时间线

2026-10-09 (ET)

12:00:00

Tech Stock Rebound Boosts Major Averages

2026-10-08 (ET)

17:00:00

SpaceX Acquires Low-Band Spectrum License, Telecom Stocks Plummet

15:00:00

Disney in Talks with Studios for Infinity Vision Brand

14:30:00

Disney in Talks with Studios for Infinity Vision Brand

资讯

CMCSA 常见问题 —— 由 Alphio AI 解答

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 is not a good buy right now due to its current price of $20.66, which is significantly below the lowest analyst target of $18 from KeyBanc. The stock has a very low RSI of 18.53, indicating it is oversold, but the negative sentiment surrounding increased competition from SpaceX and recent downgrades from multiple analysts suggest further downside risk. The main risk is the potential for the stock to drop to $18, which is 13% lower than the current price.

31 analysts cover CMCSA: 30 rate it Buy, 1 Hold and 0 Sell. The average price target is 33.45.

0xNetviper2026/9/25

$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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本页仅供研究参考,不构成投资建议。模型可能出错。过往表现不代表未来结果。

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