Comcast Corp

Comcast Corp(CMCSA)股票分析

$21.050

+0.171 (+0.81%)收盤時

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最高
21.090
開盤
20.960
成交量加權均價
20.92
成交量
25.85M
市值
150.20B
最低
20.610
成交金額
540.73M
企業價值/稅息折舊攤銷前利潤(TTM)
4.34

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)

賣出

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.

分析師評級(31)

上檔空間 +58.91%
買進
30 買進
1 持有
0 賣出
目前: 21.05
最低
23.00
平均
33.45
最高
53.00

Scotiabank

2026-10-02

目標價

$29

Sector Perform

Barclays

2026-09-29

目標價

$24

Equal Weight

Morgan Stanley

2026-09-28

目標價

$27

Equal Weight

KeyBanc

2026-09-25

目標價

$18

減持

KeyBanc

2026-09-24

目標價

$18

減持

估值指標

Comcast Corp(CMCSA)目前預期本益比為 5.93,5 年平均預期本益比為 9.57。

預期本益比

低估
5 年均值 P/E
9.57
目前P/E
5.93
高估
11.65
低估
7.50

預期 EV/EBITDA

嚴重低估
5 年均值 EV/EBITDA
6.58
目前EV/EBITDA
4.34
高估
7.69
低估
5.47

預期股價營收比

低估
5 年均值 P/S
1.25
目前P/S
0.63
高估
1.57
低估
0.92

Alphio AI 對 CMCSA 的價格情境

情境價格取自當年最後一個月度預測區間。機率為固定的模型權重(25 / 50 / 25),不構成保證。

樂

樂觀

樂觀 · 25%CMCSA

$42.87

情境價格

基

基準

基準 · 50%CMCSA

$38.14

情境價格

悲

悲觀

悲觀 · 25%CMCSA

$30.56

情境價格

持有 CMCSA 的大戶

O

Old Mutual Investment Group South Africa (Pty) Limited

+ 持有CMCSA

+9.35%

3個月報酬率

C

Cbus Industry Superannuation Fund

+ 持有CMCSA

+9.20%

3個月報酬率

A

Arrowstreet Capital, Limited Partnership

+ 持有CMCSA

+7.99%

3個月報酬率

A

AE Wealth Management, LLC

+ 持有CMCSA

+6.97%

3個月報酬率

C

Capital Fund Management S.A.

+ 持有CMCSA

+6.76%

3個月報酬率

A

Advisors Asset Management, Inc.

+ 持有CMCSA

+6.35%

3個月報酬率

事件時間軸

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

資訊

CMCSA 常見問題 —— 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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