Comcast Corporation

Informe acción NasdaqGS:CMCSA

Capitalización de mercado: US$87.5b

Comcast Crecimiento futuro

Future controles de criterios 0/6

Se prevé que los ingresos y los beneficios de Comcast disminuyan a un ritmo anual de 0.2% y 11.2% respectivamente. Se espera que el BPA disminuya en un 6.2% al año. Se prevé que la rentabilidad financiera sea de 12.8% en 3 años.

Información clave

-11.2%

Tasa de crecimiento de los beneficios

-6.24%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Telecom57.1%
Tasa de crecimiento de los ingresos-0.2%
Rentabilidad financiera futura12.85%
Cobertura de analistas

Good

Última actualización12 Jun 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Seeking Alpha Jun 12

Comcast: A Very Cheap Stock, But Broadband Overhang Persists

Summary Comcast (CMCSA) is rated Hold as broadband subscriber losses persist, despite a compelling 5.5% dividend yield and strong free cash flow. Broadband remains the core business, with 711,000 subscriber losses in 2025; stabilization is essential for any multiple re-rating or capital appreciation. Wireless and Theme Parks are growth bright spots, but their scale is insufficient to offset broadband's drag on margins and overall valuation. CMCSA trades at a distressed multiple; without broadband turnaround, the stock is best held for yield rather than growth or re-rating potential. Read the full article on Seeking Alpha
Actualización de narrativa Jun 02

CMCSA: Broadband Quality And Sports Rights Reset Will Shape Future Earnings Power

Analysts have nudged Comcast's implied price target higher by a low single digit dollar amount. They cite a modestly higher assumed future P/E multiple and a slightly higher discount rate, which together reflect a more balanced view of the stock's risk and valuation profile.
Actualización de narrativa May 15

CMCSA: Fiber Competition And Sports Rights Reset Will Shape Future Earnings Power

Comcast's updated analyst price target edges higher as fair value is adjusted slightly to $32.74 and the modeled P/E contracts, with analysts pointing to a modestly lower discount rate, a small improvement in profit margin assumptions, and mixed views on revenue growth and competitive fiber headwinds. Analyst Commentary Recent Street research on Comcast reflects a split view, with several bullish analysts lifting price targets while more cautious voices highlight growth and competitive risks, especially around fiber.
Artículo de análisis May 01

Impressive Earnings May Not Tell The Whole Story For Comcast (NASDAQ:CMCSA)

Despite announcing strong earnings, Comcast Corporation's ( NASDAQ:CMCSA ) stock was sluggish. Our analysis uncovered...
Actualización de narrativa Apr 30

CMCSA: Broadband And Content Execution Will Outweigh Fiber And Policy Headwinds

Narrative Update on Comcast The updated analyst price target for Comcast reflects a modest fair value move from about $43.62 to $42.69. Analysts are weighing slightly softer revenue growth and profit margin assumptions against a higher future P/E and mixed recent research that includes several price target increases alongside downgrades citing muted growth and fiber headwinds.
Actualización de narrativa Apr 25

Comcast Corporation – Broadband Expansion and Launch of Integrated Connectivity Solutions for Residential and SME Growth

Author: Qudus Adebara (Founder of Wane Investment House) Comcast Corporation has expanded its broadband infrastructure in Southern Chester County while simultaneously launching a new integrated connectivity and cybersecurity solution targeted at small businesses, reinforcing its dual growth strategy across residential and enterprise segments. Network Expansion Overview Coverage Area: East Nottingham & Oxford Borough, Pennsylvania New Connections: 5,200+ homes and businesses Service Platform: Xfinity Network Capability: Multi-gigabit, symmetrical internet Expansion Pipeline: Ongoing construction in Lower Oxford Township & West Nottingham Public-private partnerships to extend coverage in underserved areas Residential Platform Expansion (Xfinity Ecosystem) Comcast is deploying a fully integrated digital lifestyle platform , combining: Connectivity & Digital Services High-speed broadband (multi-gig speeds, 99.9% reliability) Wi-Fi coverage across entire households Mobility & Entertainment Mobile services with nationwide connectivity Unified TV and streaming platform Smart Home Integration Home security systems Automation and remote monitoring This positions Xfinity as a converged service provider , delivering bundled digital solutions rather than standalone connectivity.
Actualización de narrativa Apr 16

CMCSA: Fiber Competition And Sports Rights Reset Will Reframe Earnings Power

Comcast's analyst price target edges lower by about $0.33 as analysts factor in softer revenue growth expectations and rising competitive pressures from fiber and new wireless offerings, while still recognizing relatively steady margins and price-to-earnings assumptions. Analyst Commentary Recent Street research on Comcast points to a more cautious stance overall, with several firms trimming price targets and at least one downgrade in rating as competition and fiber build outs weigh on sentiment.
Nueva narrativa Apr 07

Comcast Corporation – Broadband Expansion and Launch of Integrated Connectivity Solutions for Residential and SME Growth

Author: Qudus Adebara (Founder of Wane Investment House) Comcast Corporation has expanded its broadband infrastructure in Southern Chester County while simultaneously launching a new integrated connectivity and cybersecurity solution targeted at small businesses, reinforcing its dual growth strategy across residential and enterprise segments. Network Expansion Overview Coverage Area: East Nottingham & Oxford Borough, Pennsylvania New Connections: 5,200+ homes and businesses Service Platform: Xfinity Network Capability: Multi-gigabit, symmetrical internet Expansion Pipeline: Ongoing construction in Lower Oxford Township & West Nottingham Public-private partnerships to extend coverage in underserved areas Residential Platform Expansion (Xfinity Ecosystem) Comcast is deploying a fully integrated digital lifestyle platform , combining: Connectivity & Digital Services High-speed broadband (multi-gig speeds, 99.9% reliability) Wi-Fi coverage across entire households Mobility & Entertainment Mobile services with nationwide connectivity Unified TV and streaming platform Smart Home Integration Home security systems Automation and remote monitoring This positions Xfinity as a converged service provider , delivering bundled digital solutions rather than standalone connectivity.
Actualización de narrativa Apr 02

CMCSA: Future Returns Will Be Weighed Down By Rising Fiber Headwinds

Analysts have trimmed their fair value estimate for Comcast by about $0.42 to $23.28, reflecting recent cuts to Street price targets and growing caution around competitive fiber headwinds and wireline growth pressure, partly balanced by relatively stable profit margin and P/E assumptions. Analyst Commentary Recent Street research around Comcast reflects a cautious tone, with several bearish analysts trimming price targets and revisiting ratings as competitive and structural pressures come into focus.
Actualización de narrativa Mar 19

CMCSA: Fiber Headwinds And Versant Spin Off Will Reframe Earnings Power

Analysts have trimmed their fair value estimate for Comcast to $33.01 from $33.93, reflecting lower assumed revenue growth and profit margins, a slightly higher discount rate, and recent Street price target cuts tied to fiber competition and the Versant spin off, partially offset by a few modest target increases. Analyst Commentary Street research on Comcast has become more divided, with several price target cuts and downgrades offset by a smaller number of upgrades and modest target increases.
Actualización de narrativa Mar 04

CMCSA: Future Returns Will Be Pressured By Rising Fiber Competition

Narrative Update The analyst price target for Comcast has edged lower, with fair value moving from about $23.85 to $23.70 as analysts factor in increased fiber competition, adjustments for the Versant spin off, and a series of reduced price targets from several firms partly offset by one modest upward revision. Analyst Commentary Recent research on Comcast has leaned more cautious, with several bearish analysts either cutting price targets or shifting to more negative stock ratings.
Actualización de narrativa Feb 18

CMCSA: Future Returns Will Hinge On Risky Warner Bros Bid Uncertainty

Comcast's analyst price targets have edged lower overall, with several firms trimming their views by $1 to $4 as they factor in the Versant spin off and lingering pressure in legacy pay TV. This is partly offset by at least one small upward revision of $0.21 tied to more constructive views on the core business.
Actualización de narrativa Feb 04

CMCSA: Future Returns Will Depend On Risky Warner Bros Acquisition Pursuit

Analysts have trimmed their implied fair value for Comcast by about US$4. This reflects a series of lower price targets that factor in softer revenue growth assumptions, a slightly higher discount rate, and a modestly lower future P/E multiple, even as margin expectations hold steady.
Actualización de narrativa Jan 21

CMCSA: Broadband Reset And Versant Spin Off Will Reshape Future Returns

Analysts have trimmed their fair value estimate for Comcast from about $49.43 to $43.62, reflecting lower assumed revenue growth, a slightly higher discount rate, and a reset future P/E multiple following mixed rating changes, reduced price targets, and the impact of the Versant spin off. Analyst Commentary Recent research on Comcast has shifted toward a more cautious stance overall, with several firms cutting price targets and rethinking growth assumptions following the Versant spin off, rising broadband competition, and expectations for higher content costs.
Actualización de narrativa Jan 07

CMCSA: Warner Bids And New Sports Rights Will Reframe Earnings Power

Analysts nudged their fair value estimate for Comcast slightly lower to about $33.93 from $34.65. This reflects trimmed long term revenue growth and profit margin assumptions after the Versant spin, price target cuts from several firms to a range around $23 to $44, and concerns about broadband competition and media cost pressures, even as the assumed future P/E multiple edges modestly higher.
Actualización de narrativa Dec 16

CMCSA: Future Returns Will Balance Broadband Headwinds And Media Deal Uncertainty

Analysts have trimmed their fair value estimate for Comcast to $28 from $31, reflecting expectations for a tougher five year earnings outlook as broadband competition intensifies, subscriber and ARPU growth slow, and media profitability faces pressure from higher sports rights costs. Analyst Commentary Street research around Comcast has turned more cautious, with several bearish analysts resetting expectations to reflect weaker broadband momentum, rising competitive intensity, and mounting media cost pressures.
Actualización de narrativa Dec 02

CMCSA: Bidding For Warner Units And New Sports Deals Will Generate Upside Momentum

Comcast’s analyst price target fell modestly to $34.65 from $35.10, as analysts highlighted ongoing challenges in broadband subscriber trends, competitive pressures, and slower expectations for EBITDA growth. Analyst Commentary Recent research from Wall Street reflects a mix of cautious optimism and heightened concern regarding Comcast's outlook.
Actualización de narrativa Nov 18

CMCSA: New Sports Channel Launch And M&A Activity Will Drive Momentum

Comcast's analyst price target has been lowered by approximately $0.65 to $35.10. This adjustment reflects growing concerns among analysts about intensified broadband competition, EBITDA pressures, and slower subscriber growth.
Actualización de narrativa Nov 03

CMCSA: Upcoming Media Deals And Streaming Moves Will Drive Future Momentum

Comcast's fair value estimate has been reduced from $38.91 to $35.75 per share. Analysts cite greater near-term EBITDA pressure and slowing broadband ARPU growth, despite incremental improvements from recent strategic shifts.
Actualización de narrativa Oct 20

Peacock And DOCSIS 40 Expansion Will Spur Performance Despite Competition

Comcast's analyst price targets have seen mixed revisions recently, with adjustments ranging from a decrease to $36 to an increase to $45.50. Analysts are weighing stable sector performance alongside modest improvements in profits and competitive pressures.
Actualización de narrativa Oct 05

Peacock And DOCSIS 40 Expansion Will Spur Performance Despite Competition

Comcast's analyst price target has decreased modestly from $39.75 to $39.18, as analysts weigh lower revenue growth and profit margin forecasts in light of ongoing competitive pressures and nuanced performance across its business segments. Analyst Commentary Recent Street research highlights a mix of optimism and caution among analysts regarding Comcast's outlook.
Artículo de análisis Sep 17

Comcast (NASDAQ:CMCSA) Has More To Do To Multiply In Value Going Forward

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Artículo de análisis Jul 18

Is It Time To Consider Buying Comcast Corporation (NASDAQ:CMCSA)?

Today we're going to take a look at the well-established Comcast Corporation ( NASDAQ:CMCSA ). The company's stock...
Nueva narrativa Apr 08

Broadband Adjustments And Peacock NBA Launch Will Yield Mixed Results

Comcast faces challenges in broadband growth due to competition and changes in pricing, impacting revenue trajectory and margins.
Nueva narrativa Apr 08

Project Genesis And Media Restructuring Will Create Future Opportunities

Comcast targets wireless market expansion to drive revenue growth and enhance broadband and wireless revenue, aiming for higher ARPU and improved customer retention.
Seeking Alpha Mar 29

Comcast: One Of The Best Times To Buy

Summary Comcast offers a robust 8.6% free cash flow yield and trades at a historically low forward P/E of 8.7. Its diversified business model and strong cash generation support its value and income potential. CMCSA's healthy balance sheet, A- credit rating, and consistent share buybacks enhance its appeal, and it currently has a well-covered 3.5% dividend yield. With potential for 5-10% annual EPS growth and reversion to mean valuation, CMCSA presents an attractive setup for potential double-digit total returns. Read the full article on Seeking Alpha
Seeking Alpha Feb 21

Comcast: Why I Disagree With Wall Street

Summary Since my last analysis, CMCSA has enjoyed a sentiment shift and also delivered a strong quarter. However, I think Wall Street’s buy rating is based on an overestimation of its growth potential. My growth estimate for CMCSA, based on ROCE and reinvestment rates, is 4-5%, significantly lower than the consensus projection of 6.6%. The overestimation also exaggerates the attractiveness of its valuation ratios. Read the full article on Seeking Alpha

Previsiones de crecimiento de beneficios e ingresos

NasdaqGS:CMCSA - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/2028123,39111,21314,14328,81115
12/31/2027120,14410,68213,79927,64522
12/31/2026121,77010,40413,37627,53424
3/31/2026125,27718,79717,70732,240N/A
12/31/2025123,70719,99819,22433,643N/A
9/30/2025123,31222,60718,11932,882N/A
6/30/2025124,18522,90516,57831,210N/A
3/31/2025123,56015,71013,41428,119N/A
12/31/2024123,73116,19212,42727,673N/A
9/30/2024123,07014,67510,86325,515N/A
6/30/2024121,11315,09111,47426,647N/A
3/31/2024121,93915,41113,54329,121N/A
12/31/2023121,57215,38812,82428,501N/A
9/30/2023120,87215,15112,35428,462N/A
6/30/2023120,6066,50711,67127,255N/A
3/31/2023120,1085,65511,41526,384N/A
12/31/2022121,4275,37012,31626,413N/A
9/30/2022121,2105,40414,72828,219N/A
6/30/2022121,66014,03714,50927,373N/A
3/31/2022120,19014,37915,87428,652N/A
12/31/2021116,38514,15916,11329,146N/A
9/30/2021113,75714,48213,16426,499N/A
6/30/2021108,99112,46611,93025,627N/A
3/31/2021104,16011,71613,04426,664N/A
12/31/2020103,56410,53411,14624,737N/A
9/30/2020104,25410,31612,44125,930N/A
6/30/2020105,54911,51412,34825,893N/A
3/31/2020108,69211,65110,73524,290N/A
12/31/2019108,94213,057N/A25,697N/A
9/30/2019108,39012,406N/A25,252N/A
6/30/2019103,69812,075N/A26,031N/A
3/31/201998,57512,166N/A26,054N/A
12/31/201894,50711,731N/A24,297N/A
9/30/201888,73624,219N/A23,911N/A
6/30/201887,68223,975N/A23,049N/A
3/31/201887,23323,280N/A21,110N/A
12/31/201785,02922,735N/A21,261N/A
9/30/201783,97910,032N/A21,693N/A
6/30/201784,2179,627N/A20,780N/A
3/31/201782,2009,134N/A20,051N/A
12/31/201680,7368,678N/A19,691N/A
9/30/201678,6238,370N/A18,954N/A
6/30/201675,9738,129N/A19,738N/A
3/31/201675,4478,238N/A18,932N/A
12/31/201574,5108,163N/A19,485N/A
9/30/201572,9978,117N/A18,456N/A
6/30/201571,1198,713N/A18,232N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que los beneficios de CMCSA disminuyan en los próximos 3 años (-11.2% al año).

Beneficios vs. Mercado: Se prevé que los beneficios de CMCSA disminuyan en los próximos 3 años (-11.2% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de CMCSA disminuyan en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos de CMCSA disminuyan en los próximos 3 años (-0.2% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos de CMCSA disminuyan en los próximos 3 años (-0.2% al año).


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de CMCSA sea baja dentro de 3 años (12.8%).


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/14 01:44
Precio de las acciones al final del día2026/06/12 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Comcast Corporation está cubierta por 51 analistas. 24 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Andrew Charles BealeArete Research Services LLP
Joseph BonnerArgus Research Company
William PowerBaird