Comcast’s (CMCSA) “Buy” Rating Reiterated at Rosenblatt Securities

Posted by George Bondi on Jul 27th, 2026

Rosenblatt Securities reaffirmed their buy rating on shares of Comcast (NASDAQ:CMCSA – Free Report) in a report published on Friday,Benzinga reports. They currently have a $31.00 price target on the cable giant’s stock.

A number of other brokerages have also issued reports on CMCSA. Morgan Stanley decreased their price target on Comcast from $33.00 to $30.00 and set an “equal weight” rating for the company in a research note on Tuesday, July 7th. Citigroup dropped their price objective on Comcast from $35.50 to $32.00 and set a “buy” rating on the stock in a research note on Monday, June 29th. BNP Paribas Exane cut their price objective on Comcast from $25.00 to $22.00 and set an “underperform” rating for the company in a report on Tuesday, July 14th. Wells Fargo & Company decreased their target price on Comcast from $29.00 to $28.00 and set an “underweight” rating for the company in a research note on Tuesday, July 7th. Finally, Freedom Capital raised Comcast to a “hold” rating in a report on Friday, June 12th. Eleven equities research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $32.96.

View Our Latest Stock Analysis on CMCSA

Comcast Stock Performance

Comcast stock opened at $22.30 on Friday. The firm has a 50 day simple moving average of $23.82 and a 200-day simple moving average of $27.26. The company has a debt-to-equity ratio of 0.94, a current ratio of 0.80 and a quick ratio of 0.80. The stock has a market capitalization of $79.66 billion, a PE ratio of 7.22, a price-to-earnings-growth ratio of 1.84 and a beta of 0.67. Comcast has a 12-month low of $21.28 and a 12-month high of $34.45.

Comcast (NASDAQ:CMCSA – Get Free Report) last posted its quarterly earnings data on Thursday, July 23rd. The cable giant reported $1.04 EPS for the quarter, beating analysts’ consensus estimates of $0.97 by $0.07. Comcast had a net margin of 8.97% and a return on equity of 14.77%. The business had revenue of $29.94 billion for the quarter, compared to analyst estimates of $29.24 billion. During the same quarter last year, the business earned $1.25 earnings per share. The business’s revenue for the quarter was down 1.2% on a year-over-year basis. As a group, equities research analysts expect that Comcast will post 3.47 EPS for the current fiscal year.

Comcast Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 28th. Shareholders of record on Wednesday, October 7th will be given a dividend of $0.33 per share. This represents a $1.32 annualized dividend and a yield of 5.9%. The ex-dividend date is Wednesday, October 7th. Comcast’s payout ratio is presently 42.72%.

Institutional Trading of Comcast

A number of hedge funds have recently modified their holdings of CMCSA. Allied Private Wealth LLC purchased a new position in shares of Comcast during the second quarter valued at $26,000. Imprint Wealth LLC purchased a new stake in Comcast in the 3rd quarter worth about $26,000. Fideuram Intesa Sanpaolo Private Banking S.P.A. purchased a new stake in Comcast in the 4th quarter worth about $27,000. Whipplewood Advisors LLC boosted its position in Comcast by 75.5% during the 1st quarter. Whipplewood Advisors LLC now owns 932 shares of the cable giant’s stock worth $27,000 after acquiring an additional 401 shares during the period. Finally, Main Street Group LTD acquired a new stake in Comcast during the 1st quarter worth about $27,000. Hedge funds and other institutional investors own 84.32% of the company’s stock.

Key Headlines Impacting Comcast

Here are the key news stories impacting Comcast this week:

Positive Sentiment: Comcast beat second-quarter estimates, with adjusted EPS of $1.04 and revenue of $29.94 billion, both above Wall Street expectations. The beat was supported by record wireless additions, stronger studio performance, and improving broadband trends. Comcast Reports 2nd Quarter 2026 Results
Positive Sentiment: Peacock turned profitable for the first time, adding 2 million paid subscribers to reach 48 million, which is boosting sentiment around Comcast’s media and streaming turnaround. Comcast’s Peacock records first ever profit on World Cup, ‘Love Island USA’ boost
Positive Sentiment: Management said broadband repositioning, wireless growth, and the planned NBCUniversal/Sky separation are progressing, while Rosenblatt reiterated a Buy rating and a $31 price target, implying meaningful upside from recent levels. CMCSA Q2 Earnings Call Highlights Broadband Pivot and Wireless Growth
Neutral Sentiment: Comcast declared a quarterly dividend of $0.33 per share, reinforcing its income profile, but this is unlikely to be the main driver of the stock’s move today.
Neutral Sentiment: Recent short-interest data was effectively flat at zero, so there is no clear short-squeeze or bearish positioning signal helping explain the move.
Negative Sentiment: Offsetting the positives, domestic broadband customer losses continued and second-quarter profit was lower year over year, which keeps pressure on Comcast’s core connectivity business. Comcast Reports Lower Profit, Narrows Domestic Broadband Subscriber Losses
Negative Sentiment: Some investors were also disappointed that Comcast paused share repurchases while it prepares for the planned business separation, reducing a prior source of stock support. Comcast slips as broadband losses and buyback pause overshadow Q2 beat

Comcast Company Profile

(Get Free Report)

Comcast Corporation (NASDAQ: CMCSA) is a diversified global media and technology company headquartered in Philadelphia, Pennsylvania. Its principal operations are organized around Comcast Cable, which provides broadband internet, video, voice and wireless services to residential and business customers in the United States under the Xfinity and Comcast Business brands, and NBCUniversal, a media and entertainment group that develops, produces and distributes content across broadcast and cable networks, film, and streaming platforms.

NBCUniversal’s assets include the NBC broadcast network, a portfolio of cable channels, Universal Pictures and other film and television production businesses, and the Peacock streaming service.