
Comcast (CMCSA) Stock Forecast & Price Target
Comcast (CMCSA) Analyst Ratings
Bulls say
Comcast's stock outlook remains positive due to strong revenue growth in its media segment, particularly driven by Peacock's mid-teens revenue growth and substantial increases in ad revenue. The content and experiences segment also significantly contributes to the overall financial health, with theme park revenues soaring by 19% and EBITDA growth of 13%, bolstered by the successful launch of Epic Universe. Furthermore, the company is strategically positioned for future growth with anticipated strong performance from its upcoming film slate and new sports programming, which is expected to enhance advertising and distribution revenue.
Bears say
Comcast is experiencing significant financial challenges, as evidenced by a 3.7% year-over-year decline in EBITDA in Q3, attributed to increased operating costs related to its strategic pivot and elevated marketing expenses. Broadband Average Revenue Per User (ARPU) is expected to further decline, with projections indicating a drop from ~3.5% to approximately 1.4% by Q4 2026, coupled with the decision to forgo typical rate increases, placing additional pressure on revenue streams. Long-term holders have faced considerable losses, with forecasts suggesting continued negative growth rates for ARPUs and EBITDA in the upcoming quarters, reflecting a broader struggle within Comcast’s Connectivity and Platforms segment.
This aggregate rating is based on analysts' research of Comcast and is not a guaranteed prediction by Public.com or investment advice.
Comcast (CMCSA) Analyst Forecast & Price Prediction
Start investing in Comcast (CMCSA)
Order type
Buy in
Order amount
Est. shares
0 shares