Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$82.8B
3,572M shares
52-week range
$22.13 – $36.66
14% from low
Sector
CABLE & OTHER PAY TELEVISION SERVICES
Exchange
NASDAQ
CS
Borrow rate
0.40%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $94.51B | $108.94B | $103.56B | $116.39B | $121.43B | $121.57B | $123.73B | $123.71B |
| Cost of revenue | $29.69B | $34.44B | $33.12B | $38.45B | $38.21B | $36.76B | $37.03B | $34.95B |
| Gross profit | $64.81B | $74.50B | $70.44B | $77.94B | $83.21B | $84.81B | $86.70B | $88.76B |
| Gross margin | 68.6% | 68.4% | 68.0% | 67.0% | 68.5% | 69.8% | 70.1% | 71.7% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $19.01B | $21.13B | $17.49B | $20.82B | $22.62B | $23.31B | $23.30B | $20.67B |
| EBITDA | $29.80B | $34.52B | $31.75B | $37.18B | $27.00B | $38.90B | $37.61B | $46.39B |
| Net income | $11.73B | $13.06B | $10.53B | $14.16B | $5.37B | $15.39B | $16.19B | $20.00B |
| Net margin | 12.4% | 12.0% | 10.2% | 12.2% | 4.4% | 12.7% | 13.1% | 16.2% |
| EPS (diluted) | 2.53 | 2.83 | 2.28 | 3.04 | 1.21 | 3.71 | 4.14 | 5.39 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $121.8B | $3.51 | $3.31–$3.88 | 15 |
| 2027 | $120.2B | $3.78 | $3.40–$4.03 | 15 |
| 2028 | $123.1B | $4.18 | $3.73–$4.66 | 10 |
| 2029 | $121.7B | $4.52 | $4.43–$4.63 | 4 |
Forward consensus · source: Financial Modeling Prep
Comcast is made up of three parts. The core cable business owns networks that provide television, internet access, and phone services to 65 million US homes and businesses, or nearly half of the country. The firm provides services to about half the locations in this territory. Comcast acquired NBCUniversal from General Electric in 2011. Following the spinoff of several cable networks, including CNBC, MSNBC, and USA, NBCU now consists of the NBC network, several local NBC affiliates, Bravo, the Peacock streaming platform, Universal Studios, and several theme parks. Finally, Sky, acquired in 2018, is a large television provider in the UK and Italy.
www.comcastcorporation.comNo one on the platform currently holds CMCSA.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 1,192,620 | $34.2M |
| Renaissance Technologiesas of 2026-03-31 | 788,376 | $22.6M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-07-01 | $0.3300 | 2026-07-22 |
| 2026-04-01 | $0.3300 | 2026-04-22 |
| 2026-01-14 | $0.3300 | 2026-02-04 |
| 2025-10-01 | $0.3300 | 2025-10-22 |
| 2025-07-02 | $0.3300 | 2025-07-23 |
| 2025-04-02 | $0.3300 | 2025-04-23 |
| 2025-01-08 | $0.3100 | 2025-01-29 |
| 2024-10-02 | $0.3100 | 2024-10-23 |
| 2024-07-03 | $0.3100 | 2024-07-24 |
| 2024-04-02 | $0.3100 | 2024-04-24 |
No one on the platform has traded CMCSA yet.
| $4.9B |
| — |
| RCIRogers Communications Inc. | $34.05 | -2.27% | $18.4B | — |
| RELXRELX Plc | $31.29 | -0.16% | $54.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
| 2024-01-02 |
| $0.2900 |
| 2024-01-24 |
| 2023-10-03 | $0.2900 | 2023-10-25 |
| Execution date | Ratio |
|---|---|
| 2017-02-21 | 2-for-1 |
| 2007-02-22 | 3-for-2 |
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Trading at 6.0× earnings vs its 11.1× historical median P/E.
Fair value ≈ $45.28 · price $24.22 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$CMCSA wow, insightful. I see you put a lot of thought into this post. Here is a list of games on Amazon Luna that can be played on Xfinity X1: * AMID EVIL * DUSK * Trepang2 * ULTRAKILL * Metro Exodus * Borderlands 3 * Control Ultimate Edition * Fortnite Battle Royale * Fortnite OG * Mafia: Definitive E dition https://luna.amazon.com/?ref_marker=Xfinity No console required. https://www.xfinity.com/support/articles/luna-app-overview
View on StockTwits ↗$CMCSA I can only imagine the "woke" games they’ll be able to come up with. Should be a hit for collectors! Not so much for gamers.
View on StockTwits ↗Today's option volume of 71.1M contracts (31.6M Puts & 39.5M Calls traded) was -8.00% below recent avg levels, w/ calls leading puts 5 to 4 Net Option Premium Traded: $45,219,049,513 Today's most active sectors included Consumer Cyclicals, Consumer Non-Cyclicals, & Health Care, while Industrials & Financials were relatively light Among the 500 most liquid single stocks, 30day IV was higher for 361 & lower for 87 Unusual total option volume was observed in $SNAP $CG $CMCSA $VZ & $SLS
View on StockTwits ↗https://stocktwits.com/news-articles/markets/equity/nbc-universal-reportedly-eyes-move-into-video-games-following-comcast-separation/cZ19p5aR7Lo $CMCSA Sounds like some dull, woke, money-losing video games are on the way.
View on StockTwits ↗$CMCSA In a world where $MSFT Xbox is tanking and $SONY Play Station consoles are overpriced, Comcast's unbundling is set to dominate cloud gaming. $CMCSA keeps the premium DOCSIS pipes/routers that $T and $VZ 5G networks can't match for low-latency gaming, while the upcoming, standalone media spinoff builds the high-margin games to run on it. The foundation is already built via their Amazon Luna integration on X1/Xumo. From the Global Gaming Market Report: "This rollout enables Xfinity customers using X1 and Xumo Stream Box devices to access Amazon Luna directly through their TV interface, offering instant gameplay without consoles..." When the spinoff drops its own massive franchises directly into this established, console-free distribution loop, the margins are going to be wild. The tape is completely mispricing this asset. https://www.researchandmarkets.com/reports/5783082/gaming-market-report#:~:text=This%20rollout%20enables%20Xfinity%20customers,thereby%20increasing%20gaming%20accessibility%20and
View on StockTwits ↗$CMCSA arghhhhh that whole gain pre market is almost entirely gone.
View on StockTwits ↗NBCUniversal Reportedly Eyes Move Into Video Games Following Comcast Separation $CMCSA https://stocktwits.com/news/equity/markets/nbc-universal-reportedly-eyes-move-into-video-games-following-comcast-separation/cZ19p5aR7Lo
View on StockTwits ↗$CMCSA Love to see my shares rise up
View on StockTwits ↗$CMCSA Retail loves tripping over dollars to pick up pennies... literally. Dumb
View on StockTwits ↗$CMCSA Excellent! Stop sitting on your hands and buy the stock everyone! My Gawd retail is so slow and dumb sometimes.
View on StockTwits ↗$CMCSA https://www.cnbc.com/2026/06/29/whats-behind-the-comcast-break-up-hope-for-a-disney-like-valuation.html Evercore ISI has a price target of $36 on Comcast, based on estimated 2027 valuations of 5.5x EV/EBITDA and 8.8x P/FCF. Benchmark Equity Research has a target EBITDA forward multiple of 6.5 for Comcast for 2026, and a forward multiple of 6.2 for 2027. “We do not anticipate any material dis-synergies from the new transaction apart perhaps for some mild increased two public entities corporate expense,” Matthew Harrigan at Benchmark wrote Monday. He has a $44 price target on Comcast.
View on StockTwits ↗$CMCSA Bought the low and then it went even lower lol! Price action today was like a penny stock. Thank retail and all the penny priced options for bringing it down. Way to go! Dumb because they’ll end up being a wash.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.