Analyst Consensus ?
ConsensusBuy59 ratings
Bullish3457.6%
Neutral2237.3%
Bearish35.1%
1 unmapped firm rating excluded from the percentages.
Comcast Corporation · CMCSA · FY2025 Q4 · Calendar Q1 2026
Comcast balances near-term margin pressure with 2026 growth investments
The supplied analysis supports a mixed view: Comcast is investing in broadband, wireless, content, and parks growth, but near-term profitability remains exposed to pricing migration, promotions, sports-rights costs, and execution risk.
Reported Before market openNASDAQCommunication Services
$77.75B market cap
90quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.84
Consensus $0.73
EPS surprise
+15.2%
Reported versus consensus
Reported revenue
$32.31B
Consensus $32.34B
Revenue surprise
-0.1%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+2.9%
Event window
SPY move
-0.2%
Same window
Abnormal move
+3.1%
Stock minus SPY
Volume
1.9×
Versus trailing sessions
Subsequent drift
+5.9%
Up to 20 sessions
CMCSASPY benchmark
Ask FN2 about CMCSA FY2025 Q4
Transcript, numbers and history already loaded
Why did CMCSA rise 2.9% after beating EPS estimates in FY2025 Q4?What changed in CMCSA's guidance and outlook in FY2025 Q4?Give me the bull and bear case for CMCSA after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Comcast’s go-to-market strategy shifted toward simplified broadband pricing, a five-year price guarantee, and free wireless lines. The supplied analysis also highlights the Versant spin-off, Peacock reaching 44 million subscribers, and Epic Universe contributing a first $1 billion-plus EBITDA quarter for the parks segment.
Guidance delta
Formal guidance sentiment was not provided in the supplied analysis. Management outlined a 2026 plan with broadband pricing migration, network investment, multigig speeds, and premium wireless offerings.
Key takeaways
- Simplified broadband pricing and free wireless lines may pressure near-term EBITDA while supporting convergence.
- Wireless net additions reached 1.5 million, with more than 9 million lines and 15% broadband-base penetration.
- Peacock subscriber growth and theme-park performance improved the content and parks contribution.
- Management expects 2026 capex to be similar to 2025 while emphasizing network upgrades and customer experience.
Management priorities
- Complete residential broadband migration to simplified pricing by year-end 2026.
- Invest in network modernization, multigig symmetric speeds, and customer experience.
- Convert wireless promotions into higher-value customer relationships.
- Expand Peacock content and subscriber growth, and continue theme-park projects.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$21.79Current
$18Low
$42.26Average
$75High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 29, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Keybanc | Underweight | Sector Weight | Downgrade | Sep 25, 2026 |
| Citigroup | Buy | Buy | Maintain | Sep 24, 2026 |
| B of A Securities | Buy | Buy | Maintain | Sep 16, 2026 |
| UBS | Neutral | Neutral | Maintain | Sep 15, 2026 |
| Wells Fargo | Underweight | Underweight | Maintain | Jul 24, 2026 |
| Rosenblatt | Buy | Buy | Maintain | Jul 24, 2026 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Jul 24, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | Jul 24, 2026 |
| Scotiabank | Sector Perform | Sector Perform | Maintain | Jul 15, 2026 |
| BNP Paribas | Underperform | Underperform | Maintain | Jul 14, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Jul 7, 2026 |
| Goldman Sachs | Neutral | Neutral | Maintain | Jul 2, 2026 |
| Deutsche Bank | Buy | Hold | Upgrade | Jun 30, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Apr 24, 2026 |
| TD Cowen | Buy | Buy | Maintain | Jan 30, 2026 |
| Bernstein | Market Perform | Market Perform | Maintain | Jan 16, 2026 |
| Benchmark | Buy | Buy | Maintain | Jan 6, 2026 |
| Seaport Global | Neutral | Buy | Downgrade | Oct 31, 2025 |
| JP Morgan | Neutral | Neutral | Maintain | Oct 31, 2025 |
| Oppenheimer | Outperform | Outperform | Maintain | Apr 25, 2025 |
| Pivotal Research | Buy | Buy | Maintain | Jan 31, 2025 |
| Macquarie | Neutral | Neutral | Maintain | Jan 31, 2025 |
| Loop Capital | Buy | Buy | Maintain | Jan 2, 2025 |
| Exane BNP Paribas | Neutral | Outperform | Downgrade | Apr 9, 2024 |
| Redburn Atlantic | Neutral | Buy | Downgrade | Feb 15, 2024 |
| Argus Research | Buy | Buy | Maintain | Aug 9, 2023 |
| Wolfe Research | Peer Perform | Underperform | Upgrade | Aug 2, 2023 |
| Credit Suisse | Outperform | Outperform | Maintain | Apr 28, 2023 |
| Atlantic Equities | Overweight | Neutral | Upgrade | Apr 18, 2023 |
| Cowen & Co. | Outperform | Outperform | Maintain | Jan 27, 2023 |
| Truist Securities | Buy | Hold | Upgrade | Jan 5, 2023 |
| Redburn Partners | Neutral | Buy | Downgrade | Aug 5, 2022 |
| Daiwa Capital | Outperform | Outperform | Maintain | Jul 1, 2022 |
| Raymond James | Market Perform | Outperform | Downgrade | Oct 11, 2021 |
| TD Securities | Buy | Hold | Upgrade | Jan 26, 2021 |
| Guggenheim | Neutral | Buy | Downgrade | May 19, 2020 |
| Nomura | Neutral | Neutral | Maintain | Apr 22, 2020 |
| SunTrust Robinson Humphrey | Buy | Buy | Maintain | Apr 3, 2020 |
| Baird | Neutral | Outperform | Downgrade | Mar 23, 2020 |
| MoffettNathanson | Buy | Neutral | Upgrade | Feb 4, 2020 |
| Moffett Nathanson | Neutral | Buy | Downgrade | Sep 24, 2018 |
| Argus | Buy | Buy | Maintain | May 5, 2018 |
| Bank of America | Buy | Buy | Maintain | Jan 25, 2018 |
| Nomura Instinet | Neutral | Buy | Downgrade | Jan 18, 2018 |
| Instinet | Neutral | Buy | Downgrade | Jan 18, 2018 |
| Buckingham | Buy | Buy | Maintain | Nov 21, 2017 |
| Pacific Crest | Overweight | Downgrade | Jan 27, 2017 | |
| HSBC | Buy | Buy | Maintain | Jan 19, 2017 |
| Wunderlich Securities | Buy | Buy | Maintain | Sep 16, 2015 |
| Wunderlich | Buy | Buy | Maintain | Sep 16, 2015 |
| Canaccord Genuity | Buy | Buy | Maintain | Jul 24, 2015 |
| Brean Capital | Buy | Buy | Maintain | Jul 1, 2015 |
| Jefferies | Buy | Buy | Maintain | Apr 27, 2015 |
| Maxim Group | Hold | Buy | Downgrade | Nov 12, 2014 |
| Buckingham Research | Buy | Buy | Maintain | Dec 19, 2013 |
| Northland Securities | Outperform | Outperform | Maintain | Dec 4, 2013 |
| Stifel Nicolaus | Buy | Buy | Maintain | Feb 14, 2013 |
| Stifel | Buy | Buy | Maintain | Feb 14, 2013 |
| ISI Group | Buy | Buy | Maintain | Jan 28, 2013 |
| Janney Capital | Buy | Buy | Maintain | Sep 10, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $21.79. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| KeyBanc | Brandon Nispel | $18 | $22.13 | -17.4% | Sep 24, 2026 |
| UBS | Analyst unavailable | $35 | $24.42 | +60.6% | Sep 16, 2026 |
| UBS | John Hodulik | $27 | $24.54 | +23.9% | Sep 15, 2026 |
| UBS | John Hodulik | $26 | $24.88 | +19.3% | Sep 15, 2026 |
| RBC Capital | Jonathan Atkin | $26 | $22.17 | +19.3% | Jul 24, 2026 |
| Scotiabank | Maher Yaghi | $29 | $22.41 | +33.1% | Jul 24, 2026 |
| Morgan Stanley | Sean Diffley | $29 | $21.92 | +33.1% | Jul 24, 2026 |
| Wells Fargo | Edward Kelly | $23 | $21.92 | +5.6% | Jul 24, 2026 |
| Barclays | Kannan Venkateshwar | $26 | $21.92 | +19.3% | Jul 24, 2026 |
| Scotiabank | Maher Yaghi | $32.75 | $23.55 | +50.3% | Jul 15, 2026 |
| Bernstein | Laurent Yoon | $28 | $24.13 | +28.5% | Jul 13, 2026 |
| Morgan Stanley | Sean Diffley | $30 | $24.1 | +37.7% | Jul 7, 2026 |
| Wells Fargo | Steven Cahall | $28 | $23.38 | +28.5% | Jul 7, 2026 |
| Goldman Sachs | Analyst unavailable | $26 | $23.73 | +19.3% | Jul 2, 2026 |
| Deutsche Bank | Bryan Kraft | $32 | $24.22 | +46.9% | Jun 30, 2026 |
| RBC Capital | Jonathan Atkin | $32 | $29.02 | +46.9% | Apr 24, 2026 |
| Morgan Stanley | Sean Diffley | $33 | $29.33 | +51.4% | Apr 24, 2026 |
| Evercore ISI | Analyst unavailable | $36 | $29.42 | +65.2% | Apr 24, 2026 |
| Deutsche Bank | Bryan Kraft | $34 | $31.64 | +56.0% | Apr 24, 2026 |
| Goldman Sachs | Analyst unavailable | $29 | $31.64 | +33.1% | Apr 23, 2026 |
| BNP Paribas | Analyst unavailable | $27 | $31.63 | +23.9% | Feb 24, 2026 |
| Scotiabank | Analyst unavailable | $35.25 | $29.41 | +61.8% | Jan 30, 2026 |
| Bernstein | Analyst unavailable | $32 | $28.35 | +46.9% | Jan 16, 2026 |
| Barclays | Kannan Venkateshwar | $28 | $29.06 | +28.5% | Jan 13, 2026 |
| UBS | Analyst unavailable | $37 | $28.37 | +69.8% | Jan 12, 2026 |
| Scotiabank | Analyst unavailable | $37.5 | $27.75 | +72.1% | Jan 7, 2026 |
| UBS | Analyst unavailable | $44 | $27.52 | +101.9% | Jan 6, 2026 |
| Arete Research | Andrew Beale | $23 | $28.13 | +5.6% | Jan 6, 2026 |
| UBS | John Hodulik | $36 | $30.09 | +65.2% | Dec 18, 2025 |
| Morgan Stanley | Benjamin Swinburne | $31 | $26.79 | +42.3% | Dec 10, 2025 |
| Rosenblatt Securities | Barton Crockett | $30 | $26.73 | +37.7% | Dec 1, 2025 |
| Oppenheimer | Timothy Horan | $38 | $26.98 | +74.4% | Nov 4, 2025 |
| BNP Paribas | Sam McHugh | $28 | $26.98 | +28.5% | Nov 4, 2025 |
| Barclays | Analyst unavailable | $30 | $27.84 | +37.7% | Nov 3, 2025 |
| Evercore ISI | Analyst unavailable | $35 | $27.36 | +60.6% | Oct 31, 2025 |
| Morgan Stanley | Analyst unavailable | $32 | $27.38 | +46.9% | Oct 31, 2025 |
| Scotiabank | Maher Yaghi | $41.5 | $27 | +90.5% | Oct 31, 2025 |
| Williams Trading | Gregory Williams | $40 | $27.18 | +83.6% | Oct 31, 2025 |
| UBS | Analyst unavailable | $32 | $27 | +46.9% | Oct 31, 2025 |
| UBS | Analyst unavailable | $34 | $26.72 | +56.0% | Oct 31, 2025 |
| Goldman Sachs | Michael Ng | $30 | $27 | +37.7% | Oct 31, 2025 |
| Morgan Stanley | Analyst unavailable | $35 | $31.09 | +60.6% | Oct 7, 2025 |
| Scotiabank | Analyst unavailable | $45.5 | $30.9 | +108.8% | Oct 6, 2025 |
| UBS | Analyst unavailable | $43 | $30.4 | +97.3% | Oct 3, 2025 |
| Bernstein | Analyst unavailable | $36 | $33.48 | +65.2% | Sep 10, 2025 |
| RBC Capital | Jonathan Atkin | $38 | $33.83 | +74.4% | Sep 8, 2025 |
| Morgan Stanley | Benjamin Swinburne | $40 | $34.4 | +83.6% | Jul 16, 2025 |
| UBS | Analyst unavailable | $44.5 | $33.9 | +104.2% | Apr 25, 2025 |
| Scotiabank | Maher Yaghi | $44.5 | $33.7 | +104.2% | Apr 25, 2025 |
| Morgan Stanley | Benjamin Swinburne | $37 | $33.58 | +69.8% | Apr 25, 2025 |
| Barclays | Kannan Venkateshwar | $37 | $33.19 | +69.8% | Feb 3, 2025 |
| Bernstein | Laurent Yoon | $38 | $33.66 | +74.4% | Jan 31, 2025 |
| Seaport Global | David Joyce | $46 | $39.53 | +111.1% | Dec 11, 2024 |
| Scotiabank | Jeff Fan | $47.75 | $42.23 | +119.1% | Oct 18, 2024 |
| Citigroup | Michael Rollins | $47 | $42.25 | +115.7% | Oct 17, 2024 |
| Goldman Sachs | Michael Ng | $48 | $39.13 | +120.3% | Sep 10, 2024 |
| Loop Capital Markets | Brandon Nispel | $44 | $38.09 | +101.9% | Jul 24, 2024 |
| Deutsche Bank | Bryan Kraft | $49 | $37.48 | +124.9% | Jul 24, 2024 |
| Pivotal Research | Jeffrey Wlodarczak | $48 | $37.87 | +120.3% | Apr 25, 2024 |
| Deutsche Bank | Bryan Kraft | $53 | $43.35 | +143.2% | Apr 1, 2024 |
| Oppenheimer | Timothy Horan | $55 | $39.64 | +152.4% | Oct 27, 2023 |
| Credit Suisse | Douglas Mitchelson | $50 | $41.16 | +129.5% | Apr 28, 2023 |
| KeyBanc | Brandon Nispel | $44 | $38.01 | +101.9% | Apr 4, 2023 |
| Barclays | Analyst unavailable | $36 | $39.97 | +65.2% | Feb 2, 2023 |
| Wells Fargo | Steven Cahall | $38 | $35.86 | +74.4% | Dec 5, 2022 |
| Atlantic Equities | Hamilton Faber | $44 | $40 | +101.9% | Aug 15, 2022 |
| Barclays | Kannan Venkateshwar | $42 | $38.48 | +92.7% | Aug 4, 2022 |
| Scotiabank | Maher Yaghi | $49.5 | $39.96 | +127.2% | Jul 11, 2022 |
| TD Securities | Vince Valentini | $60 | $39.8 | +175.4% | Jul 6, 2022 |
| Wells Fargo | Analyst unavailable | $40 | $40.96 | +83.6% | Apr 29, 2022 |
| Rosenblatt Securities | Barton Crockett | $51 | $45.2 | +134.1% | Apr 25, 2022 |
| Oppenheimer | Timothy Horan | $60 | $46.86 | +175.4% | Apr 19, 2022 |
| Truist Financial | Greg Miller | $50 | $47.12 | +129.5% | Mar 3, 2022 |
| BNP Paribas | Kohulan Paramaguru | $52 | $45.13 | +138.6% | Feb 23, 2022 |
| Goldman Sachs | Brett Feldman | $60 | $49.72 | +175.4% | Jan 30, 2022 |
| Cowen & Co. | Gregory Williams | $64 | $49.44 | +193.7% | Jan 28, 2022 |
| Wolfe Research | John Janedis | $63 | $47.74 | +189.1% | Jan 27, 2022 |
| RBC Capital | Steven Cahall | $60 | $50.07 | +175.4% | Jan 24, 2022 |
| Goldman Sachs | Brett Feldman | $62 | $51.68 | +184.5% | Jan 17, 2022 |
| Bank of America Securities | Jessica Reif Cohen | $68 | $51.39 | +212.1% | Jan 14, 2022 |
| Citigroup | Michael Rollins | $53 | $47.67 | +143.2% | Dec 15, 2021 |
| UBS | John Hodulik | $52 | $48.25 | +138.6% | Dec 14, 2021 |
| Deutsche Bank | Bryan Kraft | $62 | $47.94 | +184.5% | Dec 10, 2021 |
| Loop Capital Markets | Alan Gould | $67 | $50.97 | +207.5% | Nov 22, 2021 |
| Benchmark Co. | Matthew Harrigan | $75 | $55.94 | +244.2% | Oct 4, 2021 |
| Credit Suisse | Douglas Mitchelson | $70 | $57.25 | +221.2% | Jul 29, 2021 |
| Redburn Partners | Stephen Malcolm | $70 | $55.34 | +221.2% | Jun 25, 2021 |
| Berenberg Bank | Sunil Rajgopal | $64 | $54.6 | +193.7% | May 24, 2021 |
| Argus Research | Joseph Bonner | $67 | $56.41 | +207.5% | May 10, 2021 |
| Evercore ISI | Vijay Jayant | $60 | $55.49 | +175.4% | May 3, 2021 |
Track every rating change on CMCSA the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationComcast Corporation functions as a global media and technology conglomerate. Its diverse operations are segmented across Cable Communications, Media, Studios, Theme Parks, and Sky. The Cable Communications division delivers internet, television, phone, and mobile services to residential and business clients under its Xfinity brand, alongside offering advertising solutions. Its Media segment encompasses NBCUniversal's television and streaming platforms, including its national, regional, and international cable channels, the NBC and Telemundo broadcast networks, and the Peacock streaming service.…
Historical context
All CMCSA earningsLatest beats and misses
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- GISFY2027 Q1 · September 23, 2026+4.6% EPS+1.0% move
- AZOFY2026 Q4 · September 22, 2026+3.6% EPS+3.3% move
Get the CMCSA recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-09-28T22:40:56.542055+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-28T22:40:56.539247+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-09-28. For educational purposes only; not investment advice.