Comcast Corporation (CMCSA) Stock Price & Analysis
Comcast Corporation (CMCSA) closed at USD 22.84 on Thursday, October 22, 2026, up 3.44% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 22.08; the Oct 22, 2026 session ranged USD 22–23.29 on volume of 54,382,542 shares. Market capitalization is $81.05B, with a 52-week range of USD 20.48–32.86 (NMS). Source: Nexqual, retrieved October 23, 2026 at 08:36 UTC.
Also available as compact Markdown for AI agents: nexqual.com/CMCSA.md
Latest Earnings Results (CMCSA)
Comcast Corporation (CMCSA) reported Q3 2026 results on Oct 22, 2026, 7:05:59 AM ET: adjusted EPS $1.07 vs. estimate $0.99 (beat), revenue $29.30B vs. estimate $29.22B (beat). Source: SEC 8-K filing. Nexqual published it 55 seconds after release. Read the SEC filing.
| Fiscal period | EPS (reported) | Revenue | Released | Source |
|---|---|---|---|---|
| Q3 2026 | $1.07 (adjusted (non-GAAP) diluted) | $29.30B | Oct 22, 2026, 7:05:59 AM ET · on Nexqual +55 seconds | SEC 8-K filing |
Reported actuals captured by Nexqual from SEC 8-K filings and company press releases; each figure confirmed by two independent extraction methods.
Key facts (CMCSA)
- Last four reported quarters (through Jun 30, 2026): revenue $125B, net income $11.2B (9.0% margin), free cash flow $20.4B (SEC filings).
- Valuation: P/E 7.2x (avg 8.3x at the last 3 fiscal year-ends), EV/EBITDA 5.3x, net debt $82.7B.
- 15 of 80 tracked superinvestors hold CMCSA (13F, Q2 2026 (1 investor on Q3 2026, filed early)): 1 new, 7 added, 4 reduced, 3 unchanged.
- Analysts: Hold (mean 2.81 on a 1–5 scale) (27 analysts), mean target USD 28.38 (range 17–42).
- Total return with dividends: 1Y -12.4% vs S&P 500 +14.9%; 5Y -46.5% vs S&P 500 +80.3%.
- Next earnings: 2026-10-22, EPS estimate USD 0.62, revenue estimate $29.9B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (CMCSA)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $116B | $121B | $122B | $124B | $124B | $125B |
| Operating income | $20.8B | $14.0B | $23.3B | $23.3B | $20.7B | $18.3B |
| Net income | $14.2B | $5.37B | $15.4B | $16.2B | $20.0B | $11.2B |
| EPS (diluted) | $2.85 | $1.13 | $3.71 | $4.14 | $5.39 | — |
| Free cash flow | $20.0B | $15.8B | $16.3B | $15.5B | $21.9B | $20.4B |
| Operating margin | 17.9% | 11.6% | 19.2% | 18.8% | 16.7% | 14.7% |
| Net margin | 12.2% | 4.4% | 12.7% | 13.1% | 16.2% | 9.0% |
| Revenue growth | +12.4% | +4.3% | +0.1% | +1.8% | +0.0% | — |
| Cash + short-term investments | $9.08B | $5.15B | $6.53B | $7.34B | $9.49B | — |
| Total debt | $94.8B | $94.8B | $97.1B | $99.1B | $98.9B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (CMCSA)
P/E 7.2x · P/S 0.7x · EV/EBITDA 5.3x · EV/Sales 1.3x · P/FCF 4.0x · P/B 0.9x · FCF yield 25.22% · Earnings yield 13.82% · Dividend yield (paid, TTM) 6.00% · Buyback yield (TTM) 6.90% · Net debt $82.7B · EV $164B
P/E at fiscal year-ends: Dec 2025 5.2x, Dec 2024 8.5x, Dec 2023 11.1x.
Superinvestors (SEC 13F-HR, Q2 2026) (CMCSA)
15 of 80 tracked investors hold CMCSA (1 investor on Q3 2026, filed early). Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change | Quarter |
|---|---|---|---|---|---|
| Torray Funds | 2.86% | $21.2M | Added +55.5% | Q2 2026 | |
| First Pacific Advisors | 2.67% | $213M | Added +1.0% | Q2 2026 | |
| David Katz | Matrix Asset Advisors | 1.82% | $22.1M | Added +2.6% | Q3 2026 |
| Hillman Capital | Hillman Capital Management | 1.79% | $2.5M | Added +5.9% | Q2 2026 |
| First Eagle Investment | First Eagle Investment Management | 1.56% | $937M | Added +1.0% | Q2 2026 |
| Dodge & Cox Funds | Dodge & Cox | 1.49% | $2.85B | Added +2.5% | Q2 2026 |
| David Einhorn | Greenlight Capital | 0.85% | $33.0M | New position | Q2 2026 |
| Thomas Russo | Gardner Russo & Quinn | 0.60% | $53.9M | Reduced -2.6% | Q2 2026 |
| Yacktman Asset Management | 0.36% | $28.7M | Added +0.3% | Q2 2026 | |
| Bill Nygren | Oakmark Funds | 0.23% | $176M | Reduced -72.9% | Q2 2026 |
| Thomas Gayner | Markel Group | 0.15% | $19.7M | Reduced -16.6% | Q2 2026 |
| Wallace Weitz | Weitz Investment Management | 0.08% | $1.2M | Unchanged | Q2 2026 |
| Tweedy Browne | 0.06% | $769K | Reduced -0.5% | Q2 2026 | |
| Kahn Brothers | Kahn Brothers Group | 0.04% | $206K | Unchanged | Q2 2026 |
| Glenn Greenberg | Brave Warrior Advisors | 0.02% | $763K | Unchanged | Q2 2026 |
Analysts (CMCSA)
Consensus Hold (mean 2.81 on a 1–5 scale), 27 analysts; mean target USD 28.38 (low 17, high 42).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-19 | Rosenblatt | Maintained | Buy | $31 |
| 2026-10-02 | Scotiabank | Target lowered | Sector Perform | $29 → $27.5 |
| 2026-09-29 | Barclays | Target lowered | Equal-Weight | $26 → $24 |
| 2026-09-28 | Morgan Stanley | Target lowered | Equal-Weight | $29 → $27 |
| 2026-09-25 | Keybanc | Downgrade | Sector Weight → Underweight | $18 |
| 2026-09-24 | Citigroup | Target lowered | Buy | $30 → $27.5 |
| 2026-09-16 | B of A Securities | Target lowered | Buy | $37 → $35 |
| 2026-09-15 | UBS | Target lowered | Neutral | $32 → $27 |
| 2026-07-24 | Wells Fargo | Target lowered | Underweight | $28 → $23 |
| 2026-07-24 | RBC Capital | Target lowered | Sector Perform | $27 → $26 |
| 2026-07-24 | Barclays | Target lowered | Equal-Weight | $28 → $26 |
| 2026-07-24 | Rosenblatt | Maintained | Buy | $31 |
Total return (dividends reinvested) (CMCSA)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -12.4% | -46.5% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -12.4% | -11.7% |
| Volatility (annualized) | 32.9% | 25.9% |
| Max drawdown | -33.8% (Feb 2026→Oct 2026) | -51.6% (Oct 2021→Oct 2026) |
CMCSA revenue by business segment (quarter ended Sep 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Total Residential Connectivity & Platforms | $17.02B | 58.1% | -3.5% |
| Total Media | $5.36B | 18.3% | +13.0% |
| Total Studios | $2.97B | 10.1% | -1.1% |
| Total Business Services Connectivity | $2.65B | 9.0% | +2.7% |
| Total Theme Parks | $2.60B | 8.9% | -4.4% |
| Total revenue | $29.30B | 100% | — |
CMCSA revenue by product line (quarter ended Sep 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Domestic broadband | $6.24B | 21.3% | -4.7% |
| — Domestic distribution (part of Domestic broadband) | $2.07B | 7.1% | +22.4% |
| — International connectivity (part of Domestic broadband) | $1.31B | 4.5% | +3.1% |
| — International networks (part of Domestic broadband) | $1.27B | 4.3% | +2.5% |
| — Other (part of Domestic broadband) | $1.11B | 3.8% | -7.4% |
| — Domestic wireless equipment (part of Domestic broadband) | $475.0M | 1.6% | +43.5% |
| Video | $5.91B | 20.2% | -8.7% |
| Domestic advertising | $1.78B | 6.1% | +14.6% |
| Content licensing | $1.55B | 5.3% | -23.7% |
| Theatrical | $1.13B | 3.9% | +76.7% |
| Domestic wireless service | $1.05B | 3.6% | +14.8% |
| Advertising | $918.0M | 3.1% | +2.8% |
| Total revenue | $29.30B | 100% | — |
CMCSA revenue by region (fiscal year ended Dec 31, 2025)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $95.14B | 76.9% | -1.1% |
| United Kingdom | $15.18B | 12.3% | +7.0% |
| Other Geographic Locations | $13.38B | 10.8% | +0.6% |
| Total revenue | $123.71B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
CMCSA suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | Sky | “These services have an operating system similar to Sky Q and are offered to customers through Sky Stream, which leverages a streaming device and Wi-Fi, or to customers that purchase our Sky Glass smart televisions.” |
| Customer | T-Mobile (TMUS) | “Our domestic wireless services are offered to business customers over Verizon's wireless network and beginning in 2026, we will also use T-Mobile's wireless network.” |
| Customer | Verizon (VZ) | “Our domestic wireless services are offered over Verizon's wireless network and our existing network of secure residential, outdoor and business Wi-Fi hotspots, and are offered initially only as part of our bundled service offerings to customers that subscribe to our qualifying broadband services.” |
| Partner | Versant Media Group, Inc. (VSNT) | “Additionally, in October 2025, in anticipation of the Separation of Versant, Versant entered into a credit agreement with respect to a $1.0 billion senior secured term A loan facility due January 2031 (the "Term A Loan Facility") and a $750 million revolving credit facility due January 2031 (the "Versant Revolving Credit Facility").” |
Quoted from the company's 10-K filed Feb 3, 2026.
Companies that name CMCSA in their SEC reports
| Relationship to CMCSA | Company | Filing | Sentence |
|---|---|---|---|
| supplier | COMTECH TELECOMMUNICATIONS CORP /DE/ (CMTL) | 10-K Oct 14, 2026 | “•Leading telecommunications companies, including AT&T Inc., Bell Mobility, Inc., Comcast Corp., Nokia Corp., Rogers Communications Canada Inc., TELUS Communications Inc., Verizon Communications Inc. and Vodafone Public Limited Co.” |
| customer | SCANSOURCE, INC. (SCSC) | 10-K Aug 20, 2026 | “We provide products and services from approximately 500 suppliers, including key suppliers AT&T, Avaya, Axis, Cisco, Comcast Business, Dell, Elo, Extreme, Five9, Fortinet, Hanwha, Honeywell, HP Poly, HPE/Aruba, HPE/Juniper, Ingenico, Lumen, Microsoft, NiCE, RingCentral, Ubiquiti, Verifone, Verizon, Zebra Technologies and Zoom.” |
| competitor | QVC Group, Inc. (QVCG) | 10-K Apr 15, 2026 | “We believe our long-term relationships with major U.S. television distributors, including cable operators (e.g., Comcast, Charter Communications and Cox), satellite television providers (e.g., DIRECTV and DISH) and telecommunications companies (e.g., Verizon and AT&T), provide us with broad distribution, favorable channel positioning and significant competitive advantages.” |
| competitor | OOMA INC (OOMA) | 10-K Apr 3, 2026 | “We face continued competition from established communications providers, such as Comcast Corporation, Verizon Communications Inc., AT&T Inc., Charter Communications Inc. and Rogers Communications Inc.; as well as from traditional on-premise, hardware business communications providers, mobile communications app companies providing "over-the-top" solutions, large internet companies that offer services with features …” |
| competitor | Elauwit Connection, Inc. (ELWT) | 10-K Mar 31, 2026 | “Our competitors, many of whom are also our partners, include a variety of telecom operators, network operators, and tower companies, including AT&T, Spectrum, Comcast, Pavlov Media, Single Digits, WhiteSky and Aerwave, and local operators.” |
| supplier | Kartoon Studios, Inc. (TOON) | 10-K Mar 31, 2026 | “of customers includes companies such as Comcast, Netflix, Sony, YouTube, Mattel, Target, Penguin Publishing, Manhattan Toys, Roku, Apple” |
| competitor | BOSTON OMAHA Corp (BOC) | 10-K Mar 30, 2026 | “In the future, leading cable operators, such as Comcast, Charter Communications and Optimum, and other competitors, as well as other corporations providing competitive services, such as AT&T, T-Mobile and Verizon, may seek to enter the markets we serve.” |
| supplier | Mountain Lake Acquisition Corp. II (MLAA) | 10-K Mar 20, 2026 | “has invested in and advised on venture exits to a large number of sophisticated acquirers including sales to Adobe, Amazon, Apple, Comcast,” |
| competitor | ATN International, Inc. (ATNI) | 10-K Mar 16, 2026 | “In the western US, we experience competitive pressures from Incumbent Local Exchange Carrier ("ILEC") providers such as AT&T, Comcast, Windstream, Lumen and Frontier along with their channel partners and other smaller regional providers and cooperatives.” |
| competitor | KALTURA INC (KLTR) | 10-K Mar 16, 2026 | “•Cloud TV Software: We compete with vendors offering content management, streaming, personalization, analytics, and monetization platforms for over-the-top ("OTT") and cloud television services, such as Comcast, Synamedia, MediaKind, and other cloud TV and streaming platform providers that serve media companies, telecommunications operators, and content owners.” |
| supplier | UNIVERSAL ELECTRONICS INC (UEIC) | 10-K Mar 12, 2026 | “Comcast-Charter's Xumo TV, Tivo Stream, and Sky Glass are examples of current customer offerings of these types of services.” |
| partner | CuriosityStream Inc. (CURI) | 10-K Mar 12, 2026 | “•"Partner Direct" means, collectively, MVPDs that include Comcast and Cox, and vMVPDs and digital distributors that include Amazon Prime Video Channels, Roku Channels, Sling TV and YouTube TV.” |
| competitor | WEBTOON Entertainment Inc. (WBTN) | 10-K Mar 5, 2026 | “•over-the-top platforms, such as Comcast, Disney and ViacomCBS;” |
| partner | Versant Media Group, Inc. (VSNT) | 10-K Mar 3, 2026 | “For example, our use of the CNBC brand is subject to a trademark license agreement with Comcast that provides an initial term of five years, which may be extended.” |
| competitor | ADT Inc. (ADT) | 10-K Mar 2, 2026 | “•Residential (Pro-installation): SimpliSafe Home Security Systems, Xfinity Home Security (a division of Comcast Corporation), Vivint Smart Home, Inc (a subsidiary of NRG), Brinks Home Security (operating brand of Monitronics International, Inc.)” |
CMCSA analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Dec 2026) | $0.62 | $0.70 | -11.7% | $29.87B | 15 |
| Next quarter (ends Mar 2027) | $0.82 | $0.79 | +3.9% | $29.33B | 7 |
| Current fiscal year (ends Dec 2026) | $3.49 | $3.50 | -0.4% | $119.85B | 19 |
| Next fiscal year (ends Dec 2027) | $3.56 | $3.63 | -1.8% | $116.68B | 19 |
CMCSA options: expected move
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Oct 30, 2026 | 7 | 49.7% | ±6.0% |
| Nov 6, 2026 | 14 | 39.6% | ±6.5% |
| Nov 13, 2026 | 21 | 34.5% | ±6.8% |
| Nov 20, 2026 | 28 | 40.4% | ±9.2% |
| Nov 27, 2026 | 35 | 34.9% | ±8.8% |
| Dec 4, 2026 | 42 | 42.8% | ±13.3% |
| Dec 18, 2026 | 56 | 35.6% | ±11.3% |
| Jan 15, 2027 | 84 | 34.7% | ±13.8% |
30-day implied volatility 35.1% vs 26.9% realized over the last 30 trading days. Put/call ratio (volume) 0.46. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 08:36 UTC)
| Price | USD 22.84 |
|---|---|
| Change | ▲ 3.44% (up) |
| Previous Close | USD 22.08 |
| Open | USD 22.31 |
| Day Range | USD 22 – 23.29 |
| 52-Week Range | USD 20.48 – 32.86 |
| Volume | 54,382,542 shares |
| Market Cap | $81.05B |
| Exchange | NMS |
Technical Analysis (CMCSA)
Nexqual's technical model rates CMCSA "SELL" based on 2 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 08:36 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 50.79 (neutral) |
| vs SMA50 | Below (USD 23.87) |
| MACD | -0.36 (negative) |
Analyst Ratings (CMCSA)
Wall Street analysts rate CMCSA "Hold" based on 27 analysts, with a mean price target of USD 28.38 (range USD 17–42), per Nexqual as of October 23, 2026 at 08:36 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 27 |
| Mean Target | USD 28.38 |
| High Target | USD 42 |
| Low Target | USD 17 |
| Buy / Hold / Sell | 9 / 14 / 4 |
Earnings (CMCSA)
| Next Earnings Date | 2026-10-22 |
|---|---|
| EPS Estimate | USD 0.62 |
| Revenue Estimate | $29.87B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-09-30 | USD 1.07 vs est 0.99 ▲ beat |
| 2026-06-30 | USD 1.04 vs est 0.97 ▲ beat |
| 2026-03-31 | USD 0.79 vs est 0.73 ▲ beat |
| 2025-12-31 | USD 0.84 vs est 0.76 ▲ beat |
Source: Nexqual, October 23, 2026 at 08:36 UTC.
Financials & Fundamentals (CMCSA)
| Total Revenue | $124.90B |
|---|---|
| Revenue Growth (latest quarter, YoY) | -1.20% |
| Gross Margin | +69.39% |
| Operating Margin | +17.23% |
| Profit Margin | +8.97% |
| ROE | +11.49% |
| Debt / Equity | 1 |
| Current Ratio | 0.8 |
| Total Cash | $7.66B |
| Total Debt | $90.38B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $20.44B (16.4% of revenue) |
Source: Nexqual, October 23, 2026 at 08:36 UTC.
Financial Health Score (CMCSA)
Nexqual rates Comcast Corporation's overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 08:36 UTC.
| Growth | Weak — Revenue -0% YoY (annual), declining |
|---|---|
| Profitability | Strong — Gross margin 69%, operating 17% (last 12 months) |
| Balance Sheet | Weak — $7.68B cash and investments vs $90.4B debt (Jun 2026, SEC) |
| Cash Flow | Strong — FCF $20.4B (last 4 quarters to Jun 2026, SEC), 16% margin |
| Efficiency | Mixed — ROE 11%, ROA 4.3% |
Ownership (CMCSA)
| Insider Ownership | +0.74% |
|---|---|
| Institutional Ownership | +91.65% |
| Shares Outstanding | 3.54B |
| Float | 3.51B |
| Short % of Float | +2.21% |
Source: Nexqual, October 23, 2026 at 08:36 UTC.
Leadership (CMCSA)
Comcast Corporation is led by Brian L. Roberts, Chairman & Co-CEO, per Nexqual as of October 23, 2026 at 08:36 UTC.
| Chairman & Co-CEO | Brian L. Roberts |
|---|---|
| Co-CEO & Director | Michael J. Cavanagh |
| Chief Financial Officer | Jason S. Armstrong C.F.A. |
| Vice Chairman | David N. Watson |
| Executive Vice President of Investor Relations | Marci Ryvicker |
Major Backers & Investors (CMCSA)
Notable institutional backers of Comcast Corporation include Capital Group, Charles Schwab Investment Management, Inc., Invesco, according to Nexqual as of October 23, 2026 at 08:36 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Capital Group | 6.24% |
| Charles Schwab Investment Management, Inc. | 3.76% |
| Invesco | 3.54% |
| Dodge & Cox Inc. | 3.27% |
| Charles Schwab | 2.42% |
| Investment Co of America | 2.26% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 8.85% |
| Vanguard Group | 8.83% |
| State Street | 5.51% |
| Geode Capital | 2.53% |
Source: Nexqual, October 23, 2026 at 08:36 UTC.
Legal & Regulatory Risks from Comcast Corporation's Latest 10-K (filed 2026-02-03)
- Failure to comply with the laws and regulations applicable to our businesses could result in administrative enforcement actions, fines, and civil and criminal liability.
- Unfavorable litigation or governmental investigation results could require us to pay significant amounts or lead to onerous operating procedures.
Source: SEC EDGAR 10-K, Item 1A, official filing.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| AMX | America Movil, S.A.B. de C.V. | USD 24.98 | ▲ 2.84% |
| T | AT&T Inc. | USD 22.74 | ▲ 3.79% |
| TMUS | T-Mobile US, Inc. | USD 158.79 | ▲ 3.28% |
| CHT | Chunghwa Telecom Co., Ltd. | USD 48.72 | ▲ 2.57% |
| VOD | Vodafone Group Plc | USD 16.12 | ▲ 1.7% |
| VZ | Verizon Communications Inc. | USD 45.2 | ▲ 3.76% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 08:36 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt