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CMCMCSA

Comcast Corporation

$CMCSA·$84B·Telecommunications Services·Communication Services
$24.27+0.7%YTD-13.9%1Y-32.3%
Mentions · last 7 days
2026-07-10: 303 posts2026-07-11: 134 posts2026-07-12: 222 posts2026-07-13: 317 posts2026-07-14: 217 posts2026-07-15: 359 posts2026-07-16: 255 posts1,841+15%
Price updated 3m ago·X counts updated 16h ago
CMCMCSA
$CMCSAComcast Corporation
$24.27+0.70%1.8k posts+15%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $CMCSA, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storyStalledAI verdict · as of 2026-07-17

The move has stalled — likely just drifts unless something new shows up.

Cable-plus-media giant trades at 5x earnings with a 24% FCF yield and the tape still refuses to care.

Comcast is Xfinity cable + Peacock streaming + NBCUniversal + Sky (Europe) + Universal theme parks — a diversified media conglomerate that theoretically has enough optionality to be worth substantially more broken up than as a whole. So far the market disagrees.

Where the valuation gets attention:

  • The multiple has become extreme cheap: 4.6x trailing earnings, 7x FY27 consensus EPS of $3.48, and a 24% FCF yield — these are absolute deep-value numbers for a business that still generated $4.5B of free cash flow in Q1.
  • The top-line story is stalled, not shrinking: Q1 revenue up 5.3% YoY was actually an improvement over prior quarters running -3% to +2% — the cable-cord-cutting drag is being partially offset by broadband + Peacock, but the market wants more.
  • The competitive backdrop is getting harder: Bernstein cut price targets on cable/telco names citing Starlink as a structural threat to fixed broadband — this is the input that keeps the multiple compressed even as free cash flow stays huge.
  • Insider action is nothing but small director awards — no notable buys from a management team that could easily be signaling confidence at 14% of the 52-week range.

The forward view: the July 23 Q2 print is the referee. What could actually break this out of stalled: a concrete NBCU spin-off timeline, a park or media divestiture, or a real slowdown in broadband subscriber losses. What keeps it stalled: another quarter of 400-500K net broadband disconnects with no strategic-action follow-through. The 'Netflix could overpay for NBCU' thread is the community's most creative case, but with no announced process and Comcast's own strategic timing unclear, it's speculation not a catalyst yet. Downside is muted by the FCF, upside needs a specific corporate-action headline.

Agrees with X sentimentThe X 'overlooked value + NBCU spin' framing matches the valuation and is the closest thing to a bull case. What the crowd is right about: the FCF and multiple are extreme; what they're not owning: Starlink and Bernstein's PT cuts are why the multiple has stayed extreme.

What to watch: July 23 Q2 earnings and any NBCU spin-off or asset-sale headline; another quarter of large net-broadband-subscriber losses without corporate action keeps this stalled.

On the calendar: 2026-07-23 — Q2 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment7 posts analyzed · as of 2026-07-14

Comcast chatter frames the stock as an overlooked value play recently added to Morningstar's undervalued large-cap list, with commentary on how a Sky purchase of ITV strengthens NBCUniversal's position ahead of a potential spin-off, and speculation that Netflix could overpay for NBCU at roughly $10 per Comcast share within 2.5 years. Interest in Comcast eventually acquiring cable rival Charter is also mentioned.

Read the AI verdict + X sentiment for $CMCSA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates Xfinity cable broadband, NBCUniversal media networks, and Sky international broadcasting.

Industry overviewAI analysisGenerated by AI from underlying data

Where Telecommunications Services sits in its cycle right now — and what that implies for $CMCSA.

Telecommunications Services · Communication Services

No material change from last week — IRDM's only truly global LEO constellation and GSAT's Apple SOS partnership represent a new service layer that neither cable nor wireless incumbents can match.

What this means for $CMCSA

Partial — Operates Xfinity cable broadband, NBCUniversal media networks, and Sky international broadcasting; the LEO satellite global coverage and Apple SOS emergency positioning is a secondary rather than primary near-term earnings catalyst.

Industry benchmark

19-name peer basket
+15.7%YTD
+32.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
4.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
15.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
24.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
19.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
70.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 23, 2026$0.79$0.72+9.0%
Q4 2025Jan 29, 2026$0.84$0.73+15.2%
Q3 2025Oct 30, 2025$1.12$1.03+8.7%
Q2 2025Jul 31, 2025$1.25$1.16+7.8%
Next earningsThu, Jul 23·consensus EPS $0.97

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$31.5B+5.3%65.4%13.1%$0.60$4.5B
Q4 FY25$32.3B+1.2%68.1%10.8%$0.60$5.1B
Q3 FY25$31.2B-2.7%72.3%17.7%$0.89$5.6B
Q2 FY25$30.3B+2.1%75.0%19.8%$2.99$5.1B

Forward consensus

5-year forecast · up to 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$121.8B$120.6B – $122.7B$3.48$3.29 – $3.8118
FY27$120.1B$119.0B – $121.8B$3.69$3.38 – $4.0017
FY28$122.9B$122.6B – $123.1B$4.03$3.59 – $4.4915
FY29$121.7B$119.9B – $123.4B$4.45$4.36 – $4.5311
FY30$125.5B$123.7B – $127.2B$5.02$4.92 – $5.117

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.14%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-13.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 3.5B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.665-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMar 5Jason ArmstrongCFO4.5K sh$143K
+ 29 other (10 awards · 8 exempts · 8 inkinds · 3 gifts) in window

See when $CMCSA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 128-K — Item 5.07: Shareholder vote
AI summary

Comcast Corporation held its 2026 Annual Meeting on June 10, 2026. Shareholders voted on director elections, auditor ratification, Say-on-Pay, and other matters described in the April 24, 2026 proxy; the company has a multi-class share structure and numerous listed debt securities. All routine proposals were approved. Standard annual governance disclosure for the large-cap media and broadband operator.

8-KPress release / Reg FDMar 168-K — Item 7.01: Press release / Reg FD
8-KOfficer or director changeFeb 278-K — Item 5.02: Officer or director change
3New insider — initial holdingsFeb 53
+ 15 other (4 routine 8-Ks · 4 13Gs · 2 proxys · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Analysts Estimate Comcast (CMCSA) to Report a Decline in Earnings: What to Look Out forzacks.com·1d agoComcast (CMCSA) Exceeds Market Returns: Some Facts to Considerzacks.com·2d agoSpaceX's Starlink threat causes Bernstein to cut Verizon, AT&T, Comcast PTsinvezz.com·3d agoComcast (CMCSA) Gains As Market Dips: What You Should Knowzacks.com·4d agoXfinity and Comcast Business High-Speed Internet Now Available to More Than 1,500 Homes and Businesses in Flagler Estatesgurufocus.com·4d ago

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Voices on X · last 7 days

No standout posts about $CMCSA on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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