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CMCMCSA

Comcast Corporation

$CMCSA·$73B·Telecommunications Services·Communication Services
$21.90+0.6%YTD-22.3%1Y-25.2%
Price updated 6h ago·X counts updated 5d ago
CMCMCSA
$CMCSAComcast Corporation
$21.90+0.60%249 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CMCSA on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

249X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $CMCSA's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 66% of tracked names.

Bearish sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-09-16

Comcast is the ugliest tape in the window after the CFO called fiber broadband pricing "irrational" at Goldman and guided that Q3 broadband subscriber losses will not improve; KeyBanc models 125K losses versus a 89K consensus, taking Comcast down ~7% and dragging Charter down with it. One value poster's DCF work argues there is real intrinsic value here, but nothing in the tape is validating that call. The mood is disruption fatigue.

Read what X is saying about $CMCSA

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CMCSA — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storySelling offAI verdict · as of 2026-10-03

Falling on heavy selling — points lower unless it turns around.

Comcast at a $21 handle with the CFO calling fiber pricing 'irrational' and broadband losses accelerating — cheap for a reason.

Comcast is the vertically-integrated media conglomerate — cable broadband, NBCUniversal media, Peacock streaming, and Theme Parks. The stock is at a 52-week low on sustained broadband-subscriber losses and the CFO's recent "irrational" fiber-pricing commentary.

  • Revenue is flat but mix is deteriorating: Q1 2026 of $31.5B at +5.3% YoY, but broadband subscriber losses are accelerating — KeyBanc models Q3 losses of 125K vs 89K consensus, which the CFO's "irrational pricing" comment at Goldman essentially confirmed.
  • 4.6x trailing earnings looks absurdly cheap: 2026 consensus EPS of $3.47 against a $21.57 stock gives a 6.2x forward multiple — this is where the market priced AT&T during its structural-decline years, which is instructive.
  • The 6%+ dividend yield is the only reason bulls still show up: the Oct 7 ex-date ($5,352.60/year in dividends for a position reference) is the near-term support — but the dividend is coming out of a declining revenue base, which is the real risk.

An Oct 22 Q3 print with Q4 broadband-loss guide stabilizing plus Peacock profitability progress restarts the trade; another Q3 broadband beat-of-estimates on the downside and the stock stays range-bound in the low $20s.

Agrees with X sentimentX is bearish and reasonably so — the CFO's "irrational" fiber-pricing comment, the KeyBanc 125K-loss model vs 89K consensus, and the 7% stock drop all check out. The one value-poster's DCF framing is honest, but nothing in the operating tape is validating it.

What to watch: Oct 22 Q3 earnings — broadband subscriber losses (consensus 89K, bear case 125K), Peacock profitability, Theme Parks revenue, and 2027 guidance. A Q3 broadband-loss print above 100K cements the breakdown; a stabilization below 70K re-rates the dividend yield.

On the calendar: 2026-10-22 — Q3 2026 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — ASTS securities fraud class action adds litigation overhang to the satellite-direct-to-cellular thesis.

What this means for $CMCSA

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

Industry benchmark

18-name peer basket
+4.2%YTD
+4.1%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
Q2 2026Jul 23, 2026$1.04$0.97+7.7%
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%
Next earningsThu, Oct 22·consensus EPS $0.99

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 19 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$120.0B$119.2B – $122.0B$3.46$3.32 – $3.5419
FY27$117.6B$114.7B – $120.1B$3.57$3.31 – $4.0617
FY28$120.4B$118.8B – $121.9B$3.84$3.42 – $4.2815
FY29$120.4B$118.4B – $123.0B$4.23$4.14 – $4.3510
FY30$124.0B$122.0B – $126.7B$4.76$4.66 – $4.907

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.0.9×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.11%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.-9.2%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.-17.0%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.β0.675-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

No open-market buys or sells in the last 180 days.

+ 17 other (10 awards · 5 gifts · 2 discretionarys) 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.

+ 17 other (4 routine 8-Ks · 3 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

Is It Too Late to Buy Comcast Corp (CMCSA) After 3.4% Rally? GF Value Says Undervaluedgurufocus.com·1d agoAnalysts Estimate Comcast (CMCSA) to Report a Decline in Earnings: What to Look Out forzacks.com·2d agoFirst Citizens Bank & Trust Co. Buys 50,329 Shares of Comcast Corporation $CMCSAdefenseworld.net·2d ago13 Graham Value Dividend All-Stars (GVAS) Shine In Octoberseekingalpha.com·2d agoXfinity and Comcast Business High-Speed Internet Now Available to Nearly 2,000 Homes and Businesses in Hardee County, Floridagurufocus.com·3d 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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