Deutsche Bank Aktiengesellschaft Has Lowered Expectations for Comcast (NASDAQ:CMCSA) Stock Price

Comcast (NASDAQ:CMCSA) had its price target lowered by equities researchers at Deutsche Bank Aktiengesellschaft from $40.00 to $35.00 in a research report issued to clients and investors on Friday,MarketScreener reports. The brokerage currently has a “buy” rating on the cable giant’s stock. Deutsche Bank Aktiengesellschaft’s price objective points to a potential upside of 18.20% from the stock’s previous close.

CMCSA has been the topic of several other research reports. Pivotal Research reduced their price objective on Comcast from $40.00 to $36.00 and set a “buy” rating on the stock in a report on Friday, October 31st. Citigroup restated a “buy” rating on shares of Comcast in a research report on Friday. Weiss Ratings reissued a “hold (c-)” rating on shares of Comcast in a research note on Friday, January 9th. Arete Research set a $23.00 price target on Comcast in a research note on Tuesday, January 6th. Finally, Moffett Nathanson decreased their price objective on Comcast from $58.00 to $53.00 and set a “buy” rating for the company in a report on Thursday, November 13th. Eleven investment analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, Comcast has a consensus rating of “Hold” and a consensus price target of $35.18.

Comcast Price Performance

NASDAQ CMCSA opened at $29.61 on Friday. The stock has a 50-day simple moving average of $28.36 and a 200 day simple moving average of $30.39. Comcast has a twelve month low of $25.75 and a twelve month high of $37.97. The stock has a market capitalization of $107.90 billion, a PE ratio of 4.87, a P/E/G ratio of 2.00 and a beta of 0.81. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.88 and a current ratio of 0.88.

Comcast (NASDAQ:CMCSA) last posted its quarterly earnings results on Thursday, January 29th. The cable giant reported $0.84 EPS for the quarter, beating the consensus estimate of $0.75 by $0.09. Comcast had a return on equity of 18.06% and a net margin of 18.33%.The firm had revenue of $32.31 billion during the quarter, compared to analysts’ expectations of $32.35 billion. During the same quarter in the prior year, the firm posted $0.96 EPS. The company’s revenue for the quarter was up 1.2% on a year-over-year basis. Research analysts anticipate that Comcast will post 4.33 EPS for the current year.

Hedge Funds Weigh In On Comcast

Several institutional investors and hedge funds have recently added to or reduced their stakes in CMCSA. Norges Bank acquired a new position in Comcast in the 2nd quarter worth about $3,528,361,000. Dodge & Cox raised its stake in shares of Comcast by 18.1% during the second quarter. Dodge & Cox now owns 111,272,320 shares of the cable giant’s stock valued at $3,971,309,000 after acquiring an additional 17,054,579 shares during the last quarter. Capital Research Global Investors lifted its holdings in shares of Comcast by 46.1% during the third quarter. Capital Research Global Investors now owns 33,706,330 shares of the cable giant’s stock worth $1,059,053,000 after purchasing an additional 10,633,206 shares during the period. State Street Corp raised its position in shares of Comcast by 4.6% during the third quarter. State Street Corp now owns 180,687,135 shares of the cable giant’s stock worth $5,677,190,000 after acquiring an additional 7,917,335 shares during the last quarter. Finally, SG Americas Securities LLC grew its holdings in Comcast by 2,970.5% during the 4th quarter. SG Americas Securities LLC now owns 7,394,728 shares of the cable giant’s stock worth $221,028,000 after acquiring an additional 7,153,895 shares during the period. Institutional investors own 84.32% of the company’s stock.

Comcast News Roundup

Here are the key news stories impacting Comcast this week:

• Positive Sentiment: Q4 adjusted EPS of $0.84 topped estimates and management highlighted growth at theme parks and Peacock, helping investors look past headline broadband weakness. Comcast shares rise after in-line Q4 report
• Positive Sentiment: Comcast reiterated its dividend policy, declaring a $0.33 quarterly payout (annualized $1.32), supporting the stock’s yield appeal (about 4.5%). Comcast Maintains Dividend on an Annualized Basis in 2026
• Positive Sentiment: Peacock added subscribers and theme parks (Epic Universe) delivered strong results, providing offset to core broadband weakness. These segment gains are a key near-term upside driver. Comcast Q4 highlights: Theme parks and Peacock
• Positive Sentiment: Unusually heavy call-option buying was recorded, suggesting some investors are positioning for further near-term upside or event-driven moves. Looking At Comcast’s Recent Unusual Options Activity
• Neutral Sentiment: Rosenblatt reaffirmed a “neutral” rating and set a $30 price target — modest upside vs. current levels, which may temper speculative buying. Rosenblatt reaffirms neutral on Comcast
• Neutral Sentiment: Xfinity marketing initiatives (RealTime4K for Super Bowl) are product positives but unlikely to move near-term fundamentals significantly. Xfinity Introduces RealTime4K for Super Bowl LX
• Negative Sentiment: Broadband subscriber losses persisted and were worse than expected, increasing pressure on Comcast’s core revenue stream and margins. Comcast sheds more broadband customers as wireless competition mounts
• Negative Sentiment: Revenue came in slightly below some forecasts (mixed reports of a small revenue miss), and Peacock’s subscriber gains have come with wider losses tied to sports rights deals — a combination that limits margin improvement near term. Peacock hits subscribers but losses widen

About Comcast

Comcast Corporation (NASDAQ: CMCSA) is a diversified global media and technology company headquartered in Philadelphia, Pennsylvania. Its principal operations are organized around Comcast Cable, which provides broadband internet, video, voice and wireless services to residential and business customers in the United States under the Xfinity and Comcast Business brands, and NBCUniversal, a media and entertainment group that develops, produces and distributes content across broadcast and cable networks, film, and streaming platforms.

NBCUniversal’s assets include the NBC broadcast network, a portfolio of cable channels, Universal Pictures and other film and television production businesses, and the Peacock streaming service.