Leadership Transition: Recent discussions on social media have highlighted Comcast's announcement of a new employment agreement for Michael Cavanagh as Co-CEO, effective January 2026. Many users are intrigued by the reported $35 million stock award tied to his contract extension through 2029. This move has sparked curiosity about the company's future strategic direction.
Theme Park Expansion: Another hot topic is Comcast’s Universal Studios planning a multibillion-dollar theme park in Saudi Arabia. Social media chatter reflects excitement over the potential for growth in the entertainment sector, though some question the risks of such a massive investment. The blend of optimism and caution keeps the conversation lively.
Stock Performance Buzz: Finally, there’s notable discussion around Comcast’s stock trajectory, with some users pointing to a perceived trend reversal since October 2025. Posts often mention analyst ratings suggesting a moderate buy, fueling debates on whether the stock has room to climb. This mix of technical analysis and speculation keeps engagement high.
Note: This discussion summary was generated from an AI condensation of post data.
Comcast Revenue
Comcast had revenues of $31.2B in Q3 2025. This is a decrease of -2.72% from the same period in the prior year.
You can track CMCSA financials on Quiver Quantitative's CMCSA stock page.
Comcast Congressional Stock Trading
Members of Congress have traded $CMCSA stock 10 times in the past 6 months. Of those trades, 0 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $CMCSA stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 0 purchases and 4 sales worth up to $60,000 on 11/18, 11/12, 10/09, 08/05.
- REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 11/13, 08/14.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE SCOTT FRANKLIN has traded it 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 08/04.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Comcast Hedge Fund Activity
We have seen 863 institutional investors add shares of Comcast stock to their portfolio, and 1,406 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO removed 20,842,900 shares (-19.8%) from their portfolio in Q3 2025, for an estimated $654,883,918
- BLACKROCK, INC. added 19,581,123 shares (+6.5%) to their portfolio in Q3 2025, for an estimated $615,238,884
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 17,033,024 shares (+45.3%) to their portfolio in Q3 2025, for an estimated $535,177,614
- PRICE T ROWE ASSOCIATES INC /MD/ removed 13,186,740 shares (-37.3%) from their portfolio in Q3 2025, for an estimated $414,327,370
- CAPITAL WORLD INVESTORS removed 12,638,145 shares (-9.8%) from their portfolio in Q3 2025, for an estimated $397,090,515
- CAPITAL RESEARCH GLOBAL INVESTORS added 10,633,206 shares (+46.1%) to their portfolio in Q3 2025, for an estimated $334,095,332
- ALLIANCEBERNSTEIN L.P. removed 9,952,848 shares (-55.7%) from their portfolio in Q3 2025, for an estimated $312,718,484
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Comcast Government Contracts
We have seen $716,373 of award payments to $CMCSA over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- CABLE SERVICE FOR MEDICAL CENTER AND CLC: $150,840
- BPA FOR COMMERCIAL BUSINESS CABLE AND INTERNET SERVICES ON JBA: $117,733
- CIO COMCAST INTERNET BPA OY1: $59,887
- TITLE: FY 2025 COMCAST SERVICES REQUESTOR: NICOLE MARIE HAMILTON POP DATES: 10/01/2024 TO 09/30/2025 FUND T...: $55,790
- Q2Q PRO IDIOM CABLE TV SERVICE FOR 285 DROP LOCATIONS: $50,439
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Comcast Analyst Ratings
Wall Street analysts have issued reports on $CMCSA in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 11/03/2025
- TD Cowen issued a "Buy" rating on 10/31/2025
To track analyst ratings and price targets for Comcast, check out Quiver Quantitative's $CMCSA forecast page.
Comcast Price Targets
Multiple analysts have issued price targets for $CMCSA recently. We have seen 15 analysts offer price targets for $CMCSA in the last 6 months, with a median target of $35.0.
Here are some recent targets:
- Benjamin Swinburne from Morgan Stanley set a target price of $31.0 on 12/10/2025
- Barton Crockett from Rosenblatt set a target price of $30.0 on 12/01/2025
- Michael Rollins from Citigroup set a target price of $35.0 on 11/03/2025
- Michael Ng from Goldman Sachs set a target price of $30.0 on 11/03/2025
- Kannan Venkateshwar from Barclays set a target price of $30.0 on 11/03/2025
- Laurent Yoon from Bernstein set a target price of $34.0 on 10/31/2025
- Sebastiano Petti from JP Morgan set a target price of $33.0 on 10/31/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
