Recent discussions on X about Comcast (CMCSA) have centered around the company's stock performance and competitive pressures in the media and streaming landscape. Many users have expressed concern over the company's declining stock price, with some pointing to recent reports of customer losses in cable subscriptions as a sign of broader industry challenges. The tone on the platform reflects frustration, particularly regarding high service costs and the impact of cord-cutting trends.
Additionally, there’s a mix of opinions on Comcast's strategic positioning, with some highlighting the strength of its broadband and theme park businesses as potential areas of growth. Others, however, have raised alarms about increasing competition from streaming giants and the risk of losing ground in live sports broadcasting. This divide in perspectives keeps the conversation dynamic and heated as investors weigh the company's future prospects.
Note: This discussion summary was generated from an AI condensation of post data.
Comcast Congressional Stock Trading
Members of Congress have traded $CMCSA stock 8 times in the past 6 months. Of those trades, 2 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $CMCSA stock by members of Congress over the last 6 months:
- REPRESENTATIVE JEFFERSON SHREVE has traded it 3 times. They made 1 purchase worth up to $50,000 on 03/31 and 2 sales worth up to $100,000 on 05/12, 02/24.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 2 times. They made 1 purchase worth up to $50,000 on 04/08 and 1 sale worth up to $15,000 on 02/25.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 04/01.
- REPRESENTATIVE GEORGE WHITESIDES sold up to $100,000 on 03/24.
- SENATOR SHELLEY MOORE CAPITO sold up to $15,000 on 02/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Comcast Hedge Fund Activity
We have seen 994 institutional investors add shares of Comcast stock to their portfolio, and 1,281 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL INTERNATIONAL INVESTORS removed 25,613,973 shares (-62.8%) from their portfolio in Q1 2025, for an estimated $945,155,603
- VIKING GLOBAL INVESTORS LP removed 19,818,985 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $731,320,546
- WELLS FARGO & COMPANY/MN removed 18,187,672 shares (-50.1%) from their portfolio in Q1 2025, for an estimated $671,125,096
- DODGE & COX added 15,115,074 shares (+19.1%) to their portfolio in Q1 2025, for an estimated $557,746,230
- PACER ADVISORS, INC. added 12,586,329 shares (+1959.3%) to their portfolio in Q1 2025, for an estimated $464,435,540
- PRICE T ROWE ASSOCIATES INC /MD/ removed 12,395,078 shares (-28.3%) from their portfolio in Q1 2025, for an estimated $457,378,378
- JPMORGAN CHASE & CO added 12,367,954 shares (+15.1%) to their portfolio in Q1 2025, for an estimated $456,377,502
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Comcast Government Contracts
We have seen $623,409 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
- Q2Q PRO IDIOM CABLE TV SERVICE FOR 285 DROP LOCATIONS: $73,974
- TITLE: FY 2025 COMCAST SERVICES REQUESTOR: NICOLE MARIE HAMILTON POP DATES: 10/01/2024 TO 09/30/2025 FUND T...: $73,072
- COMCAST INTERNET AND CABLE FOR USAWC: $67,187
- COMMERCIAL INTERNET SERVICE AND CABLE TV SERVICE: $36,565
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 6 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Oppenheimer issued a "Outperform" rating on 04/25/2025
- Citigroup issued a "Buy" rating on 04/25/2025
- Keybanc issued a "Overweight" rating on 04/14/2025
- Wells Fargo issued a "Underweight" rating on 04/14/2025
- Pivotal Research issued a "Buy" rating on 01/31/2025
- Goldman Sachs issued a "Buy" rating on 01/31/2025
- Benchmark issued a "Buy" rating on 01/31/2025
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 $39.0.
Here are some recent targets:
- Benjamin Swinburne from Morgan Stanley set a target price of $40.0 on 07/16/2025
- Maher Yaghi from Scotiabank set a target price of $45.0 on 07/11/2025
- Barton Crockett from Rosenblatt set a target price of $36.0 on 04/28/2025
- Kannan Venkateshwar from Barclays set a target price of $35.0 on 04/28/2025
- Timothy Horan from Oppenheimer set a target price of $38.0 on 04/25/2025
- Michael Rollins from Citigroup set a target price of $39.0 on 04/25/2025
- Bradley Thomas from Keybanc set a target price of $45.0 on 04/14/2025
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.
