Comcast Corporation research snapshot
CMCSA AI stock analysis reads Comcast as a large cash-flow business made up of broadband, wireless, and business connectivity plus NBCUniversal media, studios, Peacock, and theme parks, and the market is discounting broadband revenue decline, linear video pressure, a paused buyback, and the complexity of the planned NBCUniversal and Sky separation. At the August 2, 2026 data cutoff, CMCSA closed at $23.96 on July 31, 2026 with a market capitalization of about $85.03 billion. Q2 2026 earnings, reported July 23, showed pro forma revenue up 4.7%, record wireless line additions of 448,000, and Peacock's first quarterly profit, offset by a 13.4% decline in adjusted EBITDA. The AI score sits near 57 out of 100, and the technical trend is a short-term recovery above the 20-day and 50-day averages but below the 100-day and 200-day averages. The CMCSA AI stock forecast is a scenario framework, not a price promise, and this page is for information only and is not investment advice.
Current price
$23.96
Market cap
$85.03 billion
AI score
57 / 100
Rating
Cheap valuation, stabilizing broadband, and a media spin in progress
Trend status
Short-term recovery above the 20-day and 50-day averages, still below the 100-day and 200-day trend
Data cutoff (updated monthly)
August 4, 2026
Informational use only. This page is not investment advice.
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | Comcast sells residential broadband, wireless, video, business connectivity, advertising, content, streaming, and theme park experiences, with recurring connectivity cash flow offset by media and parks cyclicality. | High |
| Moat | The moat comes from network scale, dense local infrastructure, customer relationships, business connectivity, NBCUniversal content, sports rights, and theme park IP, but fixed wireless, fiber, streaming substitution, and the loss of cable geographic exclusivity pressure it. | Medium |
| Management | Brian Roberts and Mike Cavanagh are splitting the company: Cavanagh will lead the new NBCUniversal while former CFO Michael Angelakis will run the remaining Comcast. Q2 delivered record wireless growth and Peacock's first profit, while the buyback is paused to manage the spin. | Medium-high |
| Financial trend | Q2 2026 revenue was $29.94 billion, down 1.2% as reported but up 4.7% pro forma, with adjusted EBITDA of $8.9 billion, adjusted EPS of $1.04, and free cash flow of $4.6 billion. Trailing EPS fell to $3.09 as the $9.4 billion Hulu gain dropped out of the TTM window. | High |
| Valuation | At $23.96, CMCSA trades near 7.8x trailing GAAP EPS, 6.8x forward EPS, 0.95x book value, 4.2x free cash flow, and a 5.5% dividend yield based on financial_rigor.py inputs and StockAnalysis data. | Medium-high |
| Technical trend | Barchart and StockAnalysis both showed the price above the 5-day, 20-day, and 50-day moving averages but below the 100-day and 200-day averages on July 31, 2026, with 14-day RSI near 52.5 and weak ADX near 19. | Medium |
| Risk level | Key risks are domestic broadband revenue decline, fixed wireless and fiber competition, video cord-cutting, media rights and NBA costs, the paused buyback, debt load, theme park softness, and spin execution risk. | High |
| AI confidence | Descriptive confidence is high because filings and third-party sources agree on most operating and valuation inputs. Return confidence is lower because the low multiple may reflect durable structural pressure. | High data confidence |
| Investment certainty | CMCSA can work as a value and cash-return case if free cash flow stabilizes through the separation, but it is not a high-certainty compounder while broadband and media trends remain contested. | Medium-low |
CMCSA AI stock forecast
The CMCSA AI stock forecast uses scenario math around the July 31, 2026 close of $23.96 and the FY2026 consensus adjusted EPS of about $3.51. The three-scenario model produced a bearish area near $20, a base area near $29, and a bullish area near $40 before dividends. These are scenario anchors, not exact predictions.
$34 to $42
More likely if domestic broadband losses keep improving, wireless service revenue keeps growing, Peacock holds near breakeven or better, the NBCUniversal and Sky spin completes cleanly, free cash flow holds, and investors re-rate CMCSA toward a higher single-digit earnings multiple.
$26 to $31
More likely if pro forma revenue stays roughly flat, adjusted EPS is supported by cost discipline and the eventual resumption of buybacks, broadband remains pressured but manageable, and the market keeps CMCSA near a 7x to 8x earnings multiple.
$18 to $23
More likely if broadband losses or revenue declines accelerate, media and theme park weakness offsets wireless growth, adjusted EBITDA keeps contracting, the spin creates complexity or financing strain, or the market treats the remaining Comcast as a shrinking cash-flow asset.
CMCSA AI technical analysis
CMCSA AI technical analysis is mixed to mildly positive as of the August 2, 2026 cutoff. The stock closed at $23.96 on July 31, 2026, above its 5-day, 20-day, and 50-day moving averages but below the 100-day and 200-day moving averages. Barchart showed 14-day RSI near 52.49, weak ADX near 18.8, and 14-day ATR near $0.95.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $23.96 | StockAnalysis.com real-time quote at the July 31, 2026 close; market cap math uses 3.55 billion shares outstanding. |
| Immediate support | $23.50 to $23.85 | Barchart placed the 20-day moving average near $23.50 and the 5-day moving average near $23.85 as of July 31, 2026, forming the first support band for short-term traders. |
| Deeper support | $21.28 to $22.00 | The 52-week low of $21.28 and the round $22 level form a risk-management zone for a decisive failure of the recovery. |
| Near resistance | $24.15 | The July 31, 2026 intraday high of $24.15 is the first overhead test before the longer moving averages. |
| Major resistance | $25.88 to $27.48 | Barchart and StockAnalysis both placed the 100-day moving average near $25.88 and the 200-day moving average near $27.48, while the year-to-date average price was near $27.19. |
| Moving averages | MA5 $23.85, MA20 $23.50, MA50 $23.78, MA100 $25.88, MA200 $27.48 | The short-term stack is supportive, while the longer moving-average references remain overhead resistance. |
| Momentum | RSI near 52.5, stochastic %K near 78 | Barchart showed neutral 14-day RSI near 52.49, with stochastic %K near 77.9 approaching overbought after the rebound. |
| Volume | 20-day average volume near 34 million shares | Barchart listed average volume near 34.1 million shares on July 31, 2026, so the recovery still needs volume confirmation to matter. |
| Volatility | 14-day ATR near $0.95 | Barchart listed 14-day ATR near $0.95 with 14-day historical volatility near 49%, useful for sizing stops around a low-$20s share price. |
| Invalidation | Close below $23.50, then below $22 | A close below the 20-day moving average near $23.50 weakens the short-term recovery. A break below the low-$22 area would shift attention to the bearish case. |
CMCSA AI trading strategy
The CMCSA AI trading strategy below is a rules-based research framework, not personal financial advice. It combines broadband and wireless operating data, media cost discipline, free cash flow, dividend coverage, spin progress, and technical invalidation levels.
Watch for CMCSA to reclaim the $25.88 to $27.48 resistance zone while new results show improving broadband trends, profitable wireless growth, Peacock holding near breakeven or better, and no new deterioration in connectivity margins.
A failed reclaim followed by a close below $23.50 should reduce setup confidence because the stock would remain below the longer moving-average stack.
If CMCSA retests the $23.30 to $23.85 area without worse free cash flow guidance, compare the pullback with the 4.2x P/FCF reference, 5.5% dividend yield, debt reduction path, and the post-pause buyback plan.
Do not treat the low multiple as enough by itself if broadband revenue declines accelerate, adjusted EBITDA keeps contracting, or spin costs absorb cash.
Track domestic broadband net losses and revenue, wireless line additions and service revenue, video customer losses, Peacock EBITDA, theme park attendance, free cash flow, total debt, dividend coverage, buyback resumption, and spin milestones.
Position sizing should reflect that CMCSA is a leveraged mature-value setup with a structural transition in progress, not a high-growth compounder.
Investment research summary
Customers pay Comcast for internet, wireless, video, business connectivity, entertainment, streaming, sports, films, and theme park experiences. The core business converts network access and content ownership into recurring and event-driven cash flow, and is being split into a connectivity company and a media company.
The moat is strongest in local network scale, customer relationships, business connectivity, NBCUniversal content, sports distribution, and theme park IP. It is narrowing where fixed wireless, fiber, and streaming give customers more substitutes, and the cable footprint no longer has geographic exclusivity.
The thesis fails if broadband becomes a shrinking price-war business, if wireless growth does not convert to durable paid lines, if Peacock and sports costs swing back to losses, if theme park demand stays soft, or if the spin consumes management attention and balance-sheet flexibility.
Management is executing a tax-free separation of NBCUniversal and Sky from the connectivity business, with Mike Cavanagh leading NBCUniversal and Michael Angelakis the remaining Comcast. Q2 delivered record wireless additions and Peacock's first profit, while the buyback is paused to fund the spin.
Connectivity demand keeps rising, but cable broadband now competes with fixed wireless, fiber, and streaming bundles. Media consumption is shifting from linear TV toward streaming, while sports rights and theme parks require heavy investment.
CMCSA looks cheap on forward P/E, price to free cash flow, book value, and dividend yield, but the trailing P/E of about 7.8x is flattered by the removal of last year's one-time Hulu gain from the trailing window. The margin of safety depends on free cash flow durability through the spin.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| CMCSA quote reference | $23.96 at the July 31, 2026 close | StockAnalysis.com real-time quote | July 31, 2026 |
| Market capitalization verification | $85.03 billion, verified as $23.96 x 3.55 billion shares with 0.03% deviation | financial_rigor.py market cap verification | August 2, 2026 |
| Q2 2026 consolidated results | $29,940 million revenue, adjusted EBITDA of $8,902 million, adjusted EPS of $1.04, and free cash flow of $4,604 million | Comcast Q2 2026 earnings release | July 23, 2026 |
| Q2 2026 pro forma results | Pro forma revenue of $29,568 million up 4.7% and pro forma adjusted EBITDA of $8,923 million down 5.3%, adjusted for the Versant separation and the Sky Germany sale | Comcast Q2 2026 earnings release | July 23, 2026 |
| Q2 2026 operating indicators | Domestic broadband residential net losses of 167,000, domestic wireless line net additions of 448,000, domestic video customer net losses of 280,000, and total residential customer relationships down 230,000 to 47.7 million | Comcast Q2 2026 earnings release | July 23, 2026 |
| Peacock Q2 2026 | First-ever quarterly adjusted EBITDA profit of $189 million, up $290 million year over year, with 48 million paid subscribers after 2 million net additions | Comcast Q2 2026 earnings release | July 23, 2026 |
| TTM financials | Revenue of $124.90 billion, net income of $11.20 billion, EPS of $3.09, and free cash flow of $20.44 billion through June 30, 2026 | StockAnalysis.com CMCSA statistics | August 1, 2026 |
| Cash and debt | $7.66 billion cash and investments, $90.38 billion total debt, net cash of negative $82.72 billion, and book value per share of $25.31 | StockAnalysis.com CMCSA statistics | August 1, 2026 |
| Valuation check | 7.75x trailing PE, 6.82x forward PE, 0.95x PB, 4.16x P/FCF, 24.04% FCF yield, and 5.51% dividend yield | financial_rigor.py valuation verification | August 2, 2026 |
| Analyst consensus | Hold with an average target of $30.09 across 28 analysts, low $21 and high $44, median $29.50 | StockAnalysis.com forecast | July 25, 2026 |
| Post-Q2 analyst target changes | RBC $26, Barclays $26, Goldman Sachs $25, Morgan Stanley $29, Scotiabank $29, and Wells Fargo $23 after the Q2 2026 report | StockAnalysis.com forecast and news coverage | July 25, 2026 |
| Short interest | 85.09 million shares short, 2.40% of shares outstanding, and 2.0 days to cover | StockAnalysis.com CMCSA statistics | August 1, 2026 |
| Technical indicators | 5-day MA $23.85, 20-day MA $23.50, 50-day MA $23.78, 100-day MA $25.88, 200-day MA $27.48, 14-day RSI 52.49, ATR $0.95, and ADX 18.77 as of July 31, 2026 | Barchart and StockAnalysis.com technical snapshots | July 31, 2026 |
| 2026 and 2027 consensus estimates | FY2026 revenue estimate of $120.66 billion with EPS of $3.51, FY2027 revenue of $118.49 billion with EPS of $3.62 | StockAnalysis.com forecast | July 25, 2026 |
| Spin-off announcement | Tax-free separation of NBCUniversal and Sky into an independent company announced June 29, 2026, expected to complete in about one year, with the buyback paused during the process | Comcast Q2 2026 earnings release and TechTimes coverage | July 23, 2026 |
This CMCSA AI stock analysis is an informational research tool, not investment advice, tax advice, or a recommendation to buy or sell Comcast Corporation securities. Forecast ranges are scenario estimates based on available public data as of the August 2, 2026 data cutoff and may be wrong.
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