Comcast CorporationNasdaq: CMCSA
Communication Services · Cable & Satellite
$27.26
+0.80%
Vol: 21.3M
Research Digest
Friday, May 1, 2026
Comcast Q1 2026 beats with revenue +5% and record mobile additions; Peacock approaching profitability.
Comcast Q1 2026 (April 23) topped analyst expectations with revenue +5% to $31.46B. Added record mobile customers, broadband losses improved 65,000 YoY. NBCUniversal media revenue surged 61% to $7.28B driven by Super Bowl and Winter Olympics. Peacock expected to approach profitability in Q2 2026. Morgan Stanley and Evercore ISI raised PTs post-earnings. Stock trades 35.9% below GF Value of $41.74.
Previous Market Intelligence
13 daysApr 30Comcast reports Q1 2026 revenue growth and Peacock nearly doubles to $2.1B as streaming offset TV subscriber losses.Mixed▶
Comcast reported Q1 2026 revenues of $31.46B (5% growth) with NBCUniversal up 61% to $7.28B driven by sports including Super Bowl and Winter Olympics. Peacock nearly doubled revenue to $2.1B and grew subscriber base 12% to 46 million paid customers. The company improved broadband trends with 65,000 net losses (vs. 183,000 last year) and added 435,000 mobile lines to reach 9.7M total. However, TV subscriber losses totaled 322,000 in Q1 2026. Wall Street consensus is Hold with four Buy, 12 Hold, two Sell ratings, averaging $32.38 price target.
Apr 16Comcast declares dividend; launches AI ad tools and broadband expansionNeutral▶
Comcast declared $0.33/share quarterly dividend (payable Apr 22). Xfinity data breach settlement closed, stock gained Apr 14. FreeWheel launched Context Engine, AI-powered contextual ad tool. Expanding multi-gig internet in Wilton, CT. Weiss Ratings reaffirmed Hold rating on Apr 8. Stock trading ~$28.15 mid-range. Q1 earnings replay available Apr 23.
Apr 15Comcast maintained $1.32 annual dividend and scheduled Q1 2026 earnings call for April 23 amid declining earnings forecasts.Neutral▶
Comcast is maintaining its quarterly dividend at $0.33/share ($1.32 annualized) payable April 22, 2026. Q1 2026 earnings will be reported on April 23. BNP Paribas Exane downgraded Comcast on April 8, reducing price target from $26 to $25 with Underperform rating. Wall Street consensus remains Buy with $35.06 price target, but shares trade at $28.15, 20% below consensus.
Apr 14Comcast expands StreamSaver bundles and resolves YES Network carriage dispute; analyst consensus remains Buy with 25% upside.Positive▶
Comcast expanded its Xfinity StreamSaver bundles to include Disney+, Hulu, and HBO Max alongside Netflix and Apple TV. The company resolved a contentious dispute with YES Network, securing a distribution agreement extending through 2027. Launched Total Solutions Advantage for small and medium businesses. Analyst consensus rates Buy with $34.94 price target (25.46% upside).
Apr 13Comcast declared $0.33 quarterly dividend (April 22 payout); Howard Capital Management raised stake 19% in Q4; Q1 earnings April 23.Mixed▶
Comcast maintained 2026 dividend at $1.32 annualized ($0.33 quarterly), signaling confidence in cash generation. The company is rolling out StreamSaver bundles combining Netflix, Apple TV, Peacock, Disney+, Hulu, and HBO Max. Howard Capital Management boosted Comcast holdings 19% in Q4 2025. Q1 earnings call set for April 23. Consensus from 19 analysts is Buy with $34.94 target.
Apr 10Comcast adds HBO Max and Disney Plus to StreamSaver bundles while managing Scripps carriage dispute.Mixed▶
Comcast expanded StreamSaver bundles on April 9 to include Disney Plus and HBO Max along with other streaming services. However, Comcast dropped dozens of Scripps-owned local TV stations following agreement expiration. Comcast Technology Solutions signed new agreement with Great American Media for managed channel origination and distribution services. Q1 2026 earnings conference call scheduled for April 23.
Apr 9Comcast names Steve Croney CEO of Connectivity & Platforms in leadership succession; announces Q1 earnings April 23.Neutral▶
Comcast announced an executive transition with Steve Croney becoming CEO of Connectivity & Platforms, succeeding Dave Watson who moves to Vice Chairman. FreeWheel launched AI agent infrastructure on March 11 using Model Context Protocol for premium video advertising automation. Comcast is expanding fiber networks to underserved markets and announced a new AI edge-computing partnership with Nvidia, coupled with simpler broadband pricing. Q1 2026 earnings will be released April 23 with an 8:30 a.m. ET earnings call. Recent stock performance shows trading in a $27.66-$28.19 range with mixed analyst sentiment (4 Buys, 11 Holds, 2 Sells). The company increased its dividend by $0.08 to $1.32/share annualized and authorized $15B in share repurchases.
Apr 8Comcast names Steve Croney CEO of Connectivity & Platforms amid broadband network expansionNeutral▶
Comcast named Steve Croney CEO of Connectivity & Platforms, succeeding Dave Watson who becomes Vice Chairman. FreeWheel, a Comcast division, launched AI agent infrastructure for premium video advertising optimization with Model Context Protocol support. Company continues broadband and fiber expansion across U.S. communities. Q1 2026 earnings call scheduled for April 23 at 8:30 a.m. ET. Scotiabank lowered price target to $34 from $35.25. Wall Street consensus is Hold with 4 Buys, 11 Holds, and 2 Sells. Stock trading at $27.78 with 52-week range of $24.35-$34.66.
Apr 7Comcast Super Mario Galaxy opens to $372.5M globally; Scotiabank lowers price target to $34Mixed▶
Comcast stock gained on Universal's Super Mario Galaxy movie opening to $372.5M globally, the biggest box office weekend of 2026, yet investors showed mixed sentiment. Comcast outlined heavier broadband investment, simplified pricing structure, and new NVIDIA AI edge-computing partnership. Scotiabank lowered its price target to $34 from $35.25 on April 1. AT&T launch viewed negatively by KeyBank. Comcast reported Q4 EPS of $0.84 beating consensus of $0.75 with $32.31B revenue, up 1.2% YoY. The company announced $0.33 quarterly dividend. Stock traded between $27.80 and $28.17 with 52-week range of $24.35-$34.66.
Apr 6Comcast stock price target lowered to $34 as company opens new stores amid competitive media landscape headwindsNegative▶
Comcast stock price target lowered to $34 from $35.25 at Scotiabank on April 1, 2026, trading at $27.99 with market cap of $100.49B and 4.7% dividend yield. Company faces mixed signals with new store openings and community partnerships while navigating declining broadband trends. Recent earnings show slight revenue growth but analysts remain cautious. Leadership development: Steve Croney named CEO of Connectivity & Platforms, replacing Dave Watson who becomes Vice Chairman. Comcast delivers broadband, wireless, video through Xfinity and entertainment through NBC, Telemundo, Universal, Peacock, Sky.
Apr 3Scotiabank cuts price target to $34 from $35.25 as broadband headwinds persist; Comcast plans NBCUniversal spin-off with cable networks.Mixed▶
Comcast announced its intent to create a new publicly traded company for NBCUniversal's cable television networks through a tax-free spin-off. The company faces mixed analyst sentiment amid challenges in broadband performance from fixed-wireless competition. Scotiabank lowered price target on April 1, 2026, citing declining free cash flow.
Apr 2Comcast CEO transition announced with Steve Croney taking over Connectivity & Platforms role; Q1 2026 earnings call scheduled for April 23.Mixed▶
Comcast Corporation named Steve Croney as CEO of Connectivity & Platforms, succeeding Dave Watson who becomes Vice Chairman. The company will host its first quarter 2026 earnings conference call on Thursday, April 23, 2026. FreeWheel launched AI agent infrastructure on March 11, 2026. Analysts lowered price target to $34 from $35.25 at Scotiabank as of April 1, 2026. Mixed signals with stock down 21.1% over the past 52 weeks while opening new stores and expanding broadband.
Apr 1Comcast launches new small business technology plans and expands high-speed internet; names new Universal Ads general manager.Positive▶
Comcast announced new all-in-one technology plans for small businesses and continued expansion of its high-speed internet network. FreeWheel launched an AI agent infrastructure with new Model Context Protocol server for automating premium video advertising. Comcast is investing $5.9 million to extend high-speed network across Greater Hartford and Middletown, CT.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| CMCSACOMCAST | $27.26 | +0.80% | -2.2% | 7.1x | 0.79 | $96.6B |
| CHTRCHARTER | $171.83 | +4.03% | -24.9% | 3.7x | 1.03 | $23.3B |
| GOOGLALPHABET | $385.59 | +0.21% | +28.3% | 28.4x | 1.13 | $4.66T |
| GOOGALPHABET | $382.99 | +0.27% | +28.3% | 28.2x | 1.13 | $4.62T |
| METAMETA | $609.01 | -0.47% | +6.8% | 16.9x | 1.31 | $1.55T |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.