Comcast (CMCSA) News Today

Comcast Corporation (NASDAQ: CMCSA) is trading higher as investors react to robust Q2 results, network growth and a new dividend, tempered by analyst price-target cuts and regulatory scrutiny.

• Positive Sentiment: Second-quarter earnings topped expectations with $1.25 EPS vs. $1.18 consensus and 2.1% revenue growth to $30.31 billion, driven by streaming, wireless and theme-park gains Comcast beats profit estimates as 'Epic' lifts theme park attendance
• Positive Sentiment: Theme-park attendance surged after the May debut of “Epic Universe,” contributing to free cash flow of $4.5 billion and $2.9 billion returned to shareholders Comcast Reports 2nd Quarter 2025 Results
• Positive Sentiment: Network traffic climbed 76% from 2019 to 2024, reflecting growing data usage and potential for future broadband monetization Comcast Network Traffic Rises 76%
• Positive Sentiment: Board declared a quarterly cash dividend of $0.33 per share (4.1% yield), payable October 22 to shareholders of record October 1 Comcast Declares Quarterly Dividend
• Positive Sentiment: Invests nearly $600 million to expand its fiber network in Indiana, supporting future broadband growth Comcast Invests Nearly US$600 Million
• Neutral Sentiment: UBS lowered its price target from $40.00 to $36.00 with a “neutral” rating, implying roughly 10.7% upside Analyst Price-Target Cut by UBS
• Neutral Sentiment: Barclays cut its target to $34.00 from $35.00 and kept an “equal weight” rating, signaling modest upside of about 4.6% Analyst Price-Target Cut by Barclays
• Neutral Sentiment: Seeking Alpha highlights Comcast’s attractive dividend and discounted cash-flow valuation, but notes rising debt from aggressive buybacks Seeking Alpha Analysis
• Negative Sentiment: The FCC has opened an investigation into Comcast’s relationships with local broadcasters, raising potential regulatory risk FCC Investigation
• Negative Sentiment: Broadband subscriber declines remain a drag despite better-than-expected losses, highlighting ongoing industry pressure Broadband Subscriber Losses