On Nov 01, major Wall Street analysts update their ratings for $Comcast (CMCSA.US)$, with price targets ranging from $46 to $60.
Goldman Sachs analyst Mike Ng maintains with a buy rating, and adjusts the target price from $48 to $50.
BofA Securities analyst Jessica Reif Ehrlich maintains with a buy rating, and sets the target price at $50.
Wells Fargo analyst Steven Cahall maintains with a hold rating, and adjusts the target price from $43 to $46.
Evercore analyst Kutgun Maral maintains with a buy rating, and adjusts the target price from $45 to $50.
TD Cowen analyst Gregory Williams maintains with a buy rating, and maintains the target price at $48.
Furthermore, according to the comprehensive report, the opinions of $Comcast (CMCSA.US)$'s main analysts recently are as follows:
The firm considers Comcast's Q3 report to be 'encouraging,' although they believe that a potential spinoff of the networks would not have a significant impact.
Comcast's Q3 results surpassed expectations, driven by a strong performance in Broadband and controlled operating expenditures. Additionally, the company is considering a spin-off of its cable network assets. This move could potentially involve a combination with cable networks of a similar nature, which might lead to a reassessment of the company's valuation.
The third quarter performance for Comcast did not significantly alter the overarching investment thesis, but did present several clear positives. A particularly notable development arising from Comcast's third quarter results was the revelation that the company is contemplating the potential separation of assets from NBCUniversal's cable networks portfolio. Although the extent of a prospective separation, as currently envisioned by management, may not align with the preferences of some investors, it signifies a notable departure from a long-standing emphasis on the synergies between its two primary segments. This move indicates that management is receptive to different strategies for its established assets, which face enduring industry challenges, while simultaneously continuing to prioritize investment in its six areas identified for growth.
The company's third-quarter 2024 results were favorable, showing improved broadband losses and a positive reserve adjustment related to the Affordable Connectivity Program. Additionally, revenue from the Olympics and the exploration of a potential spinoff of the cable networks were highlighted.
Comcast's evolving media strategy and broadband trends are seen as marginally positive developments, though they are not considered transformative for the company's business trajectory.
Here are the latest investment ratings and price targets for $Comcast (CMCSA.US)$ from 12 analysts:
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美東時間11月1日，多家華爾街大行更新了$康卡斯特 (CMCSA.US)$的評級，目標價介於46美元至60美元。
高盛集團分析師Mike Ng維持買入評級，並將目標價從48美元上調至50美元。
美銀證券分析師Jessica Reif Ehrlich維持買入評級，目標價50美元。
富國集團分析師Steven Cahall維持持有評級，並將目標價從43美元上調至46美元。
Evercore分析師Kutgun Maral維持買入評級，並將目標價從45美元上調至50美元。
TD Cowen分析師Gregory Williams維持買入評級，維持目標價48美元。
此外，綜合報道，$康卡斯特 (CMCSA.US)$近期主要分析師觀點如下：
該公司認爲康卡斯特的第三季度報告「令人鼓舞」，儘管他們認爲網絡分拆可能不會產生重大影響。
康卡斯特的第三季度業績超出預期，得益於寬帶業務的強勁表現和控制的運營支出。此外，公司正在考慮剝離其有線網絡資產。這一舉措可能涉及與同類有線網絡的組合，可能導致公司估值的重新評估。
康卡斯特第三季度的表現並沒有顯著改變總體投資主題，但提出了幾個明顯的積極因素。康卡斯特第三季度業績的一個特別顯著發展是公司正在考慮從NBCUniversal的有線網絡投資組合中分離資產的潛力。儘管目前管理層設想的未來可能分拆的程度可能不符合某些投資者的偏好，但它意味着公司放棄了長期強調其兩個主要部門之間協同效應的做法。這一舉措表明管理層對其現有資產採取不同的策略，面臨着持久的行業挑戰，同時繼續優先投資於其確定的六個增長領域。
該公司2024年第三季度的業績令人滿意，顯示寬帶損失改善，並與「可負擔得起的互聯互通計劃」相關的積極準備金調整。此外，奧運會收入和有線網絡剝離的探討受到強調。
康卡斯特不斷髮展的媒體策略和寬帶趨勢被視爲略有積極的發展，儘管這些發展並不被認爲會對公司業務軌跡產生深遠變革。
以下爲今日12位分析師對$康卡斯特 (CMCSA.US)$的最新投資評級及目標價：
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TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
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