On Nov 02, major Wall Street analysts update their ratings for $Comcast (CMCSA.US)$, with price targets ranging from $46 to $60.
BofA Securities analyst Jessica Reif Ehrlich maintains with a buy rating, and sets the target price at $50.
UBS analyst John Hodulik maintains with a hold rating, and maintains the target price at $47.
Deutsche Bank analyst Bryan Kraft maintains with a buy rating, and adjusts the target price from $49 to $50.
Wells Fargo analyst Steven Cahall maintains with a hold rating, and maintains the target price at $46.
Macquarie analyst Tim Nollen maintains with a hold rating.
Furthermore, according to the comprehensive report, the opinions of $Comcast (CMCSA.US)$'s main analysts recently are as follows:
The firm considers the third-quarter report for Comcast to be 'encouraging,' although they hold the opinion that a networks spinoff would not have a significant impact.
Comcast's recent quarterly results surpassed expectations, bolstered by strong performance in Broadband and well-managed operating expenses. Additionally, the company's contemplation of divesting its cable network assets, potentially merging them with those of Paramount, is anticipated to contribute to a reassessment of its valuation.
Comcast's third-quarter outcomes did not notably alter the investment thesis, although several positive aspects were evident. The most significant revelation from the earnings report was the consideration of separating assets from NBCUniversal's cable networks portfolio. This development represents a considerable change in strategy for an organization that has historically emphasized the synergies of its divisions. It indicates that the leadership is contemplating different strategies for mature assets that are encountering enduring industry challenges, while still focusing investment on its six areas of growth.
Comcast's third-quarter results were noted for their positive aspects, with better-than-expected broadband losses and a stronger ACP non-pay reserve upside. Additionally, the company benefited from revenue generated by the Olympics and has announced intentions to consider a separation of its cable networks.
Comcast's evolving media strategy and broadband trends are viewed as incrementally positive, although these developments are not considered to be transformative for the company's outlook.
Here are the latest investment ratings and price targets for $Comcast (CMCSA.US)$ from 13 analysts:
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美東時間11月2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。
美銀證券分析師Jessica Reif Ehrlich維持買入評級，目標價50美元。
瑞士銀行分析師John Hodulik維持持有評級，維持目標價47美元。
德意志銀行分析師Bryan Kraft維持買入評級，並將目標價從49美元上調至50美元。
富國集團分析師Steven Cahall維持持有評級，維持目標價46美元。
麥格理集團分析師Tim Nollen維持持有評級。
此外，綜合報道，$康卡斯特 (CMCSA.US)$近期主要分析師觀點如下：
公司認爲康卡斯特第三季度報告「令人鼓舞」，儘管他們持有的觀點是網絡拆分不會產生重大影響。
康卡斯特最近的季度業績超出預期，得益於寬帶業務的強勁表現和精心管理的營業費用。此外，公司在考慮剝離其有線網絡資產並將其潛在地與派拉蒙公司合併，預計將有助於重新評估其估值。
康卡斯特第三季度的業績並沒有顯著改變投資論點，儘管有幾個積極方面是明顯的。從盈利報告中最重要的發現是考慮將資產與NBC環球有線網絡組合分開。這一進展代表了一個歷來強調各部門協同效應的組織，正在考慮不同策略以應對那些正在面臨持久行業挑戰的成熟資產。這表明領導層正在思考爲經歷持續行業挑戰的成熟資產製定不同的策略，同時繼續將投資重點放在其六大增長領域。
康卡斯特第三季度業績因其積極方面而受到關注，寬帶虧損優於預期，ACP非付費準備金的上漲更強。此外，公司從奧運會產生的營業收入中獲益，並宣佈考慮分離其有線網絡。
康卡斯特不斷髮展的媒體策略和寬帶趨勢被視爲逐步積極，儘管這些發展不被視爲對公司前景具有變革性。
以下爲今日13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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