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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美东时间11月2日，多家华尔街大行更新了$康卡斯特 (CMCSA.US)$的评级，目标价介于46美元至60美元。
美银证券分析师Jessica Reif Ehrlich维持买入评级，目标价50美元。
瑞士银行分析师John Hodulik维持持有评级，维持目标价47美元。
德意志银行分析师Bryan Kraft维持买入评级，并将目标价从49美元上调至50美元。
富国集团分析师Steven Cahall维持持有评级，维持目标价46美元。
麦格理集团分析师Tim Nollen维持持有评级。
此外，综合报道，$康卡斯特 (CMCSA.US)$近期主要分析师观点如下：
该公司认为康卡斯特的第三季度报告是令人鼓舞的，尽管他们认为进行网络分拆不会产生重大影响。
康卡斯特最近的季度业绩超出预期，在宽带表现强劲和营业费用良好管理的支撑下。此外，该公司考虑将有线电视网络资产剥离，可能与派拉蒙的合并，有望为其估值重新评估做出贡献。
康卡斯特的第三季度业绩并没有显著改变投资论点，尽管有几个积极方面是显而易见的。收入报告的最重要启示是考虑将资产与NBC环球的有线网络组合分开。这一发展代表了该组织对一直强调部门协同效应的成熟资产的不同策略的重大转变。这表明领导层正在考虑不同的策略来应对持续面临行业挑战的成熟资产，同时仍然专注于其六个增长领域的投资。
康卡斯特的第三季度业绩因其积极方面而备受关注，宽带亏损好于预期，ACP非付款准备金有力增长。此外，公司受益于奥林匹克运动带来的收入，并宣布打算考虑分拆其有线网络。
康卡斯特不断发展的媒体策略和宽带趋势被视为渐进积极，尽管这些发展并未被视为公司前景的转变。
以下为今日13位分析师对$康卡斯特 (CMCSA.US)$的最新投资评级及目标价：
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