Morgan Stanley analyst Benjamin Swinburne maintains $Comcast (CMCSA.US)$ with a buy rating, and maintains the target price at $48.
According to TipRanks data, the analyst has a success rate of 60.7% and a total average return of 12.2% over the past year.
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,' but believes that a spinoff of the networks would not have a significant impact.
The third quarter results for Comcast did not materially alter the investment thesis, but highlighted several positives. Among the key updates was the company's contemplation of divesting certain assets from NBCUniversal's cable networks division. Although the potential scope of this divestiture may be more limited than some investors might wish, it represents a notable strategic pivot for a company that has historically emphasized the synergies between its divisions. This development suggests a willingness from management to reconsider the future of mature assets that confront secular headwinds, while still prioritizing investment in its primary areas of growth.
The firm commented on Comcast's favorable 3Q24 outcomes, noting improvements despite increased Broadband losses, attributing the success to a combination of better-than-expected ACP non-pay reserve results, revenue from the Olympics, and the company's announcement of potential plans to investigate the separation of its cable networks.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
摩根士丹利分析師Benjamin Swinburne維持$康卡斯特 (CMCSA.US)$買入評級，維持目標價48美元。
根據TipRanks數據顯示，該分析師近一年總勝率為60.7%，總平均回報率為12.2%。
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」，但認爲分拆這些網絡不會產生重大影響。
康卡斯特第三季度的業績並沒有實質性地改變投資論點，但凸顯了幾個積極方面。關鍵更新之一是該公司正在考慮從NBCUniversal的有線電視網絡部門剝離某些資產。儘管此次剝離的潛在範圍可能比某些投資者預期的要有限，但對於一家歷來強調各部門協同效應的公司來說，這是一個值得注意的戰略支點。這一事態發展表明，管理層願意重新考慮面臨長期不利因素的成熟資產的未來，同時仍然優先投資於其主要增長領域。
該公司對康卡斯特在24年第三季度取得的良好業績發表了評論，指出儘管寬帶損失有所增加，但仍有所改善，這歸因於ACP非薪準備金業績好於預期、奧運會收入以及該公司宣佈可能計劃調查有線電視網絡分離情況。
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
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。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
