Keybanc has downgraded Comcast Corp (CMCSA) to Sector Weight from Overweight, effective October 30, 2025. The current share price stands at $27.39.
This move underscores a shift in sentiment regarding Comcast's outlook, which may be influenced by competitive pressures, market conditions, or execution risks that could affect the company's performance. As a major player in the media industry, Comcast provides video, internet, and phone services, employing 182,000 individuals and generating a market cap of $99.9 billion.
The company operates through two primary segments: Connectivity & Platforms, which includes broadband and video services, and Content & Experiences, which encompasses media production and theme parks. Recent earnings reports indicate a mixed performance, with Q3 2025 EPS reported at $1.12, slightly below the estimate of $1.13, reflecting a -0.9% surprise.
Analyst ratings typically reflect professional opinions based on extensive research and financial modeling. While useful, these assessments are built on assumptions that may not always hold true. Investors should consider a range of factors, including company fundamentals and industry trends, when making decisions. Analyst views should serve as one of many inputs rather than the sole basis for investment choices.
As of November 1, 2025, the consensus rating for Comcast remains a Buy, with 6 Strong Buy, 12 Buy, 21 Hold, and 2 Sell ratings among 41 analysts. Recent analyst actions have shown a tendency to maintain existing ratings, indicating a cautious but stable outlook as the company prepares for upcoming earnings on July 28, 2026, with an EPS estimate of $1.29 and revenue estimate of $32.3 billion.