NASDAQCommunication ServicesTelecom ServicesSnapshot 2026-07-31
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Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communication Services is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Sustain positive revenue growth: -1.2% vs 3%.
View ThesisRevenue is growing steadily — about 1% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 17%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskComcast's growth strategy relies on spinning off NBCUniversal and Sky to enhance core businesses. Recent earnings show strong performance, with a 7.2% earnings surprise in Q2 FY2026. It trades at 6.2 times P/E, below the peer median of 18 times. This suggests the price reflects less growth than expected. A specific risk is the 22% probability of a miss in the next quarter. Peer multiples imply a price about 30% above where it trades. This read is provisional.
Trailing returns as of 2026-07-31. CMCSA is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 28 analysts currently covering CMCSA (as of Jul 2026).
Based on 9 Wall Street analysts offering 12-month price targets for CMCSA in the last 4 months.
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-08-01. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Communication Services (broad) — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
New CFO may enhance strategic direction for NBCUniversal.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $23.96
The last 12 months of price, then the range of analyst 12-month targets from today’s $23.96.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
New CFO appointment supports strategic spinoff plans.
Lawsuit could harm brand reputation and employee morale.
Advances: Invest in core growth businesses including broadband and wireless
Efforts to retain customers align with growth objectives.
Advances: Grow Content & Experiences segment including Media, Studios, and Theme Parks
New partnership enhances content distribution and growth potential.
Advances: Grow Content & Experiences segment including Media, Studios, and Theme Parks
New partnership enhances content distribution and growth potential.
Threatens: Invest in core growth businesses including broadband and wireless
Analysts' concerns about broadband recovery impact growth outlook.
Threatens: Grow Content & Experiences segment including Media, Studios, and Theme Parks
Softening attendance impacts growth in Content & Experiences segment.
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