Comcast (CMCSA)
NASDAQCommunication ServicesTelecom ServicesSnapshot 2026-07-07
$23.41+0.13%
Close 2026-07-07 · 1-day change
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Track CMCSA free→Warn: Management is running behind on a stated commitment.
Comcast is the largest U.S. cable and internet provider. It grew revenue 5.3% in Q1 2026 and has a strong free cash flow of $3.9 billion. The company invests in core growth businesses and maintains a solid balance sheet. Recent acquisitions strengthen its media presence.
Broadband growth concerns threaten Comcast's core business. Free cash flow declined from $4.5 billion to $3.9 billion recently. The company faces a 26% stock drawdown and negative revenue growth is expected by analysts. Balance sheet strength is uncertain.
The market prices Comcast about 43% below our fair value near $41, reflecting analyst expectations of about -3% revenue growth. Our fair value is 29% above the Street median, indicating some upside if growth stabilizes.
Breaks if: Net income remains negative or below $0 in FY26
Comcast aims to maintain a strong balance sheet to support its financial stability.
Newly stated in 2026-Q1. Despite the commitment to maintaining a strong balance sheet, net income fell from $3.3B in 2025-Q3 to -$2.1B in 2025-Q4, indicating financial challenges. The trajectory shows limited progress in strengthening the balance sheet.
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“We maintained a strong balance sheet.”
Breaks if: Free cash flow falls below $3.5 billion in FY26
Comcast is focusing on investments in its core growth businesses to drive future revenue.
Stated in 5 of last 5 quarters. Free cash flow was $3.9 billion in 2026-Q1, down from $4.5 billion in 2025-Q4. Despite the decrease, Comcast continues to emphasize investments in core growth businesses, indicating a persistent focus with limited substantive delivery this quarter.
“We generated $3.9 billion in free cash flow and continued to lean into investments across our core growth businesses.”
“We delivered solid financial results, growing Adjusted EPS by 3% and generating $4.5 billion of free cash flow.”
“We generated record levels of free cash flow and maintained a strong balance sheet.”
“We delivered solid financial results in the second quarter, growing Adjusted EPS by 3% and generating $4.5 billion of free cash flow.”
“We delivered solid financial results, growing Adjusted EPS by 3% and generating $4.5 billion of free cash flow.”
Breaks if: Acquisition integration fails or revenue contribution delayed beyond FY27
Comcast is focusing on investments in its core growth businesses to drive future revenue.
Stated in 5 of last 5 quarters. Free cash flow was $3.9 billion in 2026-Q1, down from $4.5 billion in 2025-Q4. Despite the decrease, Comcast continues to emphasize investments in core growth businesses, indicating a persistent focus with limited substantive delivery this quarter.
“We generated $3.9 billion in free cash flow and continued to lean into investments across our core growth businesses.”
“We delivered solid financial results, growing Adjusted EPS by 3% and generating $4.5 billion of free cash flow.”
“We generated record levels of free cash flow and maintained a strong balance sheet.”
“We delivered solid financial results in the second quarter, growing Adjusted EPS by 3% and generating $4.5 billion of free cash flow.”
“We delivered solid financial results, growing Adjusted EPS by 3% and generating $4.5 billion of free cash flow.”
Breaks if: YoY revenue growth falls below 0% next year
Comcast is focusing on investments in its core growth businesses to drive future revenue.
Stated in 5 of last 5 quarters. Free cash flow was $3.9 billion in 2026-Q1, down from $4.5 billion in 2025-Q4. Despite the decrease, Comcast continues to emphasize investments in core growth businesses, indicating a persistent focus with limited substantive delivery this quarter.
“We generated $3.9 billion in free cash flow and continued to lean into investments across our core growth businesses.”
“We delivered solid financial results, growing Adjusted EPS by 3% and generating $4.5 billion of free cash flow.”
“We generated record levels of free cash flow and maintained a strong balance sheet.”
“We delivered solid financial results in the second quarter, growing Adjusted EPS by 3% and generating $4.5 billion of free cash flow.”
“We delivered solid financial results, growing Adjusted EPS by 3% and generating $4.5 billion of free cash flow.”