Comcast Corporation (NASDAQ: CMCSA) has fallen sharply, down about 36% over the past year to roughly $28/share. The decline reflects slowing broadband growth and rising competition in streaming. Yet analysts see value in the company’s reliable cash generation and consistent dividends, suggesting potential for recovery.
Recently, Comcast announced that its streaming platform Peacock surpassed 40 million paid subscribers and expects profitability by 2026. The company is also preparing for the 2025 launch of Epic Universe, a major new Universal Orlando theme park, which could provide a boost to its parks and experiences segment. These moves highlight Comcast’s efforts to diversify growth beyond cable while driving long-term engagement across its media portfolio.
This article explores where Wall Street analysts think Comcast could trade by 2027. We have pulled together consensus price targets and valuation models to outline the stock’s potential path. These figures reflect current analyst expectations and are not TIKR’s own predictions.
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Analyst Price Targets Suggest Meaningful Upside
Comcast trades near $28/share today. The average analyst price target is around $38/share, suggesting roughly 35% upside over the next 12 months. Forecasts remain mixed but lean optimistic:
- High estimate: ~$46/share
- Low estimate: ~$31/share
- Median target: ~$35/share
- Ratings: 11 Buys, 1 Outperform, 16 Holds, 1 Underperform, 1 Sell
For investors, this reflects a cautiously bullish outlook. Analysts expect steady cash flow and moderate earnings growth to drive valuation recovery. While not a high-growth story, Comcast’s consistency and improving streaming performance could support a gradual re-rating as confidence builds.
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Comcast: Growth Outlook and Valuation
The company’s fundamentals point to stability with measured improvement:
- Revenue growth forecast: ~0.7% annually through 2027
- Operating margin: ~16.8%
- Forward P/E: ~7×, below the 10-year average
- Based on analysts’ average estimates, TIKR’s Guided Valuation Model using a 7× forward P/E suggests Comcast could trade near $35/share by 2027
- That implies about 24% total upside or roughly 10.6% annualized returns.
For investors, these figures point to dependable compounding rather than fast growth. Comcast looks like a stable value-and-income play that rewards patience with steady dividends and disciplined management execution.
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What’s Driving the Optimism?
Comcast’s strengths lie in its cash-generative broadband business and disciplined cost control. Even as subscriber growth slows, margins remain steady thanks to network efficiency and pricing discipline. The company’s focus on broadband upgrades and bundled services continues to anchor earnings stability.
Its streaming platform Peacock is also gaining traction, surpassing 40 million paid subscribers and targeting profitability by 2026. Meanwhile, Universal’s theme parks remain a bright spot, with the upcoming Epic Universe park expected to lift traffic and profits within its Parks and Experiences division.
For investors, these developments show Comcast is adapting to industry shifts and using its diversified portfolio to balance slower cable growth with expanding digital and experiential opportunities.
Bear Case: Slow Growth and Competitive Pressure
Despite these positives, growth challenges remain. Broadband additions have flattened as competition from fiber and 5G expands, while traditional cable subscriptions continue to decline. Peacock’s growth is encouraging, but profitability still trails larger peers and will require sustained content investment.
Comcast’s valuation, while reasonable, assumes stability more than acceleration. For investors, the risk is that muted top-line growth could cap returns if efficiencies fade or streaming fails to scale profitably.
Outlook for 2027: What Could Comcast Be Worth?
Based on analysts’ average estimates, TIKR’s Guided Valuation Model using a 7× forward P/E suggests Comcast could trade near $35/share by 2027. That would represent about 24% total upside or roughly 10.6% annualized returns from current levels.
While this points to a steady recovery, it assumes continued margin strength and moderate broadband stability. To deliver stronger gains, Comcast would need to accelerate broadband subscriber growth or achieve meaningful profitability at Peacock.
For investors, Comcast looks like a stable, income-oriented stock with dependable cash flow and a healthy dividend yield. The upside may not be dramatic, but the company’s resilience and capital discipline make it a solid long-term compounder in a maturing industry.
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