Analysts See 27% Upside To Comcast Corporation (CMCSA) Despite Cautious View

Comcast Corporation (NASDAQ:CMCSA) is among the Top 15 Lowest P/E Ratios of the S&P 500 in 2025. On December 1, Rosenblatt cut its price target on the stock to $30 from $33, while maintaining a Neutral rating.

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The company reported a 3.5% decline in adjusted EBITDA for its Connectivity & Platforms unit in Q3 2025 and stated that it expects the trend to continue, given the ongoing investments in product, pricing, and customer experience. According to TipRanks, Rosenblatt cited the expected decline in the unit’s EBITDA as an important factor behind the adjustment.

In a research note to investors, the firm also noted the deceleration in Comcast Corporation’s (NASDAQ:CMCSA) average revenue per user (ARPU), as it shifts towards initiatives like simplified bundles and free wireless line offers to drive momentum in its broadband business, as it faces intense competition from rival providers.

During the earnings call on October 30, CFO Jason Armstrong said that he anticipates a reduction in ARPU growth during the fourth quarter and continued pressure during the early months of next year, as the company looks to avoid broadband rate increases to maintain and expand its user base.

As of the close of business on December 5, Wall Street analysts’ opinions are cautious on the stock, but its one-year average share price target of $34.65 still represents an upside potential of 27%.

Comcast Corporation (NASDAQ:CMCSA) is a media and technology company that provides broadband, wireless, and video services to millions of customers and viewers worldwide. The stock has had a difficult 2025 and is down 27.23% year-to-date.

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Disclosure: None.