Billionaire Ken Fisher’s 10 Consumer Stock Picks with Highest Upside Potential

4. Comcast Corporation (NASDAQ:CMCSA)

Upside Potential: 31.53%

Number of Hedge Fund Holders: 82

Share Price Return Between July 1 and October 15: -18.19%

Fisher Asset Management holds $2.16 million worth of Comcast Corporation (NASDAQ:CMCSA) shares, helping it secure a place on our list of billionaire Ken Fisher’s 10 consumer stock picks with highest upside potential.

On October 15, 2025, Benchmark reaffirmed its “Buy” rating on Comcast Corporation (NASDAQ:CMCSA) with a $48 price target.

The investment firm’s bullish stance on Comcast Corporation (NASDAQ:CMCSA) reflects the view that the stock is significantly undervalued, supported by an 18% free cash flow yield. Expectations are in place for improvements in the company’s Connectivity & Platforms segment due to advancements in Xfinity’s broadband migration and expansion of mobile penetration through new offers.

Meanwhile, Benchmark expects significant improvements in the company’s Content & Experiences segment through the Epic Universe theme park and a new Las Vegas attraction. Furthermore, the investment firm sees the company aiming to tilt its portfolio toward high-growth businesses, with the Versant spin-off and the Sky Germany sale progressing.

Comcast Corporation (NASDAQ:CMCSA), a global media and technology leader, offers broadband, streaming, and entertainment services worldwide. It is included in Ken Fisher’s Stock Portfolio.