KeyBanc downgraded Comcast to Underweight with a $18 price target due to significant broadband market share losses to fiber and fixed wireless competitors. Comcast's broadband segment, its largest business, reported 167,000 net losses in Q2 2026 and a 5.5% revenue decline, pressuring the stock which is down 20% year-to-date. Meanwhile, fiber rivals AT&T and Verizon held steady, highlighting Comcast's specific challenges. Investors will watch Comcast's upcoming broadband results and updates on its NBCUniversal and Sky spin-off, which could support the stock despite current headwinds.
Following KeyBanc's downgrade of Comcast due to broadband losses, the stock is trading at USD 21.59 on Pluang, down 2.46% as of Sep 25, 2026 21:02 WIB. Comcast's market cap stands at $78.53 billion with a dividend yield of 5.96%. Meanwhile, AT&T and Verizon remain relatively stable, priced at USD 25.31 and USD 47.23 respectively, with dividend yields of 4.36% and 5.98%.
