UBS cuts Comcast price target to $27 amid subscriber losses and restructuring risks

UBS lowered its price target for Comcast from $32 to $27, citing expected higher broadband subscriber losses, weaker theme-park results, and lower revenue and EBITDA in the near term. Comcast is also undergoing a major restructuring to spin off NBCUniversal and Sky into a separate public company, which adds execution risk and investor uncertainty. Despite these challenges, UBS maintains a Neutral rating on the stock. Comcast shares are trading below the revised target, reflecting market caution ahead of third-quarter results and strategic changes.

Following UBS's downgrade of Comcast's price target, the stock is trading below that level on Pluang. As of Sep 15, 2026 21:25 WIB, Comcast shares are priced at USD 24.66, down 0.90% for the day. The stock's dividend yield stands at 5.31%, with a market cap of $88.29 billion, reflecting ongoing investor caution amid the company's restructuring and operational challenges.