Analysts Weigh in on Comcast, Liberty Global A, and Alphabet Class A: Conflicting Sentiments

Analysts have issued conflicting ratings on Comcast (CMCSA), Liberty Global A (LBTYA), and Alphabet Class A (GOOGL) in the Communication Services sector. Morgan Stanley's Benjamin Swinburne maintained a Hold rating on CMCSA with a $38.00 target, while Morgan Stanley's Terence Tsui maintained a Hold rating on LBTYA with a $12.50 target. Citi's Tyler Radke maintained a Buy rating on GOOGL with a $225.00 target.

Analysts have issued conflicting ratings on key players in the Communication Services sector, with varying opinions on Comcast (CMCSA), Liberty Global A (LBTYA), and Alphabet Class A (GOOGL). Morgan Stanley's Benjamin Swinburne maintained a Hold rating on Comcast with a target price of $38.00, while Morgan Stanley's Terence Tsui maintained a Hold rating on Liberty Global A with a target price of $12.50. In contrast, Citi's Tyler Radke maintained a Buy rating on Alphabet Class A with a target price of $225.00.

Comcast reported a quarterly earnings per share (EPS) of $1.25, exceeding analysts' expectations of $1.18 by $0.07, with revenues also surpassing estimates at $30.31 billion [1]. The company announced a quarterly dividend of $0.33, representing a yield of 4.1%, with the ex-dividend date set for October 1st. Despite the positive earnings report, Comcast's stock has faced challenges, with a 2.1% year-over-year revenue increase and a 12.94% loss over the past year [2].

Liberty Global A, a major player in the European cable and broadband market, has seen mixed analyst ratings. While Morgan Stanley's Terence Tsui maintained a Hold rating, the company's stock has been affected by ongoing losses of video and broadband subscribers due to cord-cutting and intense competition [2]. The stock has faced challenges in the European market, with analysts noting the need for strategic moves to stabilize its subscriber base.

Alphabet Class A, the parent company of Google, has received a more bullish rating from Citi's Tyler Radke, who maintained a Buy rating with a target price of $225.00. Alphabet's stock has shown resilience despite the challenges faced by the broader tech sector, with a strong focus on its advertising business and growing cloud services segment. The company's diverse revenue streams and strong balance sheet have positioned it as a potential long-term growth stock.

The conflicting ratings reflect the differing views on the future prospects of these companies. While Comcast and Liberty Global A face challenges from cord-cutting and intense competition, Alphabet's strong fundamentals and diverse revenue streams have attracted positive analyst sentiment. Investors should carefully consider these factors when making investment decisions in the Communication Services sector.

References:
[1] https://www.marketbeat.com/instant-alerts/comcast-nasdaqcmcsa-posts-earnings-results-beats-estimates-by-007-eps-2025-08-02/
[2] https://finimize.com/content/cmcsa-asset-snapshot