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Charter Communications Community
NasdaqGS:CHTR Community
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Charter Communications
AN
AnalystLowTarget
Consensus Narrative from 23 Analysts
Rising Capital Spending And Natural Disasters Will Compress Net Margins
Key Takeaways Increased capital spending for network expansion and rural initiatives is expected to pressure cash flow and net margins due to high costs and slow revenue recovery. Operational disruptions and strategic challenges like paused buybacks and reduced political advertising revenue pose risks to revenue and earnings per share growth.
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US$334.81
FV
0.1% undervalued
intrinsic discount
-0.036%
Revenue growth p.a.
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1 day ago
author updated this narrative
Charter Communications
AN
AnalystHighTarget
Consensus Narrative from 23 Analysts
Broadband Expansion And AI Integration Will Secure Future Efficiency
Key Takeaways Strategic investments in network expansion, rural growth, and competitive pricing aim to enhance revenue growth, customer acquisition, and retention. Advancements in cost efficiency, AI, and machine learning are expected to improve customer service, boost profitability, and enhance operational efficiencies.
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US$467.76
FV
28.5% undervalued
intrinsic discount
1.85%
Revenue growth p.a.
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3 days ago
author updated this narrative
Charter Communications
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Life Unlimited Brand And AI Adoption Will Boost Customer Retention And Efficiency
Key Takeaways Strategic investments in network expansion and the booming Spectrum Mobile business drive long-term growth and increased customer base. AI-driven operational efficiencies and capital expenditure reduction improve margins and boost free cash flow prospects.
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US$406.62
FV
17.8% undervalued
intrinsic discount
0.90%
Revenue growth p.a.
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4 days ago
author updated this narrative
Your Valuation for
CHTR
CHTR
Charter Communications
Your Fair Value
US$
Current Price
US$334.38
49.9% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-271m
59b
2015
2018
2021
2024
2025
2027
2030
Revenue US$58.8b
Earnings US$5.4b
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