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Charter Communications Community
NasdaqGS:CHTR Community
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Charter Communications
AN
AnalystLowTarget
Consensus Narrative from 20 Analysts
Revenue Decline And Margin Compression Will Hurt Future Outlook
Key Takeaways Revenue pressure due to lower broadband growth and increased competition may hinder Charter's financial performance in core markets. High capital expenditures in network and rural expansion risk low returns if consumer uptake remains weak.
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US$275.47
FV
43.3% overvalued
intrinsic discount
0.0091%
Revenue growth p.a.
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6 days ago
author updated this narrative
Charter Communications
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Spectrum Mobile And AI Will Improve Service Efficiency
Key Takeaways Rapid expansion of Spectrum Mobile and strategic bundling help drive customer growth and boost revenue, while enhancing competitive positioning. Leveraging network upgrades and AI investments efficiently reduces costs and service calls, improving margins and customer satisfaction.
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US$411.92
FV
4.2% undervalued
intrinsic discount
1.17%
Revenue growth p.a.
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6 days ago
author updated this narrative
Charter Communications
AN
AnalystHighTarget
Consensus Narrative from 20 Analysts
Expanding Broadband Access And DOCSIS 40 Will Fuel Digital Transformation
Key Takeaways Expanding rural broadband, government subsidies, and integrated service bundles boost customer growth, retention, and recurring revenue through higher data usage and more stable earnings. Technology upgrades and operational efficiencies reduce costs, while disciplined spending and share repurchases support margin expansion and long-term shareholder value.
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US$540.00
FV
26.9% undervalued
intrinsic discount
1.84%
Revenue growth p.a.
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20 days ago
author updated this narrative
Your Valuation for
CHTR
CHTR
Charter Communications
Your Fair Value
US$
Current Price
US$394.78
47.6% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-378m
59b
2015
2018
2021
2024
2025
2027
2030
Revenue US$59.2b
Earnings US$5.6b
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