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Analysts Maintain Neutral Outlook on Charter Communications Amid Profit Gains and Sector Pressures

Published
06 Aug 24
Updated
23 Oct 25
AnalystConsensusTarget's Fair Value
US$373.60
34.6% undervalued intrinsic discount
23 Oct
US$244.20
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1Y
-25.9%
7D
-2.9%

Author's Valuation

US$373.634.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on23 Oct 25

Analysts have maintained their price target for Charter Communications at $373.60. They note a neutral stance amid stable fair value metrics, stronger profit margins, and ongoing competitive pressures in the cable sector.

Shared on09 Oct 25
Fair value Decreased 3.61%

Analysts have lowered their fair value estimate for Charter Communications to $373.60 from $387.60. This change reflects ongoing competition in the cable sector and continued investor focus on tradeoffs between growth and profitability.

Shared on25 Sep 25
Fair value Decreased 1.10%

Amid persistent sector-wide competitive pressures and a balanced outlook on subscriber growth versus profitability, analysts have slightly lowered Charter Communications’ consensus price target from $391.90 to $387.60. Analyst Commentary Sector-wide competitive pressures remain elevated, with analysts expressing concern over heightened competition impacting future performance.

Shared on27 Aug 25
Fair value Decreased 2.22%

Charter Communications’ consensus price target edged down to $395.75 as analysts weighed ongoing network upgrades and potential cash tax relief against continued competitive pressures and decelerating ARPU growth. Analyst Commentary Bullish analysts note Charter’s ongoing network upgrades and the momentum of its Spectrum Life Unlimited offering as drivers for improvement in broadband net subscriber losses.

Shared on07 May 25
Fair value Decreased 13%

Shared on30 Apr 25
Fair value Decreased 1.34%

AnalystConsensusTarget has increased revenue growth from 0.9% to 1.2%.

Shared on23 Apr 25
Fair value Increased 3.42%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 1.50%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 0.64%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 1.45%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 0.84%

AnalystConsensusTarget has increased revenue growth from 0.7% to 0.9% and increased future PE multiple from 11.5x to 13.3x.