Charter Communications

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

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

06 Aug 24

Updated

06 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-45.4%

7D

6.0%

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1Y

-45.4%

7D

6.0%

You can edit this narrative until Dec 7 4:10 AM. Then, changes will post as Updates.

Author's Valuation

US$314.9432.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 06 Dec 25

CHTR: Future Returns Will Hinge On Stabilizing Broadband Amid Fiber Pressure

Analysts have reduced their 12 month price target on Charter Communications by a low single digit percentage to reflect mounting concerns over broadband subscriber declines and intensifying fiber competition, even though there have been only modest changes to long term growth and cash flow assumptions. Analyst Commentary Bullish analysts acknowledge that recent subscriber trends and competitive pressures warrant lower price targets, but they still emphasize the company’s strong free cash flow generation and history of execution as key underpinnings for long term valuation support.

Shared on 22 Nov 25

CHTR: Future Performance Will Depend On Reversing Broadband Subscriber Declines

Analysts have maintained Charter Communications' fair value estimate at $314.94 per share. They cite concerns over slowing revenue growth, higher projected discount rates, and competitive broadband pressures as key factors behind their latest outlook adjustment.

Shared on 06 Nov 25

Fair value Decreased 16%

CHTR: Future Market Performance Will Hinge On Broadband Subscriber Stabilization

Analysts have lowered their fair value estimate for Charter Communications from approximately $373.60 to $314.94. They cited ongoing broadband subscriber declines and intensifying competitive pressures as key factors behind the revision.

Shared on 23 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 on 09 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 on 25 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 on 27 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 on 07 May 25

Fair value Decreased 13%

Shared on 30 Apr 25

Fair value Decreased 1.34%

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

Shared on 23 Apr 25

Fair value Increased 3.42%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 1.50%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.64%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 1.45%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 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.

AnalystConsensusTarget Fair Value

US$314.94

32.7% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

0.76%

Media revenue growth rate

0.17%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

11.20%

Calculation

US$5.42b

Earnings '28

x

8.35x

PE Ratio '28

=

US$45.24b

Market Cap '28

US$45.24b

Market Cap '28

/

104.09m

No. shares '28

=

US$434.64

Share Price '28

US$434.64 Share Price '28

Discounted to 2025 @ 11.37% p.a.

=

US$314.66

Fair Value '25