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Charter Communications, Inc.Informe acción NasdaqGS:CHTR

Capitalización bursátil US$21.7b
Precio de las acciones
US$154.86
US$275.47
43.8% infravalorado descuento intrínseco
1Y-60.4%
7D-3.0%
Valor de la cartera
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Charter Communications, Inc.

Informe acción NasdaqGS:CHTR

Capitalización de mercado: US$21.7b

Charter Communications (CHTR) Resumen de Acciones

Charter Communications, Inc. opera como empresa de conectividad de banda ancha en Estados Unidos. Saber más

Análisis fundamental de CHTR
Puntuación del snowflake
Valoración5/6
Crecimiento futuro1/6
Rendimiento pasado2/6
Salud financiera0/6
Dividendos0/6

CHTR Community Fair Values

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Competidores de Charter Communications, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Charter Communications
Precios históricos de las acciones
Precio actual de la acciónUS$160.24
Máximo en las últimas 52 semanasUS$437.06
Mínimo de 52 semanasUS$156.00
Beta0.76
Cambio en 1 mes-28.40%
Variación en 3 meses-30.67%
Cambio de 1 año-60.38%
Variación en 3 años-53.11%
Variación en 5 años-76.62%
Variación desde la OPV339.06%

Noticias y actualizaciones recientes

Actualización del análisis May 03

CHTR: Future Cash Returns From Connectivity And AI Offer Repricing Potential

Analysts have reduced their price target on Charter Communications to about $411 from $479, reflecting updated views on slower revenue growth, lower profit margins, a slightly higher discount rate, and an adjusted future P/E assumption after a series of recent target cuts across the Street. Analyst Commentary Recent Street research on Charter Communications has leaned cautious overall, but there are still some constructive angles that stand out if you are focused on potential upside drivers for the stock.

Recent updates

Actualización del análisis May 03

CHTR: Future Cash Returns From Connectivity And AI Offer Repricing Potential

Analysts have reduced their price target on Charter Communications to about $411 from $479, reflecting updated views on slower revenue growth, lower profit margins, a slightly higher discount rate, and an adjusted future P/E assumption after a series of recent target cuts across the Street. Analyst Commentary Recent Street research on Charter Communications has leaned cautious overall, but there are still some constructive angles that stand out if you are focused on potential upside drivers for the stock.
Seeking Alpha Apr 24

Charter Communications: Broadband Panic Is Overly Dramatic

Summary Charter Communications remains a 'Strong Buy' with 50% upside to fair value, despite a 40% share price decline and negative sentiment. Broadband subscriber losses and revenue pressure persist, but video declines have moderated, and mobile growth offsets some weaknesses. CHTR's 4.2x leverage is sustainable given stable recurring cash flows; buybacks continue, though prior repurchases were at higher prices. With a nearly 20% free cash flow yield and capex set to moderate, I recommend patient accumulation on weakness for long-term gains. Read the full article on Seeking Alpha
Actualización del análisis Apr 18

CHTR: Future Returns Will Depend On Broadband Execution Against Rising Competition

Analysts have trimmed their average price target on Charter Communications by about $1 to roughly $275, reflecting updated views on revenue growth, profitability and competitive pressure following recent Street research moves. Analyst Commentary Recent Street research on Charter Communications has been mixed, with both upward and downward price target revisions contributing to a modest reduction in the overall average target.
Actualización del análisis Apr 04

CHTR: Rising Rival Offers Will Pressure Broadband Subscribers And Residential Revenue

Charter Communications' analyst price target has shifted to $150 from $168, as analysts factor in softer revenue trends, lower profit margin expectations, a slightly reduced discount rate, and a higher assumed future P/E following recent mixed research that includes both target cuts and modest raises. Analyst Commentary Recent Street research on Charter reflects a cautious tone, with several bearish analysts highlighting competitive pressures, execution risks, and questions around the sustainability of growth assumptions embedded in current valuation frameworks.
Actualización del análisis Mar 19

CHTR: Future Returns Will Hinge On Broadband Execution Despite Split Street Views

Analysts have adjusted their Charter Communications price target to $276.80, reflecting recent mixed revisions across firms as they weigh updated growth, margin, discount rate and future P/E assumptions. Analyst Commentary Street research on Charter Communications has been mixed, with some firms lifting price targets while others are cutting estimates and ratings.
Actualización del análisis Mar 05

CHTR: Future Returns Will Rely On Broadband Execution Despite Split Street Views

Narrative Update on Charter Communications The analyst price target on Charter Communications has moved by a net $26, as analysts balance recent target increases from TD Cowen, Benchmark, and Wells Fargo against reductions from Goldman Sachs and Bernstein. They are tying their updates to revised views on revenue growth, profit margins, and forward P/E assumptions.
Actualización del análisis Feb 19

CHTR: Future Returns Will Rely On Executing Broadband And WiFi 7 Rollout

The analyst price target for Charter Communications has shifted from $314.94 to $282.81, as analysts updated their models around recent mixed research, including several price target increases alongside cuts and a downgrade. Analyst Commentary Recent research on Charter Communications reflects a split view, with some analysts lifting price targets while others are cutting targets and, in one case, moving to a more cautious rating.
Artículo de análisis Feb 15

Charter Communications, Inc. (NASDAQ:CHTR) Stock Rockets 26% But Many Are Still Ignoring The Company

Charter Communications, Inc. ( NASDAQ:CHTR ) shares have had a really impressive month, gaining 26% after a shaky...
Actualización del análisis Feb 05

CHTR: Future Cash Returns And AI Adoption Could Drive Repricing

Narrative Update on Charter Communications The analyst price target for Charter Communications has shifted alongside our fair value estimate, moving from US$500.00 to US$479.00 as analysts factor in updated expectations for revenue growth, profit margins, discount rates, and future P/E multiples following a mix of recent target hikes and cuts across the Street. Analyst Commentary Street research on Charter Communications has been mixed, with several firms adjusting price targets in both directions and at least one downgrade to an Underweight rating.
Actualización del análisis Jan 22

CHTR: Rising Fiber Competition Will Pressure Broadband Subscribers And Residential Revenue

Narrative Update on Charter Communications The analyst price target on Charter Communications has been reduced by $40, as analysts point to recent downgrades, broadband subscriber and residential revenue pressures, and rising competitive fiber build outs. Together, these factors have led analysts to apply a higher discount rate and a slightly higher future P/E multiple in their models.
Actualización del análisis Jan 08

CHTR: Rising Fiber Competition Will Intensify Broadband Subscriber Declines

Analysts have lowered their price target on Charter Communications from US$200 to US$168, citing weaker broadband subscriber trends, pressure on residential revenue and concerns that rising fiber competition could challenge the company's current penetration levels. The updated forecasts also reflect different assumptions for revenue growth, margins and future P/E.
Actualización del análisis Dec 20

CHTR: Broadband Losses And Fiber Competition Will Shape A Cautious Outlook

Analysts have trimmed their fair value estimate for Charter Communications to $200 from $223 per share. This reflects mounting concerns over accelerating broadband subscriber declines, intensifying fiber competition, and a more cautious outlook on revenue growth despite relatively stable profit margins.
Actualización del análisis Dec 06

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.
Actualización del análisis Nov 22

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.
Actualización del análisis Nov 06

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.
Actualización del análisis Oct 23

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

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.
Actualización del análisis Oct 09

Spectrum Mobile And AI Will Improve Service Efficiency

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.
Actualización del análisis Sep 25

Spectrum Mobile And AI Will Improve Service Efficiency

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.
Actualización del análisis Aug 27

Spectrum Mobile And AI Will Improve Service Efficiency

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.
Artículo de análisis Jul 29

Not Many Are Piling Into Charter Communications, Inc. (NASDAQ:CHTR) Stock Yet As It Plummets 26%

The Charter Communications, Inc. ( NASDAQ:CHTR ) share price has fared very poorly over the last month, falling by a...
Artículo de análisis May 18

Investors Still Aren't Entirely Convinced By Charter Communications, Inc.'s (NASDAQ:CHTR) Earnings Despite 26% Price Jump

Charter Communications, Inc. ( NASDAQ:CHTR ) shares have had a really impressive month, gaining 26% after a shaky...
Seeking Alpha Apr 22

Charter Communications Earnings Preview: Wait And Watch Before Buying

Summary Charter Communications is set to announce Q1 2025 earnings with expected EPS of $8.61 and revenues of $13.67B, reflecting flat revenue growth. Key focus areas include management's capital allocation plans, revenue growth strategies, free cash flow per share, and the impact of the Liberty Broadband acquisition. Despite a significant stock price decline since mid-2021, potential value exists if shares drop post-earnings, offering a buying opportunity at 2018 levels. Management's commentary on revenue growth, profit margins, and CAPEX reduction will be crucial in determining CHTR's future stock performance. Read the full article on Seeking Alpha
Seeking Alpha Jan 28

Charter Communications Q4 Earnings Preview: Heavy Competition

Summary Charter Communications, Inc. will report Q4 and Full-Year 2024 earnings pre-market on Friday, January 31st. Charter is facing unprecedented levels of competition and instead of competing aggressively, the company is reducing investment in growth. At a price target of $331.51, 10% downside from today's pricing, I rate Charter Communications a sell. Read the full article on Seeking Alpha
Seeking Alpha Nov 14

The Charter-Liberty Broadband Deal Might Create An Interesting Opportunity

Summary Charter and Liberty Broadband finally agreed to a deal that implies the valuation I predicted. However, it burdens Liberty Broadband's shareholders with some complications and will require another bit of patience. Three years from now, the deal will likely create an interesting investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha Oct 28

Charter Communications Is A Buy The Dip Opportunity (Technical Analysis)

Summary Charter Communications presents a buy-the-dip opportunity, trading above its 30-week EMA and showing long-term bullish momentum despite short-term bearish momentum. The stock has pulled back 50% from its recent rally, finding support at the $320 level, with institutional buying evident in volume analysis. Relative strength is neutral, but upcoming earnings on November 1 could be pivotal; use a stop loss at $310 to manage risk. Consider buying a smaller stake before earnings and adding more if the report is favorable to mitigate potential downside risk. Read the full article on Seeking Alpha
Seeking Alpha Oct 01

The Infinite Game In Telecom

Summary Charter Communications showed only a very slight decline in broadband customers in the quarter. Overall, the business is doing very well. Cable companies continue to offer a great product on the market, which is actually improving in quality because they are upgrading their networks to be as fast as fiber. Though owning cable stocks has not been rewarding, the more research we've done into the industry, the more convinced we’ve become that once the dust settles, their market share will not decrease but likely increase. Read the full article on Seeking Alpha
Seeking Alpha Aug 08

Charter's New Strategy Puts Video Back Into The Profit Mix, And It Just Might Start Working Soon

Summary Charter rose after Q2 earnings despite massively escalating Video losses over the past few quarters, as Video has long been seen as irrelevant. Charter's own disclosures provide evidence that Video may have never stopped really contributing to profit, with as much as 21% of 2023 profit indirectly attributable to Video. CEO Chris Winfrey's new Video strategy is a major piece of Charter's future. The idea is to bundle streaming services with the core linear service. This strategy's viability depends on making those subscriptions upgradeable and flexible. The first eight months of the Disney deal fell well short of this, hence Charter's massive video losses. Charter is now course correcting, and a viable Video strategy may well boost profits to counterbalance rising broadband competitive intensity. However, investors should wait for results before buying in. Read the full article on Seeking Alpha
Seeking Alpha Jul 29

Why The Charter Communications Rally Might Not Last

Summary What propelled Charter stock 16% higher after earnings was likely mainly short-covering. The market had certainly expected much worse results, but Charter Communications' attractive fundamentals were nicely on display in Q2. On the other hand, near-term headwinds remain and short-term speculation will likely take over again. Read the full article on Seeking Alpha
Seeking Alpha Mar 18

Charter Communications: A Misunderstood Leveraged Equity Opportunity

Summary Charter Communications uses its net debt to finance share repurchases, M&A, and special projects with higher returns than the interest on the debt. The majority of Charter's debt is fixed at a low interest rate, with most of it due after 2026, providing stability and potential for refinancing. Charter's return on net tangible assets is high compared to other communication companies, indicating profitable investments and cushion for interest payments. Read the full article on Seeking Alpha
Seeking Alpha Mar 09

Charter Communications: Down 66% From Its All-Time High; I'm Still Staying Away

Summary Charter Communications' stock has fallen roughly 40% since October 2021, underperforming the S&P 500 by 56 points. The company reported a 1% increase in revenue in 2023 but saw higher growth in EBITDA and customer base expansion. Charter is facing challenges in internet growth due to increased competition, but is investing in strategies to boost growth and improve customer satisfaction. Read the full article on Seeking Alpha
Seeking Alpha Feb 15

Charter Q4'23 Earnings: Net Broadband Losses, Robust Mobile Net Adds, 8% FCF Yield

Summary Charter reported 61,000 broadband losses in 4Q23 and missed earnings expectations, causing shares to drop 17%. While FWA operators have been taking share from Cable, the growth will decelerate as operators are approaching their 2025 targets. Fiber overbuilders have been readjusting their deployment targets and looking to drive penetration rate and raise prices. Network upgrades will enhance Charter's competitive position. Shares are trading at a 5-year low. However, Charter has been generating more cash flow than five years ago. FCF will be under pressure, but CapEx will eventually normalize over time. Investment risks are the acceleration of the video business decline and intense competitive landscape as well as the possible impact of the ACP that could impact net adds. Read the full article on Seeking Alpha

Rentabilidad de los accionistas

CHTRUS MediaMercado US
7D-3.0%-1.1%2.1%
1Y-60.4%-13.9%30.6%

Rentabilidad vs. Industria: Los resultados de CHTR fueron inferiores a los de la industria US Media, que obtuvo un rendimiento del -13.9% el año pasado.

Rentabilidad vs. Mercado: CHTR obtuvo unos resultados inferiores a los del mercado US, que fueron del 30.6% el año pasado.

Volatilidad de los precios

Is CHTR's price volatile compared to industry and market?
CHTR volatility
CHTR Average Weekly Movement9.4%
Media Industry Average Movement9.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Precio estable de las acciones: CHTR no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de CHTR (9%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
199391,900Chris Winfreycorporate.charter.com

Charter Communications, Inc. opera como empresa de conectividad de banda ancha en Estados Unidos. La empresa ofrece servicios de Internet, móvil, vídeo y voz por suscripción; servicios de conectividad de banda ancha, incluidos Internet fijo, WiFi y móvil; productos de Internet Spectrum; servicios WiFi avanzados; y WiFi en casa, que proporciona a los clientes routers inalámbricos de alto rendimiento y servicios WiFi gestionados para mejorar su experiencia de Internet inalámbrico. También ofrece servicios de comunicaciones de voz por cable que utilizan tecnología de protocolo de voz por Internet; Call Guard, una solución avanzada de identificación de llamadas y bloqueo de llamadas robadas; programación de vídeo y servicios de vídeo, incluido el acceso a una guía de programación interactiva con control parental, vídeo a la carta y servicios de pago por visión; y soluciones de comunicaciones de banda ancha, como acceso a Internet, redes de datos, conectividad de fibra, entretenimiento de vídeo y servicios de telefonía empresarial.

Resumen de fundamentos de Charter Communications, Inc.

¿Cómo se comparan los beneficios e ingresos de Charter Communications con su capitalización de mercado?
Estadísticas fundamentales de CHTR
Capitalización bursátilUS$21.68b
Beneficios(TTM)US$4.93b
Ingresos (TTM)US$54.64b
4.0x
Ratio precio-beneficio (PE)
0.4x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de CHTR
IngresosUS$54.64b
Coste de los ingresosUS$24.40b
Beneficio brutoUS$30.24b
Otros gastosUS$25.31b
BeneficiosUS$4.93b

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)40.11
Margen bruto55.35%
Margen de beneficio neto9.03%
Ratio deuda/patrimonio459.5%

¿Cómo se ha desempeñado CHTR a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 20:19
Precio de las acciones al final del día2026/05/07 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Charter Communications, Inc. está cubierta por 46 analistas. 16 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Andrew Charles BealeArete Research Services LLP
Joseph BonnerArgus Research Company
William PowerBaird