Charter Communications (CHTR) Panoramica del titolo
Charter Communications, Inc. opera come società di connettività a banda larga negli Stati Uniti. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 0/6 |
| Dividendi | 0/6 |
CHTR Community Fair Values
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Analyst Price Targets
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Read full narrativeConcorrenti di Charter Communications, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$154.86 |
| Massimo di 52 settimane | US$437.06 |
| Minimo di 52 settimane | US$154.70 |
| Beta | 0.76 |
| Variazione di 1 mese | -29.23% |
| Variazione a 3 mesi | -37.60% |
| Variazione di 1 anno | -61.53% |
| Variazione a 3 anni | -54.88% |
| Variazione a 5 anni | -77.45% |
| Variazione dall'IPO | 324.32% |
Notizie e aggiornamenti recenti
Recent updates
Aggiornamento dell'analisi • 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
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaRendimenti per gli azionisti
| CHTR | US Media | US Mercato | |
|---|---|---|---|
| 7D | -6.3% | -1.0% | 2.2% |
| 1Y | -61.5% | -12.9% | 31.1% |
Ritorno vs Industria: CHTR ha avuto una performance inferiore rispetto al US Media che ha registrato un rendimento -12.9 % nell'ultimo anno.
Rendimento vs Mercato: CHTR ha avuto una performance inferiore al mercato US che ha registrato un rendimento 31.1 % nell'ultimo anno.
Volatilità dei prezzi
| CHTR volatility | |
|---|---|
| CHTR Average Weekly Movement | 9.4% |
| Media Industry Average Movement | 9.0% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: CHTR non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 9% ) di CHTR è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1993 | 91,900 | Chris Winfrey | corporate.charter.com |
Charter Communications, Inc. opera come società di connettività a banda larga negli Stati Uniti. L'azienda offre servizi Internet, mobili, video e voce su abbonamento; servizi di connettività a banda larga, tra cui Internet fisso, WiFi e mobile; prodotti Internet Spectrum; servizi WiFi avanzati; e WiFi domestico, che fornisce ai clienti router wireless ad alte prestazioni e servizi WiFi gestiti per migliorare la loro esperienza Internet wireless. L'azienda offre anche servizi di comunicazione vocale via cavo che utilizzano la tecnologia voice over internet protocol; Call Guard, una soluzione avanzata per l'identificazione del chiamante e il blocco delle robocall; programmazione video e servizi video, che includono l'accesso a una guida interattiva alla programmazione con controllo parentale, video on demand e servizi pay-per-view; e soluzioni di comunicazione a banda larga, come accesso a Internet, rete dati, connettività in fibra, intrattenimento video e servizi telefonici aziendali.
Charter Communications, Inc. Riepilogo dei fondamenti
| CHTR statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$21.45b |
| Utili (TTM) | US$4.93b |
| Ricavi(TTM) | US$54.64b |
3.9x
Rapporto P/E0.3x
Rapporto P/SCHTR è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| CHTR Conto economico (TTM) | |
|---|---|
| Ricavi | US$54.64b |
| Costo del fatturato | US$24.40b |
| Profitto lordo | US$30.24b |
| Altre spese | US$25.31b |
| Utili | US$4.93b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 40.11 |
| Margine lordo | 55.35% |
| Margine di profitto netto | 9.03% |
| Rapporto debito/patrimonio netto | 459.5% |
Come si è comportato CHTR nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/11 05:38 |
| Prezzo dell'azione a fine giornata | 2026/05/08 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Charter Communications, Inc. è coperta da 46 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| William Power | Baird |