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Charter Communications, Inc. (CHTR) Defends Cox Merger, Analysts Split on Stock Prospects
Yahoo Finance· 2025-12-28 17:28
Group 1 - Charter Communications Inc (NASDAQ:CHTR) is considered a beaten-down stock with potential investment opportunities, as reiterated by UBS analyst John Hodulik with a target price of $233 [1] - The company is defending its proposed $34.5 billion merger with Cox Communications, arguing it will not create an excessive market power and will not result in an "internet gatekeeper" [2] - The merger is expected to make Cox Communications the largest broadband provider, with approximately 36 million broadband subscribers and 70 million homes and businesses passed [2] Group 2 - CFRA analysts have expressed skepticism regarding the merger's ability to address negative trends in the industry, citing ongoing struggles with higher subscriber losses in broadband, leading to a downgrade of the stock to a strong sell with a target price of $165 [3] - Charter Communications is a major player in the US broadband connectivity and cable market, providing high-speed internet, mobile, TV, and voice services across 41 states [4]
Wall Street Maintains a Positive Outlook on Charter Communications (CHTR)
Yahoo Finance· 2025-12-28 15:59
Charter Communications, Inc. (NASDAQ:CHTR) is one of the Best Affordable Stocks to Buy According to Analysts. On December 22, John Hodulik from UBS reiterated a Hold rating on the stock and lowered the price target from $335 to $233. However, Wall Street maintains a positive outlook with analysts’ 12 month price target reflecting 36.4% upside from the current level. The rating comes ahead of the company’s fiscal Q4 2025 earnings release, expected on January 30. Wall Street expects $13.73 billion in revenu ...
Charter to Hold Webcast to Discuss Fourth Quarter and Full Year 2025 Financial and Operating Results
Prnewswire· 2025-12-18 21:36
STAMFORD, Conn., Dec. 18, 2025 /PRNewswire/ -- Charter Communications, Inc. (NASDAQ: CHTR) (the "Company" or "Charter") will host a webcast on Friday, January 30, 2026 at 8:30 a.m. Eastern Time (ET) to discuss financial and operating results for the quarter and year ended December 31, 2025. A press release reporting such results will be issued at 7:00 a.m. ET on January 30. More information about Charter can be found at corporate.charter.com. The webcast can be accessed live via the Company's investor relat ...
Charter Communications (CHTR) Down 41% Year-to-Date, Here’s What You Need To Know
Yahoo Finance· 2025-12-09 16:39
Charter Communications, Inc. (NASDAQ:CHTR) is one of the Cheap NASDAQ Stocks to Buy Now. On December 2, Keith Snyder CFA from CFRA downgraded Charter Communications, Inc. (NASDAQ:CHTR) from Hold to Sell and lowered the price target from $285 to $165. Earlier on November 4, Timothy Horan from Oppenheimer also downgraded the stock from Buy to Hold, without disclosing any price target. The share price of the company has fallen more than 41% year-to-date and more than 12% since the fiscal Q3 2025 earnings r ...
RBC Capital Cautious on Charter (CHTR) After Q3 Miss on Broadband Subscribers, EBITDA
Yahoo Finance· 2025-11-25 13:27
Core Insights - Charter Communications Inc. has received a lowered price target from RBC Capital, now set at $265 from a previous $325, following disappointing Q3 2025 earnings results [1] - The company reported a 1% year-over-year decline in revenue to $13.67 billion, attributed to customer losses and a tough comparison to last year's political advertising revenue [2] - Despite the revenue decline, Charter's mobile segment saw significant growth, adding 493,000 mobile lines, representing over 20% year-over-year growth [3] Financial Performance - Q3 revenue declined by 1% year-over-year to $13.67 billion, primarily due to customer losses and reduced political advertising revenue [2] - EBITDA decreased by 1.5% year-over-year, remaining flat when excluding the advertising segment [2] - Net income for the quarter was $1.1 billion, down from $1.3 billion in the previous year [2] Subscriber Metrics - Charter's broadband subscriber numbers missed estimates, prompting RBC Capital to lower forecasts for broadband subscribers and ARPU [1] - The company experienced a notable improvement in its video business, reducing video customer losses to 70,000, a significant improvement from 294,000 lost in the same quarter last year [3] - However, Charter lost 109,000 Internet customers in Q3 [3] Market Position - Charter Communications operates as a broadband connectivity and cable operator serving residential and commercial customers in the US [4] - While Charter is recognized as a potential investment, analysts suggest that certain AI stocks may offer greater upside potential with less downside risk [4]
Oppenheimer Downgrades Charter Communications (CHTR) to Perform, Amid Core Broadband Customer Decline
Yahoo Finance· 2025-11-21 10:22
Core Insights - Charter Communications has been downgraded by Oppenheimer from Outperform to Perform, with the removal of the $500 price target due to financial and operational concerns [1][3] - The company's Q3 2025 revenue declined by 0.9% year-over-year to $13.7 billion, primarily due to customer attrition and a tough comparison with prior year's political advertising revenue [1][2] - Despite challenges in its core broadband customer base, Charter has shown positive momentum in its mobile and video segments, adding 493,000 Spectrum Mobile lines, which represents a ~20% year-over-year increase [3] Financial Performance - Charter's EBITDA decreased by 1.5% year-over-year, although it remained flat when excluding the impact of advertising revenue [2] - The net income for Q3 was reported at $1.1 billion, down from $1.3 billion in the same quarter last year [2] Customer Trends - The decline in video customers improved significantly, with only 70,000 losses compared to 294,000 in the previous year, attributed to product improvements and new pricing strategies [3]
Is Wall Street Bullish or Bearish on Charter Communications Stock?
Yahoo Finance· 2025-11-19 13:25
Core Insights - Charter Communications, Inc. (CHTR) has a market capitalization of $26.1 billion and provides broadband connectivity and cable services to both residential and commercial customers [1] Performance Overview - CHTR shares have significantly underperformed the broader market, declining 47.9% over the past year, while the S&P 500 Index has increased by nearly 12.3% [2] - In 2025, CHTR's stock fell 41.5%, contrasting with the S&P 500's 12.5% rise year-to-date [2] Comparative Analysis - Compared to the iShares U.S. Telecommunications ETF (IYZ), which gained about 19.3% over the past year, CHTR's underperformance is more pronounced [3] - The ETF's 19.6% returns year-to-date further highlight CHTR's losses during the same period [3] Customer Metrics - CHTR experienced a loss of 109,000 internet customers, primarily due to fierce competition from fixed wireless and fiber providers [4] - Despite adding 500,000 mobile lines and improving video customer retention, the company struggled with new customer acquisitions and faced a challenging advertising environment [4] Financial Results - On October 31, CHTR reported Q3 results, with shares closing down 5% in the subsequent trading session [5] - The company's EPS was $8.34, falling short of Wall Street expectations of $9.32, and revenue was $13.67 billion, missing forecasts of $13.74 billion [5] Future Projections - Analysts expect CHTR's EPS to grow 5% to $36.73 for the current fiscal year ending in December [6] - The company's earnings surprise history has been disappointing, missing consensus estimates in three of the last four quarters [6] Analyst Ratings - Among 25 analysts covering CHTR, the consensus rating is a "Hold," consisting of nine "Strong Buy" ratings, 12 "Holds," and four "Strong Sells" [6] - The overall rating has shifted to "Moderate Buy," with 12 analysts suggesting a "Strong Buy" [7]
KeyBanc Cuts Charter Communications (CHTR) PT, Keeps Overweight Rating
Yahoo Finance· 2025-10-21 03:07
Core Viewpoint - Charter Communications, Inc. (NASDAQ:CHTR) is considered a compelling investment despite short-term challenges, with a price target adjustment from $500 to $430 while maintaining an Overweight rating by KeyBanc Capital Markets [1][3]. Group 1: Financial Performance and Projections - KeyBanc anticipates weaker broadband subscriber numbers for Charter Communications in Q3 2025 due to strong industry competition [2]. - The firm expects growth in fixed wireless access (FWA) and fiber net additions both quarter-over-quarter and year-over-year [2]. - KeyBanc believes that costs for Charter will decrease significantly after completing its Rural Digital Opportunity Fund (RDOF) build and network upgrades, which should enhance free cash flow generation [4]. Group 2: Strategic Moves - The acquisition of Cox Communications is viewed as beneficial to Charter's strategic direction, contributing positively to its overall valuation [3]. - Despite the challenges, KeyBanc finds Charter's current valuation to be "quite compelling" [3].
CHTR Deadline: Rosen Law Firm Urges Charter Communications, Inc. (NASDAQ: CHTR) Stockholders with Large Losses to Contact the Firm for Information About Their Rights
Businesswire· 2025-10-14 19:41
Core Viewpoint - A class action lawsuit has been filed against Charter Communications, Inc. on behalf of investors who purchased securities, call options, or sold put options during the specified class period from July 26, 2024, to July 24, 2025 [1] Company Summary - Charter Communications, Inc. is identified as a leading broadband connectivity company and cable operator [1]
INVESTOR DEADLINE TOMORROW: Robbins Geller Rudman & Dowd LLP Announces that Charter Communications, Inc. Investors with Substantial Losses Have Opportunity to Lead Securities Class Action Lawsuit - CHTR
Prnewswire· 2025-10-13 09:15
Core Viewpoint - The Charter Communications class action lawsuit alleges that the company and its executives made misleading statements regarding the impact of the Federal Communications Commission's Affordable Connectivity Program (ACP) ending, which affected customer declines and revenue growth [4][5]. Group 1: Lawsuit Details - The class action lawsuit is titled Sandoval v. Charter Communications, Inc., No. 25-cv-06747 (S.D.N.Y.) and involves purchasers or acquirers of Charter Communications securities from July 26, 2024, to July 24, 2025 [1]. - Investors have until October 14, 2025, to seek appointment as lead plaintiff in the lawsuit [1][6]. - The lawsuit claims that Charter Communications failed to manage the impact of the ACP ending, leading to significant customer declines and revenue issues [4]. Group 2: Financial Impact - On July 25, 2025, Charter Communications reported second quarter 2025 financial results, showing EBITDA of $5.7 billion, reflecting a 0.5% growth, alongside a loss of 117,000 Internet customers, which included about 50,000 disconnects due to the ACP ending [5]. - Following the announcement of these results, Charter Communications' stock price fell by more than 18% [5]. Group 3: Legal Process - The Private Securities Litigation Reform Act of 1995 allows any investor who purchased or acquired Charter Communications securities during the Class Period to seek lead plaintiff status [6]. - The lead plaintiff represents the interests of all class members and can choose a law firm to litigate the case [6]. Group 4: Law Firm Background - Robbins Geller Rudman & Dowd LLP is a leading law firm specializing in securities fraud and shareholder litigation, having recovered over $2.5 billion for investors in 2024 alone [7]. - The firm has been recognized for securing the most monetary relief for investors in securities class action cases [7].