Charter Communications, Inc. (NASDAQ:CHTR) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer highlighted the woes of the industry, as he remarked: “Second worst stock in the Nasdaq-100 was Charter Communications that tumbled 39% last year. Now, this is a secularly challenged cable business. You may know them as Spectrum with a stock that’s been sinking for three years now. Tough to be a cable company in these days.” A stock market graph. Photo by energepic.com Charter Communi ...

Van der Post will lead the company's growth and transformation plansBOCA RATON, Fla., Jan. 6, 2026 /PRNewswire/ -- DigitalBridge Group, Inc. ("DigitalBridge" or the "Company") (NYSE: DBRG), a leading global alternative asset manager dedicated to investing in digital infrastructure, and Crestview Partners ("Crestview"), a leading private equity firm, announced that, effective today, Frank van der Post has been appointed Chief Executive Officer of WideOpenWest Inc. (WOW!), succeeding Teresa Elder, who is ret ...

Core Viewpoint - Analysts predict significant rebounds for certain S&P 500 stocks, with potential gains of 49% or more by 2026, despite recent underperformance in the market [1]. Group 1: Charter Communications - Charter Communications provides broadband, cable TV, mobile, and voice services across 41 U.S. states, owning over 30 local TV news and digital networks [3]. - The stock has seen a decline of approximately 50% from its peak, with a current price of $206.60 and a market cap of $27 billion [4][5]. - Despite the downturn, analysts project a 49% upside in the next 12 months, with a low forward price-to-earnings ratio of 4.8 and $1.6 billion in free cash flow reported in the latest quarter [6][6]. Group 2: Oracle - Oracle has transitioned from a relational database platform to a leading provider of cloud applications and services [7]. - The stock has faced pressure due to concerns over debt for AI expansion and disappointing fiscal Q2 results, yet it remains up double digits year-to-date [8]. - The consensus price target suggests a potential increase of around 70%, with 30 out of 43 analysts rating it as a "buy" or "strong buy" [9][10]. Group 3: The Trade Desk - The Trade Desk operates a leading platform for digital ad buyers, but its stock has dropped over 65% in 2025 due to slowing growth and competitive pressures [11][12]. - The current price is $36.65, with a market cap of $18 billion, and analysts forecast a potential upside of around 67% in the next 12 months [13][14]. - The connected TV market is expected to drive growth, along with opportunities outside North America [14].

Group 1 - Comcast Corporation (NASDAQ:CMCSA) is considered one of the best very cheap stocks to invest in, with recent bids submitted for Warner Bros Discovery alongside Paramount Skydance and Netflix [1] - Comcast's bid specifically targets Warner Bros. studio and HBO Max segments, with speculation about a potential spinout of NBCUniversal, although it is noted that NBCUniversal would become the parent of Warner Bros Discovery's assets if the offer is accepted [2] - The President of Comcast, Mike Cavanagh, stated that acquiring Warner Bros. studio and HBO Max would complement NBCUniversal [3] Group 2 - Wall Street has a mixed outlook on Comcast's stock following mixed results for fiscal Q3 2025, with Bernstein maintaining a Hold rating and a price target of $34, while MoffettNathanson reiterated a Buy rating but lowered the price target from $58 to $53 [4] - Comcast is a media and technology company providing internet, cable TV, and phone services to households and businesses [5]

Core Insights - Comcast Corporation (NASDAQ:CMCSA) is recognized as one of the 15 Best Passive Income Stocks to buy currently [1] - BNP Paribas Exane upgraded Comcast from Underperform to Neutral with a price target of $28 [2] Financial Performance - Comcast reported consolidated adjusted EBITDA of $9.7 billion and adjusted earnings of $1.12 per share [4] - The company generated free cash flow of $4.9 billion and returned $2.8 billion to shareholders through dividends and share buybacks, reducing the share count by 5% [4] - Revenue decreased by 2.7% compared to the previous year, impacted by difficult comparisons due to additional revenue from the Paris Olympics [4] Business Segments - The company is facing structural issues, particularly in the cable segment, and has shifted focus to broadband, which is now maturing and losing subscribers [3] - In Q3 2025, Comcast added 414,000 domestic wireless lines, achieving its highest quarterly result, with wireless penetration exceeding 14% among its broadband base [3]

Core Insights - WideOpenWest, Inc. ("WOW!") reported a total revenue of $144.0 million for Q3 2025, a decrease of $14.0 million or 8.9% compared to Q3 2024 [6][4] - The company experienced a net loss of $35.7 million for the quarter, compared to a net loss of $22.4 million in the same period last year [8][6] - WOW! added 15,500 new homes passed and approximately 2,500 new Greenfield high-speed data (HSD) fiber subscribers, bringing the total homes passed in Greenfield markets to 106,600 with a penetration rate of 16.0% [11][6] Financial Performance - Total Subscription Revenue for Q3 2025 was $133.0 million, down $13.0 million or 8.9% from Q3 2024, primarily due to a shift in service offering mix and a decrease in volume across all services [4][6] - HSD Revenue totaled $106.6 million, a slight decrease of $0.9 million or 0.8% compared to the same quarter in 2024 [6][4] - Adjusted EBITDA for the quarter was $68.8 million, down $8.5 million or 11.0% from Q3 2024, with an Adjusted EBITDA margin of 47.8% [9][6] Subscriber Metrics - Total Subscribers as of September 30, 2025, were approximately 464,500, a decrease of 26,000 or 5% compared to the same date in 2024 [10][6] - HSD RGUs totaled 457,100, reflecting a decrease of 23,500 or 5% year-over-year [10][6] Market Expansion - The company passed an additional 19,200 homes in Q3 2025, including 15,500 in Greenfield markets and 3,700 in Edge-out projects [11][6] - Edge-out projects from 2025 passed 8,700 new homes with a penetration rate of 29.9%, while 2024 Edge-out projects had a penetration rate of 45.8% [12][11] Capital Expenditures and Debt - Capital Expenditures for Q3 2025 totaled $52.5 million, an increase of $12.0 million compared to Q3 2024, primarily due to market expansion initiatives [13][6] - As of September 30, 2025, total outstanding long-term debt and finance lease obligations were $1,065.5 million, with cash on hand of $22.9 million [14][6] Acquisition Announcement - WOW! announced an agreement to be acquired by DigitalBridge Group Inc. and Crestview Partners in a $1.5 billion transaction, subject to certain closing conditions [6][16] - In connection with the acquisition, WOW! extended the maturity date of its revolving credit facility to June 30, 2027 [17][6]

Core Insights - Charter Communications reported a larger-than-expected decline in broadband subscribers for the third quarter, indicating challenges in maintaining its customer base amid intense competition in the U.S. broadband and cable TV market [1] Company Performance - The company experienced a significant drop in broadband subscribers, which was more pronounced than analysts had anticipated [1] - This decline reflects the ongoing competitive pressures faced by Charter Communications in the broadband sector [1] Industry Context - The U.S. broadband and cable TV market is characterized by fierce competition, which is impacting subscriber growth for major providers like Charter Communications [1] - The overall industry dynamics suggest that companies may need to adapt their strategies to retain and attract customers in a saturated market [1]

Core Insights - A combined company from a diverse range of streaming, cable, and film properties could enhance its competitive position against major media and tech giants [1] Group 1 - The merger of various media assets is expected to create a more formidable competitor in the industry [1] - The integration of streaming and traditional media platforms may lead to improved content offerings and audience reach [1] - The combined entity could leverage synergies to optimize operational efficiencies and reduce costs [1]

Group 1 - Warner Bros Discovery Inc. has rejected Paramount Skydance Corp.'s initial takeover offer of approximately $20 per share as being too low [1][2] - Paramount has several strategies to pursue Warner Bros., including increasing its bid, going directly to shareholders, or seeking financial backing [2][4] - Warner Bros. shares closed at $17.10, giving it a market value of $42.3 billion, while Paramount shares were valued at $17, totaling $18.6 billion [3] Group 2 - David Ellison, who took over Paramount after an $8 billion merger with Skydance Media, is exploring options for the acquisition of Warner Bros. [3][4] - Paramount is in discussions with Apollo Global Management for potential financial support in its bid for Warner Bros. [4] - Warner Bros. plans to split into two distinct businesses focused on cable TV and streaming/studios, which is expected to be completed next year [4][5] Group 3 - Warner Bros. CEO David Zaslav believes that separating the streaming and studios businesses from the cable networks will yield a significant premium [5] - Ellison must persuade Zaslav that selling before the separation does not result in a loss of potential value [5]

Core Viewpoint - Charter Communications, Inc. (NASDAQ:CHTR) is identified as a top large-cap stock to buy at a 52-week low, with a price target adjustment from $380 to $350 while maintaining an Overweight rating [1][2]. Company Analysis - The analyst anticipates increased competition in the telecommunications sector, which could impact companies like Charter Communications significantly, depending on their strategic responses [2][3]. - Charter Communications must manage pricing, customer volume, and marketing costs effectively, although this will be challenging due to rising competitive pressures [3]. Industry Context - The competitive landscape is expected to strengthen some companies through potential mergers, indicating a dynamic environment for Charter Communications [2].