NASDAQ:CHTR

Charter Communications (CHTR)

143.38
-1.61 (1.11%)
as of Aug 3, 2026, 5:39:12 pm Market Open.
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Investor Insights
star iconAug 3, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

Charter Communications (CHTR) has faced significant stock price declines, dropping 39% last year and continuing a downtrend over the past three years. Despite this downturn, the company is positioned favorably within the telecommunications sector, with profits rising and a robust free cash flow yield of about 30%. Analysts highlight Charter's non-cancellable contracts and growth in wireless cellular service through partnerships, suggesting a potential turnaround as subscriber declines have flatlined and demographic growth could boost performance. The company's capital cycle is nearly complete, and it has been actively buying back shares, indicating strategic moves towards private ownership. With a mixture of varying price targets from analysts, Charter appears as a compelling investment opportunity at its current valuation while continuing to innovate in broadband, video, and voice services.

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Consensus
Mixed
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Valuation
Undervalued
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Similar
Comcast, CMCSA
HOLD
Very strong year fundamentally in 2021. Repurchased shares with more to come. Lots of competition, but he doesn't think it's that bad. Elon Musk with Starlink. This all punishes the cable guys. Reasonably priced. Winning new wireless customers. #1 in the US in his opinion.
BUY
Great business as more residential customers demand high speed internet. Good time to buy as stock price has been down.
BUY
Hasn't performed well since he made it a Top Pick. More a function of industry dynamics than the company's results. Subscriber growth is still improving, but has been impacted by the pandemic. Enormous amount of free cashflow. Buys back stock like crazy. Fundamentals are improving. He's buying more at these prices. No dividend.
TOP PICK
Run by Liberty group that is a buyback machine. Makes profits selling broadband and cable. Wireless is at a loss to beat other telcos. Has pulled back a bit because of an analyst saying that subscriber growth will slow. This is normal since everyone is now signed up for internet. An attractive entry point here. (Analysts’ price target is $817.66)
BUY
5G outlook Many people are using an older phone; the average smart phone has never been older, so users are poised to upgrade You don't have to invest directly in 5G to benefit from it. Any smartphone makers and cable companies will. He likes Charter Communications.
TOP PICK
A new investment for him. A US broadband cable company. They announced positive earnings. They are still adding new business and mobile customers. It is buying back stocks aggressively right now. (Analysts’ price target is $584.28)
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