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Investor Insights

This summary was created by AI, based on 5 opinions in the last 12 months.

Experts have mixed opinions about Charter Communications (CHTR-Q). Some are concerned about the company's poor performance, high competition, and balance sheet not looking as good as before. Others mention the company's well-run operations, serving millions of customers, and expectations for increased free cash flow. While one expert advises to cover the position, another suggests setting a stop-loss at $290 with an upside potential of 26%. Overall, the stock seems to have both positive and negative aspects, making it a speculative investment at this time.

Consensus
Mixed
Valuation
Fair Value
RISKY

Its poor performance has put him off investing in telcos. Lots of competition for internet, wireless, and mobile. Using a lot of free cashflow to buy back stock at much higher prices, so balance sheet not as good anymore. Interest rates have gone up, and lots of cashflow being used to service this cost.

He fell in love quickly, but speculative here. Arguably cheap valuation but, until you see a turn in the business, hard to say where the stock is going.

Consumer Products
PAST TOP PICK
(A Top Pick Jan 12/24, Down 25%)

He got out just below $300. Surprised by management's Q1 commentary, didn't expect capex buildout extension and cost escalation. Free cashflow would not arrive until 2028, and this skewed his valuation. Even though it's fallen, fresh eyes would not make him re-enter, risk/reward just not there.

Consumer Products
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Dec 12/23, Down 23%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with CHTR has triggered its stop at $290.  To remain disciplined, we recommend covering the position at this time.  

Consumer Products
TOP PICK

Very well run company serving millions of customers across ~40 US states. In sweet spot of mobile phone demands. Excellent capital allocation skills with low debt levels. Capital expenditures expected to drop which will increase free cash flow. When interest rates fall, will also be good for profits in the business (less lending costs).

Consumer Products
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

CHTR is a broadband and cable operator serving 32 million customers in the US in 41 states under the Spectrum brand and is a favorite of Warren Buffet.  It trads at 12x earnings and supports a 40% ROE.  Cash reserves are growing while debt is aggressively retired and shares bought back.  We recommend setting a stop-loss at $290, looking to achieve $466 -- upside potential of 26%.  Yield 0% 

(Analysts’ price target is $466.59)
Consumer Products
BUY

A low-teen PE 2024. Shares are up 20% from its bottom and is moving up.

Consumer Products
DON'T BUY

He sold it at $500 with concern about growth. It is a company that is slowing down.

Consumer Products
PAST TOP PICK
(A Top Pick Oct 22/21, Down 50%) Growth closed. He exited to move on. Still a fine business. Slower growth and increased competition meant he decided to look elsewhere.
Consumer Products
HOLD
Hitting a 52-week low. There's a lot of content, too many streamers, and that isn't good. Now, these streamers are getting into advertising, but they're doing it at the wrong time as the economy slows. This is a crowded space.
Consumer Products
PAST TOP PICK
(A Top Pick Oct 22/21, Down 34%) Covid beneficiary. Very inexpensive valuation. A business you can't live without, so he sees tremendous growth over the long term. Bad news is priced in.
Consumer Products
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.
Consumer Products
BUY
Great business as more residential customers demand high speed internet. Good time to buy as stock price has been down.
Consumer Products
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.
Consumer Products
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)
Consumer Products
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.
Consumer Products
Showing 1 to 15 of 16 entries

Charter Communications(CHTR-Q) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 3

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 3

Stockchase rating for Charter Communications is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Charter Communications(CHTR-Q) Frequently Asked Questions

What is Charter Communications stock symbol?

Charter Communications is a American stock, trading under the symbol CHTR-Q on the NASDAQ (CHTR). It is usually referred to as NASDAQ:CHTR or CHTR-Q

Is Charter Communications a buy or a sell?

In the last year, 3 stock analysts published opinions about CHTR-Q. 3 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Charter Communications.

Is Charter Communications a good investment or a top pick?

Charter Communications was recommended as a Top Pick by on . Read the latest stock experts ratings for Charter Communications.

Why is Charter Communications stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Charter Communications worth watching?

3 stock analysts on Stockchase covered Charter Communications In the last year. It is a trending stock that is worth watching.

What is Charter Communications stock price?

On 2024-11-20, Charter Communications (CHTR-Q) stock closed at a price of $389.12.