This summary was created by AI, based on 3 opinions in the last 12 months.
Charter Communications (CHTR-Q) has garnered mixed reviews from various experts, primarily focusing on its recent performance and competitive challenges in the telecom sector. There is significant concern regarding the company's capital expenditures, which have unexpectedly escalated and are pushing free cash flow generation further out, potentially not materializing until 2028. The use of free cash flow for stock buybacks at elevated prices has raised red flags about the overall health of its balance sheet. While some experts see a potentially cheap valuation, there is a prevailing sentiment that without visible improvements in business performance, the stock's trajectory remains uncertain. Consequently, many experts suggest cautious approaches, advising potential investors to avoid re-entering or to cover current positions considering the risks involved.
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.
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).
A low-teen PE 2024. Shares are up 20% from its bottom and is moving up.
He sold it at $500 with concern about growth. It is a company that is slowing down.
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
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.
Charter Communications was recommended as a Top Pick by on . Read the latest stock experts ratings for Charter Communications.
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.
3 stock analysts on Stockchase covered Charter Communications In the last year. It is a trending stock that is worth watching.
On 2025-02-12, Charter Communications (CHTR-Q) stock closed at a price of $353.99.
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.