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Charter Communications Inc

Charter Communications Inc

CHTR
$131.37USD↓-1.47%-1.96 today

MARKET CAP

18.2B

P/E (TTM)

3.5x

FWD P/E

3.0x

DAY RANGE

$131 – $137

52W RANGE

$124
$402

AI Summary

Stalk
TrimMedium

CHTR remains in a Stage 4 decline with confirmed lower highs and lower lows under declining EMAs. The medium-term tradable side is bearish as price continues to be rejected at resistance zones with distribution bias. Short-term timing is neutral, as price tracks below EMAs without a clear bounce. We will defer execution and trim into rallies near structural resistance rather than initiate new positions.

  • ↑Spectrum added 500k mobile lines in Q1, achieving 25% YoY growth and fastest US expansion
  • ↑Video churn improved sharply from 408k to 80k lost customers YoY via pricing and bundling
  • ↓Q1 revenue fell 1% to $13.7B, led by lower residential video and broadband churn
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The case for & against

Bull & Bear analysis

Bearish

Charter Communications, Inc. (NASDAQ: CHTR), operating under the Spectrum brand, is a leading telecommunications and media company offering broadband, video, and mobile services to over 57 million customers in the U.S. With substantial investments in technology and a strategic focus on expanding mobile and broadband offerings, Charter aims to solidify its market position against fierce competition from both fiber providers and fixed wireless options. The ongoing integration of Cox Communications is also expected to enhance its service capabilities and customer footprint.

Bull says

  • ↑Spectrum added 500k mobile lines in Q1, achieving 25% YoY growth and fastest US expansion
  • ↑Video churn improved sharply from 408k to 80k lost customers YoY via pricing and bundling
  • ↑CapEx set for $12B peak in 2025, falling below $8B post-2026, boosting future free cash flow
  • ↑Projected multibillion-dollar tax savings over next five years to bolster cash generation
  • ↑Cox acquisition to deliver $800M synergies, enhancing market reach and operations
  • ↑Strong earnings yield and 0.73% dividend yield suggest solid returns; low volatility tempers risk

Bear says

  • ↓Q1 revenue fell 1% to $13.7B, led by lower residential video and broadband churn
  • ↓Adjusted EBITDA declined 1.8% YoY and free cash flow dropped 12.5% on heavy CapEx
  • ↓CapEx at $11.4B in 2026 and high debt constrain financial flexibility
  • ↓Negative profitability and growth factors highlight operational inefficiencies and market share losses
  • ↓Elevated short interest indicates investor skepticism on turnaround prospects
  • ↓Pending securities lawsuit introduces regulatory and reputational risks

Investment themes with CHTR

Telecommunications↑ +0.98%

CSCO · VZ · T
Buybacks↑ +0.48%

Companies repurchasing their own shares

C · JCI · WFC

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 04-24-2026neutral

Transcript signals

Bull points

  • We do continue to plan to grow EBITDA slightly this year with the benefit of the tailwind from political advertising.
  • We do continue to plan to grow EBITDA slightly this year with the benefit of the tailwind from political advertising. And as you point out, excluding transition costs.
  • We do continue to plan to grow EBITDA slightly this year with the benefit of the tailwind from political advertising. And as you point out, excluding transition costs.

Bear points

  • On broadband ARPU, there was a little bit of a slowdown there, and we haven't made any determination on pricing increases yet due to the competitive environment.
  • we lost 120,000 internet customers in the first quarter, driven by lower connects year over year, partly offset by slightly lower churn.
  • we added 368,000 lines, with higher gross additions year-over-year more than offset by higher disconnects. Net ads in the quarter were lower due to heavy device subsidy activity by the big telco competitors, including the iPhone 17.
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