Charter Communications

CHTR · NASDAQ

$110.03+$1.52 (+1.40%)TodayMarket closed · Oct 20, 7:37 PM ET

Prev close $108.51

CHTR analyst rating

HoldConsensus of 18 analysts over the last 12 months. 22% rate it a buy.

Strong buy0
Buy4
Hold8
Underperform4
Sell2

12-month price target · 24 analysts

Average $221.35 (+101.2% upside)

Low: $102.01
Now: $110.03
High: $735.00

Upgrades and downgrades

The latest rating actions, newest first

CHTR analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Morgan Stanley	Sep 28, 2026	Maintains	Equal-Weight	$150.00 → $140.00	50%
Morgan Stanley	Sep 14, 2026	Initiates	Equal-Weight	$150.00	50%
Wolfe Research	Sep 14, 2026	Downgrade	Peer Perform → Underperform	$118.00	61%
JP Morgan	Jul 29, 2026	Maintains	Neutral	$200.00 → $150.00	46%
Citigroup	Jul 28, 2026	Maintains	Buy	$190.00 → $180.00	59%
UBS	Jul 27, 2026	Maintains	Neutral	$235.00 → $140.00	55%
TD Cowen	Jul 27, 2026	Maintains	Buy	$413.00 → $380.00	22%
RBC Capital	Jul 27, 2026	Maintains	Sector Perform	$160.00 → $150.00	39%
Wells Fargo	Jul 27, 2026	Maintains	Underweight	$160.00 → $101.00	53%
Barclays	Jul 27, 2026	Maintains	Underweight	$130.00 → $115.00	56%

The case for and against

Updated Oct 21, 2026

Bull case

Charter Communications is viewed favorably because its core cash-generation engine remains intact, with management expecting meaningful free cash flow growth as capital spending moderates and de-leveraging becomes the priority after the Cox transaction. The pending Cox acquisition could add scale, cross-selling opportunities, and at least $800 million in synergies, with management suggesting that figure could rise to $1 billion, while the company also expects to resume buybacks in 4Q26 and target 3.5x leverage three years after Cox/Liberty. Although residential broadband growth is pressured and valuation is compressed, Charter’s expansion into less competitive rural markets, more than $6 billion of planned network investment by 2027, and access to over 59 million homes and businesses support a durable long-term outlook.

Bear case

Charter Communications is facing a bearish fundamental backdrop as intensified competition from fiber, fixed wireless access, and OTT video is pressuring broadband subscriber trends, ARPU, and margins. EBITDA declined 4.3% Y/Y, management reduced hopes for 2026 EBITDA growth to a 1% decline, and the company continues to struggle to stop broadband losses despite upside mobile adds and a 40% lower churn rate for Internet/Mobile bundles versus stand-alone churn. Leverage, regulatory risk, and elevated capital investment needs, along with suppressed buybacks and a focus on delevering around the Cox transaction, further limit financial flexibility and support a cautious outlook.

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