Charter Communications, Inc. (CHTR) AI Stock Analysis

Charter Communications, Inc. operates as a provider of broadband connectivity and cable services across the United States, catering to both residential and commercial customers. The company offers subscription-based internet, video, mobile, and voice services, alongside broadband connectivity solutions including fixed internet, WiFi, and advanced security features. For commercial and carrier organizations, Charter delivers broadband internet access, data networking, fiber connectivity, video entertainment, and telephone services. Serving approximately 32 million customers across 41 states, the Stamford, Connecticut-based company also provides targeted advertising and business WiFi solutions.

Between FY2021 and FY2025, Charter's revenue expanded from $51.68B to $54.77B, reflecting a 5-year revenue CAGR of 2.6%. Annual revenue growth slowed from 7.5% in FY2021 to 0.9% in FY2024 and contracted 0.6% in FY2025. Over the same timeframe, net income shifted from $4.65B in FY2021 to $4.99B in FY2025, while gross margin expanded from 39.9% to 46.3% and operating margin rose from 21.0% to 24.4%. For the latest quarter ended June 30, 2026, quarterly revenue fell 1.7% year-over-year, while quarterly earnings grew 16.1% year-over-year, supporting trailing twelve-month EPS of $38.41.

As of June 30, 2026, Charter held $509.0M in cash and short-term investments compared to $95.56B in total debt, bringing net debt to $95.05B and the debt-to-equity ratio to 5.64. The company recorded a current ratio of 0.36 and shareholders' equity of $16.95B. During FY2025, operating cash flow was $16.08B and free cash flow reached $4.42B. Cash allocation during FY2025 included $11.66B in capital expenditures and $5.13B in share buybacks, which helped drive a 32.8% reduction in share count over 5 years.

Charter trades at a trailing P/E of 2.9x and a forward P/E of 2.5x, well below the median of its S&P 500 Communication Services peers at 20.5x and 15.4x, respectively. The company's enterprise value of $109.55B corresponds to an EV to EBITDA multiple of 5.1x, below the peer group median of 11.7x, while its price-to-sales multiple is 0.3x versus the peer median of 1.9x. The stock has trailed the broader market significantly, posting a 1-year return of -56.9% compared to 16.8% for the S&P 500 (SPY).

Charter holds analyst ratings consisting of 5 Strong Buy, 10 Hold, 2 Sell, and 4 Strong Sell recommendations. The mean price target of $173.17 sits 57.3% above the last close of $110.11. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $58.89B and EPS of $40.36, representing 11.5% EPS growth. Over the last 4 quarters, Charter has beaten EPS estimates 2 times. The company's next earnings announcement is scheduled for November 6, 2026.

This page is an AI-written research summary of Charter Communications, Inc. (CHTR). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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