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CHCHTR

Charter Communications, Inc.

$CHTR·$20B·Telecommunications Services·Communication Services
$141.20-1.5%YTD-31.6%1Y-45.0%
Price updated 11m ago·X counts updated 22h ago
CHCHTR
$CHTRCharter Communications, Inc.
$141.20-1.50%139 posts1.1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $CHTR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

139X posts · last 7 days
Sep 1Sep 14
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $CHTR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 71% of tracked names.

Bearish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-14

Charter Communications dropped ~5% alongside Comcast on the industry-wide Q3 broadband-subscriber warning. CEO Chris Winfrey framed completion of the Cox deal as leadership in internet and video, but the tape read the disruption narrative as louder. Bulls are quiet in the sample.

Read what X is saying about $CHTR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CHTR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storyWinding up for a moveAI verdict · as of 2026-09-14

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Charter's CFO just resigned right after a Comcast broadband-subscriber warning — the cable-broadband thesis is under real pressure.

Charter Communications is the second-largest US cable operator (behind Comcast), serving broadband and video customers under the Spectrum brand. It just completed the Cox merger to become the leading US internet and video provider — but CFO Jessica Fischer resigned to pursue another opportunity right after Comcast warned broadband losses won't improve in Q3.

  • The mechanics remain valuable but pressured: Q1 revenue $13.6B fell 1% YoY at 40% gross margin, Q2 EPS beat by 7% at $10.66 versus $9.98 expected — real earnings power. TTM PE just 3.7x on a $19.7B cap and FY27 consensus EPS at $45 makes the multiple math extremely cheap; but 5.86x debt-to-equity plus broadband decline concerns are the counterweight.
  • The corporate signals are heavy: CFO Jessica Fischer resigned effective Oct 15, Kevin Howard named Interim CFO, new COO Nick Jeffery started Sept 1 with $62.5M in stock awards, and multiple other officers received stock awards totaling ~$35M. Shares at 20% of the 52w range and 19% below the 200-day, down 30% YTD.

Oct 30 Q3 earnings needs broadband subscriber trends to stabilize and any Cox synergy detail. Comcast CFO's 'fiber pricing irrational' framing plus SpaceX Starlink telco pressure are the specific competitive risks; a raised year with visible Cox synergies is what forces the setup to resolve higher. GF Value at $371 versus $146 stock says the multiple math is extremely favorable if execution holds.

Agrees with X sentimentX reads the setup right — CHTR dropping alongside Comcast, broadband subscriber warning, SpaceX Starlink competitive pressure, Cox deal completed but CFO departure. Mechanics agree with the bearish tape framing.

What to watch: Oct 30 Q3 earnings — broadband subscriber additions, Cox integration synergies, and any FY27 outlook. A Comcast fiber-pricing war or a Starlink competitive milestone is the specific risk.

On the calendar: 2026-10-30 — Q3 2026 earnings

cfo departurebroadband pressurecheap multiple

Read the AI verdict on $CHTR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

US broadband and cable operator (Spectrum brand) delivering internet, TV, and phone services to residential and business customers nationwide.

Industry overviewAI analysisGenerated by AI from underlying data

Where Telecommunications Services sits in its cycle right now — and what that implies for $CHTR.

Telecommunications Services · Communication Services

US wireless oligopoly (T-Mobile/AT&T/Verizon) sustains premium plan ARPU and dividend credibility — both AT&T and Verizon featured in multiple yield-sustainability pieces this week. ASTS leads chatter (3,569/week) on the satellite-direct-to-cellular thesis: 47 days under its 200-SMA but historical recoveries from similar stretches average +73% over two months.

What this means for $CHTR

Partial — Spectrum broadband serving 32M customers across 41 states; internet-revenue growth offsets legacy video decline; mobile service (MVNO on Verizon) is the margin-accretive expansion vector.

Industry benchmark

18-name peer basket
+13.1%YTD
+31.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
3.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
24.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
19.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
30.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
43.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
5.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 24, 2026$10.66$9.98+6.8%
Q1 2026Apr 24, 2026$9.17$9.96-7.9%
Q4 2025Jan 30, 2026$10.34$9.78+5.7%
Q3 2025Oct 31, 2025$8.34$9.23-9.6%
Next earningsFri, Oct 30·consensus EPS $9.87

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$13.6B-1.0%40.0%23.6%$9.27$1.4B
Q4 FY25$13.6B-2.3%40.3%24.7%$10.47$426.0M
Q3 FY25$13.7B-0.9%46.2%23.8%$8.50$1.4B
Q2 FY25$13.8B+0.6%46.4%24.4%$9.41$726.0M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$54.3B$54.2B – $54.4B$41.12$37.53 – $47.1014
FY27$53.8B$52.8B – $54.2B$45.07$41.15 – $49.9213
FY28$53.9B$52.3B – $55.7B$51.73$34.61 – $70.4113
FY29$54.3B$53.7B – $54.9B$56.89$55.95 – $57.6911
FY30$54.6B$53.9B – $55.2B$64.99$63.93 – $65.916

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.18%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-20.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 76.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.695-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 27Thomas RutledgeDirector Emeritus18.2K sh$2.7MSellMay 26Thomas RutledgeDirector Emeritus69.6K sh$10.1MBuyMay 15Mauricio RamosDirector9.9K sh$1.4MBuyApr 28Wade DavisDirector5.7K sh$995KBuyApr 28Balan NairDirector1.0K sh$175KBuyApr 28Christopher L WinfreyCEO6.9K sh$1.2MBuyApr 1Liberty Broadband CorpDirector— sh—
+ 33 other (25 awards · 5 returns · 1 other · 1 exempt · 1 inkind) in window

See when $CHTR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 33
AI summary

Nick Jeffery, Chief Operating Officer of Charter Communications (CHTR), filed an initial Form 3 statement of beneficial ownership as of September 1, 2026. The filing discloses no securities beneficially owned — neither common stock nor any derivative instruments. Routine administrative Section 16(a) filing required upon assuming officer status.

8-KOfficer or director changeAug 318-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Charter Communications disclosed that CFO Jessica M. Fischer resigned on August 28, 2026, effective October 15, 2026, to pursue another opportunity; Kevin D. Howard was simultaneously named Interim CFO and principal financial/accounting officer, effective October 15, 2026. Fischer's departure was not due to any disagreement; no change to previously provided financial outlook or policy was made, and Charter has begun a permanent CFO search. Executive leadership change at a sensitive role — material near-term, orderly managed; the interim designation signals a permanent hire is pending.

3New insider — initial holdingsAug 273
AI summary

Cox Enterprises Inc. and subsidiary Cox Communications Equity Holdings, Inc. filed Form 3 as new 10%+ beneficial owners of Charter Communications, having acquired Class C Common Units and Convertible Preferred Units of Charter Communications Holdings, LLC on August 19, 2026. The Convertible Preferred Units carry a $6.0 billion aggregate liquidation preference and 6.875% coupon, convertible at ~$477.41 per unit into Class C Common Units exchangeable for Class A Common Stock. This registers a major new strategic ownership position for Cox in Charter, with Cox also serving as a Director.

8-KMaterial agreementAug 268-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
SC 13DActivist position (5%+)Aug 25SC 13D
AI summary

Cox Communications Equity Holdings, Inc. (6205-A Peachtree Dunwoody Road, Atlanta GA), a subsidiary of private cable operator Cox Communications, filed an initial Schedule 13D (not an amendment) disclosing a new 5%+ beneficial ownership position in Charter Communications, Inc. (CHTR) Class A Common Stock ($0.001 par) as of August 19, 2026. An initial SC 13D (rather than 13G) signals non-passive investment intent. A major cable operator like Cox Communications acquiring a significant stake in its primary industry peer Charter is a potentially strategic development that could signal M&A interest or deeper industry consolidation. This is a materially significant new position by a major sector player.

8-KMaterial agreementAug 248-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Charter Communications, Inc. and subsidiaries CCO Holdings, LLC and CCO Holdings Capital Corp. (CHTR, Stamford CT), the second-largest US cable and broadband operator, filed a current report on August 24, 2026 covering entry into a material definitive agreement (Item 1.01) and creation of a direct financial obligation (Item 2.03) with exhibits. Items 1.01 and 2.03 together indicate Charter entered into a new debt instrument — most likely a notes issuance or new credit facility amendment. This is a significant capital markets event for a major leveraged cable company with substantial debt outstanding.

SC 13D/AActivist amendmentAug 21SC 13D/A
AI summary

Jessica M. Fischer (400 Washington Blvd., Stamford CT) filed Amendment No. 14 to a Schedule 13D in Charter Communications, Inc. (CHTR) Class A Common Stock as of August 19, 2026. Fischer is filing from Charter's address, indicating she is an insider/executive of Charter. With 14 amendments, this is a long-running insider ownership track that likely reflects routine share transactions or pledge changes for a current or former Charter executive.

SC 13D/AActivist amendmentAug 21SC 13D/A
AI summary

Jennifer A. Smith (400 Washington Blvd., Stamford CT, Charter's address) filed Amendment No. 4 to a Schedule 13D on comScore, Inc. Common Stock ($0.001 par) as of August 19, 2026. Filing from Charter's headquarters suggests Charter Communications holds a 5%+ position in comScore (the media measurement and analytics company) that Jennifer Smith administers. This is a Charter subsidiary's updated disclosure of its comScore stake — four amendments indicates an ongoing strategic or financial holding.

+ 28 other (6 13Gs · 6 8-Ks · 3 3s · 2 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Charter Communications, Inc. (CHTR) Presents at Citi's 2026 Global TMT Conference Transcriptseekingalpha.com·5d agoCharter Communications, Inc. (CHTR) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcriptseekingalpha.com·6d agoComcast Sinks 8%, Charter Drops 6%, T-Mobile Slips: Is a Broadband Repricing Under Way?247wallst.com·6d agoA Look at Charter Communications Inc (CHTR) After 4.1% Decline -- GF Value $371.27 vs Price $145.74gurufocus.com·7d agoCharter to Participate in Citi Global TMT Conferenceprnewswire.com·14d ago

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