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CHCHTR

Charter Communications, Inc.

$CHTR·$17B·Telecommunications Services·Communication Services
$144.98+2.1%YTD-32.2%1Y-46.2%
Mentions · last 7 days
2026-07-24: 173 posts2026-07-25: 26 posts2026-07-26: 18 posts2026-07-27: 43 posts2026-07-28: 34 posts2026-07-29: 33 posts2026-07-30: 34 posts366+2%
Price updated 5h ago·X counts updated 1d ago
CHCHTR
$CHTRCharter Communications, Inc.
$144.98+2.10%366 posts+2%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CHTR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storyCooling offAI verdict · as of 2026-07-30

Catching its breath after a run — could pick back up or fade from here.

The largest US cable-broadband operator down 48% in a year, trading at a 3.7x P/E and generating 20% FCF yield

Charter Communications is the second-largest US cable and broadband operator, running Spectrum internet, voice, and video across a national footprint. The stock has been repriced from growth-multiple to broken-multiple: down 48% over the last twelve months on the specific concern that fixed-wireless-access competitors (T-Mobile, Verizon) and fiber overbuilders are permanently ending broadband pricing power.

  • The FCF economics remain extraordinary: 19.6% free cash flow yield and a 3.7x trailing P/E on a business with 24% operating margin means the equity is priced at roughly 2x forward FCF — which is what makes the value framing 'buy this or wait for a bigger loss?' rather than a clear thesis.
  • The revenue trajectory is the actual bear case: Q1 revenue fell 1.0% YoY to $13.6B, following -2.3%, -0.9%, +0.6% the prior three quarters — this is not growth stalling, this is a business shrinking, which explains why the market won't pay a growth multiple regardless of the FCF profile.
  • Q2 EPS crushed the estimate: EPS of $10.66 vs $9.98 (+6.8% surprise) is a real beat, but the operational message ('no pricing power in broadband') is what the tape actually reacted to — beats don't rescue a stock where the terminal-growth debate is unsettled.
  • Insider color includes a large Liberty Broadband return: the D-Return transaction ($17.6M value) reflects a debt-related share return rather than open-market selling — no C-suite conviction signal to work with here in either direction.

The path if it works is broadband ARPU stabilizing (or the FWA/fiber threat proving less permanent than the market fears) plus continued aggressive debt-and-share buyback — that's the setup where the 3.7x P/E re-rates toward 8x. What confirms broken-story is another quarter of accelerating subscriber losses, or a specific FWA data point (T-Mobile 5G home internet ARPU surprising higher) that further validates the terminal-decline thesis.

Agrees with X sentimentX is genuinely split — bulls citing the 2x FCF-multiple framing and aggressive debt buyback, bears anchored on 'no pricing power in broadband' and a value-trap toward $64 future FCF per share. My directional take sits closer to the bears on terminal-growth risk, but the FCF cushion is real enough that this can bottom well above what the bears model.

What to watch: October 30 Q3 print: broadband subscriber trend and ARPU stability are the specific numbers that either restart or confirm the terminal-decline thesis. Further T-Mobile FWA ARPU surprise higher or accelerating subscriber losses is what pushes this to a lower low.

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

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment⚠35 posts analyzed · as of 2026-07-31 · top-engagement diverged

Charter Communications is being framed as a genuine '3x or -50%' bet after a bad quarter. The stock is down ~11.5% post-earnings, UBS cut its PT to $140 from $235 (Neutral), revenue is declining again as subscribers slide, and the 5-year total return sits near -83%. Countering that, longs point to massive potential FCF (~$9.1B target vs a ~$15B market cap), disciplined debt buybacks including a new $1.75B private exchange offer, and a Cox acquisition close mid- to late-August that could reset the narrative. The camps are genuinely far apart — 'so pumped to see CHTR go under again' sits next to 'balanced approach reducing bankruptcy fear.'

Read the AI verdict + X sentiment for $CHTR

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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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

No material change from last week — IRDM's only truly global LEO constellation and GSAT's Apple SOS partnership represent a new service layer that neither cable nor wireless incumbents can match.

What this means for $CHTR

Partial — US broadband and cable operator (Spectrum brand) delivering internet, TV, and phone services to residential and business customers nationwide; partial earnings exposure to telecommunications services demand dynamics through its product portfolio.

Industry benchmark

19-name peer basket
+18.8%YTD
+40.9%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 $9.91

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$54.1B – $54.5B$40.70$37.40 – $42.5414
FY27$53.9B$52.6B – $54.6B$44.56$40.60 – $49.2513
FY28$54.0B$51.7B – $55.7B$52.30$29.04 – $71.9712
FY29$54.7B$53.7B – $55.4B$55.14$53.86 – $56.0011
FY30$55.2B$54.2B – $55.9B$64.45$62.96 – $65.466

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.17%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.+4.3%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.-26.4%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 today4.4% 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.β0.705-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—
+ 22 other (14 awards · 5 returns · 1 exempt · 1 inkind · 1 gift) 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

S-3ASRAuto-shelf registrationJul 27S-3ASR
AI summary

Charter Communications Inc. (CHTR) and its operating subsidiaries (Charter Communications Operating LLC, Charter Communications Operating Capital Corp., CCO Holdings LLC, and CCO Holdings Capital Corp.) filed an automatically effective shelf registration on Form S-3ASR on July 27, 2026 to enable future issuances of debt securities, with the operating subsidiaries listed as guarantors. The registration provides flexibility for future capital markets debt transactions on a delayed or continuous basis under Rule 415. No specific dollar amount or tranche details are included; this is a routine large-cap debt shelf registration renewal.

8-KPress release / Reg FDJul 238-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-KOfficer or director changeMay 198-K — Item 5.02: Officer or director change
AI summary

Charter Communications entered into a two-year employment agreement with Jamal Haughton, EVP, General Counsel and Corporate Secretary, effective May 15, 2026 through May 15, 2028. The agreement provides a base salary of at least $825,000, a 160% target annual cash bonus, equity awards worth at least $4 million annually starting 2027, and a one-time top-up equity award of $656,250 cliff-vesting on the third anniversary of the grant. Routine executive retention arrangement with no material operational impact.

8-KOfficer or director changeApr 238-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Charter Communications held its 2026 Annual Meeting on April 21, 2026, at which stockholders approved an amendment to the 2019 Stock Incentive Plan adding 16.0 million shares to the authorized pool, effective immediately. Directors Eric Zinterhofer, W. Lance Conn, Wade Davis, and Kim Goodman were also elected with between 124.5M and 128.0M votes in favor; approximately 133.9 million total votes were cast (118.4M Class A plus 15.5M Class B equivalent). The plan amendment is modestly dilutive via 16 million additional shares available for equity compensation.

SC 13D/AActivist amendmentMar 9SC 13D/A
8-KOfficer or director changeFeb 258-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 14 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

A Look at Charter Communications Inc (CHTR) After 3.7% Gain -- GF Value $378.11 vs Price $145.20gurufocus.com·2d agoCharter Communications Stock Jumps 5%: Why Analysts Warn Broadband Pressure Will Persistbenzinga.com·5d agoCharter Communications Analysts Slash Their Forecasts After Q2 Resultsbenzinga.com·5d agoCharter Communications: Keep Adding On The Way Downseekingalpha.com·5d agoBrokerages Set Charter Communications, Inc. (NASDAQ:CHTR) Target Price at $249.12defenseworld.net·6d ago

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