Charter Communications Inc (CHTR) saw a significant decline of 5.01% as it crossed below its 5-day SMA, reflecting investor concerns following a downgrade by Wells Fargo.
The downgrade from Equal Weight to Underweight, with a price target cut from $240 to $180, highlights intensified competition in the broadband market. Wells Fargo noted that fiber and fixed wireless services are expected to continue capturing market share from cable providers, which poses growth challenges for Charter. Additionally, UBS has also cut its price target, indicating a forecasted revenue drop and ongoing competitive pressures.
This downgrade raises questions about Charter's ability to maintain its market position amid increasing competition. Investors will be closely monitoring the company's subscriber growth and cash flow outlook as it navigates these challenges.
Wall Street analysts forecast CHTR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CHTR is 286.91 USD with a low forecast of 165.00 USD and a high forecast of 428.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
Wall Street analysts forecast CHTR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CHTR is 286.91 USD with a low forecast of 165.00 USD and a high forecast of 428.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Buy
6 Hold
2 Sell
Hold
Current: 182.810
Low
165.00
Averages
286.91
High
428.00
Current: 182.810
Low
165.00
Averages
286.91
High
428.00
Bernstein
Laurent Yoon
Market Perform
downgrade
$280 -> $240
2026-01-16
Reason
Bernstein
Laurent Yoon
Price Target
$280 -> $240
AI Analysis
2026-01-16
downgrade
Market Perform
Reason
Bernstein analyst Laurent Yoon lowered the firm's price target on Charter to $240 from $280 and keeps a Market Perform rating on the shares. The firm believes we are entering a new era of competition in the industry. Each quarterly update in 2025 reflected worsening competitive dynamics, erasing much of the Telco gains achieved in the first half of the year, while Cable companies continued to decline through the second half, Bernstein argues. This heightened competitive intensity is set to persist in 2026, with little sign of relief given recent strategic actions, it adds.
UBS
John Hodulik
Neutral
downgrade
$355 -> $233
2025-12-22
Reason
UBS
John Hodulik
Price Target
$355 -> $233
2025-12-22
downgrade
Neutral
Reason
UBS analyst John Hodulik lowered the firm's price target on Charter to $233 from $355 and keeps a Neutral rating on the shares. Competitive broadband pressures, elevated costs, and difficult political advertising comparisons in Q4 are expected to result in year-over-year revenue and EBITDA declines, with revenue down 1.7% and EBITDA down 2.7%, leading to relatively flat full year results, the analyst tells investors in a research note. Revenues are projected to remain flat with modest EBITDA growth in 2026 as cost reductions and political tailwinds offset low-single-digit residential revenue declines, the firm adds.
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Citi
NULL
to
Buy
initiated
$73
2025-11-27
Reason
Citi
Price Target
$73
2025-11-27
initiated
NULL
to
Buy
Reason
Citi resumed coverage of Liberty Broadband (LBRDK) with a Buy rating and $73 price target. The company's many asset is a 29% stake in Charter (CHTR), the analyst tells investors in a research note. Citi cites its Buy rating on Charter, Liberty's "discounted valuation" and potential to accelerate free cash flow generation for the Buy rating.
Citi
Michael Rollins
NULL -> Buy
initiated
$73
2025-11-27
Reason
Citi
Michael Rollins
Price Target
$73
2025-11-27
initiated
NULL -> Buy
Reason
Citi analyst Michael Rollins resumed coverage of Liberty Broadband (LBRDK) with a Buy rating and $73 price target. The company's many asset is a 29% stake in Charter (CHTR), the analyst tells investors in a research note. Citi cites its Buy rating on Charter, Liberty's "discounted valuation" and potential to accelerate free cash flow generation for the Buy rating.
About CHTR
Charter Communications, Inc. is a broadband connectivity company and cable operator serving more than 57 million homes and businesses in 41 states through its Spectrum brand. Over an advanced communications network, the Company offers a range of residential and business services, including Spectrum Internet, television (TV), Mobile and Voice. For small businesses, Spectrum Business delivers a range of broadband products and services coupled with special features and applications to enhance productivity. For mid-market and large businesses, Spectrum Business provides customized, fiber-based solutions. Spectrum Reach delivers advertising and production for the modern media landscape. The Company also distributes news coverage and sports programming to its customers through Spectrum Networks. The Company offers its customers subscription-based Internet, video, mobile and voice services, with prices and related charges based on the types of service selected.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
