Comcast Set to Release Earnings; Investors' Main Concern Revealed.

Written by Emily J. Thompson, Senior Investment Analyst

CHTR-0.1%

CMCSA-1.01%

VSNT+1.27%

Source: Barron's

Updated: 16h ago

0mins

Source: Barron's

Stock Performance: Comcast's stock is currently experiencing a downturn.
Future Prospects: Any potential recovery in stock value depends on the company's ability to address issues in its broadband business during the upcoming earnings report.

CHTR

$182.81+Infinity%1D

Analyst Views on CHTR

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

5 Buy

6 Hold

2 Sell

Hold

Current: 182.990

Low

165.00

Averages

286.91

High

428.00

Current: 182.990

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

Buy

initiated

$73

2025-11-27

Reason

Citi

Price Target

$73

2025-11-27

initiated

NULL

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.