Charter Communications (CHTR)

NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-10-15

$110.11+0.11%

Close 2026-10-16 · 1-day change

Read the published Living FV report summary

Investment OutlookAs of Oct 15, 2026

What could strengthen or challenge Charter Communications’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

-3.2%

+10% or more+5%0%−5%−10% or less

44.94 → 43.48 EPS · FY ending Dec 31, 2027 · 5 analysts

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

Change in the same fiscal period’s mean EPS estimate from Sep 15, 2026 to Oct 15, 2026: (new ÷ prior − 1). Contributor count changed from 14 to 5; this is not the number of analysts revising. Source: FMP consensus snapshots. The ±10% axis is a display range.

Living FV™

Living Fair Value by QuarterlyIQ

A valuation that evolves as the business changes.

A published Living FV snapshot is not available yet. The valuation workflow remains discoverable; a market target cannot supply the missing evidence.

View Living FV report and workflow

What the Thesis Depends On

Three key conditions need to be met for the investment thesis to play out.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Capital expenditures near $11.4 billion	It keeps capital spending steady near $11.4 billion for 2026.	Intact	CAPEX deviates significantly from $11.4 billion in 2026	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 15, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 4 of last 4 quarters. Management maintained full year 2026 capital expenditure guidance at approximately $11.4 billion, consistent with prior quarter guidance. Actual quarterly CAPEX was $2.9 billion in 2026-Q2, flat year-over-year, reflecting disciplined spending aligned with guidance. The trajectory shows consistent adherence to stated CAPEX targets. Delivery assessment Oct 15, 2026
Improved customer satisfaction via product enhancements	Adding Netflix to its app store improves customer satisfaction.	Under Pressure	customer satisfaction declines materially	Qualitative: 3 threats vs 3 advances Recent news highlights broadband subscriber warnings and pricing dissatisfaction, challenging the customer satisfaction driver despite wireless growth. Context reviewed through Oct 15, 2026Last status assessment Oct 15, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Spectrum Mobile line additions	Charter grows its Spectrum Mobile lines, adding 368,000 in Q1 2026.	Broken	mobile line additions fall below 368,000 in Q1 2026	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 15, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 6 of last 6 quarters. Spectrum Mobile lines grew from approximately 10.9 million in 2025-Q2 to 12.5 million in 2026-Q2, a 1.7 million increase over twelve months, with quarterly net additions of 406,000 in 2026-Q2. Management consistently emphasized Spectrum Mobile as central to its converged network strategy, and the trajectory is delivering significant customer growth. Delivery assessment Oct 15, 2026

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS$43.48

$44.30 → $43.48 · observed estimates

FY2027 revenue$53.67B

$53.75B → $53.67B · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	$44.30	$53,746,348,360	14 / 16
2026-07-25	$44.56	$53,912,542,123	12 / 13
2026-07-26	$44.82	$53,746,348,360	15 / 16
2026-07-27	$45.04	$53,737,683,360	15 / 16
2026-07-28	$45.04	$53,737,683,360	15 / 16
2026-07-29	$45.09	$53,700,205,600	17 / 17
2026-07-30	$45.07	$53,769,329,270	14 / 13
2026-07-31	$45.27	$53,707,171,300	17 / 17
2026-08-01	$45.27	$53,707,171,300	17 / 17
2026-08-02	$45.27	$53,707,171,300	17 / 17
2026-08-03	$45.27	$53,707,171,300	17 / 17
2026-08-04	$45.27	$53,707,171,300	17 / 17
2026-08-05	$45.27	$53,707,171,300	17 / 17
2026-08-06	$45.07	$53,769,329,270	14 / 13
2026-08-07	$45.07	$53,769,329,270	14 / 13
2026-08-08	$45.26	$53,703,877,180	17 / 17
2026-08-09	$45.07	$53,769,329,270	14 / 13
2026-08-10	$45.07	$53,769,329,270	14 / 13
2026-08-11	$45.07	$53,769,329,270	14 / 13
2026-08-12	$45.07	$53,769,329,270	14 / 13
2026-08-13	$45.07	$53,769,329,270	14 / 13
2026-08-14	$45.07	$53,769,329,270	14 / 13
2026-08-15	$45.07	$53,769,329,270	14 / 13
2026-08-16	$45.07	$53,769,329,270	14 / 13
2026-08-17	$45.07	$53,769,329,270	14 / 13
2026-08-18	$45.07	$53,769,329,270	14 / 13
2026-08-19	$45.07	$53,769,329,270	14 / 13
2026-08-20	$45.07	$53,766,214,503	14 / 13
2026-08-21	$45.07	$53,766,214,503	14 / 13
2026-08-22	$45.07	$53,766,214,503	14 / 13
2026-08-23	$45.07	$53,766,214,503	14 / 13
2026-08-24	$45.07	$53,766,214,503	14 / 13
2026-08-25	$45.07	$53,766,214,503	14 / 13
2026-08-26	$45.07	$53,766,217,098	14 / 13
2026-08-27	$45.07	$53,766,217,098	14 / 13
2026-08-28	$45.07	$53,766,217,098	14 / 13
2026-08-29	$45.07	$53,766,217,098	14 / 13
2026-08-30	$45.07	$53,766,217,098	14 / 13
2026-08-31	$45.07	$53,766,217,098	14 / 13
2026-09-01	$45.07	$53,766,217,098	14 / 13
2026-09-02	$45.07	$53,766,217,098	14 / 13
2026-09-03	$45.07	$53,766,217,098	14 / 13
2026-09-04	$45.07	$53,766,217,098	14 / 13
2026-09-05	$45.07	$53,766,217,098	14 / 13
2026-09-06	$45.07	$53,766,217,098	14 / 13
2026-09-07	$45.07	$53,766,217,098	14 / 13
2026-09-08	$45.07	$53,766,217,098	14 / 13
2026-09-09	$45.07	$53,766,217,098	14 / 13
2026-09-10	$45.07	$53,766,217,098	14 / 13
2026-09-11	$45.07	$53,766,217,098	14 / 13
2026-09-12	$45.07	$53,766,217,098	14 / 13
2026-09-13	$45.07	$53,766,217,098	14 / 13
2026-09-14	$45.07	$53,766,217,098	14 / 13
2026-09-15	$44.94	$53,752,753,477	14 / 13
2026-09-16	$44.28	$53,742,738,070	5 / 5
2026-09-17	$44.28	Unavailable	5 / 4
2026-09-18	$44.28	Unavailable	5 / 4
2026-09-19	$44.28	Unavailable	5 / 4
2026-09-20	$44.28	$53,742,738,070	5 / 5
2026-09-21	$44.28	$53,742,738,070	5 / 5
2026-09-22	$44.28	$53,742,738,070	5 / 5
2026-09-23	$43.40	$53,655,202,686	5 / 5
2026-09-24	$43.40	$53,655,202,686	5 / 5
2026-09-25	$43.30	$53,641,821,086	5 / 5
2026-09-26	$43.27	$53,641,821,086	5 / 5
2026-09-27	$43.27	$53,641,821,086	5 / 5
2026-09-28	$43.27	$53,641,821,086	5 / 5
2026-09-29	$43.30	$53,641,195,373	5 / 5
2026-09-30	$43.30	$53,641,195,373	5 / 5
2026-10-01	$43.24	Unavailable	5 / 4
2026-10-02	$43.24	Unavailable	5 / 4
2026-10-03	$43.24	Unavailable	5 / 4
2026-10-04	$43.24	Unavailable	5 / 4
2026-10-05	$43.24	Unavailable	5 / 4
2026-10-06	$43.06	Unavailable	5 / 4
2026-10-07	$43.06	$53,632,062,040	5 / 5
2026-10-08	$43.04	$53,607,328,706	5 / 5
2026-10-09	$43.04	Unavailable	5 / 4
2026-10-10	$43.04	Unavailable	5 / 4
2026-10-11	Unavailable	Unavailable	4 / 4
2026-10-12	Unavailable	Unavailable	4 / 4
2026-10-13	Unavailable	Unavailable	4 / 4
2026-10-14	$43.48	$53,667,230,492	5 / 5
2026-10-15	$43.48	$53,667,230,492	5 / 5

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-05-01	5	10	5
2026-06-01	5	11	5
2026-07-01	5	11	5
2026-08-01	6	11	5
2026-09-01	6	11	6
2026-10-01	5	11	6

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 5 Buy / Strong Buy · 11 Hold · 6 Sell / Strong Sell

0 upgrades0 downgrades1 maintains

Recent actions · Sep 16–Oct 15 · 1 recorded

Price-target changes

30 days

○ Previous · ● Latest · common dollar scale

BernsteinOct 13 · prior Jul 27

$150.00 → $120.00-20.0%

$0$82.50$165.00

0 raises · 1 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 16, 2026–Oct 15, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Capital expenditures near $11.4 billionDirect metric needs a verified mapping
Improved customer satisfaction via product enhancementsPublished status: Under Pressure
Spectrum Mobile line additionsPublished status: Broken

Next proof point

Nov 6, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

2.2%Typical daily move · historical

Downside history

-61.3%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Charter Communications outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 10, 2026

What kind of bet this is

This investment represents a durable compounder with a focus on growth through its Spectrum Mobile lines. The current thesis state is intact, with management emphasizing customer growth and network expansion despite some mixed results in customer satisfaction.

What's priced into Charter Communications

The market currently prices CHTR as cheap compared to its peers, reflecting an expectations gap. There is a low fragility tier, indicating that the stock is not overly sensitive to negative news at this time.

What the fundamentals likely do

Fundamentals are likely to remain strong, supported by robust earnings quality. However, there are risks due to management's volatility and ongoing challenges in customer satisfaction, which could impact future performance.

What Charter Communications hinges on

The thesis hinges on several factors, including management's ability to maintain guidance and the potential for favorable macroeconomic conditions, such as interest rate cuts. Additionally, performance from sector leaders could influence CHTR's trajectory.