<div id="readability-page-1"><div><ul> <li>In early December 2025, Charter Communications disclosed weaker-than-expected third-quarter results marked by broadband subscriber losses, softer video and advertising revenue, and higher operating costs, prompting cautious commentary and downgrades from several Wall Street analysts. </li> <li>Further souring sentiment, value-focused manager Pzena Investment Management exited its Charter position after reassessing industry competition as more intense and persistent than earlier thought. </li> <li>Now we’ll examine how these disappointing broadband trends and rising competitive pressures could reshape Charter’s previously constructive investment narrative.</li> </ul><p>We've found 12 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.</p><h2>Charter Communications Investment Narrative Recap</h2><p>To own Charter today, you need to believe its large broadband footprint, bundled Spectrum offering and cost efficiency initiatives can offset rising competition and slowing subscriber growth. The recent Q3 miss, broadband losses and analyst downgrades directly challenge that belief, since near term momentum now hinges on stabilizing broadband, while the biggest risk is intensifying fiber and wireless competition that may keep subscriber trends under pressure.</p> <p>The Q3 2025 earnings release is the key announcement here, with 109,000 broadband subscriber losses, softer video and advertising revenue, and higher operating costs all weighing on sentiment. That update cuts close to the heart of Charter’s growth catalysts around Spectrum Mobile expansion, network upgrades and bundling, because those initiatives now need to prove they can offset subscriber churn and a tougher industry backdrop.</p> <p>Yet behind Charter’s low valuation, investors should be aware that competitive pressure on broadband could...</p> <p>Read the full narrative on Charter Communications (it's free!)</p><p>Charter Communications' narrative projects $56.8 billion revenue and $6.0 billion earnings by 2028. This reflects a 0.9% yearly revenue decline and an earnings increase of about $0.7 billion from $5.3 billion today.</p><p>Uncover how Charter Communications' forecasts yield a $314.94 fair value, a 49% upside to its current price.</p><h2>Exploring Other Perspectives</h2><figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/03b4ed20-e01f-4d49-b448-81fb5500db9f/chart/quote-price?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/03b4ed20-e01f-4d49-b448-81fb5500db9f/chart/quote-price"/><figcaption>CHTR 1-Year Stock Price Chart</figcaption></figure> <p>Five Simply Wall St Community fair value estimates for Charter span roughly US$223 to US$840 per share, underscoring how far opinions can differ. When you set that against the recent broadband subscriber losses and tougher competitive backdrop, it is worth comparing several viewpoints before deciding how these pressures might influence Charter’s longer term performance.</p><p>Explore 5 other fair value estimates on Charter Communications - why the stock might be worth just $223.00!</p><h2>Build Your Own Charter Communications Narrative</h2><p>Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p><ul><li>A great starting point for your Charter Communications research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.</li><li>Our free Charter Communications research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Charter Communications' overall financial health at a glance.</li></ul><h2>Searching For A Fresh Perspective?</h2><p>These stocks are moving-our analysis flagged them today. Act fast before the price catches up:</p><ul><li>Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 37 best rare earth metal stocks of the very few that mine this essential strategic resource.</li><li>This technology could replace computers: discover 27 stocks that are working to make quantum computing a reality.</li><li>Find companies with promising cash flow potential yet trading below their fair value.</li></ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p><div><p>Mobile Infrastructure for Defense and Disaster</p><p>The next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.</p><p>Get the investor briefing before the next round of contracts</p><p><span>Sponsored On Behalf of CiTech</span></p></div></div></div>

CHTR

<p>Charter Communications reported weaker-than-expected Q3 2025 results, with broadband subscriber losses, reduced video and advertising revenue, and increased operating costs. This led to analyst downgrades and Pzena Investment Management exiting its position due to intensified competition. The company's future hinges on stabilizing broadband and countering fiber and wireless competition. Charter's narrative projects $56.8 billion revenue and $6.0 billion earnings by 2028, with a fair value estimate of $314.94, a 49% upside. Analysts' fair value estimates vary widely, reflecting differing opinions on Charter's long-term performance.</p>

Charter (CHTR) Faces Broadband Headwinds and Investor Exit Is Its Competitive Moat Narrowing?