New Street Research - Charter Communications Inc. Class A (CHTR) CHTR: Buy It Now

Report

New Street Research

Vikash Harlalka

CHTR: Buy It Now

We believe that positive EBITDA growth and strong FCF per share growth this year mean that Charter’s stock is due for a positive revaluation. In this note, we review changes to our estimates, and comparisons with guidance and consensus. We have also updated our target valuation for Charter. Our revised price target is $328 (+47% from the close). Please see separate notes reviewing results and thoughts following the earnings call. Our broadband subscriber and total EBITDA estimates remain nearly unchanged. We think there is upside to consensus estimates on EBITDA.

05/02/2026 1 EN

Underlying

Charter Communications Inc. Class A

Charter Communications is a holding company. Through its subsidiaries, the company is a cable operator and a broadband communications company providing video, Internet and voice services. The company also provides its mobile service to residential customers. In addition, the company sells video and online advertising inventory to local, regional and national advertising customers and communications and managed solutions to enterprise customers. The company also owns and operates regional sports networks and local sports, news and community channels. The company owns and operates a two-way telecommunications network which passes various households and small and medium businesses across United States.

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US16119P1084 NASDAQ Stock Market United States

Provider

New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
Japan Telecoms
Asian Internet
Pan European Healthcare
Global healthcare thematic research

We provide debt research on:

Pan European Telecom Services and Cable

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Analysts

Vikash Harlalka

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CHTR: Not all doom & gloom after all

We shared our view of Charter’s results this morning. Subscriber and EBITDA results were better than expected. In this note following the earnings call and our follow-up conversations, we address the following key investor issues including 1) broadband subscriber trends; 2) price increases and broadband ARPU; 3) EBITDA growth; 4) amended MVNO agreement; and 5) Leverage.

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CHTR: Buy It Now

Vital Signs: Actionable charts

CHTR: Not all doom & gloom after all

MTN (Buy, TP: ZAR280, +58%) IHS Towers (Buy, TP: $10, +26%) MTN / IHS: MTN in discussions to acquire 100% of IHS Towers

Arm: Upgrade to buy. Smartphone creates an entry point while the datacenter outlook strengthens

SK Telecom (Buy, KRW 78,000, +1%) Q4 25 Quick Take: Mixed recovery and another skipped quarterly dividend

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