Charter Communications (Revised) | CHTR | Long at $269.50

46
**This is a revised analysis from December 26, 2024: https://tradingview.sweetlogin.com/chart/CHTR/Bp7uVh5A-Charter-Communications-CHTR-Long-at-353-00/. My stop was triggered in that original trade after the recent price drop (some gains were taken at 13%, as noted).**

Charter Communications CHTR stock recently dropped due to a disappointing Q2 2025 earnings report, with earnings per share of $9.18 missing estimates of $9.58 and a larger-than-expected loss of 111,000 residential internet customers. Despite the recent subscriber losses and increased competition, the following factors suggest long-term growth potential:

  • Network Expansion: Launch of 2x1 Gbps service in eight markets in 2025, boosting competitiveness.
  • Rural Growth: Rural revenue projected to reach 10–15% of total revenue by 2025.
  • Cox Acquisition: $34.5B merger expected to close by mid-2026, yielding $500M in annual cost savings by 2028 and enhancing market share.
  • Mobile and AI Strategies: Strong mobile growth and AI-driven customer service tools to improve retention and efficiency.
  • Lower Interest Rates: Reduced bowering costs to help with profit margins.


Charter's President/CEO recently grabbed $2.5 million in shares under $300. From a technical analysis perspective, there is an open price gap near $195 that could be of concern in the near-term. I foresee that being closed if the whole market flips or more bad news for the company arises. But, with a P/E of 7x and the industry average being near 13x, I believe CHTR is a good value at the moment.

Thus, at $269.50, CHTR is in a personal buy zone with a note of "risk" of a drop near $195 (a second personal entry point if it hits that level before targets are reached).

Targets into 2028:
  1. $330.00 (+22.4%)
  2. $375.00 (+39.1%)

Disclaimer

The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.