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CHTR · NASDAQ · STOCK

Charter Communications (CHTR) Stock Analysis

Communication Services Updated August 25, 2026
$150.27
52W $111.55 – $285.82
52/100
$20.26B
3.9
0.68
AI Committee Verdict
Watch
52/100
Conviction: Contested · 50% agreement · 6 analysts
+11.6%
-17.0%
0.69:1
Contested

Is CHTR Bullish or Bearish?

Mixed. Innellis AI committee rates Charter Communications (CHTR) Watch with a composite score of 52/100 , based on 6 analysts with 50% agreement. Last updated August 25, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +8.15 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -11.85 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case. Risk Analyst remains cautious — high leverage (debt-to-equity 6.05) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • P/E of 4.2 is inexpensive for the broad market — Value
  • ROE of 30.4% shows genuine earnings power backing the valuation — Value
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
  • Debt-to-equity of 6.05 adds balance-sheet risk to the value case — Value
  • Revenue declining -1.5% YoY -- this is not a growth story right now — Growth
  • MACD histogram negative -- bearish momentum — Technical
  • High leverage (debt-to-equity 6.05) amplifies downside in a stress scenario — Risk
  • Current ratio of 0.39 is tight -- limited short-term liquidity cushion — Risk
  • Bollinger bandwidth of 17.7% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 25, 2026
Overall Committee Score
52/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 75%
of 54 Communication Services peers
Value Analyst bullish
61 / 100 · High confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 4.2 is inexpensive for the broad market
− Debt-to-equity of 6.05 adds balance-sheet risk to the value case
Growth Analyst neutral
50 / 100 · Moderate confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− Revenue declining -1.5% YoY -- this is not a growth story right now
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
33 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 6.05) amplifies downside in a stress scenario
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst neutral
53 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3063.01)
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Investment Thesis Evolution

Committee score moved marginally from 51.9 to 51.9.

Comparing 2026-08-24 to 2026-08-25 (1 day apart).

Technical Analysis

RSI (14)
51.9
Neutral
MACD Histogram
-0.609
Bearish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Lh Ll
Support
$124.78
Resistance
$167.75
Bollinger %B
0.52
Inside Bands
Price vs Moving Averages
EMA 9
$150.11 Above
EMA 21
$147.68 Above
EMA 50
$146.64 Above
EMA 200
$188.43 Below

Fundamental Analysis

Valuation
100
Growth
69
Profitability
67
Financial Health
0
Cash Flow
70
Valuation
P/E Ratio 3.9×
P/B Ratio 1.06×
PEG Ratio 0.85
Dividend Yield 0.00%
52W High $285.82
52W Low $111.55
Quality & Growth
ROE 3106.4%
ROA 323.4%
Gross Margin 5656.7%
Operating Margin 2366.9%
Revenue Growth YoY
Debt / Equity 5.70
AI Fundamental Assessment
P/E ratio of 3.9 (inexpensive relative to a 15-40x range); Price-to-book of 1.1x; PEG ratio of 0.9 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 31.1%; Return on assets of 3.2%; Net margin of 9.1%; Gross margin of 56.6%; Current ratio of 0.36 (tight short-term liquidity); Debt-to-equity of 5.70; Free cash flow per share is positive (36.28); Most recent quarter beat estimates by 3.0%; EPS growth accelerating (-11.3% -> +16.2% QoQ); Average YoY EPS growth of 16.1%; Analyst estimates rising over recent quarters
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