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Charter Communications (CH:CQD)
NASDAQ:CQD

Charter Communications (CQD) Price & Analysis

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CQD Stock Chart & Stats

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Bulls Say, Bears Say

Bulls Say
Strong Operating Cash Flow And High EBITDA MarginsCharter generates consistently strong operating cash flow and industry-leading EBITDA margins (~38%), providing durable internal funding for network investment, M&A integration and shareholder returns. This cash-flow base supports execution despite cyclical revenue pressure and reduces reliance on equity financing.
Rapid Spectrum Mobile Subscriber GrowthSustained mobile line growth (>17% YoY, >12M lines) diversifies recurring revenue and leverages Charter’s broadband/Wi‑Fi footprint. As an MVNO with strong attach features, mobile scale improves ARPU mix, distribution economics and cross‑sell longevity, supporting structural revenue expansion beyond legacy video.
Network Upgrades, Product Innovation And Rural ExpansionHeavy investments in multi‑gig upgrades, remote OLTs, Invincible WiFi and rural passings create a durable competitive moat. Improved network capacity and product differentiation lower churn, enable higher‑value services (edge/GPU, fiber‑on‑demand) and expand addressable market in underserved rural areas.
Bears Say
Very High Leverage And Sizable Interest BurdenCharter’s elevated leverage (net debt/LTM EBITDA ~4.15x and $94B principal) and ~$4.9B annual cash interest reduce financial flexibility. High fixed debt costs constrain capital allocation, increase refinancing and covenant risk in stress scenarios, and make strategic actions more sensitive to macro rate shifts.
Sharply Weakening Top-line And Subscriber TrendsA materially weakening top line (TTM revenue ≈ -25%) and ongoing internet subscriber declines signal structural competitive pressures from fixed wireless, fiber and telco subsidies. Sustained erosion of core connectivity volumes risks long‑term ARPU compression and greater pressure on margins and cash generation.
Elevated Near‑term CapEx And Falling Free Cash FlowHigh near‑term capital intensity (~$11.4B 2026) and a steep decline in free cash flow versus prior years weaken cash coverage for debt and returns. Prolonged elevated CapEx delays deleveraging, increasing reliance on operational improvement or asset sales to restore structural FCF and balance‑sheet resilience.

Charter Communications News

CQD FAQ

What was Charter Communications’s price range in the past 12 months?
Currently, no data Available
What is Charter Communications’s market cap?
Charter Communications’s market cap is CHF14.56B.
    When is Charter Communications’s upcoming earnings report date?
    Charter Communications’s upcoming earnings report date is Jul 24, 2026 which is in 28 days.
      How were Charter Communications’s earnings last quarter?
      Charter Communications released its earnings results on Apr 24, 2026. The company reported $7.442 earnings per share for the quarter, missing the consensus estimate of $8.08 by -$0.638.
        Is Charter Communications overvalued?
        According to Wall Street analysts Charter Communications’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          Does Charter Communications pay dividends?
          Charter Communications does not currently pay dividends.
          What is Charter Communications’s EPS estimate?
          Charter Communications’s EPS estimate is 8.27.
            How many shares outstanding does Charter Communications have?
            Currently, no data Available
            What happened to Charter Communications’s price movement after its last earnings report?
            Charter Communications reported an EPS of $7.442 in its last earnings report, missing expectations of $8.08. Following the earnings report the stock price went same N/A.
              Which hedge fund is a major shareholder of Charter Communications?
              Currently, no hedge funds are holding shares in CH:CQD
              What is the TipRanks Smart Score and how is it calculated?
              Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                Company Description

                Charter Communications

                Charter Communications, Inc. is a prominent U.S. broadband and cable operator, delivering services to residential and commercial customers nationwide. Its offerings encompass a wide array of subscription video services, including on-demand content, high-definition channels, digital video recording (DVR), and pay-per-view options. Internet services form a crucial part of its portfolio, featuring robust security measures against cyber threats, high-performance in-home WiFi with provided routers, and extensive out-of-home and Spectrum WiFi access. The company also provides voice communication services utilizing Voice over Internet Protocol (VoIP) technology. For its business and carrier clientele, Charter offers comprehensive broadband communication solutions. These include internet access, data networking, fiber optic connectivity, video entertainment, and business telephone services, catering to a diverse range of needs from office buildings to cellular towers. Further diversifying its operations, Charter provides mobile services, alongside specialized business solutions such as static IP addresses, dedicated business WiFi, email and security services, multi-line telephone systems, and web-based service management. It also offers a suite of communication products and managed service solutions. In the media sector, the company sells local advertising across various platforms, including major networks like TBS, CNN, and ESPN, as well as local sports and news channels, and utilizes its "Audience App" for linear inventory optimization. Additionally, Charter owns and operates regional sports and news networks and supplies wholesale data connectivity services to mobile and wireline carriers. Serving approximately 32 million customers across 41 states, Charter Communications was founded in 1993 and maintains its headquarters in Stamford, Connecticut.

                Charter Communications (CQD) Earnings & Revenues

                CQD Company Deck

                CQD Earnings Call

                Q1 2026
                0:00 / 0:00
                Earnings Call Sentiment|Neutral
                The call outlined solid operational and strategic positives—most notably rapid mobile growth, dramatic improvement in video losses, product/network investments, rural expansion, and upgraded Cox synergy expectations—while acknowledging notable near-term headwinds: Internet customer losses, modest revenue and EBITDA declines, elevated near-term CapEx and higher device/service costs, and competitive pressure from fixed wireless and telco subsidies. Management emphasized confidence in longer-term growth driven by network advantages, product improvements, and the Cox acquisition, but financials show short-term pressure. Overall, the positives and negatives are roughly balanced, reflecting cautious optimism but near-term execution and competitive challenges.View all CH:CQD earnings summaries

                CQD Revenue Breakdown

                50.26%50.26%25.02%2.46%7.93%5.42%2.68%6.23%
                50.26% Connectivity
                25.02% Video
                2.46% Voice
                7.93% Small business
                5.42% Mid-market & large business
                2.68% Advertising sales
                6.23% Other
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                CQD Stock 12 Month Forecast

                Average Price Target

                $206.78
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