Analyst Consensus ?
ConsensusHold53 ratings
Bullish2547.2%
Neutral2343.4%
Bearish59.4%
2 unmapped firm ratings excluded from the percentages.
Charter Communications, Inc. · CHTR · FY2026 Q1 · Calendar Q2 2026
Charter: Mobile Growth and Cox Progress Offset Broadband Pressure
The supplied analysis offers partial support for the view that resilient demand and execution can support longer-term earnings growth: mobile additions, network products and the Cox opportunity are constructive. Evidence against it is current broadband customer pressure, a 1% year-over-year revenue decline, a 2.2% adjusted EBITDA decline, higher capex and intense competition. The next test is whether Cox integration and product execution translate into improved broadband economics.
Reported Before market openNASDAQCommunication Services
$15.84B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$9.17
Consensus $9.96
EPS surprise
-7.9%
Reported versus consensus
Reported revenue
$13.60B
Consensus $13.55B
Revenue surprise
+0.3%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-25.5%
Event window
SPY move
+0.8%
Same window
Abnormal move
-26.3%
Stock minus SPY
Volume
6.8×
Versus trailing sessions
Subsequent drift
-19.4%
Up to 20 sessions
CHTRSPY benchmark
Ask FN2 about CHTR FY2026 Q1
Transcript, numbers and history already loaded
Why did CHTR fall 25.5% after missing EPS estimates in FY2026 Q1?What changed in CHTR's guidance and outlook in FY2026 Q1?Give me the bull and bear case for CHTR after FY2026 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior-quarter analysis, the focus shifted from planned rural expansion, network upgrades and post-peak capex benefits to execution: Spectrum Mobile added 370,000 lines, internet customers declined 120,000, Q1 capex rose to $2.9 billion, and the Cox transaction moved close to closing but still awaited California approval.
Guidance delta
Maintained: management reiterated a plan for modest EBITDA growth in 2026 while investing in the network and progressing the Cox transaction.
Key takeaways
- Spectrum Mobile added 370,000 lines and exceeded 12 million lines, while internet customers fell 120,000 and revenue declined 1% year over year.
- Management highlighted network upgrades, Invincible WiFi, Anytime Upgrade and B2B edge offerings as growth initiatives.
- The Cox transaction was described as close to closing, pending California approval; management cited at least $800 million of potential operating synergies.
- The central tension is near-term investment and customer pressure versus longer-term scale, product and integration benefits.
Management priorities
- Advance the Cox transaction and prepare Spectrum branding, pricing and integration in Cox markets.
- Upgrade roughly half of the network to symmetrical and multi-gig capacity by year-end.
- Expand Spectrum Mobile, Invincible WiFi, Anytime Upgrade and B2B edge products while pursuing cost and revenue synergies.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$117.55Previous close
$101Low
$421.6Average
$900High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Sep 25, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Wolfe Research | Underperform | Peer Perform | Downgrade | Sep 14, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Jul 29, 2026 |
| Citigroup | Buy | Buy | Maintain | Jul 28, 2026 |
| Wells Fargo | Underweight | Underweight | Maintain | Jul 27, 2026 |
| UBS | Neutral | Neutral | Maintain | Jul 27, 2026 |
| TD Cowen | Buy | Buy | Maintain | Jul 27, 2026 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Jul 27, 2026 |
| Barclays | Underweight | Underweight | Maintain | Jul 27, 2026 |
| BNP Paribas | Underperform | Underperform | Maintain | Jul 14, 2026 |
| Goldman Sachs | Sell | Sell | Maintain | Jul 2, 2026 |
| B of A Securities | Buy | Buy | Maintain | Jul 1, 2026 |
| Benchmark | Buy | Buy | Maintain | Apr 23, 2026 |
| Deutsche Bank | Hold | Hold | Maintain | Feb 3, 2026 |
| Bernstein | Market Perform | Market Perform | Maintain | Jan 16, 2026 |
| Keybanc | Overweight | Downgrade | Nov 3, 2025 | |
| Raymond James | Market Perform | Underperform | Upgrade | May 19, 2025 |
| Loop Capital | Buy | Hold | Upgrade | May 19, 2025 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Apr 28, 2025 |
| Exane BNP Paribas | Neutral | Underperform | Upgrade | Nov 26, 2024 |
| Rosenblatt | Neutral | Neutral | Maintain | Jul 29, 2024 |
| Pivotal Research | Buy | Buy | Maintain | Jul 29, 2024 |
| Credit Suisse | Outperform | Outperform | Maintain | May 1, 2023 |
| CFRA | Underweight | Upgrade | Mar 29, 2023 | |
| Truist Securities | Buy | Hold | Upgrade | Jan 5, 2023 |
| Cowen & Co. | Outperform | Outperform | Maintain | Oct 31, 2022 |
| Atlantic Equities | Neutral | Overweight | Downgrade | Aug 15, 2022 |
| Argus Research | Hold | Buy | Downgrade | Aug 9, 2022 |
| TD Securities | Buy | Hold | Upgrade | Oct 1, 2021 |
| Nomura Instinet | Buy | Neutral | Upgrade | Jul 10, 2020 |
| Nomura | Buy | Neutral | Upgrade | Jul 10, 2020 |
| SunTrust Robinson Humphrey | Buy | Buy | Maintain | Apr 3, 2020 |
| Guggenheim Securities | Buy | Buy | Maintain | Sep 19, 2019 |
| Guggenheim | Buy | Buy | Maintain | Sep 19, 2019 |
| Macquarie | Neutral | Outperform | Downgrade | Apr 9, 2019 |
| Buckingham Research | Buy | Buy | Maintain | Oct 29, 2018 |
| Buckingham | Buy | Buy | Maintain | Oct 29, 2018 |
| Oppenheimer | Perform | Perform | Maintain | Jun 2, 2017 |
| MoffettNathanson | Neutral | Buy | Downgrade | Feb 23, 2017 |
| Moffett Nathanson | Neutral | Buy | Downgrade | Feb 23, 2017 |
| Telsey Advisory Group | Market Perform | Outperform | Downgrade | Feb 17, 2017 |
| HSBC | Hold | Hold | Maintain | Jan 19, 2017 |
| Jefferies | Hold | Hold | Maintain | Aug 10, 2016 |
| Bank of America | Buy | Buy | Maintain | Aug 2, 2016 |
| Argus | Buy | Buy | Maintain | Jul 20, 2016 |
| Wunderlich Securities | Buy | Buy | Maintain | May 2, 2016 |
| Wunderlich | Buy | Buy | Maintain | May 2, 2016 |
| Canaccord Genuity | Buy | Buy | Maintain | Aug 5, 2015 |
| Baird | Neutral | Neutral | Maintain | Mar 31, 2015 |
| Northland Securities | Outperform | Market Perform | Upgrade | Mar 7, 2014 |
| Northland Capital Markets | Outperform | Market Perform | Upgrade | Mar 7, 2014 |
| Albert Fried & Co. | Market Perform | Market Perform | Maintain | Aug 7, 2013 |
| Albert Fried | Market Perform | Market Perform | Maintain | Aug 7, 2013 |
| ISI Group | Buy | Buy | Maintain | Mar 11, 2013 |
| Evercore Partners | Equal Weight | Equal Weight | Maintain | Feb 28, 2012 |
| Evercore ISI Group | Equal Weight | Equal Weight | Maintain | Feb 28, 2012 |
Named analyst price targets
Upside is calculated against the persisted previous close $117.55. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Wolfe Research | Analyst unavailable | $118 | $145.77 | +0.4% | Sep 14, 2026 |
| Morgan Stanley | Sean Diffley | $150 | $145.77 | +27.6% | Sep 14, 2026 |
| UBS | Analyst unavailable | $150 | $127.76 | +27.6% | Jul 27, 2026 |
| UBS | Analyst unavailable | $140 | $127.42 | +19.1% | Jul 27, 2026 |
| Deutsche Bank | Bryan Kraft | $150 | $124.66 | +27.6% | Jul 27, 2026 |
| Williams Trading | Gregory Williams | $380 | $123.31 | +223.3% | Jul 27, 2026 |
| Wells Fargo | Analyst unavailable | $101 | $123.31 | -14.1% | Jul 27, 2026 |
| Barclays | Analyst unavailable | $115 | $123.31 | -2.2% | Jul 27, 2026 |
| Bernstein | Laurent Yoon | $150 | $123.31 | +27.6% | Jul 27, 2026 |
| UBS | Analyst unavailable | $170 | $135.48 | +44.6% | Jul 13, 2026 |
| Barclays | Kannan Venkateshwar | $130 | $138.02 | +10.6% | Jul 8, 2026 |
| Wells Fargo | Analyst unavailable | $160 | $135.44 | +36.1% | Jul 7, 2026 |
| Goldman Sachs | Analyst unavailable | $125 | $139.84 | +6.3% | Jul 2, 2026 |
| UBS | John Hodulik | $235 | $131.16 | +99.9% | Jun 25, 2026 |
| Bernstein | Laurent Yoon | $210 | $144.1 | +78.6% | May 26, 2026 |
| Deutsche Bank | Analyst unavailable | $215 | $179.02 | +82.9% | Apr 27, 2026 |
| RBC Capital | Analyst unavailable | $220 | $179.68 | +87.2% | Apr 27, 2026 |
| Williams Trading | Gregory Williams | $437 | $215.34 | +271.8% | Feb 2, 2026 |
| UBS | Analyst unavailable | $437 | $213.67 | +271.8% | Feb 2, 2026 |
| Wells Fargo | Analyst unavailable | $200 | $206.12 | +70.1% | Feb 1, 2026 |
| Goldman Sachs | Analyst unavailable | $185 | $206.12 | +57.4% | Jan 31, 2026 |
| UBS | Analyst unavailable | $425 | $187.57 | +261.5% | Jan 29, 2026 |
| Bernstein | Laurent Yoon | $220 | $186.02 | +87.2% | Jan 28, 2026 |
| BNP Paribas | Sam McHugh | $160 | $184.89 | +36.1% | Jan 27, 2026 |
| Bernstein | Laurent Yoon | $240 | $194.61 | +104.2% | Jan 16, 2026 |
| Wells Fargo | Analyst unavailable | $180 | $206.67 | +53.1% | Jan 13, 2026 |
| UBS | John Hodulik | $233 | $205 | +98.2% | Dec 22, 2025 |
| Oppenheimer | Analyst unavailable | $500 | $222.2 | +325.4% | Nov 4, 2025 |
| Barclays | Kannan Venkateshwar | $200 | $233.84 | +70.1% | Nov 3, 2025 |
| Bernstein | Laurent Yoon | $280 | $233.84 | +138.2% | Nov 3, 2025 |
| KeyBanc | Brandon Nispel | $430 | $269.61 | +265.8% | Oct 3, 2025 |
| Bernstein | Analyst unavailable | $350 | $263 | +197.7% | Sep 10, 2025 |
| Goldman Sachs | Analyst unavailable | $223 | $264.42 | +89.7% | Sep 2, 2025 |
| Barclays | Kannan Venkateshwar | $275 | $309.75 | +133.9% | Jul 28, 2025 |
| Loop Capital Markets | Alan Gould | $510 | $418.63 | +333.9% | May 19, 2025 |
| RBC Capital | Jonathan Atkin | $395 | $376.87 | +236.0% | Apr 28, 2025 |
| UBS | Analyst unavailable | $430 | $376.87 | +265.8% | Apr 28, 2025 |
| Wells Fargo | Steven Cahall | $400 | $376.87 | +240.3% | Apr 28, 2025 |
| Morgan Stanley | Analyst unavailable | $415 | $376.87 | +253.0% | Apr 28, 2025 |
| Citigroup | Michael Rollins | $350 | $319.75 | +197.7% | Sep 11, 2024 |
| Evercore ISI | Vijay Jayant | $425 | $377.77 | +261.5% | Jul 29, 2024 |
| Rosenblatt Securities | Barton Crockett | $329 | $377.02 | +179.9% | Jul 29, 2024 |
| Pivotal Research | Jeffrey Wlodarczak | $435 | $367.62 | +270.1% | Jul 26, 2024 |
| Goldman Sachs | James Schneider | $250 | $298.96 | +112.7% | Jul 1, 2024 |
| Loop Capital Markets | Alan Gould | $285 | $261.48 | +142.5% | Apr 29, 2024 |
| Rosenblatt Securities | Barton Crockett | $297 | $260.5 | +152.7% | Apr 15, 2024 |
| Wells Fargo | Steven Cahall | $290 | $271.23 | +146.7% | Apr 5, 2024 |
| UBS | John Hodulik | $325 | $292.56 | +176.5% | Mar 28, 2024 |
| Bernstein | Laurent Yoon | $370 | $296.18 | +214.8% | Mar 18, 2024 |
| Raymond James | Matthew Harrigan | $440 | $307.67 | +274.3% | Feb 5, 2024 |
| RBC Capital | Analyst unavailable | $440 | $384.31 | +274.3% | Jan 31, 2023 |
| Truist Financial | Analyst unavailable | $550 | $359.51 | +367.9% | Jan 5, 2023 |
| Wells Fargo | Steven Cahall | $340 | $323.88 | +189.2% | Dec 22, 2022 |
| KeyBanc | Brandon Nispel | $580 | $338.22 | +393.4% | Dec 14, 2022 |
| Credit Suisse | Analyst unavailable | $541 | $349.07 | +360.2% | Dec 14, 2022 |
| Deutsche Bank | Bryan Kraft | $550 | $462.98 | +367.9% | Aug 8, 2022 |
| Pivotal Research | Jeffrey Wlodarczak | $560 | $452.18 | +376.4% | Aug 4, 2022 |
| TD Securities | Vince Valentini | $670 | $463.55 | +470.0% | Jul 11, 2022 |
| Rosenblatt Securities | Barton Crockett | $607 | $485.53 | +416.4% | Jun 6, 2022 |
| Pivotal Research | Analyst unavailable | $585 | $432.54 | +397.7% | May 3, 2022 |
| Deutsche Bank | Analyst unavailable | $575 | $426 | +389.2% | May 2, 2022 |
| Credit Suisse | Analyst unavailable | $780 | $430.63 | +563.5% | May 2, 2022 |
| Morgan Stanley | Benjamin Swinburne | $550 | $428.49 | +367.9% | May 2, 2022 |
| Barclays | Kannan Venkateshwar | $436 | $428.49 | +270.9% | May 2, 2022 |
| J.P. Morgan | Philip Cusick | $550 | $428.49 | +367.9% | Apr 30, 2022 |
| Truist Financial | Gregory P Miller | $450 | $428.49 | +282.8% | Apr 29, 2022 |
| Rosenblatt Securities | Barton Crockett | $732 | $498.23 | +522.7% | Apr 25, 2022 |
| Pivotal Research | Jeffrey Wlodarczak | $750 | $590.47 | +538.0% | Jan 28, 2022 |
| J.P. Morgan | Philip Cusick | $750 | $590.47 | +538.0% | Jan 28, 2022 |
| TD Securities | Vince Valentini | $815 | $590.47 | +593.3% | Jan 28, 2022 |
| Benchmark Co. | Matthew Harrigan | $900 | $561.03 | +665.6% | Jan 27, 2022 |
| Loop Capital Markets | Alan Gould | $615 | $555 | +423.2% | Jan 26, 2022 |
| Bank of America Securities | Jessica Reif Cohen | $740 | $619.08 | +529.5% | Jan 13, 2022 |
| Wolfe Research | John Janedis | $621 | $647.58 | +428.3% | Jan 3, 2022 |
| Citigroup | Michael Rollins | $643 | $617.32 | +447.0% | Dec 15, 2021 |
| UBS | John Hodulik | $645 | $621.89 | +448.7% | Dec 14, 2021 |
| Goldman Sachs | Brett Feldman | $759 | $671.37 | +545.7% | Nov 1, 2021 |
| Argus Research | Joseph Bonner | $900 | $776.65 | +665.6% | Aug 11, 2021 |
| Bernstein | Peter Supino | $788 | $719.8 | +570.4% | Jul 12, 2021 |
| Robert W. Baird | William Power | $775 | $742.37 | +559.3% | Jul 7, 2021 |
| Berenberg Bank | Sunil Rajgopal | $700 | $703.13 | +495.5% | May 24, 2021 |
Track every rating change on CHTR the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationCharter 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.…
Historical context
All CHTR earningsLatest beats and misses
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Get the CHTR recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-09-25T05:31:02.635298+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-25T05:31:02.632451+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-09-25. For educational purposes only; not investment advice.