CHTR
Charter CommunicationsNASDAQCommunication ServicesTelecom ServicesSnapshot 2026-05-08
As of May 8, 2026, CHTR has a composite score of 24.0, categorized as "mild favorable." The score reflects medium confidence at 71.6 and is influenced by various factors, including an unfavorable macroeconomic outlook and sector trends, with a notable risk label of "elevated." The scores indicate strengths in management (72.4) and quality (76.4), while momentum is weak at -11.4. This analysis is provisional.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)0.04
- Bonus0.00
Why this rank
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
Why this rank
Joint read: strong + robust historically delivered 80%+ NI-grew rate over T+1y in IT 2024–26 (small N).
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $10.89 → $10.23 (-6.0% / 30d). 3 raised, 9 cut, 15 covering analysts.
0 upgrades, 0 downgrades / 30d, 3 maintained. 25% of analysts rate Buy.
2 PT revisions / 30d. Avg target 21.3% above current price.
0 positive, 0 negative / 30d.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
12 material events in the last 24 months — top 5 listed below.
Stated priorities
2 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Maintain CAPEX guidance for 2026capital allocationmixed35% progress
4/24: “Charter continues to expect full year 2026 capital expenditures, excluding impacts from the previously announced Cox transaction, to total approximately $11.4 billion.”
Why this status
Stated in 2 of last 2 quarters. Charter has maintained its CAPEX guidance for 2026 at $11.4 billion. The financials do not yet show CAPEX spending for 2026, so progress is not yet measurable. Persistent statement, limited substantive delivery this quarter.
- 2.Maintain CAPEX guidance for 2025capital allocationwatchprovisional
10/31: “Charter continues to expect full year 2025 capital expenditures to total approximately $11.5 billion.”
Why this status
Stated in 3 of last 3 quarters. Charter has maintained its CAPEX guidance for 2025 at $11.5 billion, down from an earlier $12 billion. The financials do not yet show CAPEX spending for 2025, so progress is not yet measurable. Persistent statement, limited substantive delivery this quarter.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 100%; 252d 50%.
Drawdown — Max 1y −64%. Bad day move −4%.
Beta to sector ETF (XLC) — 1.33 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 16/100, drawdown 0/100, beta 67/100, earnings vol —.
via XLC
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Maintain CAPEX guidance for 2026
Capital allocationNew since 2026-05-04Charter aims to maintain its capital expenditures guidance for 2026 at approximately $11.4 billion.
Behind →MixedStated in 2 of last 2 quarters. Charter has maintained its CAPEX guidance for 2026 at $11.4 billion. The financials do not yet show CAPEX spending for 2026, so progress is not yet measurable. Persistent statement, limited substantive delivery this quarter.
35%CEO/CFO:“Charter continues to expect full year 2026 capital expenditures, excluding impacts from the previously announced Cox transaction, to total approximately $11.4 billion.”Multiple sourcesSource dated 2026-04-24Stated 2 of last 8 quartersFirst seen 2026-05-04Show history (2)
- 2026-Q1Multiple sources
“Charter continues to expect full year 2026 capital expenditures to total approximately $11.4 billion.”
- 2025-Q4Multiple sources
“Charter currently expects full year 2026 capital expenditures to total approximately $11.4 billion.”
- #2
Maintain CAPEX guidance for 2025
Capital allocationNew since 2026-05-04Charter aims to maintain its capital expenditures guidance for 2025 at approximately $11.5 billion.
WatchStated in 3 of last 3 quarters. Charter has maintained its CAPEX guidance for 2025 at $11.5 billion, down from an earlier $12 billion. The financials do not yet show CAPEX spending for 2025, so progress is not yet measurable. Persistent statement, limited substantive delivery this quarter.
CAPEX guidance for 2025 is $11.5 billionNo scoreCEO/CFO:“Charter continues to expect full year 2025 capital expenditures to total approximately $11.5 billion.”Multiple sourcesSource dated 2025-10-31Stated 3 of last 8 quartersFirst seen 2026-05-04provisionalShow history (3)
- 2025-Q3Multiple sources
“Charter continues to expect full year 2025 capital expenditures to total approximately $11.5 billion.”
- 2025-Q2Multiple sources
“Charter now expects full year 2025 capital expenditures to total approximately $11.5 billion.”
- 2025-Q1Multiple sources
“Charter continues to expect full year 2025 capital expenditures to total approximately $12 billion.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Not enough peers to compare yet.
Cheaper than its own typical valuation.
P/E over the last 5 years
71 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
CHTR Charter Communications | +24 | inexpensive | elevated |
GOOGL Alphabet Inc. (Class A) | +31 | fair | moderate |
GOOG Alphabet Inc. (Class C) | +32 | fair | moderate |
META Meta Platforms | +30 | inexpensive | elevated |
NFLX Netflix | +23 | inexpensive | moderate |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If communication_services sector trend rises from +0.06 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently INITIATED as of 2026-04-24)+4.0 pts
- If next-quarter guidance is cut (currently INITIATED as of 2026-04-24)-8.0 pts
- If rates state reverses from -0.37 (negative) to +0.37 (positive)-5.8 pts
- If communication_services sector trend falls from +0.06 into 'weakening' (<= -0.20)-5.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-04-2414d agoItem 2.02
RESULTS OF OPERATIONS AND FINANCIAL CONDITION. On April 24, 2026, Charter Communications, Inc. issued a press release announcing its results for the first quarter ended March 31, 2026. The following information, including the entirety of the press release appearing in Exhibit 99.1 hereto, is not filed but is furnished pursuant to item 2.02, "Results of Operations and Financial Condition."
earnings preannouncementneutralscore 47 - 2026-04-2315d agoItem 5.02
DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF CERTAIN OFFICERS; COMPENSATORY ARRANGEMENTS OF CERTAIN OFFICERS. On April 21, 2026, Charter Communications, Inc. (the “Company”) held its 2026 Annual Meeting of Stockholders (the “Annual Meeting”). At the Annual Meeting, as further described in
executive changeneutralscore 40 - 2026-02-252mo agoItem 5.02
DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF CERTAIN OFFICERS; COMPENSATORY ARRANGEMENTS OF CERTAIN OFFICERS. On February 25, 2026, Charter Communications, Inc. (the “Company”) announced the appointment of Nick Jeffery as Chief Operating Officer of the Company, effective September 1, 2026. Mr. Jeffery, age 58, served as President and Chief Executive Officer of Frontier Communications from 2021 until its acquisition by Verizon in January 2026. Mr. Jeffery h…
executive changeneutralscore 15 - 2026-01-303mo agoItem 2.02
RESULTS OF OPERATIONS AND FINANCIAL CONDITION. On January 30, 2026, Charter Communications, Inc. issued a press release announcing its results for the fourth quarter ended December 31, 2025. The following information, including the entirety of the press release appearing in Exhibit 99.1 hereto, is not filed but is furnished pursuant to item 2.02, "Results of Operations and Financial Condition."
earnings preannouncementneutralscore 7 - 2026-01-283mo agoItem 5.02
DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF CERTAIN OFFICERS; COMPENSATORY ARRANGEMENTS OF CERTAIN OFFICERS. On January 27, 2026, the Board of Directors (the “Board”) of Charter Communications, Inc. (the “Company”) appointed Wade Davis to serve as a member of the Board, effective immediately, to fill the vacancy created by David Merritt’s previously disclosed retirement from the Board, effective January 26, 2026. The Board determined that Mr. Davis qualif…
executive changeneutralscore 6
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.