Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Charter Communications (CHTR)
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-11-05
$125.86+4.67%
Close 2026-11-05 · 1-day change
NASDAQCommunication ServicesTelecommunications ServicesSnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
43.06 → 41.17 EPS · FY ending Dec 31, 2027 · 4 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 5 to 4; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for CHTR yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Capital expenditures near $11.4 billion | It keeps capital spending steady near $11.4 billion for 2026. | Intact | CAPEX deviates significantly from $11.4 billion in 2026 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 3 of 8 supplied quarters. Management reported: “Charter continues to expect full year 2026 capital expenditures, excluding impacts from the previously announced Cox transaction, to total approximately $11.4 billion.” “Charter continues to expect full year 2026 capital expenditures, excluding impacts from the previously announced Cox transaction, to total approximately $11.4 billion.” |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 6, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a mature connectivity business with a growth effort in Spectrum Mobile, rather than a high-growth story. The long-term thesis is intact, but management execution is mixed and the overall risk level is elevated.
CHTR is described as cheap versus peers, while the valuation model has medium confidence and the expectations gap is negative. The priced-in assessment is tagged as justified, with low fragility, although the valuation measure recently rose by 11.9 points.
Near term, recent financial performance is strong and earnings quality is robust, but the risk of a miss is flagged as quiet despite a history of recent misses and declining surprise trends. Over the multi-year view, Spectrum Mobile growth and adherence to 2026 capital spending guidance support execution, while customer relationship and residential revenue declines show that customer satisfaction and value remain challenges.
A guidance cut on the next call would be a meaningful negative, while rate cuts or stronger results and guidance from major sector companies could improve the backdrop. The multi-year thesis also hinges on continued Spectrum Mobile growth and whether CHTR can address customer losses without losing spending discipline.
The 1-to-3-year view remains intact, but the balance is mixed: strong recent performance and mobile growth meet persistent customer challenges and sector headwinds. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Improved customer satisfaction via product enhancements | Adding Netflix to its app store improves customer satisfaction. | Intact | customer satisfaction declines materially | Qualitative condition This condition has no defined numerical measure. Nov 5, 2026Last status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Spectrum Mobile line additions | Charter grows its Spectrum Mobile lines, adding 368,000 in Q1 2026. | Broken | mobile line additions fall below 368,000 in Q1 2026 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 6 of 8 supplied quarters. Management reported: “2 Spectrum Mobile is central to Charter's converged network strategy to provide customers a differentiated connectivity experience with highly competitive, simple data plans and pricing.” “Spectrum Mobile is central to Charter's converged network strategy to provide customers a differentiated connectivity experience with highly competitive, simple data plans and pricing.” Delivery assessment Nov 5, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$44.30 → $41.17 · observed estimates
$53.75B → $53.60B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $44.30 | $53,746,348,360 | 14 / 16 |
| 2026-07-25 | $44.56 | $53,912,542,123 | 12 / 13 |
| 2026-07-26 | $44.82 | $53,746,348,360 | 15 / 16 |
| 2026-07-27 | $45.04 | $53,737,683,360 | 15 / 16 |
| 2026-07-28 | $45.04 | $53,737,683,360 | 15 / 16 |
| 2026-07-29 | $45.09 | $53,700,205,600 | 17 / 17 |
| 2026-07-30 | $45.07 | $53,769,329,270 | 14 / 13 |
| 2026-07-31 | $45.27 | $53,707,171,300 | 17 / 17 |
| 2026-08-01 | $45.27 | $53,707,171,300 | 17 / 17 |
| 2026-08-02 | $45.27 | $53,707,171,300 | 17 / 17 |
| 2026-08-03 | $45.27 | $53,707,171,300 | 17 / 17 |
| 2026-08-04 | $45.27 | $53,707,171,300 | 17 / 17 |
| 2026-08-05 | $45.27 | $53,707,171,300 | 17 / 17 |
| 2026-08-06 | $45.07 | $53,769,329,270 | 14 / 13 |
| 2026-08-07 | $45.07 | $53,769,329,270 | 14 / 13 |
| 2026-08-08 | $45.26 | $53,703,877,180 | 17 / 17 |
| 2026-08-09 | $45.07 | $53,769,329,270 | 14 / 13 |
| 2026-08-10 | $45.07 | $53,769,329,270 | 14 / 13 |
| 2026-08-11 | $45.07 | $53,769,329,270 | 14 / 13 |
| 2026-08-12 | $45.07 | $53,769,329,270 | 14 / 13 |
| 2026-08-13 | $45.07 | $53,769,329,270 | 14 / 13 |
| 2026-08-14 | $45.07 | $53,769,329,270 | 14 / 13 |
| 2026-08-15 | $45.07 | $53,769,329,270 | 14 / 13 |
| 2026-08-16 | $45.07 | $53,769,329,270 | 14 / 13 |
| 2026-08-17 | $45.07 | $53,769,329,270 | 14 / 13 |
| 2026-08-18 | $45.07 | $53,769,329,270 | 14 / 13 |
| 2026-08-19 | $45.07 | $53,769,329,270 | 14 / 13 |
| 2026-08-20 | $45.07 | $53,766,214,503 | 14 / 13 |
| 2026-08-21 | $45.07 | $53,766,214,503 | 14 / 13 |
| 2026-08-22 | $45.07 | $53,766,214,503 | 14 / 13 |
| 2026-08-23 | $45.07 | $53,766,214,503 | 14 / 13 |
| 2026-08-24 | $45.07 | $53,766,214,503 | 14 / 13 |
| 2026-08-25 | $45.07 | $53,766,214,503 | 14 / 13 |
| 2026-08-26 | $45.07 | $53,766,217,098 | 14 / 13 |
| 2026-08-27 | $45.07 | $53,766,217,098 | 14 / 13 |
| 2026-08-28 | $45.07 | $53,766,217,098 | 14 / 13 |
| 2026-08-29 | $45.07 | $53,766,217,098 | 14 / 13 |
| 2026-08-30 | $45.07 | $53,766,217,098 | 14 / 13 |
| 2026-08-31 | $45.07 | $53,766,217,098 | 14 / 13 |
| 2026-09-01 | $45.07 | $53,766,217,098 | 14 / 13 |
| 2026-09-02 | $45.07 | $53,766,217,098 | 14 / 13 |
| 2026-09-03 | $45.07 | $53,766,217,098 | 14 / 13 |
| 2026-09-04 | $45.07 | $53,766,217,098 | 14 / 13 |
| 2026-09-05 | $45.07 | $53,766,217,098 | 14 / 13 |
| 2026-09-06 | $45.07 | $53,766,217,098 | 14 / 13 |
| 2026-09-07 | $45.07 | $53,766,217,098 | 14 / 13 |
| 2026-09-08 | $45.07 | $53,766,217,098 | 14 / 13 |
| 2026-09-09 | $45.07 | $53,766,217,098 | 14 / 13 |
| 2026-09-10 | $45.07 | $53,766,217,098 | 14 / 13 |
| 2026-09-11 | $45.07 | $53,766,217,098 | 14 / 13 |
| 2026-09-12 | $45.07 | $53,766,217,098 | 14 / 13 |
| 2026-09-13 | $45.07 | $53,766,217,098 | 14 / 13 |
| 2026-09-14 | $45.07 | $53,766,217,098 | 14 / 13 |
| 2026-09-15 | $44.94 | $53,752,753,477 | 14 / 13 |
| 2026-09-16 | $44.28 | $53,742,738,070 | 5 / 5 |
| 2026-09-17 | $44.28 | $53,742,738,070 | 5 / 4 |
| 2026-09-18 | $44.28 | $53,742,738,070 | 5 / 4 |
| 2026-09-19 | $44.28 | $53,742,738,070 | 5 / 4 |
| 2026-09-20 | $44.28 | $53,742,738,070 | 5 / 5 |
| 2026-09-21 | $44.28 | $53,742,738,070 | 5 / 5 |
| 2026-09-22 | $44.28 | $53,742,738,070 | 5 / 5 |
| 2026-09-23 | $43.40 | $53,655,202,686 | 5 / 5 |
| 2026-09-24 | $43.40 | $53,655,202,686 | 5 / 5 |
| 2026-09-25 | $43.30 | $53,641,821,086 | 5 / 5 |
| 2026-09-26 | $43.27 | $53,641,821,086 | 5 / 5 |
| 2026-09-27 | $43.27 | $53,641,821,086 | 5 / 5 |
| 2026-09-28 | $43.27 | $53,641,821,086 | 5 / 5 |
| 2026-09-29 | $43.30 | $53,641,195,373 | 5 / 5 |
| 2026-09-30 | $43.30 | $53,641,195,373 | 5 / 5 |
| 2026-10-01 | $43.24 | $53,641,195,373 | 5 / 4 |
| 2026-10-02 | $43.24 | $53,641,195,373 | 5 / 4 |
| 2026-10-03 | $43.24 | $53,641,195,373 | 5 / 4 |
| 2026-10-04 | $43.24 | $53,641,195,373 | 5 / 4 |
| 2026-10-05 | $43.24 | $53,641,195,373 | 5 / 4 |
| 2026-10-06 | $43.06 | $53,632,062,040 | 5 / 4 |
| 2026-10-07 | $43.06 | $53,632,062,040 | 5 / 5 |
| 2026-10-08 | $43.04 | $53,607,328,706 | 5 / 5 |
| 2026-10-09 | $43.04 | $53,607,328,706 | 5 / 4 |
| 2026-10-10 | $43.04 | $53,607,328,706 | 5 / 4 |
| 2026-10-11 | $42.83 | $53,631,209,328 | 4 / 4 |
| 2026-10-12 | $42.83 | $53,631,209,328 | 4 / 4 |
| 2026-10-13 | $43.54 | $53,681,533,123 | 4 / 4 |
| 2026-10-14 | $43.48 | $53,667,230,492 | 5 / 5 |
| 2026-10-15 | $43.48 | $53,667,230,492 | 5 / 5 |
| 2026-10-16 | $43.48 | $53,667,230,492 | 5 / 5 |
| 2026-10-17 | $43.48 | $53,667,230,492 | 5 / 5 |
| 2026-10-18 | $43.48 | $53,667,230,492 | 5 / 5 |
| 2026-10-19 | $43.48 | $53,667,230,492 | 5 / 5 |
| 2026-10-20 | $43.48 | $53,667,230,492 | 5 / 5 |
| 2026-10-21 | $43.50 | $53,663,297,946 | 5 / 5 |
| 2026-10-22 | $43.50 | $53,663,297,946 | 5 / 5 |
| 2026-10-23 | $43.50 | $53,663,297,946 | 5 / 5 |
| 2026-10-24 | $43.46 | $53,663,297,946 | 5 / 4 |
| 2026-10-25 | $43.46 | $53,663,297,946 | 5 / 4 |
| 2026-10-26 | $43.46 | $53,663,297,946 | 5 / 4 |
| 2026-10-27 | $43.46 | $53,663,297,946 | 5 / 4 |
| 2026-10-28 | $43.46 | $53,663,297,946 | 5 / 4 |
| 2026-10-29 | $43.46 | $53,663,297,946 | 5 / 4 |
| 2026-10-30 | $43.46 | $53,663,297,946 | 5 / 4 |
| 2026-10-31 | $43.46 | $53,663,297,946 | 5 / 4 |
| 2026-11-01 | $43.46 | $53,663,297,946 | 5 / 4 |
| 2026-11-02 | $43.46 | $53,663,297,946 | 5 / 4 |
| 2026-11-03 | $42.91 | $53,579,587,330 | 5 / 4 |
| 2026-11-04 | $41.17 | $53,601,969,620 | 4 / 4 |
| 2026-11-05 | $41.17 | $53,601,969,620 | 4 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 5 Buy / Strong Buy · 10 Hold · 6 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 1 recorded
0 raises · 1 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.