$CHTR (Charter Communications, Inc.) — investor discussion on X

Five-factor rating: Sell (sector percentile 20.0%)

Graded daily on value A, growth D-, profitability C-, momentum C-, revisions A-. Sector-relative, identical for every user.

Most active credible voices on $CHTR

@schaeffers (Schaeffer's Investment Research) — 19 mentions · 14.7K followers
@tidefallcapital (Trevor Scott) — 12 mentions · 40.5K followers
@stockmktnewz (Evan) — 10 mentions · 1.2M followers

Recent headlines featuring $CHTR

2026-11-04: Jio in tech-for-equity talks with Comcast, Charter

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$CHTR — what investors on X are saying · SpikePanel

$CHTRCharter Communications, Inc. · Telecommunications Services · $18.0B

$134.49

+0.3%

Event thread

Key events, in time order

18 items

2026-11-06 → 11-09EarningsBear🔥Developing
Charter Q3 Mixed Results, Analysts Cut Forecasts
Post-Q3 results and subscriber losses, analysts adjust forecasts on new operating model
D1 -6.2% · since +13.2%
2 waves of this story
- 2026-11-06 Q3 EPS of $21.7 beats estimates, but internet sub losses prompt new operating model and $2B cost cuts
- 2026-11-09 Post-Q3 results and subscriber losses, analysts adjust forecasts on new operating model
2026-11-06Earnings
Earnings report
公司宣布额外20亿美元年化运行率运营费用节约目标，将在未来18个月内实现；Cox交易协同效应预计超过10亿美元。
D1 -6.2% · since +13.2%

16 earlier events

2026-11-06Capital
Charter Adds $2B Cost Cuts, Synergies Exceed $1B
Cost targets raised, Cox synergies expand, strengthening integration plan
D1 -6.2% · since +13.2%
2 waves of this story
- 2026-11-06 Post-Cox deal, investment thesis centers on $3B cost cuts and broadband stabilization
- 2026-11-06 Cost targets raised, Cox synergies expand, strengthening integration plan
2026-11-04ProductBull
Spectrum Business Launches Secure Networking Offering Against AI Threats
New fully-managed secure networking solution among first in North America for enterprises
D1 +5.7% · +5d +11.1%
2026-11-04Earnings
Charter to Report Q3 Earnings: Mobile Growth vs. Broadband Losses
Preview cites mobile growth and Cox expansion as tailwinds, but broadband subscriber losses may weigh
D1 +5.7% · +5d +11.1%
2026-09-14Analyst
Wolfe Research downgrades to Underperform
D1 -1.7% · +5d -14.0%
2026-08-31Company
Charter announces CFO Fischer to step down in Oct, Howard named interim CFO
Key finance leadership transition may affect investor confidence during interim period
D1 -0.8% · +5d -4.4%
2026-08-14 → 08-22RegulationBull
Charter closes $34.5B Cox acquisition, footprint expands to 45 states
Deal closed; $800M-$1B annual synergies expected, 3.5x leverage targeted in 3 years
D1 -1.4% · +5d -2.7%
3 waves of this story
- 2026-08-14 Clears final state regulatory hurdle; combined company to become largest U.S. internet and video provider
- 2026-08-20 Deal closed; all 6M Cox customers to get Spectrum brand, pricing and packaging by mid-September
- 2026-08-22 Deal closed; $800M-$1B annual synergies expected, 3.5x leverage targeted in 3 years
2026-08-218-K filing
8-K: Item 1.01, Item 2.01, Item 3.02, Item 3.03
D1 +1.6% · +5d +2.3%
2026-08-198-K filing
8-K: Item 1.01, Item 2.03, Item 7.01, Item 9.01
D1 +2.8% · +5d +0.9%
2026-08-138-K filing
8-K: Item 1.01, Item 2.03, Item 9.01
D1 +4.2% · +5d -5.6%
2026-08-038-K filing
8-K: Item 8.01, Item 9.01
D1 -0.6% · +5d +6.4%
2026-07-24 → 07-27Earnings
Charter Q2 revenue and EPS beat, EBITDA misses
Market cap below 1x adj. EBITDA, but faces customer attrition and fiber competition; mobile subscriber growth is a bright spot.
D1 -2.5% · +5d +17.6%
4 waves of this story
- 2026-07-24 Rev $13.5B, EPS $10.66, adj EBITDA $5.4B vs est $5.58B
- 2026-07-26 Average rating Reduce from 19 analysts, target $249.12, reflecting post-earnings concerns
- 2026-07-26 Multiple brokerages set price targets with Reduce rating, reflecting ongoing market concern over recent operational pressures.
- 2026-07-27 Market cap below 1x adj. EBITDA, but faces customer attrition and fiber competition; mobile subscriber growth is a bright spot.
2026-07-17 → 07-24Earnings
Charter Communications Listed in Next Week's Earnings Calendar
Analysts revise forecasts ahead of earnings; implied move high at 11.64%
D1 -1.5% · +5d -6.1%
2 waves of this story
- 2026-07-17 Multiple independent sources confirm CHTR reports earnings the week of July 20, drawing market attention.
- 2026-07-24 Analysts revise forecasts ahead of earnings; implied move high at 11.64%
2026-07-248-K filing
8-K: Item 2.02, Item 9.01
D1 -2.5% · +5d +17.6%
2026-07-24Earnings
Earnings report
D1 -2.5% · +5d +17.6%
2026-07-24CompanyBear
Charter internet losses widen, mobile growth strong
Q2 internet customer loss larger, mobile line growth strong, video pressured
D1 -2.5% · +5d +17.6%
2026-07-238-K filing
8-K: Item 7.01, Item 8.01, Item 9.01
D1 -2.1% · +5d +12.3%

①

Bull vs bear

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Bull signals0

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Bear signals0

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

18 items

2026-11-06 → 11-09EarningsBear🔥Developing
Charter Q3 Mixed Results, Analysts Cut Forecasts
Post-Q3 results and subscriber losses, analysts adjust forecasts on new operating model
D1 -6.2% · since +13.2%
2 waves of this story
- 2026-11-06 Q3 EPS of $21.7 beats estimates, but internet sub losses prompt new operating model and $2B cost cuts
- 2026-11-09 Post-Q3 results and subscriber losses, analysts adjust forecasts on new operating model
2026-11-06Earnings
Earnings report
公司宣布额外20亿美元年化运行率运营费用节约目标，将在未来18个月内实现；Cox交易协同效应预计超过10亿美元。
D1 -6.2% · since +13.2%
2026-11-06Capital
Charter Adds $2B Cost Cuts, Synergies Exceed $1B
Cost targets raised, Cox synergies expand, strengthening integration plan
D1 -6.2% · since +13.2%
2 waves of this story
- 2026-11-06 Post-Cox deal, investment thesis centers on $3B cost cuts and broadband stabilization
- 2026-11-06 Cost targets raised, Cox synergies expand, strengthening integration plan
2026-11-04ProductBull
Spectrum Business Launches Secure Networking Offering Against AI Threats
New fully-managed secure networking solution among first in North America for enterprises
D1 +5.7% · +5d +11.1%
2026-11-04Earnings
Charter to Report Q3 Earnings: Mobile Growth vs. Broadband Losses
Preview cites mobile growth and Cox expansion as tailwinds, but broadband subscriber losses may weigh
D1 +5.7% · +5d +11.1%

13 earlier events

2026-09-14Analyst
Wolfe Research downgrades to Underperform
D1 -1.7% · +5d -14.0%
2026-08-31Company
Charter announces CFO Fischer to step down in Oct, Howard named interim CFO
Key finance leadership transition may affect investor confidence during interim period
D1 -0.8% · +5d -4.4%
2026-08-14 → 08-22RegulationBull
Charter closes $34.5B Cox acquisition, footprint expands to 45 states
Deal closed; $800M-$1B annual synergies expected, 3.5x leverage targeted in 3 years
D1 -1.4% · +5d -2.7%
3 waves of this story
- 2026-08-14 Clears final state regulatory hurdle; combined company to become largest U.S. internet and video provider
- 2026-08-20 Deal closed; all 6M Cox customers to get Spectrum brand, pricing and packaging by mid-September
- 2026-08-22 Deal closed; $800M-$1B annual synergies expected, 3.5x leverage targeted in 3 years
2026-08-218-K filing
8-K: Item 1.01, Item 2.01, Item 3.02, Item 3.03
D1 +1.6% · +5d +2.3%
2026-08-198-K filing
8-K: Item 1.01, Item 2.03, Item 7.01, Item 9.01
D1 +2.8% · +5d +0.9%
2026-08-138-K filing
8-K: Item 1.01, Item 2.03, Item 9.01
D1 +4.2% · +5d -5.6%
2026-08-038-K filing
8-K: Item 8.01, Item 9.01
D1 -0.6% · +5d +6.4%
2026-07-24 → 07-27Earnings
Charter Q2 revenue and EPS beat, EBITDA misses
Market cap below 1x adj. EBITDA, but faces customer attrition and fiber competition; mobile subscriber growth is a bright spot.
D1 -2.5% · +5d +17.6%
4 waves of this story
- 2026-07-24 Rev $13.5B, EPS $10.66, adj EBITDA $5.4B vs est $5.58B
- 2026-07-26 Average rating Reduce from 19 analysts, target $249.12, reflecting post-earnings concerns
- 2026-07-26 Multiple brokerages set price targets with Reduce rating, reflecting ongoing market concern over recent operational pressures.
- 2026-07-27 Market cap below 1x adj. EBITDA, but faces customer attrition and fiber competition; mobile subscriber growth is a bright spot.
2026-07-17 → 07-24Earnings
Charter Communications Listed in Next Week's Earnings Calendar
Analysts revise forecasts ahead of earnings; implied move high at 11.64%
D1 -1.5% · +5d -6.1%
2 waves of this story
- 2026-07-17 Multiple independent sources confirm CHTR reports earnings the week of July 20, drawing market attention.
- 2026-07-24 Analysts revise forecasts ahead of earnings; implied move high at 11.64%
2026-07-248-K filing
8-K: Item 2.02, Item 9.01
D1 -2.5% · +5d +17.6%
2026-07-24Earnings
Earnings report
D1 -2.5% · +5d +17.6%
2026-07-24CompanyBear
Charter internet losses widen, mobile growth strong
Q2 internet customer loss larger, mobile line growth strong, video pressured
D1 -2.5% · +5d +17.6%
2026-07-238-K filing
8-K: Item 7.01, Item 8.01, Item 9.01
D1 -2.1% · +5d +12.3%

$CHTR (Charter Communications, Inc.) — investor discussion on X

Five-factor rating: Sell (sector percentile 20.0%)

Most active credible voices on $CHTR

Recent headlines featuring $CHTR

$CHTR (Charter Communications, Inc.) — investor discussion on X

Five-factor rating: Sell (sector percentile 20.0%)

Most active credible voices on $CHTR

Recent headlines featuring $CHTR

Charter Q3 Mixed Results, Analysts Cut Forecasts

Earnings report

Charter Adds $2B Cost Cuts, Synergies Exceed $1B

Spectrum Business Launches Secure Networking Offering Against AI Threats

Charter to Report Q3 Earnings: Mobile Growth vs. Broadband Losses

Wolfe Research downgrades to Underperform

Charter announces CFO Fischer to step down in Oct, Howard named interim CFO

Charter closes $34.5B Cox acquisition, footprint expands to 45 states

8-K: Item 1.01, Item 2.01, Item 3.02, Item 3.03

8-K: Item 1.01, Item 2.03, Item 7.01, Item 9.01

8-K: Item 1.01, Item 2.03, Item 9.01

8-K: Item 8.01, Item 9.01

Charter Q2 revenue and EPS beat, EBITDA misses

Charter Communications Listed in Next Week's Earnings Calendar

8-K: Item 2.02, Item 9.01

Earnings report

Charter internet losses widen, mobile growth strong

8-K: Item 7.01, Item 8.01, Item 9.01

Bull vs bear

Discussion

Charter Q3 Mixed Results, Analysts Cut Forecasts

Earnings report

Charter Adds $2B Cost Cuts, Synergies Exceed $1B

Spectrum Business Launches Secure Networking Offering Against AI Threats

Charter to Report Q3 Earnings: Mobile Growth vs. Broadband Losses

Wolfe Research downgrades to Underperform

Charter announces CFO Fischer to step down in Oct, Howard named interim CFO

Charter closes $34.5B Cox acquisition, footprint expands to 45 states

8-K: Item 1.01, Item 2.01, Item 3.02, Item 3.03

8-K: Item 1.01, Item 2.03, Item 7.01, Item 9.01

8-K: Item 1.01, Item 2.03, Item 9.01

8-K: Item 8.01, Item 9.01

Charter Q2 revenue and EPS beat, EBITDA misses

Charter Communications Listed in Next Week's Earnings Calendar

8-K: Item 2.02, Item 9.01

Earnings report

Charter internet losses widen, mobile growth strong

8-K: Item 7.01, Item 8.01, Item 9.01