Key Stats for Charter Communications Stock
- Price Change: +12.1% (Post-Earnings)
- Current Price: ~$231
- Advanced Model Target: $288
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What Happened?
Shares of Charter Communications, Inc. (CHTR) staged a massive recovery, rallying 12.1% following a Q4 report that convinced investors the company has a plan to fight back against fiber competitors.
Fueling the optimism was the unveiling of “Invincible Wi-Fi”, a new product launching in February that combines Wi-Fi 7 with 5G and battery backup to guarantee connectivity during outages.
This strategic pivot overshadowed mixed headline numbers, where revenue dipped 2.3% due to the loss of affordable connectivity subsidies, but video subscribers unexpectedly grew by 44,000, the first gain in years.
Investors were also encouraged by the company’s aggressive capital allocation strategy, as Charter bought back $5.4 billion of its own stock in 2025, signaling management’s belief that shares are undervalued.
Analysts at Benchmark responded by raising their price target to $455, arguing that the market is underestimating the cash flow potential of the bundled “Spectrum One” offering.
The combination of a surprise subscriber win and a clear technology roadmap has shifted the narrative from “decline” to “stabilization.”
See analysts’ growth forecasts and price targets for Charter Communications stock (It’s free!) >>>
Is Charter Communications Undervalued Today?
During the earnings call, CEO Chris Winfrey declared that Charter is now a “converged” connectivity provider, with mobile lines surging 19% year-over-year to reach 11.8 million.
Winfrey emphasized the competitive advantage of their new network architecture, stating: “In 2025, we put Spectrum in a position to provide guaranteed connectivity… We are going to launch ‘Invincible Wi-Fi’, which allows us to have a claim that nobody else can make.”
He believes this “guarantee” will act as a powerful retention tool, reducing churn even as competitors build out fiber in their territories.
Management also confirmed that their massive network upgrade project is on track, with 50% of the footprint expected to support symmetrical multi-gig speeds by the end of 2026.
Read the full Charter Transcript on TIKR to see the 2026 Roadmap >>>
According to TIKR’s Advanced Valuation Model, the stock is trading at a significant discount to its future cash flows.
- Target Price: $288
- Current Price: ~$231
- Potential Upside: +24.7%
Valuation Deep Dive
At ~$231, the stock trades at a depressed multiple due to fears of broadband maturity, but the internal model suggests these fears are priced in.
- The Mobile Growth Engine: With mobile revenue growing 13.1% in Q4, Charter is successfully diversifying away from pure-play cable.
- The Cash Cannon: Despite heavy investment, the company generated $5.0 billion in Free Cash Flow in 2025, giving it ample firepower to buy back shares and reduce debt.
- The Value Gap: The model’s $288 target reflects a normalization of multiples as capital expenditures peak in 2026 and then decline, freeing up even more cash for shareholders.
If Charter can execute on its “Invincible” promise and keep internet losses manageable, the re-rating to $288 is supported by math and momentum.
Conclusion: Invincible value? With a 24.7% upside potential to $288, Charter Communications is a battleground stock where the bulls finally have the upper hand, supported by a strategy that directly addresses the cord-cutting threat.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
