Charter Communications, IncNasdaq: CHTR
Communication Services · Cable & Satellite
$126.15
-4.43%
Vol: 4.0M
Research Digest
Friday, June 19, 2026
Charter Communications stock hit a 52-week low after falling 6.9% on June 17 amid ongoing broadband subscriber losses.
Charter Communications shares fell 6.9% on June 17, 2026 to approximately $132, touching a 52-week intraday low of $126.69, and are now down roughly 37% year-to-date and 65% over the past year. The decline reflects persistent operational headwinds: Spectrum internet subscribers fell by 120,000 in Q1 2026, worse than analyst expectations, as Charter loses ground to fiber overbuilders and fixed wireless competition. The company has announced a $7 billion multi-year fiber network expansion covering more than 100,000 miles of additional capacity, but the investment is pressuring near-term free cash flow. A new Head of Corporate Security, Chris Hacker (ex-FBI, ex-Delta Air Lines), was also appointed on June 8. Continued subscriber attrition and the scale of required capital investment represent the central risks.
Previous Market Intelligence
13 daysJun 18No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 17No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 16No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 15No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 21Charter shares plunge 5%+ on May 15 as cable subscriber concerns deepen despite insider buyingNegative▶
Charter closed near $140 on May 15 after a 5%+ daily drop reflecting renewed investor caution on the cable sector and subscriber trends. The stock is down more than 32% year-to-date after Q1 EPS of $9.17 missed the $9.98 estimate by 8.12% and the company reported a 120,000-subscriber loss. A director bought ~$1.4M in stock at a weighted-average $140.93. Spectrum launched ultra-low-latency L4S internet and added discovery+ at no extra cost for eligible TV customers. Executive contracts were also renewed including a new GC employment agreement effective May 15. Average 12-month price target is $245.31. Risk: ongoing subscriber attrition and competitive pressure from FWA/fiber.
May 20Charter CFO Jessica Fischer speaks at J.P. Morgan TMT conference May 20 as stock trades around $142 post-Q1 selloff.Negative▶
Charter Communications stock trades between $140-$146 on May 19 with a low P/E of 3.81 after a sharp -25.5% Q1 reaction in April. CFO Jessica Fischer is participating in the J.P. Morgan Global Technology, Media and Communications Conference in Boston on Wednesday, May 20, 2026. CEO Christopher Winfrey spoke at the MoffettNathanson conference on May 14. Q1 2026 results showed revenue and EBITDA declining YoY. Charter's Cox Communications transaction agreement remains in focus. Analyst consensus is Hold across 13 analysts.
May 19No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 18Charter shares hit 12-month low at $147.92 (-4.5%) after Q1 revenue dipped 1% YoY and 120,000 subscriber loss; Q2 dividend $0.35 declaredNegative▶
Charter Communications hit a new 12-month low on May 13, with shares down 4.5% to $147.92 and -60.4% over the past year. Q1 2026 results released May 11 showed revenue of $13.59 billion (down 1% YoY), EPS of $9.17, and a 120,000 broadband subscriber loss, with weak forward guidance. A Q2 dividend of $0.35 per share was declared, payable July 16. CFO Jessica Fischer will present at the J.P. Morgan TMT Conference on May 20, and CEO Christopher Winfrey appeared at MoffettNathanson on May 14. Average analyst rating is Hold with a 12-month target of $271.50.
May 15Charter Communications struck a multi-year DOCSIS 4.0 deal with Vecima Networks on May 14 and CEO Winfrey presented at MoffettNathanson, but the stock hit a 12-month low after a 13.6% post-earnings drop on Q1 EPS miss and 120K subscriber losses.Negative▶
On May 14, 2026, Charter Communications announced a major multi-year DOCSIS 4.0 agreement with Vecima Networks expanding the strategic partnership, and CEO Christopher Winfrey presented at the MoffettNathanson Media, Internet & Communications Conference. The catalysts came after a tough Q1: revenue declined 1.0% YoY, EPS of $9.17 missed $9.91 estimates by 7.5%, and the company lost 120,000 internet subscribers, pushing shares 13.6% lower and to a 12-month low of $143.06 on May 13. Charter also declared a Q2 dividend of $0.35. CFO Jessica Fischer is slated to speak at J.P. Morgan TMT Conference on May 20. Risk: continued subscriber attrition to fiber and FWA, plus margin pressure from mobile-bundling promotions, could keep cash-flow visibility constrained.
May 14Charter hits new 12-month low May 13 with shares down 60% YoY as broadband subscriber losses persistNegative▶
Charter Communications reached a new 12-month low on May 13, 2026 with shares down ~4.5% to $147.92 amid an extended decline tied to Q1 revenue and EBITDA YoY drops and a -25.5% post-earnings reaction. CEO Christopher Winfrey will speak at the MoffettNathanson conference May 14 and CFO Jessica Fischer at JPMorgan TMT conference May 20. Spectrum promoted Dave Rodrian to SVP Connectivity Products as Carl Leuschner retires. Charter committed $7B to extend fiber to 1.7M new locations to combat market share losses. Risk: cord-cutting and fixed wireless competition continue to weigh on subscribers.
May 13Charter CEO Christopher Winfrey to present at MoffettNathanson conference May 14; company expects to complete $34.5B Cox merger mid-2026 after Q1 internet customer declines.Mixed▶
Charter's CEO Christopher Winfrey will participate in the MoffettNathanson Media, Internet & Communications Conference on May 14, 2026. Charter expects to complete its $34.5B acquisition of Cox in mid-2026 after FCC approval in February and 99% stockholder approval. Spectrum promoted Dave Rodrian to SVP Connectivity Products as Carl Leuschner retires. CHTR shares have fallen 60.4% over the past year, though delivered a 28% 30-day return. Q1 2026 results showed a meaningful decline in internet customers despite promotional initiatives. Analyst consensus is Hold among 13 analysts.
May 12Charter Communications lost 120,000 internet subscribers in Q1 (vs 59,000 loss YoY), shares fell 3.36% to $154.86 on May 8, declared $0.35 Q2 dividend, and is starting its $34.5B Cox Communications acquisition this month.Negative▶
Charter Communications reported Q1 2026 results on May 11 along with a Q2 dividend of $0.35 per share (payable July 16). The company lost 120,000 internet customers in Q1, up from 59,000 lost in the same period last year. Shares fell 3.36% to $154.86 on May 8 and have declined 60.4% over the past year. Charter is beginning its $34.5B acquisition of Cox Communications this month, while pushing its new Invincible Wi-Fi product launched in February. CEO Christopher Winfrey will speak at the MoffettNathanson Conference on May 14. Analyst consensus is Hold based on 13 analysts.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| CMCSACOMCAST | $22.42 | -1.21% | -9.8% | 5.9x | 0.66 | $80.1B |
| CHTRCHARTER | $126.15 | -4.43% | -12.7% | 2.8x | 0.71 | $19.8B |
| GOOGLALPHABET | $368.40 | +1.27% | -5.4% | 25.4x | 1.24 | $4.49T |
| GOOGALPHABET | $367.68 | +1.54% | -4.5% | 25.4x | 1.24 | $4.48T |
| METAMETA | $577.99 | +1.83% | -4.6% | 15.9x | 1.23 | $1.47T |
| NFLXNETFLIX | $77.42 | +0.59% | -12.2% | 20.1x | 1.49 | $325.8B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.