Benchmark Co. analyst Matthew Harrigan maintains $Charter Communications (CHTR.US)$ with a buy rating, and adjusts the target price from $440 to $450.
According to TipRanks data, the analyst has a success rate of 52.7% and a total average return of -1.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Charter Communications (CHTR.US)$'s main analysts recently are as follows:
The expectations for Charter to experience slowing EBITDA growth in 2025 are maintained due to ongoing competition. It is anticipated that Charter will show similar EBITDA growth in Q4 as the advantages of price increases and high-margin political advertisements are likely to be balanced by the impacts of the hurricane. Nevertheless, a more challenging environment is foreseen for the year 2025 as the influence of political advertising diminishes and competitive pressures persist.
The expectation is that Charter's customer trends will improve by 2025 compared to 2024, acting as a tailwind. The extent of this positive impact is contingent on Charter's potential to incrementally raise its adjusted EBITDA growth. This growth is crucial in transforming its leverage from being perceived as an investment risk to becoming an investment positive.
The company's Q3 results surpassed consensus expectations in terms of both subscriber metrics and financials. Additionally, management indicated a projection of 100K ACP internet losses in Q4, which is expected to be the final one-time effect resulting from the ACP funding unwind.
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本臻力行分析師Matthew Harrigan維持$特許通訊 (CHTR.US)$買入評級，並將目標價從440美元上調至450美元。
根據TipRanks數據顯示，該分析師近一年總勝率為52.7%，總平均回報率為-1.9%。
此外，綜合報道，$特許通訊 (CHTR.US)$近期主要分析師觀點如下：
由於持續的競爭，預計2025年Charter會經歷EBITDA增長放緩。預計Charter在第四季度將呈現類似的EBITDA增長，因爲價格上漲和高利潤政治廣告的優勢可能會被颶風的影響所平衡。然而，預計2025年將面臨更具挑戰性的環境，因爲政治廣告的影響減弱，競爭壓力仍然存在。
預計到2025年，Charter的客戶趨勢將比2024年有所改善，起到助推作用。這種積極影響的程度取決於Charter逐步提高調整後的EBITDA增長能力。這種增長對於將其槓桿率從被視爲投資風險轉變爲投資利好至關重要。
該公司第三季度的業績在訂戶度量和財務方面均超過共識預期。此外，管理層表示預計第四季度將有10萬ACP互聯網訂戶減少，這被認爲是ACP資金解繳帶來的最後一次一次性影響。
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