Evercore analyst Kutgun Maral maintains $Charter Communications (CHTR.US)$ with a buy rating, and adjusts the target price from $460 to $450.
According to TipRanks data, the analyst has a success rate of 48.1% and a total average return of 1.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Charter Communications (CHTR.US)$'s main analysts recently are as follows:
Sustained competition and the anticipation of decelerated EBITDA growth in 2025 are factors influencing the neutral stance on Charter's shares. The firm anticipates that Q4 will experience comparable EBITDA growth, with the positive effects of price increments and profitable political advertising being partially counterbalanced by the impacts of hurricanes. Looking ahead to 2025, the environment is expected to be more challenging as the influence of political advertising recedes and competitive pressures persist.
Expectations are set for Charter's customer trends to improve in 2025 compared to 2024, which should act as a tailwind. The extent of this positive influence will hinge on Charter's capability to slightly increase its adjusted EBITDA growth, transforming its leverage from a potential investment risk to a beneficial investment attribute.
The underlying broadband net additions for Charter have shown a significant improvement when seasonal or one-time benefits are excluded. Momentum is anticipated to increase due to the compelling pricing and packaging of the newly introduced 'Life Unlimited' marketing strategy. Additionally, the capital expenditure forecast is becoming more moderate, and the management's indication that BEAD expenditure will be much lower than RDOF substantially mitigates the risk associated with forecasts for the upcoming years.
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Evercore分析師Kutgun Maral維持$特許通訊 (CHTR.US)$買入評級，並將目標價從460美元下調至450美元。
根據TipRanks數據顯示，該分析師近一年總勝率為48.1%，總平均回報率為1.2%。
此外，綜合報道，$特許通訊 (CHTR.US)$近期主要分析師觀點如下：
持續的競爭以及對2025年息稅折舊攤銷前利潤增長減速的預期是影響Charter股票中立立場的因素。該公司預計，第四季度將實現可比的息稅折舊攤銷前利潤增長，價格上漲和有利可圖的政治廣告的積極影響將被颶風的影響部分抵消。展望2025年，隨着政治廣告影響力的減弱和競爭壓力的持續存在，預計環境將更加具有挑戰性。
預計，與2024年相比，Charter的客戶趨勢將在2025年有所改善，這應該是一個利好因素。這種積極影響的程度將取決於Charter是否有能力略微提高調整後的息稅折舊攤銷前利潤增長，將其槓桿率從潛在的投資風險轉變爲有利的投資屬性。
如果不包括季節性或一次性福利，Charter的基礎寬帶淨增加量已顯示出顯著改善。由於新推出的 「Life Unlimited」 營銷策略具有吸引力的定價和包裝，預計勢頭將增強。此外，資本支出預測變得越來越溫和，管理層表示BEAD支出將遠低於RDOF，這大大降低了與未來幾年預測相關的風險。
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