UBS analyst John Hodulik maintains $Charter Communications (CHTR.US)$ with a hold rating, and adjusts the target price from $325 to $385.
According to TipRanks data, the analyst has a success rate of 64.6% and a total average return of 9.0% 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 decelerating EBITDA growth in 2025 are factors influencing the share's outlook. It is projected that EBITDA growth in Q4 will mirror previous quarters, with the positive effects of price increments and profitable political advertising being partially neutralized by the impacts of hurricanes. Looking forward, the scenario is expected to become more demanding in 2025 as the influence of political advertising recedes and competitive pressures persist.
The expectation is that Charter's customer trends in 2025 will surpass those of 2024, providing a potential tailwind. The extent of this positive influence will hinge on Charter's capacity to modestly elevate its adjusted EBITDA growth to a point where its leverage transitions from being an investment risk to becoming an investment asset.
Excluding temporary or unique advantages, the underlying growth in broadband additions has seen a significant improvement. It is anticipated that the momentum will increase due to the compelling pricing and bundling of the newly introduced 'Life Unlimited' marketing approach. Additionally, the outlook for capital expenditures is becoming more moderate, and management's indication that BEAD expenditure will be considerably lower than RDOF substantially mitigates the risk to forecasts for the upcoming years.
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瑞士銀行分析師John Hodulik維持$特許通訊 (CHTR.US)$持有評級，並將目標價從325美元上調至385美元。
根據TipRanks數據顯示，該分析師近一年總勝率為64.6%，總平均回報率為9.0%。
此外，綜合報道，$特許通訊 (CHTR.US)$近期主要分析師觀點如下：
持續的競爭和2025年EBITDA增長放緩的預期是影響股票前景的因素。預計Q4的EBITDA增長將與之前幾個季度相似，價格增加和盈利政治廣告的積極影響部分被颶風影響所抵消。展望未來，隨着政治廣告的影響減弱和競爭壓力持續存在，預計2025年的情況將變得更加嚴峻。
預期2025年Charter的客戶趨勢將超過2024年，提供潛在的助力。這種積極影響的程度將取決於Charter能否適度提升其調整後的EBITDA增長，使其槓桿從投資風險轉變爲投資資產的臨界點。
除了暫時或獨特的優勢，寬帶增長的潛在增長已經顯着提升。預計這種勢頭將會增強，這要歸功於新推出的「生活無限」營銷方式的吸引力定價和捆綁。此外，資本支出前景正在變得更加溫和，管理方面指出BEAD支出將大幅低於RDOF，這將大幅減輕未來幾年預測的風險。
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