RBC Capital analyst Jonathan Atkin maintains $Charter Communications (CHTR.US)$ with a hold rating, and adjusts the target price from $345 to $390.
According to TipRanks data, the analyst has a success rate of 70.0% and a total average return of 11.9% 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 firm maintains a Neutral stance on Charter due to ongoing competition and anticipated deceleration of EBITDA growth by 2025. The expectation is for EBITDA growth in Q4 to mirror previous performance, as the advantages of pricing adjustments and profitable political advertising are somewhat counterbalanced by the effects of hurricane events. Nonetheless, a more demanding environment is forecasted for the subsequent period when the political advertising cycle concludes and competitive forces persist.
Expectations are set for Charter's customer trends to improve in 2025 relative to 2024, anticipated to act as a tailwind. The extent of this positive impact hinges on Charter's capacity to slightly increase its adjusted EBITDA growth, which could transform its leverage from being perceived as an investment risk to being seen as an investment positive.
Even after adjusting for seasonal or one-time gains, the underlying growth in broadband customer additions has seen a significant improvement. This trend is anticipated to accelerate, driven by the compelling value proposition offered by the new 'Life Unlimited' marketing strategy. Additionally, capital expenditure projections are becoming more moderate, and the management's indication that upcoming BEAD expenditure will be considerably lower than previous RDOF outlays significantly mitigates risks associated with future projections.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
加皇資本市場分析師Jonathan Atkin維持$特許通訊 (CHTR.US)$持有評級，並將目標價從345美元上調至390美元。
根據TipRanks數據顯示，該分析師近一年總勝率為70.0%，總平均回報率為11.9%。
此外，綜合報道，$特許通訊 (CHTR.US)$近期主要分析師觀點如下：
該公司因持續競爭和預期到2025年EBITDA增長放緩，對Charter採取中立立場。預計Q4的EBITDA增長將與之前的表現相似，定價調整和盈利政治廣告的優勢在一定程度上被颶風事件的影響所抵消。儘管如此，在政治廣告週期結束和競爭力量持續存在時，預測未來週期將會更具挑戰性。
相對於2024年，預計2025年Charter的客戶趨勢將有所改善，預計將起到助推作用。這種積極影響的程度取決於Charter略微增加其調整後的EBITDA增長能力，這可能會將其槓桿從被視爲投資風險轉變爲被視爲投資正面。
即使考慮季節性或一次性收益的調整，寬帶客戶增加的潛在增長已經顯著改善。預計這一趨勢將加速，原因是新"無限生活"營銷策略提供的引人注目的價值主張。此外，資本支出預測變得更加溫和，管理層表示即將發生的BEAD支出將明顯低於先前RDOF支出，從而顯著減輕了與未來預測相關的風險。
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
