J.P. Morgan analyst Sebastiano Petti maintains $Charter Communications (CHTR.US)$ with a hold rating, and adjusts the target price from $385 to $400.
According to TipRanks data, the analyst has a success rate of 55.0% and a total average return of 0.4% 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 projections for decelerating EBITDA growth in 2025 contribute to a cautious viewpoint on Charter. The expectation is for EBITDA growth in Q4 to mirror previous performance, as the advantages of price hikes and high-margin political advertising are somewhat neutralized by the impacts of the hurricane. The outlook for 2025 presents more challenges due to the dissipation of political advertising benefits and the persistence of competitive pressures.
The expectation is that Charter's customer trends will improve in 2025 compared to 2024, which could act as a tailwind. The extent to which this will be beneficial hinges on Charter's capability to slightly increase its adjusted EBITDA growth to a point where its leverage transitions from a risk to a positive aspect for investment.
The company's Q3 results surpassed consensus expectations in terms of subscriber metrics and financial performance. Additionally, management indicated a forecast of 100K ACP internet losses in Q4, which is expected to be the final one-time effect stemming from the ACP funding unwind.
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摩根大通分析師Sebastiano Petti維持$特許通訊 (CHTR.US)$持有評級,並將目標價從385美元上調至400美元。
根據TipRanks數據顯示,該分析師近一年總勝率為55.0%,總平均回報率為0.4%。
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增長趨緩的預測,導致對Charter持謹慎態度。預期Q4的EBITDA增長將反映先前的表現,價格上漲和高利潤的政治廣告的優勢有些被颶風的影響所中和。2025年的前景更具挑戰性,主要是由於政治廣告受益的消散,競爭壓力的持續。
預計2025年Charter的客戶趨勢將比2024年改善,這可能起到推動作用。這將有多大好處取決於Charter略微提高其調整後的EBITDA增長,使其槓桿從風險轉變爲投資中的正面因素。
公司的第三季度業績在訂戶指標和財務表現方面超出了共識預期。此外,管理層表示,預計Q4將有10萬個ACP互聯網損失,預計這將是源自ACP融資解決的最後一次一次性影響。
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