News
Market and company headlines
For questions about this article or underlying research, email help@trefis.com.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Charter Communications recently renewed Adeia's multi year intellectual property license for Spectrum's video, broadband and mobility services, and also shifted former Chief Commercial Officer Adam Ray into a non executive advisory role through December 31, 2026. The upcoming Q3 2026 earnings report now sits against a backdrop of broadband subscriber losses and softer mobile momentum, which puts execution on converged bundles and cost control at the center of the Charter Communications...

The fair value estimate for Charter Communications has been adjusted from US$178.05 to US$173.17, reflecting a more conservative view of what the stock may be worth under current assumptions. This shift is consistent with mixed analyst commentary, where pressure on broadband growth and pricing is weighing on sentiment, even as some still see potential value if execution improves and industry conditions stabilize. As you read on, you will see how these changing price targets fit into the...
Charter Communications (CHTR) moved as investors digested the news that Executive Vice President and Chief Commercial Officer Adam Ray exited the role on 12 October and shifted into a non-executive advisory post through year end. At a share price of $105.14, Charter Communications reflects a 1 month share price return that is down 25.5% and a year to date share price return that has fallen 49.8%, while the 1 year total shareholder return is down 58.8%. This suggests momentum has been fading...

Charter Communications (NasdaqGS:CHTR) announced that Adam Ray is stepping down as Executive Vice President and Chief Commercial Officer. Ray is expected to transition out of the EVP and CCO role while continuing to support Charter in an advisory capacity. The company plans for Ray to remain as an advisor until the end of the year to support commercial leadership and client relationships. Adam Ray’s move from Executive Vice President and Chief Commercial Officer to year end advisor deserves...
SpaceX’s V3 Starlink satellites pose a growing threat to cable giants Comcast and Charter, per analyst Craig Moffett.

Spectrum’s plan to activate AI capable computing across more than 1,000 embedded edge facilities gives Charter Communications (CHTR) a fresh angle on its broadband footprint, as investors reassess a sharply weaker year to date share performance. Charter Communications has been rolling out these edge AI partnerships just as sentiment has weakened, with the share price down 27.96% over the past 30 days and 47.12% year to date, while the 1 year total shareholder return has fallen 59.77%. This...

Charter Communications' (CHTR) Q3 results should show steeper broadband subscriber losses even as fi

Morgan Stanley analyst Sean Diffley maintains Charter Communications (NASDAQ:CHTR) with a Equal-Weight and lowers the price target from $150 to $140.

Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the “Multi Cap Equity Fund”. The letter can be downloaded here. The Multi Cap Equity Fund’s Institutional Class returned 7.90% in Q2, underperforming the Bloomberg U.S. 3000 Index’s 15.71% gain. Markets rose in the quarter on hopes of de-escalating Middle East […]

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

Charter Communications (CHTR) just paired routine preferred stock income with a fresh signal on capital deployment, declaring a quarterly Series A preferred dividend while its CFO outlined disciplined interest in cable acquisitions. For context, Charter Communications shares trade at US$141.20, with the stock down 8.47% on a 30-day share price basis and 32.53% lower year to date. The 1-year total shareholder return has fallen 45.92% and the 5-year total shareholder return is down 81.11%,...

Charter Communications, Inc. (NASDAQ: CHTR, CHTRP) (the "Company") today announced that its Board of Directors declared the regular quarterly cash dividend payable to holders of its Series A Cumulative Redeemable Preferred Stock (the "Charter Preferred Stock") (NASDAQ: CHTRP). The per share amount of the quarterly cash dividend will be $0.43750001, payable in cash on October 15, 2026 to holders of record of the Charter Preferred Stock at the close of business on September 30, 2026.
Verizon Communications (VZ) shares sit at the top of a $36.56-to-$50.59 52-week range, up 22.7% over the past twelve months. The exciting part of that story is the dark fiber Verizon has begun selling into AI infrastructure builds. The part that can actually move the stock is duller. Verizon has finally started keeping its customers.
Comcast (CMCSA) has lost 19.2% over the past year, while the S&P 500 returned 18.5%, and the reason given is usually broadband: 167,000 subscribers gone in the June quarter. The stock trades at 0.7 times sales, its own ten-year low. The number that argues the other way is not an earnings figure. Free cash flow over the last twelve months ran at about 159% of reported net income.
Comcast and Charter Communications rise on Thursday after both stocks selloff Wednesday following warnings from Comcast Chief Financial Officer Jason Armstrong.

A Wells Fargo analyst says SpaceX's wireless push will hurt carriers far less than investors fear, and the real beneficiaries may surprise anyone who assumed satellite and towers compete rather than cooperate.
Charter Communications, Inc. (CHTR) Citi's 2026 Global TMT Conference September 10, 2026 10:50 AM EDTCompany ParticipantsJessica Fischer - Chief Financial...
Charter Communications has seen its stock fall sharply over the past several years, yet on broad valuation checks it now screens as one of the cheaper large U.S. telecom and cable plays. Investors are weighing whether the current share price already reflects recent setbacks or if the market is punishing Charter more than its fundamentals justify. Over the past 5 years, Charter Communications stock has declined about 81.7%, which puts the focus firmly on whether the current level reflects...

Charter Communications (CHTR) moved into focus after announcing that Chief Financial Officer Jessica Fischer will step down on October 15, 2026, and that long serving finance executive Kevin Howard has been appointed as interim CFO. Charter Communications' latest executive changes come after a challenging period for investors, with the share price down 30.15% year to date and the 1 year total shareholder return down 44.71%, despite a 13.32% 90 day share price gain that hints at some...
Charter Communications, Inc. (NASDAQ: CHTR) (along with its subsidiaries, "Charter") today announced that Jessica Fischer, Chief Financial Officer, will participate in the Citi Global TMT Conference in New York, New York on Thursday, September 10, 2026. Ms. Fischer's remarks are scheduled to begin at 10:50 a.m. ET.

Charter Communications, Inc. (NASDAQ: CHTR) (along with its subsidiaries, "Charter") today announced that Chris Winfrey, President and Chief Executive Officer, will participate in the Goldman Sachs Communacopia + Technology Conference in San Francisco, California on Wednesday, September 9, 2026. Mr. Winfrey's remarks are scheduled to begin at 3:45 p.m. PT (6:45 p.m. ET).

Shares of cable, internet, and telephone services provider Charter (NASDAQ:CHTR) fell 4.5% in the afternoon session after the company announced that Chief Financial Officer Jessica Fischer will step down from her role. According to a company press release, Fischer's resignation is effective October 15, as she relocates for another professional opportunity. The company confirmed that the departure is not due to any disagreements or disputes regarding operations, policies, or financial reporting,

Charter Communications (NasdaqGS:CHTR) announced that CFO Jessica Fischer is stepping down, and Kevin Howard has been appointed as interim CFO. The executive change follows multiple recent Board shifts related to Liberty Broadband's merger and new appointments from Cox Enterprises. Taken together, these leadership moves represent a key transition period for Charter Communications' governance and senior finance team. Readers who want more ideas in this area can continue by reviewing 74...
Charter Communications, Inc. (NASDAQ: CHTR) (along with its subsidiaries, "Charter") today announced the expiration and final results of the previously announced (i) private offer by its wholly-owned subsidiaries, Charter Communications Operating, LLC ("CCO"), Charter Communications Operating Capital Corp. ("CCO Capital" and, together with CCO, collectively, the "CCO Issuers" or the "Company") and Time Warner Cable, LLC (the "TWC Issuer" and, together with CCO Issuers, the "Old Notes Issuers"),

The combined company now serves 37 million customers across 45 states, with Spectrum branding set to launch in Cox markets in mid-September

Charter stock was dropping as it concludes its deal for Cox Communications, amid fears it could just add to its subscriber issues.

With the $34.5-billion purchase, Cox customers in San Diego, Las Vegas and Phoenix will soon get Spectrum service — and the Dodgers channel, ending a long TV drought.

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment assumptions. […]

Charter Communications, Inc. (NASDAQ: CHTR) (along with its subsidiaries, "Charter") today announced that it has completed its previously announced transaction with Cox Communications ("Cox") and the acquisition of Liberty Broadband Corporation ("Liberty Broadband"). These transformative transactions create the leading broadband and video company in the nation and the fastest growing mobile provider in its footprint, with seamless connectivity and video entertainment, and high-quality customer s
More than 6 million customers in California will have Spectrum service.

Here's a look at the top 10 most shorted stocks right now: Lucid, Ondas and SoundHound AI make the list.







