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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摩根大通分析师Sebastiano Petti维持$特许通讯 (CHTR.US)$持有评级，并将目标价从385美元上调至400美元。
根据TipRanks数据显示，该分析师近一年总胜率为55.0%，总平均回报率为0.4%。
此外，综合报道，$特许通讯 (CHTR.US)$近期主要分析师观点如下：
对于Charter，持续的竞争和2025年EBITDA增长放缓的预期，导致对该公司持谨慎态度。预计Q4的EBITDA增长将反映之前的表现，价格上涨和高利润政治广告的优势在飓风影响下得到一定程度的中和。2025年的前景更具挑战性，因为政治广告收益的消退和竞争压力的持续存在。
预期Charter的客户趋势将在2025年改善，相较于2024年，这可能会起到一定作用。这将有多大好处取决于Charter能否稍微增加调整后的EBITDA增长，使其杠杆从风险转变为投资的正面因素。
公司在第三季度的结果在订户指标和财务表现方面超出了共识预期。此外，管理层表示预计Q4将有10万个ACP互联网用户的流失，预计这将是源自ACP资金解除的一次性影响的最后阶段。
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