Benchmark Co. analyst Matthew Harrigan maintains $Charter Communications (CHTR.US)$ with a buy rating, and adjusts the target price from $440 to $450.
According to TipRanks data, the analyst has a success rate of 52.7% and a total average return of -1.9% 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 expectations for Charter to experience slowing EBITDA growth in 2025 are maintained due to ongoing competition. It is anticipated that Charter will show similar EBITDA growth in Q4 as the advantages of price increases and high-margin political advertisements are likely to be balanced by the impacts of the hurricane. Nevertheless, a more challenging environment is foreseen for the year 2025 as the influence of political advertising diminishes and competitive pressures persist.
The expectation is that Charter's customer trends will improve by 2025 compared to 2024, acting as a tailwind. The extent of this positive impact is contingent on Charter's potential to incrementally raise its adjusted EBITDA growth. This growth is crucial in transforming its leverage from being perceived as an investment risk to becoming an investment positive.
The company's Q3 results surpassed consensus expectations in terms of both subscriber metrics and financials. Additionally, management indicated a projection of 100K ACP internet losses in Q4, which is expected to be the final one-time effect resulting from the ACP funding unwind.
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本臻力行分析师Matthew Harrigan维持$特许通讯 (CHTR.US)$买入评级，并将目标价从440美元上调至450美元。
根据TipRanks数据显示，该分析师近一年总胜率为52.7%，总平均回报率为-1.9%。
此外，综合报道，$特许通讯 (CHTR.US)$近期主要分析师观点如下：
由于持续竞争，预计2025年Charter的EBITDA增长放缓的预期不变。预计Charter在Q4将表现出类似的EBITDA增长，因为价格上涨和高毛利政治广告的优势可能会被飓风的影响所抵消。然而，在2025年，预计环境将更具挑战性，因为政治广告的影响减弱，竞争压力持续存在。
预计到2025年，Charter的客户趋势将比2024年有所改善，将 act as tailwind。这种正面影响的程度取决于Charter逐步提高其调整后的EBITDA增长的潜力。这种增长对于将其杠杆率从被视为投资风险转变为投资利好至关重要。
公司在第三季度的业绩在订户指标和财务方面均超出共识预期。此外，管理层表示，预计第四季度将有10万 ACP 互联网订户的流失，预计这将是由ACP资金回流带来的最后一次一次性影响。
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