Charter faces the same broadband subscriber pressure as Comcast but with higher leverage and a more concentrated US cable footprint. Spectrum Mobile growth, fixed-wireless convergence pricing, and rural network expansion subsidized by BEAD funding are the bull case. Free cash flow conversion supports aggressive buybacks. Re-rating requires broadband net add stabilization.
Thesis reviewed May 29, 2026
Charter Communications Inc. is headquartered in United States, which is currently showing elevated risk signals.
🇺🇸United States82EXITView United States risk detail →📡Telecom29NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| T | AT&T Inc. | 36 | +2% | ↑1% | NEUTRAL |
| ERIC | Telefonaktiebolaget LM Ericsson | 33 | +5% | ↑1% | EARLY |
| VOD.L | Vodafone | 33 | — | ↑1% | NEUTRAL |
| CHA | China Telecom Corporation Ltd | 33 | +8% | ↑1% | NEUTRAL |
| AMOV | América Móvil S.A.B. de C.V. | 33 | +9% | ↑1% | EARLY |
| ORAN | Orange S.A. | 33 | +1% | ↑1% | NEUTRAL |
| VZ | Verizon Communications Inc. | 33 | +1% | ↑1% | NEUTRAL |
Investors who hold CHTR may also have indirect exposure through these country funds.
Charter Spectrum Mobile lines exceed 9.5M
BEAD rural broadband awards favor Charter in 12 states
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 | ||
| Gilbert CisnerosCA | D | Sell | $1k–$15k | Apr 14, 26 | -7.0% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Mar 13, 26 | -35.6% |