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Charter Slips Ahead of Earnings as Broadband Fears Linger

Charter Communications (CHTR) is down 3.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is cautious positioning ahead of Charter’s second-quarter earnings report on July 24, 2026, with investors still focused on broadband subscriber losses, margin pressure, and elevated capital spending. Weak sentiment across cable names also appears to be a factor after Comcast’s latest results showed broadband customer losses remained a central issue for the sector.

Details:

  • Charter has scheduled its second-quarter 2026 investor conference call for July 24, which likely kept traders defensive ahead of fresh operating data.
  • In first-quarter 2026 results, Charter said Spectrum Internet customers declined by 120,000, revenue slipped 1.0%, adjusted EBITDA fell 2.2%, and free cash flow declined as capital expenditures increased.
  • Charter’s first-quarter release also showed mobile line growth remained strong, but that strength has not fully offset investor concern about broadband erosion and lower customer relationship totals.
  • Comcast’s second-quarter update on July 23 showed another quarter of domestic broadband losses, reinforcing the market’s view that cable operators are still battling fiber competition and fixed wireless substitution.
  • Sources:

    Charter Communications Investor Relations, SEC, MarketScreener

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $CHTR Insider Trading Activity

    CHTR Insider Trades

    $CHTR insiders have traded $CHTR stock on the open market 8 times in the past 6 months. Of those trades, 5 have been purchases and 3 have been sales.

    Here’s a breakdown of recent trading of $CHTR stock by insiders over the last 6 months:

    • THOMAS RUTLEDGE has made 0 purchases and 3 sales selling 87,833 shares for an estimated $12,732,783.
    • MAURICIO RAMOS purchased 9,929 shares for an estimated $1,399,307
    • CHRISTOPHER L WINFREY (President and CEO) has made 2 purchases buying 6,936 shares for an estimated $1,194,621 and 0 sales.
    • WADE DAVIS purchased 5,728 shares for an estimated $995,068
    • BALAN NAIR purchased 1,000 shares for an estimated $175,460

    To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

    $CHTR Hedge Fund Activity

    We have seen 332 institutional investors add shares of $CHTR stock to their portfolio, and 357 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

    $CHTR Government Contracts

    We have seen $616,596 of award payments to $CHTR over the last year.

    Here are some of the awards which we have have seen pay out the most over the last year:

    To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

    $CHTR Congressional Stock Trading

    Members of Congress have traded $CHTR stock 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.

    Here’s a breakdown of recent trading of $CHTR stock by members of Congress over the last 6 months:

    To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

    $CHTR Analyst Ratings

    Wall Street analysts have issued reports on $CHTR in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

    Here are some recent analyst ratings:

    • Wells Fargo issued a "Underweight" rating on 02/02/2026
    • Benchmark issued a "Buy" rating on 02/02/2026

    To track analyst ratings and price targets for $CHTR, check out Quiver Quantitative's $CHTR forecast page.

    $CHTR Price Targets

    Multiple analysts have issued price targets for $CHTR recently. We have seen 10 analysts offer price targets for $CHTR in the last 6 months, with a median target of $195.0.

    Here are some recent targets:

    • Kannan Venkateshwar from Barclays set a target price of $130.0 on 07/08/2026
    • Steven Cahall from Wells Fargo set a target price of $160.0 on 07/07/2026
    • Michael Ng from Goldman Sachs set a target price of $125.0 on 07/02/2026
    • Jessica Ehrlich from B of A Securities set a target price of $200.0 on 07/01/2026
    • Michael Rollins from Citigroup set a target price of $190.0 on 06/29/2026
    • Lyaysyan Sedova from Freedom Broker set a target price of $167.0 on 06/12/2026
    • Sebastiano Petti from JP Morgan set a target price of $215.0 on 04/29/2026

    This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.

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