Get the Weekly Intelligence Brief — top committee picks every Sunday.
NASDAQ · STOCK

Charter Communications

CHTR Communication Services Unknown Updated July 31, 2026
$144.90
52W $111.55 – $285.82
51/100
$19.54B
3.7
0.70
AI Committee Verdict
Watch
Conviction: Moderate · 71% agreement · 7 analysts
+15.8%
-13.9%
1.14:1
Moderate

Is CHTR Bullish or Bearish?

Mixed. Innellis AI committee rates Charter Communications (CHTR) Watch with a composite score of 51/100 , based on 7 analysts with 71% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +8.77 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -11.23 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Value Analyst sees a compelling case — p/e of 3.8 is inexpensive for the broad market. Risk Analyst remains cautious — high leverage (debt-to-equity 6.05) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • P/E of 3.8 is inexpensive for the broad market — Value
  • ROE of 30.4% shows genuine earnings power backing the valuation — Value
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Debt-to-equity of 6.05 adds balance-sheet risk to the value case — Value
  • Revenue declining -1.5% YoY -- this is not a growth story right now — Growth
  • High leverage (debt-to-equity 6.05) amplifies downside in a stress scenario — Risk
  • Current ratio of 0.39 is tight -- limited short-term liquidity cushion — Risk
  • Bollinger bandwidth of 16.4% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
51/100
Agreement
71%
Analysts
7
Conviction
Moderate
Sector Rank
Top 64%
of 31 Communication Services peers
Value Analyst bullish
61 / 100 · High confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 3.8 is inexpensive for the broad market
− Debt-to-equity of 6.05 adds balance-sheet risk to the value case
Growth Analyst neutral
50 / 100 · Moderate confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− Revenue declining -1.5% YoY -- this is not a growth story right now
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst bearish
33 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 6.05) amplifies downside in a stress scenario
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst neutral
53 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
Open Full Terminal →

Investment Thesis Evolution

Committee score moved marginally from 50.9 to 51.2.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Risk Analyst: +1 bearish signal(s).
  • Technical Analyst: score 48->58 (+10).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
67.8
Neutral
MACD Histogram
2.268
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Lh Ll
Support
$124.78
Resistance
$167.75
Bollinger %B
0.98
Inside Bands
Price vs Moving Averages
EMA 9
$137.53 Above
EMA 21
$135.36 Above
EMA 50
$142.37 Above
EMA 200
$194.83 Below

Fundamental Analysis

Valuation
100
Growth
69
Profitability
1
Financial Health
0
Cash Flow
36
Valuation
P/E Ratio 3.7×
P/B Ratio 1.03×
PEG Ratio 0.82
Dividend Yield 0.00%
52W High $285.82
52W Low $111.55
Quality & Growth
ROE 31.1%
ROA 3.2%
Gross Margin 56.6%
Operating Margin 23.7%
Revenue Growth YoY
Debt / Equity 5.64
AI Fundamental Assessment
P/E ratio of 3.7 (inexpensive relative to a 15-40x range); Price-to-book of 1.0x; PEG ratio of 0.8 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.3%; Return on assets of 0.0%; Net margin of 0.1%; Gross margin of 0.6%; Current ratio of 0.36 (tight short-term liquidity); Debt-to-equity of 5.64; Free cash flow margin of 0.3% (thin cash generation); Free cash flow per share is positive (36.28); Most recent quarter beat estimates by 3.0%; EPS growth accelerating (-11.3% -> +16.2% QoQ); Average YoY EPS growth of 16.1%; Analyst estimates rising over recent quarters
Get the Full CHTR Analysis
Interactive charts · Live committee votes · Trade plan · Paper trading · AI Q&A
Open in Terminal →

Explore CHTR Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
Weekly Intelligence Brief
Get the committee's top-scored stocks every Sunday.
Free · No spam · Unsubscribe anytime