Bernstein SocGen cuts Charter Communications stock price target to $350

Published 10/09/2025, 13:44
Bernstein SocGen cuts Charter Communications stock price target to $350

Investing.com - Bernstein SocGen Group lowered its price target on Charter Communications (NASDAQ:CHTR) to $350.00 from $380.00 on Wednesday, while maintaining an Outperform rating on the stock. The company, currently trading near its 52-week low of $251.80, appears undervalued according to InvestingPro analysis.

The price target reduction reflects expectations of greater broadband losses and prolonged competition from fixed wireless access (FWA) services, according to the research firm.

Bernstein SocGen indicated these competitive pressures are likely to delay Charter’s recovery and increase its marketing costs in the near term.

Despite the negative sentiment and mounting competitive pressures, the firm maintained its Outperform rating based on expectations of stable to growing revenue and EBITDA for Charter Communications .

The research firm’s investment thesis also factors in substantially increasing free cash flow as capital expenditures decline around 2026 and more significantly in 2027.

In other recent news, Charter Communications has successfully completed a $2 billion senior secured notes offering through its subsidiaries. The offering includes $1.25 billion in Senior Secured Notes due 2035 with a 5.850% interest rate and $750 million in Senior Secured Notes due 2055 with a 6.700% interest rate. Additionally, Spectrum Reach, Charter’s advertising sales division, announced the acquisition of ShowSeeker, a provider of cloud-based order management systems, to enhance media buying processes for advertisers. In the realm of analyst ratings, Goldman Sachs has downgraded Charter Communications to a Sell rating, citing intensifying competition in the wireline broadband market. Meanwhile, Wells Fargo has resumed coverage of Charter with an Equal Weight rating, highlighting Charter’s strong performance among peers despite challenging industry conditions.

In other developments, Charles & Colvard has unveiled its Fiscal 2026 Executive Incentive Program, set to begin on July 1, 2025. The program allows for the issuance of up to 1,338,000 restricted stock units to directors, employees, and key consultants. Participants can choose to receive their awards as a combination of restricted stock and cash or entirely in restricted stock. These recent developments provide investors with important insights into the strategic moves and financial positioning of Charter Communications and Charles & Colvard.

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