Why Charter (CHTR) Is Up 12.1% After Mixed Q4 Results and New “Invincible Wi‑Fi” Pitch

• Charter Communications reported past fourth-quarter 2025 sales of US$13,601 million and full-year sales of US$54,774 million, with net income of US$1,332 million for the quarter and US$4,987 million for the year, while continuing its multi-year share repurchase program.
• At the same time, Charter is grappling with ongoing Spectrum internet customer losses even as it rolls out new Wi-Fi and service guarantees and adds independent director Wade Davis to its board.
• With shares recently rising, we’ll examine how Charter’s subscriber losses and new “invincible Wi-Fi” offering shape its investment narrative.

We've uncovered the 14 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them.

What Is Charter Communications' Investment Narrative?

To own Charter today, you have to believe that a heavily leveraged, mature cable and broadband business can still create value through disciplined execution and aggressive buybacks, even with sluggish top‑line trends. The latest results show essentially flat annual revenue and a small dip in net income, while earnings per share ticked higher, helped by the long‑running US$65.83 billion repurchase program. Short‑term, the key swing factor remains Spectrum’s internet subscriber losses: the new “invincible Wi‑Fi” bundle and service guarantees, along with fresh board oversight from independent director Wade Davis, are Charter’s answer to fiber and fixed‑wireless competition. Whether these moves slow churn is what could shift the story. With the share price rebounding yet still sitting below consensus targets, the immediate impact of the quarter looks more sentiment‑supportive than fundamentally transformative.

However, one risk investors should not overlook is how Charter’s high debt load interacts with rising competitive pressure. Charter Communications' shares have been on the rise but are still potentially undervalued. Find out how large the opportunity might be.

Exploring Other Perspectives

Six fair value views from the Simply Wall St Community span roughly US$168 to just over US$810 per share, underscoring how far opinions can stretch when subscriber losses, heavy buybacks and modest growth collide. With Charter’s customer trends and capital structure now in sharper focus, you can weigh these contrasting community expectations against the evolving risks around Spectrum’s broadband churn and execution on new service guarantees.

Explore 6 other fair value estimates on Charter Communications - why the stock might be worth over 3x more than the current price!

Build Your Own Charter Communications Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Charter Communications research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Charter Communications research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Charter Communications' overall financial health at a glance.

Curious About Other Options?

Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:

• This technology could replace computers: discover 22 stocks that are working to make quantum computing a reality.
• AI is about to change healthcare. These 26 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.
• Invest in the nuclear renaissance through our list of 87 elite nuclear energy infrastructure plays powering the global AI revolution.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com