We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
The company’s expanding portfolio is expected to boost prospects. On March 3, 2026, Spectrum Business, which is a unit of Charter Communications, expanded its technology services for California government agencies through the California Network and Telecommunications ("CALNET") contract. It has added Managed Network Services, which will help government IT teams manage and operate their computer networks more easily. With this service, Spectrum can handle complex network tasks, reducing the workload for government IT departments.
Spectrum Business is offering cloud-based communication tools with RingCentral. These tools allow employees to make calls, hold virtual meetings, send messages and collaborate online, which is useful for remote or distributed teams. In addition, Spectrum will provide fiber internet connections to the California Government Enterprise Network data center. This helps government agencies move and manage data faster and more securely, without needing to maintain their equipment.
In the fourth quarter of 2025, CHTR is launching services to improve customer experience. These include combining Wi-Fi7, 5G backup and battery backup to keep the internet working even during outages. The company is finishing a large rural broadband expansion that reaches 1.7 million new homes. It expects that 50% of its network will support symmetrical multi-gig speeds by 2026.
Charter Communications expects capital expenditure of $11.4 billion for 2026.
The Zacks Consensus Estimate for first-quarter 2026 net sales is pegged at $13.58 billion, indicating a year-over-year decrease of 1.16%. The consensus mark for the first-quarter earnings is pinned at $10.22 per share, down 1 cent over the past 30 days, indicating a year-over-year jump of 21.38%.
The Zacks Consensus Estimate for fiscal 2026 net sales is pegged at $54.76 billion, indicating a year-over-year decrease of 0.03%. The consensus mark for the fiscal 2026 earnings is pinned at $43.77 per share, down 2 cents over the past 30 days, indicating a year-over-year jump of 20.8%.
Zacks Rank & Stocks to Consider
Charter Communications currently carries a Zacks Rank #3 (Hold).
Long-term earnings growth rates for Carter’s, Expedia Group and Strategic Education are currently pegged at 2.2%, 19.6% and 15%, respectively. Shares of Carter’s and Strategic Education have declined 27.6% and 3%, respectively, while shares of Expedia Group have risen 31.2% over the past 12 months.
Zacks' 7 Best Strong Buy Stocks (New Research Report)
Valued at $99, click below to receive our just-released report
predicting the 7 stocks that will soar highest in the coming month.
View the Zacks #1 Rank List
Image: Bigstock
Can Charter's Expanding Portfolio Help Its Stock Recover in 2026?
Key Takeaways
Charter Communications (CHTR - Free Report) shares have plunged 37.9% in a year, underperforming the Zacks Consumer Discretionary sector’s appreciation of 1.2%.
The company’s expanding portfolio is expected to boost prospects. On March 3, 2026, Spectrum Business, which is a unit of Charter Communications, expanded its technology services for California government agencies through the California Network and Telecommunications ("CALNET") contract. It has added Managed Network Services, which will help government IT teams manage and operate their computer networks more easily. With this service, Spectrum can handle complex network tasks, reducing the workload for government IT departments.
Spectrum Business is offering cloud-based communication tools with RingCentral. These tools allow employees to make calls, hold virtual meetings, send messages and collaborate online, which is useful for remote or distributed teams. In addition, Spectrum will provide fiber internet connections to the California Government Enterprise Network data center. This helps government agencies move and manage data faster and more securely, without needing to maintain their equipment.
In the fourth quarter of 2025, CHTR is launching services to improve customer experience. These include combining Wi-Fi7, 5G backup and battery backup to keep the internet working even during outages. The company is finishing a large rural broadband expansion that reaches 1.7 million new homes. It expects that 50% of its network will support symmetrical multi-gig speeds by 2026.
Charter Communications, Inc. Price and Consensus
Charter Communications, Inc. price-consensus-chart | Charter Communications, Inc. Quote
CHTR’s Earnings Estimate Revision Shows Negative Trend
Charter Communications expects capital expenditure of $11.4 billion for 2026.
The Zacks Consensus Estimate for first-quarter 2026 net sales is pegged at $13.58 billion, indicating a year-over-year decrease of 1.16%. The consensus mark for the first-quarter earnings is pinned at $10.22 per share, down 1 cent over the past 30 days, indicating a year-over-year jump of 21.38%.
The Zacks Consensus Estimate for fiscal 2026 net sales is pegged at $54.76 billion, indicating a year-over-year decrease of 0.03%. The consensus mark for the fiscal 2026 earnings is pinned at $43.77 per share, down 2 cents over the past 30 days, indicating a year-over-year jump of 20.8%.
Zacks Rank & Stocks to Consider
Charter Communications currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the broader Zacks Consumer Discretionary sector are Carter’s (CRI - Free Report) , Expedia Group (EXPE - Free Report) and Strategic Education (STRA - Free Report) , which currently sport a Zacks Rank #1 (Strong Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.
Long-term earnings growth rates for Carter’s, Expedia Group and Strategic Education are currently pegged at 2.2%, 19.6% and 15%, respectively. Shares of Carter’s and Strategic Education have declined 27.6% and 3%, respectively, while shares of Expedia Group have risen 31.2% over the past 12 months.