May. 2 at 4:16 AM
$CHTR at
$171 after history's worst session. EPS missed. Broadband bleeding. But 5.43x EV/EBITDA and management projecting 25% FCF yield by 2028. Mean PT
$274. Either the cheapest cable stock ever or a melting ice cube.
🐂 Capex cycle peaks 2026 → FCF inflection =
$207 →
$250+ recovery
🐻 Subscriber loss accelerates = de-rates further,
$137 zone
⚠️ This is a multi-year thesis — not a swing trade
🟢 Capitulation volume on the crash = smart money may be stepping in at
$158 lows
🚩 Fiber + 5G home internet eating cable's lunch — structural headwind not going away
#CHTR #Charter #Cable #Telecom #Broadband #hovdid