KeyBanc Maintains Sector Weight on Charter (CHTR) Amid Rising Broadband Competition

Charter Communications, Inc. (NASDAQ:CHTR) ranks among the most promising QQQ stocks according to hedge funds. On January 26, KeyBanc reiterated its Sector Weight rating on Charter Communications, Inc. (NASDAQ:CHTR), citing caution in anticipation of the company’s Q4 2025 results, which are due on January 30. The bank predicts a deteriorating broadband competition climate in 2026, with fiber-to-the-home (FTTH) construction speeding throughout the telecommunications sector, potentially jeopardizing Charter’s market dominance.

Given the competitive constraints, KeyBanc feels consensus projections for Charter’s net subscriber gains are excessively optimistic, implying that broadband customer losses may increase in 2026.

Although the firm admits it could be overlooking the potential benefits of a cyclical advertising rebound in 2026 and cost savings from reduction-in-force (RIF) programs, it also highlights Charter’s leverage and anticipated refinancing issues as causes for concern.

Charter Communications, Inc. (NASDAQ:CHTR) is a broadband connectivity company. It has evolved from providing cable TV to streaming, and from high-speed Internet to providing converged broadband, WiFi, and mobile experience.

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Disclosure: None. This article is originally published at Insider Monkey.