Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

Charter Communications  / Equity Bottom-Up

<ul><li>Charter Communications entered the fourth quarter of 2025 facing a highly competitive connectivity environment marked by slowing broadband additions, rising wireless substitution, and persistent fiber overbuilds.</li><li>The company’s results reflect a business in transition, with near-term revenue pressure balanced against improving operational efficiency, expanding mobile scale, and a capital intensity profile that is approaching an inflection point.</li><li>Revenue declined modestly during the year, primarily due to continued Internet customer losses and a sharp reduction in political advertising, while adjusted EBITDA still managed slight growth on a full-year basis through disciplined cost control and mix shifts.</li></ul>

Charter Communications entered the fourth quarter of 2025 facing a highly competitive connectivity environment marked by slowing broadband additions, rising wireless substitution, and persistent fiber overbuilds.The company’s results reflect a business in transition, with near-term revenue pressure balanced against improving operational efficiency, expanding mobile scale, and a capital intensity profile that is approaching an inflection point.Revenue declined modestly during the year, primarily due to continued Internet customer losses and a sharp reduction in political advertising, while adjusted EBITDA still managed slight growth on a full-year basis through disciplined cost control and mix shifts.

Charter Communications' Capital Intensity Is Peaking—What Comes Next for Free Cash Flow!

<ul><li>Charter Communications closed its third quarter by focusing on mixed operational and economic indicators.</li><li>The company remains the fastest-growing mobile provider, adding half a million Spectrum Mobile lines and growing total connections significantly over the past year.</li><li>The mobile business continues to demonstrate a positive trajectory with a growing customer base and increased revenue from mobile lines.</li></ul>

Charter Communications closed its third quarter by focusing on mixed operational and economic indicators.The company remains the fastest-growing mobile provider, adding half a million Spectrum Mobile lines and growing total connections significantly over the past year.The mobile business continues to demonstrate a positive trajectory with a growing customer base and increased revenue from mobile lines.

Charter Communications Is Testing “Broadband Nearly Free” Bundles—Is This the Smartest Retention Weapon Yet?

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Key points (machine generated)<ul><li>Charter, a major US broadband provider, is experiencing declining net additions and revenues, affecting its stock performance.</li><li>Despite challenges, Charter is viewed as a strong investment opportunity with potential for 80% upside by 2028, aiming for $50 in free cash flow per share.</li><li>The investment thesis highlights Charter's focus on long-term customer satisfaction, successful mobile offerings, and innovative video products to reduce churn and drive financial growth.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Charter, a major US broadband provider, is experiencing declining net additions and revenues, affecting its stock performance.Despite challenges, Charter is viewed as a strong investment opportunity with potential for 80% upside by 2028, aiming for $50 in free cash flow per share.The investment thesis highlights Charter's focus on long-term customer satisfaction, successful mobile offerings, and innovative video products to reduce churn and drive financial growth.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Charter Communications Inc (CHTR) - Tuesday, Jul 29, 2025

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>We previously discussed our belief that equities were in the midst of a rally/short squeeze, but that the rally is likely to fizzle in the 4100-4165 area on S&amp;P 500</li>
<li>And, as you will see below, countless other indexes and Sectors are testing important resistance levels. We continue to expect 4100-4165 on the S&amp;P 500 to cap upside</li>
<li>Buy ideas highlighted within defensives, including Consumer Staples, Health Care, and Communications: CMCSA, CHTR, UL, KHC, CAG, SJM, CPB, LLY, MRK, and NVO</li>
</ul>


We previously discussed our belief that equities were in the midst of a rally/short squeeze, but that the rally is likely to fizzle in the 4100-4165 area on S&amp;P 500
And, as you will see below, countless other indexes and Sectors are testing important resistance levels. We continue to expect 4100-4165 on the S&amp;P 500 to cap upside
Buy ideas highlighted within defensives, including Consumer Staples, Health Care, and Communications: CMCSA, CHTR, UL, KHC, CAG, SJM, CPB, LLY, MRK, and NVO


Many Indexes/Sectors Testing Resistance; Limited Upside From Here; Buys in Staples and Health Care

SPDR S&P Oil & Gas Exploration / Technical Analysis

Weak market dynamics continue to be counterbalanced by the fact that there is an absence of breakdowns at the index and Sector level; even the weakest Sectors such as Energy (XLE, XOP, RYE) and Transportation (IYT, XTN, JETS) are holding above key supports. Until we start to see breakdowns at the Sector and index level, we remain constructive overall.Charts highlighted: XOP, JETS, S&amp;P 500, IWM, IWC, WTI Crude Oil, Copper, US dollar, CMCSA, CHTR, LBRDA, AMT, SBAC, ACN, INFY, EQIX, WIT, CTSH, IT, WM, RSG, WCN, and ROL

Weak market dynamics continue to be counterbalanced by the fact that there is an absence of breakdowns at the index and Sector level; even the weakest Sectors such as Energy (XLE, XOP, RYE) and Transportation (IYT, XTN, JETS) are holding above key supports. Until we start to see breakdowns at the Sector and index level, we remain constructive overall.Charts highlighted: XOP, JETS, S&amp;P 500, IWM, IWC, WTI Crude Oil, Copper, US dollar, CMCSA, CHTR, LBRDA, AMT, SBAC, ACN, INFY, EQIX, WIT, CTSH, IT, WM, RSG, WCN, and ROL

U.S. Equity Index and Sector Breakdowns Remain Absent; Buying Communications & Services Stocks

United States

Charter Communications, Inc. operates as a cable telecommunications company. The Company offers cable broadcasting, internet, voice, and mass media services. Charter Communications serves customers in the United States.

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Charter Communications (CHTR US)

Charter Communications' Capital Intensity Is Peaking—What Comes Next for Free Cash Flow!

Charter Communications entered the fourth quarter of 2025 facing a highly competitive connectivity environment marked by slowing broadband...

Baptista Research

Charter Communications Is Testing “Broadband Nearly Free” Bundles—Is This the Smartest Retention Weapon Yet?

Charter Communications closed its third quarter by focusing on mixed operational and economic indicators. The company remains the fastest-growing...

Baptista Research

Charter Communications Inc (CHTR) - Tuesday, Jul 29, 2025

Charter, facing declining broadband growth, is seen as a strong investment with potential 80% upside by 2028, driven by customer satisfaction,...

Value Investors Club (VIC)

Many Indexes/Sectors Testing Resistance; Limited Upside From Here; Buys in Staples and Health Care

We continue to expect 4100-4165 on the $SPX to cap upside. Many other indexes and Sectors are also testing important resistance levels dating back...

Vermilion Research

U.S. Equity Index and Sector Breakdowns Remain Absent; Buying Communications & Services Stocks

Until we start to see breakdowns at the Sector and index level, we remain constructive overall. Charts highlighted: XOP, JETS, S&P 500, IWM, IWC,...

Vermilion Research

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