SunTrust analyst Greg Miller raised his price target on Charter to $440, saying the company's Q4 results support his view for video subscriber growth this year. The analyst notes signs of churn stabilizing in the Time Warner Cable markets and net adds in Bright House, removing some of the overhang on the stock. Miller keeps his Buy rating on Charter, adding that its pricing and packaging strategies are helping the company turn the corner on net adds.

Deutsche Bank lowered the firm's price target on Charter Communications to $320 from $375 and keeps a Hold rating on the shares. The firm cites lower free cash flow estimates for the target drop. The 34% year-to-date decline in Charter's stock price arguably prices in a more challenged growth outlook, the analyst tells investors in a research note. However, the firm does not expect a recovery in the shares until the impact from the Affordable Connectivity Program sunsetting is known and there is some visibility into sustained positive broadband subscriber growth coming back into the model.