UBS raised its price target on Charter to $218 from $200 following its announcement of a deal to buy Bright House, which the firm sees as another step in the company's effort to roll up the cable industry. UBS sees the deal as modestly accretive to free cash flow and offering Charter greater leverage in programming negotiations. UBS reiterated its Buy rating on Charter shares.

BofA analyst Jessica Reif Ehrlich lowered the firm's price target on Charter to $300 from $315 and keeps a Neutral rating on the shares after Charter reported "mixed" Q1 results characterized by in line broadband net losses, lighter than forecast revenue and higher than projected EBITDA on solid expense control. The firm, which forecasts Charter's broadband subscriber losses to accelerate in Q2 and Q3, is reducing its 2024 broadband subscriber estimate. BofA now projects a net loss of 800,000 broadband subscribers and is also "significantly" increasing its video net losses as the environment remains challenging.