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Charter Communications faces broadband headwinds as Weitz sees wireless and Cox deal as turning points

9/17/2026

Charter Communications (NASDAQ: CHTR) has shed 47.32% of its value over the past 52 weeks, yet Weitz Investment Management argues the market is pricing in the wrong risk.

The stock closed at $141.20 on September 15, 2026, within a 52-week range of $111.55 to $285.82.

Weitz, which holds Charter through its portfolio position in Liberty Broadband, says the wireless buildout and the pending Cox combination offer a more consequential read-through than the broadband competition narrative currently driving the tape.

The case for Charter, as Weitz lays it out in its Q2 2026 investor letter for the Multi Cap Equity Fund, rests on three catalysts: a growing wireless business, an expected reduction in capital expenditure, and the coming combination with Cox.

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