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Bernstein Reiterates a Buy on AT&T Inc. (T), Keeps the PT
Yahoo Finance· 2025-11-25 13:16
​AT&T Inc. (NYSE:T) is one of the Best Communication and Media Stocks to Buy Now. On November 18, Laurent Yoon from Bernstein reiterated a Buy rating on AT&T Inc. (NYSE:T) with a price target of $31. Earlier on November 11, Brandon Nispel from KeyBanc upgraded the stock from Hold to Buy with a price target of $30. ​In addition to Wall Street’s positive outlook, on November 17, AT&T Inc. (NYSE:T) announced deploying EchoStar’s Spectrum, thereby boosting 5G speed by up to 80%. Earlier on August 26, the comp ...
AT&T (T) Gets an Upgrade From KeyBanc on Improved Prospects
Yahoo Finance· 2025-11-24 23:17
AT&T Inc. (NYSE:T) is included among the 15 Best Long Term Stocks to Buy According to Reddit. AT&T (T) Gets an Upgrade From KeyBanc on Improved Prospects Photo by Dan Dennis on Unsplash KeyBan‍c C​apital Mar​ke⁠ts expects AT&T Inc. (NYSE:T) to deliver solid growth. On November‍ 11, the​ firm upgr‍aded t‍he telec⁠om co‌mpany‍ to Overweight from Sector Weight a​nd kept a $⁠30 price tar⁠get. Analyst Brandon Nispel not‌ed that the⁠ recent pullback‌ has made t‍he s⁠tock more‍ appealing,‍ especially when‍ pai ...
AT&T (T) Up 3.7% Since Last Earnings Report: Can It Continue?
ZACKS· 2025-11-21 17:36
A month has gone by since the last earnings report for AT&T (T) . Shares have added about 3.7% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is AT&T due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for AT&T Inc. before we dive into how investors and analysts have reacted as of late.T Misses Q3 Earnings & Revenue Estimates Despite Hea ...
AT&T Bets on Fiber Growth While Verizon Cuts 15% of Workforce
Yahoo Finance· 2025-11-20 20:09
Core Insights - AT&T and Verizon reported Q3 earnings, showcasing contrasting trajectories in the telecom sector, with AT&T focusing on fiber-wireless convergence and Verizon indicating a need for transformation [1] AT&T Performance - AT&T reported revenue of $30.70 billion, missing estimates by $190 million but achieving a year-over-year growth of 1.6% [2] - Consumer fiber broadband revenue surged by 16.8% to $2.2 billion, with 41% of AT&T Fiber households also subscribing to AT&T Mobility, supporting the convergence strategy [2][4] - Mobility service revenue increased by 2.3% to $16.9 billion [2] - The company invested $23 billion in acquiring low-band and mid-band spectrum from EchoStar, indicating a commitment to enhancing network capacity [5] - AT&T repurchased $1.5 billion in shares during Q3, totaling $2.4 billion in buybacks year-to-date, with free cash flow rising to $4.9 billion from $4.6 billion the previous year [5] Verizon Performance - Verizon reported revenue of $33.82 billion, falling short of the $35.31 billion consensus by $1.49 billion [3] - Wireless service revenue grew by only 2.1% to $21.0 billion, while equipment revenue increased by 5.2% to $5.6 billion [3][4] - Net income surged by 48% to $5.06 billion, attributed to margin expansion rather than revenue growth [3] - Verizon's CEO described the company as at a "critical inflection point," announcing plans to eliminate 15,000 jobs, which is 15% of its workforce, marking the largest layoffs in company history [6] - The company will also convert 200 stores to franchises as part of its restructuring efforts [6]
Connected at Every Turn: AT&T Powers Las Vegas Race Week During F1 Chase
Prnewswire· 2025-11-20 11:00
Accessibility StatementSkip Navigation LAS VEGAS, Nov. 20, 2025 /PRNewswire/ -- AT&T lights up the Vegas Strip with "The Speed of Light," supercharges Oracle Red Bull Racing's data-driven edge and elite FirstNet® support for public safety's communications AT&T is transforming the F1 Las Vegas Grand Prix weekend into an experience where connection meets speed. From powering Oracle Red Bull Racing's data at every turn, to supporting first responders with dedicated FirstNet® coverage, we're driving the pulse o ...
AT&T Boosts 5G Speed With New Spectrum Frequency in US
CNET· 2025-11-19 20:42
The $23 billion spectrum licenses AT&T purchased from EchoStar have given it a significant boost in 5G performance across the continental United States. It has activated wireless spectrum, the frequencies used for data transmission. AT&T subscribers who have a 5G capable phone or an AT&T Internet Air home internet plan should already see a significant boost in speed. The company says customer download speeds can increase 80% when connected to the wireless network in areas with the upgraded spectrum. For AT& ...
AT&T and OATS from AARP Expand Work, Helping Older Adults with Technology Skills and Education
Globenewswire· 2025-11-18 14:00
NEW YORK, Nov. 18, 2025 (GLOBE NEWSWIRE) -- Today, Older Adults Technology Services (OATS) from AARP announces an additional $1 million contribution from AT&T to expand access to digital resources for underserved older adults nationwide. The next iteration of work will continue to bring Senior Planet from AARP resources to older adults across the country, subgrant funds to a robust network of licensed partners, and focus on building awareness of the transformative results of the program in conjunction with ...
This High-Yield Dividend Stock Is Beaten Down, But Wall Street Still Loves It
Yahoo Finance· 2025-11-18 00:30
Core Viewpoint - AT&T is positioned as a value investment with a strong dividend yield and potential for growth, despite recent market concerns and a lower price-to-earnings ratio compared to its sector peers [1][3][13] Financial Performance - AT&T reported $30.7 billion in revenue for Q3 2025, with adjusted earnings per share of $0.54 and adjusted EBITDA of $11.9 billion [6] - The company generated free cash flow of $4.9 billion, slightly up from $4.6 billion the previous year [6] - The operating cash flow was $10.2 billion, with $5.3 billion allocated to new investments [6] Market Position and Stock Performance - AT&T's stock has increased by 12.5% over the last year and 12% year-to-date [2] - The stock trades at a forward price-to-earnings ratio of 12.52x, below the sector average of 15.62x [1] - Analysts view the recent stock pullback as an attractive entry point, with a price target set at $30, indicating a potential upside of approximately 19% [4][3] Dividend and Income Potential - AT&T offers a 4.33% annual dividend yield, significantly higher than the industry average of 2.62% [1][3] - The last dividend payment was $0.278 per share, with a payout ratio of about 51.35%, indicating a secure dividend [1] Analyst Sentiment - Goldman Sachs analyst maintains a "Buy" rating with a price target of $32, citing strong customer growth and solid earnings plans [11] - The overall sentiment on Wall Street is positive, with all 30 major analysts rating AT&T as a "Moderate Buy" [12] Strategic Developments - AT&T has made significant advancements in network services, including the introduction of full 5G cell service in parts of New York City's subway [7] - The company is also enhancing its business services through a partnership with Thales to launch a new eSIM platform [9] - AT&T is investing in education through a partnership with the Scratch Foundation, aiming to reach over 1.9 million educators [8] Future Outlook - The company has reaffirmed its 2025 targets, planning to invest between $22 billion and $22.5 billion and expecting free cash flow in the low-to-mid $16 billion range [10] - Analysts believe that the gap between market perception and the company's actual performance will narrow, making AT&T shares more likely to appreciate [13]
AT&T Boosts 5G Capacity Nationwide with New Spectrum, Giving Customers a Stronger, Faster Connection
Prnewswire· 2025-11-17 11:00
Accessibility StatementSkip Navigation DALLAS, Nov. 17, 2025 /PRNewswire/ -- EchoStar spectrum integration accelerates AT&T's 5G leadership and strengthens our network performance Key Takeaways: AT&T isn't just turning on new spectrum. We've hit the 5G accelerator and deployed mid-band (3.45 GHz) spectrum from EchoStar to nearly 23,000 cell sites in a matter of a few weeks, which is record fast. This new spectrum makes America's best overall network even better by unlocking substantial increases in speed an ...
人工智能之外的机遇_人工智能热潮可能掩盖了其他领域的机会,当聚光灯过于炽热时
2025-11-16 15:36
Summary of Key Points from the Conference Call Industry Overview - The focus on AI investments has overshadowed other potential investment opportunities in various sectors, including semiconductors, power plants, and capital goods [1][2] - Companies not directly benefiting from AI are highlighted as compelling investment options, such as Freeport-McMoRan, which has indirect exposure to AI [1] Core Insights and Arguments - A screening of Buy-rated US stocks not included in AI/power/infrastructure ETFs identified 82 stocks with positive 3-month EPS revisions and trading below a market multiple of 26x, leading to a final list of 16 equities [2] - Savita Subramanian models an 8% return for the S&P over the next 12 months, emphasizing the importance of owning average stocks rather than the index [3] - Risks associated with AI investments include potential declines in middle-income white-collar jobs, which could impair consumer spending [3] - Hyperscalers investing heavily in AI technology may face de-rating if monetization does not meet expectations, as they currently trade at high multiples despite capital-intensive spending [3] Notable Companies and Their Performance - **Amcor PLC (AMCR)**: Recent acquisition of Berry Global is expected to enhance valuation, with EBITDA projected to approach $3.8 billion for F26 [11][12] - **AT&T Inc. (T)**: Strong performance metrics with 405k post-paid phone net additions, projecting a 9% EPS growth in 2026 [15][17] - **BGC Group**: Dominates the energy derivatives market, with expected growth in volumes due to increased power consumption driven by cloud and AI adoption [18][19] - **Church & Dwight (CHD)**: Positioned to benefit from consumer trade-down trends, with organic sales growth of 3.4% in Q3 [20][21] - **Dollar General (DG)**: Improved execution and a focus on lower price points are expected to boost sales, with a current valuation below the 5-year average [23][27] - **Freeport-McMoRan (FCX)**: Anticipates a restart of the Grasberg mine, with bullish forecasts for copper prices due to supply challenges [32][34] - **Henry Schein (HSIC)**: Transitioning to a higher-margin business model, with a target of 60% operating income from high-growth products by 2027 [38][39] - **Progressive Corp (PGR)**: Strong EPS revisions and expected dividend announcements are anticipated to drive growth [65][67] - **Walt Disney Co. (DIS)**: Growth drivers intact with expectations for double-digit growth in Entertainment operating income [80] Additional Important Insights - The market is currently cautious, providing room for multiple expansions as fundamentals improve across various sectors [14] - Regulatory improvements in Connecticut are expected to enhance Eversource's valuation [28][30] - Viking Holdings is positioned for premium valuation due to its unique brand and superior margins in the cruise industry [76][79] - The overall sentiment indicates a potential for significant investment opportunities outside the AI sector, as companies adapt to changing market dynamics and consumer behaviors [1][2][3]