Core Viewpoint - Telecom stocks are not as overpriced as previously thought, with a recent recovery in share prices for major companies like Verizon, AT&T, and T-Mobile after initial declines due to market concerns [1][2]. Group 1: Market Reactions - Verizon's chief revenue officer indicated a reduction in promotional activities to improve profits, which raised concerns about increased competitive intensity and potential price wars in the telecom sector [3]. - Following the initial market reaction, shares of Verizon, AT&T, and T-Mobile rebounded, with Verizon gaining 1.8%, AT&T up 1.9%, and T-Mobile increasing by 2.5% [2]. Group 2: Industry Outlook - Verizon warned of "soft" wireless subscriber growth for Q1 2025, with analysts predicting a general slowdown in mobile subscriber growth and cautioning against a focus on customer acquisition at the expense of market growth [4]. - Concerns about the impact of tariffs on telecom services are less significant, as existing phones can still generate revenue despite potential increases in import costs for new devices [5]. Group 3: Economic Factors - Inflation concerns are easing, with recent reports showing lower-than-expected inflation rates, which may positively influence the telecom sector [6]. - New telecommunications services, such as direct-to-cell satellite communications from companies like SpaceX Starlink and AST SpaceMobile, are seen as potential growth drivers for the industry [7]. Group 4: Investment Analysis - A comparison of key financial metrics shows AT&T as the most overvalued stock, with a price-to-earnings ratio of 16.9, while Verizon has a lower ratio of 10.2 and a higher dividend yield of 6.4% [8]. - T-Mobile is positioned as a growth stock with a projected growth rate of 20.3%, appealing to growth-oriented investors, while Verizon may attract value and income-focused investors due to its lower valuation and higher dividend yield [9]. - Overall, telecom stocks are viewed as not overpriced, presenting various investment opportunities for different investor profiles [10].

Telecom giants AT&T (T -1.11%) and Verizon Communications (VZ -1.93%) aren't obvious leaders in the artificial intelligence (AI) revolution, yet their high-speed, low-latency connectivity services play a vital role in the data-intensive AI ecosystem.Both companies are leveraging their 5G and fiber optic networks to meet the surging demand for edge computing that supports AI workloads. This dynamic, coupled with solid performance in their core wireless businesses, has been a boon for shareholders, with AT&T ...

Core Insights - AT&T will release its first-quarter 2025 results on April 23, 2025, before the New York Stock Exchange opens [2][5] - A conference call to discuss the results will be hosted by AT&T at 8:30 a.m. ET on the same day, with a live webcast available [2][5] - Earnings release and related materials will be accessible on the AT&T Investor Relations website [2] Company Overview - AT&T connects over 100 million U.S. families and nearly 2.5 million businesses, providing services from traditional phone calls to advanced 5G wireless and multi-gig internet offerings [4]

DALLAS, March 10, 2025 /PRNewswire/ -- Tomorrow, AT&T's chief financial officer will participate in a fireside chat where he will discuss the Company's multi-year strategic growth plan. Key Takeaways: AT&T is embarking on a multi-year strategic growth plan that centers around putting customers first and continued network investment. AT&T continues to make progress on becoming the best connectivity provider in America and remains on track to meet all of the financial and operational guidance and capital all ...

AT&T's (T 1.46%) stock turnaround has been one of the more surprising happenings in the stock market over the past 12 months. Its stock is up by around 52% in that span and has nearly touched its five-year high.Its sudden switch from consistent disappointment to being one of the higher-performing stocks in the S&P 500 has left many wondering whether this is just a phase, or if AT&T has what it takes to continue delivery in the long term.If you're like me, I believe it has what it takes. The company hit a lo ...

Join for a 100% Risk-Free trial and see if our proven method can help you too. You do not need to pay for the costly lessons from the market itself.Readers following my analysis know that I have turned bullish toward the AT&T ( T ) stock in the past year or so. As the latest example, my last article on theSensor Unlimited contributes to the investing group Envision Early Retirement which is led by Sensor Unlimited. They offer proven solutions to generate both high income and high growth with isolated risks ...

In the latest market close, AT&T (T) reached $26.16, with a -0.24% movement compared to the previous day. This change lagged the S&P 500's daily gain of 1.12%. Meanwhile, the Dow experienced a rise of 1.14%, and the technology-dominated Nasdaq saw an increase of 1.46%.Coming into today, shares of the telecommunications company had gained 8.12% in the past month. In that same time, the Computer and Technology sector lost 7.5%, while the S&P 500 lost 4.13%.Analysts and investors alike will be keeping a close ...

Finding stocks that will outperform the market is no easy task. Indeed, according to First Trust advisors, only 28% of stocks outperformed the S&P 500 in 2024.That said, it's not impossible to identify market-beating stocks. So, let's look at one stock that has outperformed the market recently, and, in my opinion, will continue to outperform: AT&T (T -5.41%). The turnaround has finally arrivedIt's taken years, but the long-awaited turnaround in AT&T shares finally seems to have arrived. Between 2016 and 202 ...

DALLAS, March 4, 2025 /PRNewswire/ -- Today, AT&T's chairman and chief executive officer participated in a fireside chat where he discussed the Company's multi-year strategic growth plan. Key Takeaways: AT&T is embarking on a multi-year strategic growth plan that centers around putting customers first and continued network investment. AT&T continues to make progress on becoming the best connectivity provider in America and remains on track to meet all of the financial and operational guidance shared during ...

Morgan Stanley Information set forth in this presentation contains financial estimates and other forward-looking statements that are subject to risks and uncertainties, and actual results might differ materially. A discussion of factors that may affect future results is contained in AT&T's filings with the Securities and Exchange Commission. AT&T disclaims any obligation to update and revise statements contained in this presentation based on new information or otherwise. This presentation may contain certai ...