Core Insights - The article highlights the performance of an actively managed portfolio focused on undervalued preferred stocks and baby bonds, showcasing significant annualized returns on various trades [1]. Group 1: Trade Performance - The portfolio achieved an annualized return of 151.10% on the AGNCO LIBOR Preferred stock, with a trade initiated at $21.24 and exited at $23.35 over 24 days [1]. - Another AGNCO LIBOR Preferred trade yielded a 17.04% return, initiated at $25.52 and exited at $25.90 over a period of 17 days [1]. - The AGNCP LIBOR Preferred stock generated a 31.34% return, with an entry price of $24.50 and an exit price of $24.71 over 38 days [1]. - A separate AGNCP trade resulted in a 10.67% return, initiated at $24.54 and exited at $25.26 over 235 days [1]. - The ATH-D Perpetual Preferred stock trade achieved a 19.20% return, with an entry price of $3.64 and an exit price of $2.29 over 262 days [1]. - The ARGO-A Reset Rate Preferred stock trades showed returns of 39.42%, 24.31%, 15.46%, and 9.42% across different entry and exit prices and durations [1].

Core Viewpoint - Analysts forecast AT&T (T) will report quarterly earnings of $0.47 per share, reflecting a year-over-year decline of 13%, with revenues expected to reach $32.73 billion, an increase of 1.3% compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate for the quarter has not changed in the past 30 days, indicating that analysts have not revised their initial projections [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts predict 'Revenues- Communications- Business Wireline' will reach $4.22 billion, a year-over-year decline of 7.1% [5]. - 'Revenues- Communications- Consumer Wireline' is expected to be $3.65 billion, showing a year-over-year increase of 5.4% [5]. - The consensus estimate for 'Revenues- Corporate and Other' is -$34.76 million, indicating a significant decline of 130.2% from the prior-year quarter [5]. - 'Revenues- Communications- Mobility' is projected to be $23.75 billion, reflecting a year-over-year increase of 2.7% [6]. Key Metrics - 'Consumer Wireline - Broadband Connections - Fiber Broadband Connections' is expected to reach 10.41 million, up from 9.33 million in the same quarter last year [6]. - 'Consumer Wireline - Fiber Broadband Net Additions' is estimated at 284.24 thousand, down from 307.00 thousand year-over-year [7]. - 'Consumer Wireline - Broadband Connections - Non Fiber Broadband Connections' is projected at 4.24 million, compared to 4.66 million last year [7]. - 'Consumer Wireline - Broadband Net Additions' is expected to be 151.01 thousand, up from 123.00 thousand year-over-year [8]. - 'Mobility Subscribers - Postpaid phone' is forecasted at 74.24 million, an increase from 72.75 million year-over-year [8]. - 'Mobility Net Additions - Postpaid Phone' is expected to be 439.25 thousand, down from 482.00 thousand in the same quarter last year [9]. - 'Consumer Wireline - Broadband Connections - Broadband' is projected to reach 14.65 million, compared to 13.99 million last year [9]. - 'Mobility - Total Mobility Net Additions' is estimated at 1.02 million, down from 1.81 million in the same quarter last year [10]. Stock Performance - AT&T shares have declined by 4.4% over the past month, contrasting with a 0.6% increase in the Zacks S&P 500 composite, indicating expected underperformance in the near future [11].

Core Viewpoint - AT&T Inc. is characterized as a stock that does not represent growth, turnaround, or rerating opportunities, but offers value for investors seeking income and stability at current levels [1] Company Analysis - The company is not positioned as a growth stock, indicating a focus on income generation rather than capital appreciation [1] - Investors looking for stability may find current valuations appealing, suggesting a potential for steady returns rather than high growth [1] Investment Perspective - The analysis emphasizes a long-term perspective on value creation, appealing to investors who prioritize income over growth [1]

Core Viewpoint - AT&T is characterized as neither a growth stock nor a turnaround story, but rather a stable income investment opportunity for those seeking value at current levels following a recent ~20% correction [1] Group 1: Company Analysis - AT&T is not positioned for significant growth or revaluation, indicating a focus on income and stability rather than capital appreciation [1] - The recent stock price correction of approximately 20% presents a potential entry point for income-focused investors [1] Group 2: Investment Perspective - Investors looking for stability and income may find AT&T appealing at its current valuation levels [1]

Group 1 - AT&T (T) has experienced a decline in its share price recently, making its stock more affordable [1] - The company's dividend yield has increased and is now considered attractive again [1] - Cash Flow Club focuses on businesses with strong cash generation and aims to identify investment opportunities when companies are bought at the right time [1] Group 2 - Jonathan Weber, an analyst with an engineering background, has been active in the stock market and has contributed research on Seeking Alpha since 2014 [1] - The Cash Flow Club emphasizes transparency on performance and provides access to a leader's personal income portfolio targeting yields of 6% or more [1] - The community covers various sectors including energy midstream, commercial mREITs, BDCs, and shipping [1]

Group 1 - AT&T (T) has experienced a decline in its share price recently, making its stock more affordable [1] - The company's dividend yield has increased and is now considered attractive again [1] - Cash Flow Club focuses on businesses with strong cash generation and aims to identify investment opportunities when companies are bought at the right time [1] Group 2 - Jonathan Weber, an analyst with an engineering background, has been active in the stock market and has contributed research on Seeking Alpha since 2014 [1] - The Cash Flow Club emphasizes transparency on performance and provides access to a leader's personal income portfolio targeting yields of 6% or more [1] - The community covers various sectors including energy midstream, commercial mREITs, BDCs, and shipping [1]

分组1 - AT&T (T) experienced significant stock performance, reaching all-time highs last summer, but has since faced a steep decline since its peak in September [1] - The company's recent underperformance is notable when compared to the S&P 500 ETF (SPY) [1]

AT&T ( T ) was flying high last summer, notching all-time highs on a total return basis. But since shares peaked in September, a steep drawdown has resulted in underperformance to both the S&P 500 ETF ( SPY ) and theFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to financi ...

Core Insights - AT&T Inc. is recognized as one of the undervalued stocks by Goldman Sachs, indicating potential investment opportunities in the company [1] Group 1: Market Position and Competition - Bernstein has reduced AT&T's price target from $31.00 to $30.00 while maintaining an 'Outperform' rating, reflecting concerns over increased competition in the telecommunications sector for 2026 [2] - The firm anticipates that competition will remain elevated in 2026, following a trend of heightened competition observed in the previous year, impacting both cable operators and traditional wireless segments [2] Group 2: Product Innovations - On January 8, 2026, AT&T launched the AT&T IoT Network Intelligence, which provides enterprises with enhanced visibility into the performance of 4G and 5G-connected devices [3] - The new platform aims to leverage device-level KPIs, location-based insights, and analytics capabilities, positioning IoT as a significant long-term growth driver for the company [3] Group 3: Company Overview - AT&T Inc. provides a range of telecommunications services, including wireless, broadband, and wireline services across the U.S., along with additional wireless operations in Mexico [4]

AT&T Inc. (NYSE:T) is included in our list of the 10 Goldman Sachs undervalued stocks to invest in. Bernstein Remains Bullish on AT&T (T) Amid Rising Competition On January 16, 2026, AT&T Inc.’s (NYSE:T) price target was reduced by Bernstein from $31.00 to $30.00, with ‘Outperform’ rating remaining intact. The update came as the firm views 2026 as a year of heightened competition in the sector. This stance builds on the trend of increasing competition seen in the previous year. The investment firm discus ...