A solid dividend, growing free cash flow, and ample share buybacks make AT&T stock a buy.2025 was the year of artificial intelligence , with AI-related stocks booming. However, there's a real risk that the AI industry is careening toward a reckoning as excessive debt-fueled spending on infrastructure raises questions about a potential bubble. AI stocks could still be big winners in 2026, but there are no guarantees.For investors seeking a safer bet, a high-quality dividend stock that's not tied to the AI bo ...

专题：2025年国际财经新闻大盘点 2025年，美国电信业经历了基础设施收购、激烈的无线竞争和宽带用户增长的变化。 AT&T今年上涨8.96%；该公司于5月宣布以57.5亿美元收购LumenTechnologies的LUMN.N消费者光纤业 务，并于8月同意以230亿美元收购EchoStar的无线频谱许可证 CharterCommunications今年累计下跌38.85%；该公司于5月份宣布以219亿美元与CoxCommunications合 并，打造一个有线电视巨头，与Comcast竞争。 T-Mobile今年下跌7.67%；该公司在7月份将Starlink的直达蜂窝服务，在8月份完成了价值10.2亿美元的 对UScellular的收购，并在11月份任命SriniGopalan为首席执行官。 Verizon今年累计上涨1.78%；该公司于5月份完成了对FrontierCommunicationsFYBR.O的价值200亿美元 的收购，并于11月份宣布裁员13000多人，这是新任首席执行官丹-舒尔曼（DanSchulman）。 责任编辑：刘明亮 专题：2025年国际财经新闻大盘点 2025年，美国电信业经历 ...

In this articleSATSVSATPLONDSATROCharlie ErgenKarl Gehring | Dever Post | Getty ImagesWall Street grew increasingly obsessed with the artificial intelligence boom this year, pouring money into chips, data centers and applications. But investors looking beyond Silicon Valley found outsized returns in another location: Space. Some of the year's biggest market winners were defense companies that benefited from renewed interest in space exploration and military reindustrialization. President Donald Trump's mili ...

Core Insights - AT&T, Inc. is collaborating with AST Spacemobile to enhance satellite connectivity, targeting underserved rural and remote areas in the U.S. where traditional network deployment is challenging [1][9] - ASTS has launched Bluebird 6, the largest commercial communications satellite in low earth orbit, and AT&T has activated its fourth satellite ground gateway to connect satellites with its core network [2][9] - AT&T plans to initiate beta satellite service for select customers and FirstNet users in the first half of 2026, which will improve connectivity for public safety operations [2][3] Company Strategy - The partnership with ASTS aims to overcome limitations of terrestrial infrastructure, particularly in sparsely populated regions [1] - FirstNet, AT&T's public safety network, is currently testing ASTS satellite services with various public safety agencies, which could enhance services for first responders in remote areas [3][9] Competitive Landscape - AT&T faces competition from T-Mobile, which is collaborating with Starlink for its direct-to-cell services and has begun beta testing in 2024 [4] - Verizon has also partnered with ASTS to expand its SATCOM capabilities, utilizing its low band spectrum to enhance coverage in remote areas, posing a challenge to AT&T's initiatives [5] Financial Performance - AT&T's stock has increased by 9.8% over the past year, contrasting with a 1.7% decline in the industry [8] - The company trades at a forward price-to-sales ratio of 11, which is below the industry average of 11.86 [10] - Earnings estimates for 2025 have risen by 0.5% to $2.06, while estimates for 2026 remain unchanged [11]

Core Insights - AST SpaceMobile (ASTS) has launched Bluebird 6, its most advanced satellite, which is the largest commercial communication array deployed in low earth orbit, offering 10 times the capacity of previous models [1][8] - The satellite provides direct-to-smartphone connectivity with peak data rates of 120 Mbps, enhancing voice, data, and video services for unmodified 4G and 5G smartphones [2] - ASTS is currently trading at a forward price-to-sales ratio of 100.64, significantly higher than the industry average, indicating a premium valuation that may warrant caution among investors [3] Market Potential - The space-based network market is projected to grow from $10.41 billion in 2025 to $62.08 billion by 2034, with a compound annual growth rate of 22.07% [5] - ASTS has established partnerships with over 50 mobile network operators, covering 3 billion subscribers, which positions the company for sustainable growth [5][6] Competitive Landscape - ASTS faces intense competition from established players like SpaceX's Starlink and Globalstar, which are also developing LEO satellite communication technologies [7] - Globalstar is advancing its C-3 Mobile Satellite System and currently trades at a forward price-to-sales ratio of 11.79, while Viasat is investing in its ViaSat-3 platform, trading at a forward price-to-sales ratio of 0.44 [7][9] Stock Performance - Over the past year, ASTS shares have increased by 244.8%, outperforming the industry growth of 24.3% [10] - Earnings estimates for 2025 and 2026 have seen a decline over the past 60 days, indicating potential challenges ahead [12]

Core Viewpoint - The article compares two growth stocks, Archer Aviation and AST SpaceMobile, highlighting that while both have shown significant price movements, AST SpaceMobile is currently a better investment option due to its established contracts and progress in satellite deployment [1][2]. Archer Aviation - Archer Aviation is developing electric vertical takeoff and landing (eVTOL) aircraft aimed at transforming urban transportation, with plans to launch commercial operations in the UAE by the second half of next year [4][5]. - The company has faced a 41% decline in stock price from a peak of over $14 per share, currently trading at approximately $8.13, with a market cap of $6 billion [1][6][7]. - Archer is in the final phase of obtaining type certification from the FAA, which is crucial for its aircraft to enter the market, but it faces competition from other companies like Joby Aviation and Boeing [7][8]. - The investment thesis for Archer is long-term, as the company is currently burning cash and the technology remains untested at scale [9]. AST SpaceMobile - AST SpaceMobile has seen a remarkable 284% increase in stock price year-to-date, currently trading at around $78.05, with a market cap of $22 billion [2][14]. - The company has secured significant contracts, including a long-term agreement with AT&T and a $100 million deal with Verizon, which provide visibility into future cash flows [11][12]. - AST SpaceMobile is actively deploying its BlueBird satellites, with plans to launch satellites every 45 days and aims to have 45 to 60 satellites in orbit by the end of 2026, ultimately targeting 90 satellites for global connectivity [13]. - The space economy is projected to reach $1.8 trillion by 2035, indicating substantial growth potential for companies like AST SpaceMobile [16].

Core Insights - AT&T Inc. partners with Sovato to enhance healthcare access by integrating digital health tools with robust connectivity, aiming to improve care delivery in remote areas [1][9] Group 1: Partnership and Technology - The collaboration allows AT&T to transition from a connectivity provider to a significant technology partner in the healthcare sector [1] - Sovato plans to utilize AT&T's extensive network infrastructure to facilitate remote healthcare services, addressing the shortage of healthcare professionals in rural areas [2] - AT&T Business offers secure connectivity solutions, including 5G and cloud services, which are essential for telehealth and remote patient monitoring [3] Group 2: Impact on Healthcare Delivery - The partnership aims to enhance healthcare efficiency and cost management by improving patient data management and reducing long-term healthcare expenses for employers and insurers [5] - AT&T's reliable performance in remote procedures minimizes downtime and ensures patient safety, enabling Sovato to expand its healthcare solutions rapidly [4] Group 3: Competitive Landscape - AT&T faces competition from Verizon and T-Mobile, both of which are also enhancing their digital health offerings through advanced connectivity solutions [6][7] - Verizon is focusing on using 5G and cloud services to support telehealth and remote patient monitoring, while T-Mobile collaborates with digital health providers to improve access for underserved patients [6][7] Group 4: Financial Performance and Estimates - AT&T's stock has increased by 6.5% over the past year, contrasting with a 5.1% decline in the industry [8] - The company trades at a forward price-to-sales ratio of 1.37, which is lower than the industry average of 1.78 [10] - Earnings estimates for 2025 and 2026 have both risen by 0.5%, now projected at $2.06 and $2.25 respectively [11]

Core Viewpoint - The article compares AT&T and Verizon Communications as high-yield dividend stocks, highlighting that while both are value stocks with solid dividends, Verizon is positioned as the better long-term investment due to its growth potential and stability [1]. Company Performance - AT&T's stock has increased by nearly 7% year-to-date as of December 17, 2025, while Verizon's stock has only risen by 2.23% in the same period [4]. - Over the past five years, AT&T's stock has appreciated by almost 9%, contrasting with Verizon's decline of more than 31% [4]. Financial Metrics - Verizon's current market capitalization is $168 billion, with a dividend yield of 6.84% and a gross margin of 46.08% [5][6]. - AT&T's market capitalization stands at $171 billion, with a dividend yield of 4.60% and a gross margin of 42.70% [7][6]. Dividend Stability - Verizon has a more reliable dividend, currently at $0.69 per quarter, and has increased its dividend for 19 consecutive years [6]. - In contrast, AT&T cut its dividend in 2022 and has not raised it since [6]. Competitive Position - Verizon is recognized for its superior balance sheet and higher revenue, along with being a leader in 5G network reliability [6][8]. - Verizon's focus on subscriber growth and fewer distractions positions it favorably against intense competition [9].

I have been following communications company AT&T ( T ) for quite a while now, and although my focus has been on the company’s preferred shares, the baby bonds have become increasingly attractive in theThe Investment Doctor is a financial writer, highlighting European small-caps with a 5-7 year investment horizon. He strongly believes a portfolio should consist of a mixture of dividend and growth stocks. He is the leader of the investment group European Small Cap Ideas which offers exclusive access to actio ...

Group 1 - AT&T is being closely monitored, with a particular interest in its preferred shares and baby bonds, which are becoming increasingly attractive [1] - The Investment Doctor emphasizes a diversified portfolio consisting of both dividend and growth stocks, focusing on high-quality small-cap investment opportunities in Europe [1] - The investment group European Small Cap Ideas provides exclusive research on appealing European investments, featuring model portfolios and educational content [1] Group 2 - The analyst has disclosed a beneficial long position in TBB, indicating a personal investment interest [2] - There is also a long position in T.PR.C, with plans to write put options on the common stock near the current share price [3]