Core Insights - AT&T reported earnings per share (EPS) of $0.52, exceeding estimates of $0.46, and revenue of $33.47 billion, surpassing expectations of $32.88 billion [1][6] Subscriber Growth - The company added 283,000 fiber subscribers and 421,000 net postpaid phone subscribers in the latest quarter, contributing to significant revenue growth in its wireless and consumer segments [2][3] - AT&T experienced its best year for consumer broadband subscriber growth in a decade, with 42% of AT&T Fiber households also opting for AT&T's wireless services [5] Financial Performance - AT&T's financial performance for the fourth quarter and full year of 2025 exceeded all consolidated financial guidance, driven by growth in converged fiber and 5G customers [3] - The company reported a P/E ratio of 7.39 and a price-to-sales ratio of 1.31, indicating its market valuation and financial health [5] Shareholder Returns - In 2025, AT&T returned over $12 billion to shareholders through dividends and share repurchases, with plans to return an additional $45 billion or more from 2026 to 2028 [4][6] - This shareholder return strategy is part of AT&T's customer-centric, investment-led approach, aimed at enhancing profitability [4]

Telecommunications stock AT&T Inc (NYSE:T) is enjoying a lift today, last seen up 4.3% at $23.99, after better-than-expected fourth-quarter earnings of 52 cents per share on revenue of $33.47 billion. The company also shared strong guidance and unveiled a new $10 billion share buyback. The strong results are giving AT&T stock a much-needed lift after last session's 52-week low of $22.95. Should these gains hold, it will be T's largest single-day percentage gain since reporting earnings for the same quarter ...

Core Insights - Verizon Communications Inc. (VZ) is the largest telecommunications company in the U.S., valued at $167.1 billion, providing a range of communication and entertainment services [1] Performance Overview - VZ shares have underperformed the broader market, declining 3.3% over the past year, while the S&P 500 Index has increased by nearly 16.1% [2] - In 2026, VZ's stock fell 3.5%, contrasting with a 1.9% rise in the S&P 500 on a year-to-date basis [2] Comparative Analysis - VZ has lagged behind the iShares U.S. Telecommunications ETF (IYZ), which gained approximately 26.1% over the past year, and the ETF's 1.8% year-to-date gains outshine VZ's losses [3] Financial Performance - On October 29, 2025, VZ reported Q3 results with an adjusted EPS of $1.21, exceeding Wall Street expectations of $1.19, while revenue was $33.8 billion, missing forecasts of $34.2 billion [4] - Analysts project VZ's EPS to grow by 2% to $4.68 for the current fiscal year ending December 2025, with a strong earnings surprise history [4] Analyst Ratings - Among 29 analysts covering VZ, the consensus rating is "Moderate Buy," consisting of eight "Strong Buy," three "Moderate Buy," and 18 "Hold" ratings [5] - Wells Fargo maintained an "Equal Weight" rating on VZ, lowering the price target to $41, indicating a potential upside of 4.3% from current levels [6] - The mean price target of $46.87 suggests a 19.2% premium to VZ's current price, while the highest target of $58 indicates a potential upside of 47.5% [6]

The telecommunications company attributed the rise to higher earnings from operations and lower taxes and said it would launch a share buyback. ...

Group 1 - Turkcell Iletisim Hizmetleri A.S. (NYSE:TKC) is considered one of the most undervalued foreign stocks, with all 9 analysts maintaining a Buy rating and a 12-month price target indicating over 27% upside potential from current levels [1] - Bank of America Securities has set a price target of $7.56 for Turkcell, expecting a revenue growth of 7% and maintaining margins at 43% through 2026, with a commercial launch of 5G anticipated in April [2] - Turkcell differentiates itself from competitors through its exposure to data centers, which is projected to contribute approximately 10% of total revenue within the next five years [3] Group 2 - Turkcell is a Turkish provider of converged telecommunication and technology services, offering core services such as tower and satellite services, fixed data services, international roaming services, and voice services [4]

Core Viewpoint - EchoStar Corporation (NASDAQ:SATS) is recognized as one of the top 5G stocks to invest in according to hedge funds, with recent price target increases from TD Cowen and Citi indicating strong market interest and potential growth [1][3]. Group 1: Price Target Increases - TD Cowen raised its price target on EchoStar from $100 to $158 while maintaining a Buy rating, reflecting confidence in the company's future performance [1][2]. - Citi also increased its price target from $87 to $111, maintaining a Neutral rating, influenced by reports of a potential secondary share sale for SpaceX at a valuation of $800 billion [3][4]. Group 2: Company Fundamentals and Valuation - TD Cowen anticipates solid fourth-quarter results for EchoStar but notes that the company's fundamentals may not be the primary focus for another quarter [2]. - The higher price target from TD Cowen is based on an updated sum-of-the-parts analysis, particularly highlighting EchoStar's stake in SpaceX amid the ongoing spectrum sale process [2][4]. - The valuation of SpaceX at $800 billion would be double the pre-tax value of the cost basis for EchoStar's shares expected from the pending spectrum sales [4]. Group 3: Company Overview - EchoStar Corporation is a global telecommunications company that provides networking services, television entertainment, and connectivity solutions to various sectors including consumers, enterprises, operators, and governments [4].

Core Viewpoint - The investment thesis for America Movil (AMX) presents a complex scenario, as the company is well-managed and shows strong performance in the Latin American market [1] Company Performance - America Movil continues to perform relatively well across its large Latin American operations, indicating effective management and operational efficiency [1]

Core Viewpoint - SK Telecom has been upgraded to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Performance - The Zacks rating system is based on changes in a company's earnings picture, which is crucial for predicting near-term stock price movements [2][4]. - Rising earnings estimates for SK Telecom indicate an improvement in the company's underlying business, likely leading to an increase in stock price [5][8]. Zacks Rating System - The Zacks Rank stock-rating system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have generated an average annual return of +25% since 1988 [7][9]. - The upgrade of SK Telecom to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting a strong potential for market-beating returns in the near term [10]. Earnings Estimate Revisions - For the fiscal year ending December 2025, SK Telecom is expected to earn $0.56 per share, which remains unchanged from the previous year, but the Zacks Consensus Estimate has increased by 6.3% over the past three months [8].

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]

Core Viewpoint - The article highlights the commitment and dedication of the Heze Unicom employees in ensuring uninterrupted communication services and customer safety during the first snowfall of the winter, showcasing their corporate responsibility and service ethos [1][6]. Group 1: Employee Actions - On January 19, employees at the Cao County Unicom center arrived early to clear snow from the entrance and surrounding roads, demonstrating their commitment to customer safety and service continuity [3]. - A team of network maintenance personnel quickly responded to a broadband outage affecting nearly 200 households due to a broken fiber optic cable, overcoming challenging conditions to restore service [4]. - Li Guosun, a small CEO from Dongming, braved the snow to fulfill customer appointments, emphasizing the importance of keeping promises and providing quality service [6]. Group 2: Corporate Responsibility - Heze Unicom's actions during the snowstorm reflect the company's mission to ensure reliable communication services and support for the community, embodying the spirit of "People's Postal and Telecommunications for the People" [6]. - The company’s employees are portrayed as guardians of communication lines and dedicated service providers, reinforcing the central role of state-owned enterprises in community support during adverse conditions [6].