Core Viewpoint - AT&T Inc. is experiencing mixed performance in its Q4 2025 results, with varying price target adjustments from different analysts reflecting the company's financial health and market conditions [1][2][3]. Group 1: Analyst Ratings and Price Targets - TD Cowen lowered its price target for AT&T from $33 to $32 while maintaining a Hold rating, citing a shortfall in phone additions offset by stronger-than-expected EBITDA [1]. - Deutsche Bank analyst Bryan Kraft increased the price target for AT&T to $33 from $31, maintaining a Buy rating, following the company's strong Q4 2025 results and new three-year guidance [2]. - Oppenheimer reduced its price target for AT&T from $32 to $29 but kept an Outperform rating, noting that while the company met its 2025 targets, the communications sector is facing challenges such as higher wireless churn and slowing subscriber growth [3]. Group 2: Company Overview - AT&T Inc. provides telecommunications and technology services globally, operating through two segments: Communications and Latin America [4].

We came across a bullish thesis on AT&T Inc. on Pacific Northwest Edge’s Substack by David. In this article, we will summarize the bulls’ thesis on T. AT&T Inc.'s share was trading at $25.13 as of January 29th. T’s trailing and forward P/E were 8.27 and 11.38 respectively according to Yahoo Finance. Ondas Holdings (ONDS) Surges 10.5% After Bagging New Govt Contract Copyright: bluebay / 123RF Stock Photo AT&T Inc. provides telecommunications and technology services worldwide. T is emerging as one of the ...

Group 1: Company Overview - AT&T Inc. (NYSE:T) is recognized as one of the most undervalued large-cap stocks currently available for investment [1] - The company provides telecommunications and technology services globally, operating through two segments: Communications and Latin America [4] Group 2: Analyst Ratings and Price Targets - On January 26, Wells Fargo lowered its price target for AT&T from $29 to $27 while maintaining an Overweight rating, citing stronger-than-anticipated fundamentals for Q4 2025 that may lead to increased subscriber growth [1] - Barclays also reduced its price target for AT&T from $28 to $26 on January 13, assigning an Equal Weight rating, as part of a broader revision across the cable, satellite, and telecom services sector [3] Group 3: Market Sentiment and Competition - Despite the positive outlook for AT&T's performance, Wells Fargo expressed concerns about increased competition in the sector, which is expected to continue affecting investor sentiment [2] - Barclays highlighted that 2026 could be a crucial year for the industry, potentially requiring a shift in traditional capital allocation strategies due to industry convergence [3]

Core Viewpoint - AT&T Inc. is currently viewed as a strong investment opportunity due to its expected growth in free cash flow and share repurchases, despite mixed analyst ratings and price target adjustments from major financial institutions [1][2][3]. Group 1: Analyst Ratings and Price Targets - Goldman Sachs has lowered its price target for AT&T from $33 to $29 while maintaining a Buy rating, anticipating an 8% CAGR in free cash flow through 2029 driven by strong Mobility results and fiber network expansion [1]. - Wolfe Research downgraded AT&T to Peer Perform from Outperform without a specific price target, reflecting a broader downgrade of the telecom and cable sector to Market Weight due to declining KPIs [2]. - Morgan Stanley reduced its price target for AT&T from $32 to $30 but kept an Overweight rating, highlighting a positive outlook for the US wireless market and AT&T's fiber expansion as a competitive advantage [3]. Group 2: Company Performance and Strategy - AT&T is focusing on convergence and significant investments to build a network capable of meeting future AI demands while improving shareholder returns [1]. - The company operates through two segments: Communications and Latin America, indicating a diversified business model [4].