AT&T Inc. (NYSE:T) ranks among the stocks with the lowest forward PE ratios. On January 28, AT&T Inc. (NYSE:T) reported its fourth-quarter 2025 earnings results, showcasing modest service revenue growth and sustained momentum in its fiber division. For the fourth quarter of 2025, the telecom giant reported a 1.0% year-over-year increase in consolidated service revenue, with adjusted EBITDA growing by 4.1%. Meanwhile, the total revenue for the quarter came in at $33.5 billion, beating analyst projections of ...

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 ...

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Core Insights - AT&T has completed the acquisition of Lumen's Mass Markets fiber business for $5.75 billion, enhancing its fiber internet service across 32 states [3][7]. Group 1: Acquisition Details - The acquisition adds over 1 million fiber subscribers and expands AT&T's reach to more than 4 million fiber locations in major metro areas such as Denver, Seattle, and Salt Lake City [7][8]. - This transaction is expected to accelerate AT&T's fiber network expansion, aiming to reach over 60 million total fiber locations by the end of 2030 [8]. Group 2: Strategic Implications - The deal positions AT&T to leverage its extensive distribution and customer satisfaction to increase fiber penetration from approximately 25% to higher levels within the acquired footprint [8]. - By combining fiber broadband and 5G services, AT&T aims to enhance customer relationships and retention, providing a competitive edge in the industry [8]. Group 3: Leadership Perspective - John Stankey, AT&T's Chairman and CEO, emphasized that this acquisition will create jobs, improve U.S. connectivity, and deliver high-speed internet to more communities [4][5].

Core Insights - AT&T's shares rose over 10% following a strong quarterly financial report and a positive long-term growth outlook [1][2] Financial Performance - The company generated $16.6 billion in free cash flow in 2024, with expectations to exceed $21 billion by 2028 [5] - AT&T's current dividend yield stands at 4.2%, and a new $10 billion share buyback program has been approved by the board [1][5] Customer Growth - AT&T attracted 421,000 postpaid phone and 283,000 fiber subscribers in the fourth quarter [2] - The fiber convergence rate increased by 200 basis points year over year to 42%, marking the fastest annual growth since tracking began [3] Customer Retention - The postpaid churn rate was reported at less than 1%, indicating effective customer retention despite competition from rivals like Verizon and T-Mobile [4]

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 Insights - AT&T is experiencing a concerning trend in customer behavior amid increased competition, prompting the company to implement a bold strategy to retain customers [1][7] Customer Metrics - In Q4 2025, AT&T added 421,000 new postpaid phone customers, but the postpaid churn rate increased to 0.98%, up 13 basis points from 2024 [1][2] - The prepaid segment saw a loss of 255,000 customers, resulting in a churn rate of 2.89%, an increase of 16 basis points year over year [2] Pricing and Discounts - AT&T reduced its autopay discount for debit card users from $10 to $5 and eliminated it for credit card users, which has contributed to customer dissatisfaction [3] - The Administrative & Regulatory Cost Recovery fee was raised from $3.49 to $3.99 per line, further straining customer relationships [4] Competitive Landscape - Approximately 34% of AT&T customers are considering switching carriers due to better pricing and promotions offered by competitors [7] - Smaller carriers like Consumer Cellular and Mint Mobile have significantly higher customer experience scores compared to AT&T [7] Strategic Initiatives - AT&T is focusing on bundling phone and internet services to reduce churn, a strategy that has shown success in areas where fiber is offered [8][9] - The company added 283,000 new AT&T Fiber customers and 221,000 AT&T Internet Air customers in Q4, reflecting a growing demand for its internet services [11] Revenue Growth Expectations - AT&T anticipates total wireless service revenue growth of 2% to 3% annually over the next three years, driven by increased consumer relationships and convergence of services [14] - The company plans to expand its fiber internet footprint by 5 million locations annually through the end of the decade [14][15] Market Trends - There is a notable shift in consumer behavior as customers are moving away from traditional cable internet services to options provided by phone carriers [12] - AT&T's reliance on bundling services may provide short-term relief from churn but poses risks in a competitive market [16][17]

Core Viewpoint - AT&T's stock rose 4.32% to $25.11 following analyst upgrades and a strong fourth-quarter 2025 earnings report, indicating renewed investor interest in the company's earnings stability [1][3]. Group 1: Company Performance - AT&T's trading volume reached 62.3 million shares, which is approximately 37% above its three-month average of 45.6 million shares, reflecting heightened market activity [1]. - The fourth-quarter results demonstrated continued strength in AT&T's wireless and broadband businesses, contributing to the stock's performance on a generally down day for the broader market [3][4]. - The company has experienced a growth of 547% since its IPO in 1983, showcasing its long-term value creation [1]. Group 2: Financial Positioning - The report highlighted AT&T's positioning as a cash-generative telecom operator, with sales growth and steady subscriber trends indicating that network investments are yielding consistent operating performance [4]. - A recent multi-part U.S. dollar bond issuance has provided AT&T with balance-sheet flexibility, while management reiterated plans for 5G and fiber expansion [5]. - Investors are closely monitoring whether AT&T's execution will continue to support dividends and buybacks without increasing leverage, as these factors will influence relative valuation in the future [5].

Back in November, I reiterated my hold rating on AT&T Inc. ( T ). This was the result of mixed fundamentals and outlook justifying the contraction in the valuation. I expressed my view that investorsI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & Respect. I ...

Core Viewpoint - The analyst maintains a hold rating on AT&T Inc. due to mixed fundamentals and outlook, which justifies a contraction in valuation [1] Summary by Relevant Categories Company Performance - AT&T Inc. is experiencing mixed fundamentals, leading to a cautious outlook for investors [1] Investment Outlook - The current valuation contraction is seen as justified based on the company's performance and future expectations [1]