wdstock Investment Thesis I take a bullish view on AT&T given strong free cash flow growth, a record low postpaid phone churn, and a lower net debt to EBITDA ratio. In a previous article back at the end of January, I made the argument that AT&T (NYSE:T) has the capacity for further upside going forward…
MARHARYTA MARKO Since our last coverage, both AT&T Inc. (NYSE:T) and Verizon Communications Inc. (VZ) stocks have continued to demonstrate close correlation to movements in long-end Treasury yield, as expected. Specifically, both stocks have maintained a consistent yield differential of about three points on a relative basis to U.S. 10-year Treasury yield (US10Y) at current…
Auris A “show me” stock AT&T Inc. (NYSE:T) has largely become a “show me” stock recently, in my view. That is, I think investors are saying “show me” the results before they’re convinced to buy in. Of course, there are good reasons. It’s difficult to argue against the attractiveness of the company’s stock price (a…
Anne Czichos AT&T Inc. (NYSE:T) investors have done incredibly well since T bottomed out in July 2023 (remember the days when fears of lead-sheathed cables dominated?). Panic sellers bailed out in droves, unduly worried about potential multi-billion liabilities. However, dip-buyers returned with a vengeance, picking up the pieces from these sellers at T’s long-term lows….
AT&T Inc. (NYSE:T) Morgan Stanley Technology, Media & Telecom Conference Call March 4, 2024 1:15 PM ET Company Participants Jeff McElfresh – Chief Operating Officer Conference Call Participants Simon Flannery – Morgan Stanley Simon Flannery Alright. Good morning, everybody. Welcome to San Francisco. I’m Simon Flannery, I cover telecom services and communications infrastructure. It’s my…
Ronald Martinez Introduction AT&T (NYSE:T) was once part of my portfolio. It now is not, nor am I planning on making it part of my holdings anymore. The experience with this stock has made me ponder a few questions that I finally would like to share with SA readers. In fact, my research and thought…
Klaus Vedfelt We previously covered AT&T (NYSE:T) in October 2023, discussing the excellent bullish support at the $13s/ $14s, significantly aided by the moderately raised FY2023 FCF guidance and the projected moderation in its capital investments moving forward. With its dividend investment thesis remaining robust, we had rated the stock as a Buy for income-oriented…
Kittiporn Kumpang/iStock via Getty Images This article was coproduced by Chuck Walston. After gaining ground Monday in concert with Verizon (VZ) and that company’s better-than-expected earnings report, shares of AT&T (NYSE:T) fell 3% with the release of mixed Q4 results. As investors mulled over the earnings call, several factors appeared to cause the tumble. Arguably,…
AT&T Stock Jumps On Strong Earnings Report Brandon Bell AT&T (NYSE:T) just released its fiscal fourth quarter (Q4) earnings. The release showed 2.2% revenue growth and 4.9% growth in free cash flow. Diluted EPS of $0.54 was down 11.4%, however, much of it was a $0.18 actuarial loss on employee benefit plans. Such losses will…
RomoloTavani Here we go again. The panic inducing naysayers are at it again, folks, as AT&T Inc. (NYSE:T) has just reported Q4 earnings. The sky is falling here, it would seem, with shares “dumping” off about 4% at the time of this writing. Maybe it is a tough session. The numbers were mixed, but they…
Brandon Bell AT&T Inc. (NYSE:T) investors have endured another steep selloff this week, as T stumbled, following a remarkable recovery since it bottomed out in July 2023. Observant investors should recall that the Wall Street Journal, or WSJ, reported that the Environmental Protection Agency or EPA “requested meetings about their use of lead-sheathed phone cables.”…
Brandon Bell Introduction 2024 could be a massive year for AT&T (NYSE:T). The company’s stock, naturally, does not fluctuate significantly as AT&T operates in the telecommunications sector, which is a mature industry. Yet, I strongly believe that AT&T’s stock could see a strong upward price movement in 2024 for two major reasons. First, the macroeconomic…
Justin Sullivan Overview AT&T (NYSE:T) is a global provider of telecommunications and technology services, operating through two key segments: Communications and Latin America. The Communications segment delivers wireless voice and data communication services, retailing handsets, wireless data cards, computing devices, and related accessories through its company-owned stores, agents, and third-party retail outlets. Additionally, it offers…
Brandon Bell As some of my followers have probably noticed, I hold a rather bearish stance against AT&T Inc. (NYSE:T). I do not see sufficient evidence from which to justify a short position, but there are a couple of elements, which inherently weaken T’s prospects of delivering stable and acceptable levels of shareholder value; such…
BobHemphill Wall Street now loves AT&T It is no secret that Wall Street ratings are often biased and different from Main Street’s opinion. But for AT&T (NYSE:T), Wall Street’s bullishness aligns well with Main Street, as seen in the chart below. Both Seeking Alpha authors (which approximate Main Street ratings in my mind), and Wall…
Toby Jorrin A key to any business is to make transactions that set the company up for success. For a long time, AT&T (NYSE:T) has been trapped into paying escalating prices for wireless spectrum that provided the company no real economic benefit. My investment thesis remains Bullish on the stock, as the telecom giant appears…
Roland Magnusson Breaking news today in the telecom space had traders shifting positions. AT&T (T) announced that it would buy up to $14 billion of cell tower equipment with Ericsson (NASDAQ:ERIC). Shares of the Swedish supplier closed 4% higher on Tuesday while rival Nokia (NOK) suffered a 5% stock price dip. The contract was considered…
AT&T Shareholders Celebrating Selling At $13.43 BraunS/E+ via Getty Images On our last update on AT&T (NYSE:T), we remained bullish on the prospects of the company. Balancing the debt load with the undervaluation got us to a $20 price target, even in this high interest rate environment. As for the A&T stock, the company is…
Justin Sullivan AT&T (NYSE:T) offers a high-dividend yield that is sustainable due to its good earnings and cash flow coverage, plus its shares are trading at an undemanding valuation, being therefore a good pick for income-oriented investors. However, since my previous article, AT&T’s share price has been relatively weak due to the lead cable issues,…
15703083 AT&T Inc. (NYSE:T), along with the other Telcos, are major tenants of many of the tech real estate investment trusts, or REITs, so I came across them in performing due diligence on tenant rosters. As of late, AT&T has gotten quite cheap at 6.4X forward earnings with a greater than 7% yield. That makes…
Ronald Martinez You’re probably familiar with AT&T (NYSE:T) and its stock at this point. Countless digital ink has been spilled on the massive telecom company over the last few years, especially in light of the company’s recent breakup with Warner Bros. Discovery (WBD) and all of the surrounding drama. You’re probably also familiar with the…
photominus/iStock via Getty Images We previously covered AT&T (NYSE:T) in August 2023, discussing the massive pessimism embedded in its prospects, attributed to the sluggish stock movement despite the bottom line and Free Cash Flow [FCF] beats in FQ2’23. While we had been confident about the management’s capability to achieve their long-term net debt to EBITDA…
Brandon Bell AT&T (NYSE:T) has been a battleground since I started contributing to Seeking Alpha. No matter what, I have remained bullish as I believed there was light at the end of a very long tunnel. While my bullishness has varied from very bullish to just bullish, I am upgrading my stance back to very…
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jetcityimage Thesis In assessing the investment potential of AT&T, Inc. (NYSE:T), a comprehensive analysis using three distinct Discounted Cash Flow [DCF] scenarios reveals a compelling narrative. These scenarios, spanning from optimistic growth to more conservative projections, highlight the considerable upside potential of AT&T’s stock. With the most bullish DCF model indicating a striking 332.6% upside…
Sundry Photography/iStock Editorial via Getty Images Investment Thesis Have you ever contemplated the construction of a dividend income investment portfolio with a reduced risk level that aims to achieve an attractive Total Return, while incorporating both high dividend yield and dividend growth companies? To combine these goals is the essence and objective of The Dividend…
jetcityimage As highlighted a few months back, AT&T (NYSE:T) was beaten down to the point where the stock was more appealing. AT&T has now rallied off the late July lows as signs suggest the rally will continue. My investment thesis remains Bullish on the telecom stock for a short-term rally into year-end, but investors must…
Brandon Bell AT&T (NYSE:T) remains a “No Touch” in my book Some positive developments have come to light regarding AT&T’s prospects. The stock has risen slightly off the 30 year lows as of late. Current Chart Finviz The company has addressed two of the major issues bearish investors, myself included, have been wary of as…
Brandon Bell As someone who has invested in and followed AT&T Inc. (NYSE:T) for over a decade, I have seen my fair share of false dawns. For example, many believed Randall Stephenson was the problem and him stepping down would spur the stock. Here we are, more than three years after he stepped down in…
pederk We have recently rated AT&T Inc. (NYSE:T) as a strong buy. We believe that the stock is undervalued and remains a solid investment for income. However, there remain concerns about the company’s debt burden and, more importantly, the free cash flow generation being at risk. To remind you, we were long-time owners, then became…
Brandon Bell Investment Thesis AT&T (NYSE:T) has ran into terrible news sentiment once again. Despite the company showing quite good Q2 performance, investors still appear to be afraid of the possible lead cable investigation outcomes and DISH (DISH) competition. We believe that the market is overestimating what is written in the news. Currently, AT&T offers…
Brandon Bell Those who follow my work closely understand that one of the companies I feel most strongly about, in a positive way, is telecommunications conglomerate AT&T (NYSE:T). As of this writing, it is the largest holding in my super concentrated portfolio, accounting for 18.6% of my assets. Clearly, I am bullish about the firm….
FangXiaNuo Make no mistake, investors are divided on the prospects for AT&T (NYSE:T) stock. Some believe that the stock is undervalued and is a good investment for income, while others are concerned about the company’s debt burden and free cash flow generation being at risk, on top of all the competition out there. We were…
Anne Czichos In the past couple of months I have digged deep to provide you with my analysis and views on AT&T’s (NYSE:T) dividend play and the Company’s growth prospects to potentially capture some incremental gains from price appreciation on top of the ~8% yielding dividend. In the article “Demystifying The Sustainability Of AT&T’s Dividend”…
alexsl The T Investment Thesis Remains Mixed – Not For The Faint Hearted We previously covered AT&T (NYSE:NYSE:T) in July 2023, discussing the impact of the Amazon (AMZN) rumors and Wall Street Journal’s lead-lined cable expose. Combined with the lumpy Free Cash Flow generation, it appeared then that there might be no floor to the…
Brandon Bell/Getty Images News AT&T (NYSE:T) recently announced another batch of earnings. The company, with its $100 billion market capitalization, now has a dividend yield pushing 8%. That, combined with its dividend yield, the recent lead crisis, which we discuss here, and the potential of associated costs, has resulted in consistent concern about the company’s…
Ronald Martinez Warren Buffett has a great quote which describes the situation AT&T (NYSE:T) is in well: In any case, why potential buyers even look at projections prepared by sellers baffles me. Charlie and I never give them a glance, but instead, keep in mind the story of the man with an ailing horse. Visiting…