AT&T Inc (T)

Sep 25, 2026

KeyBanc downgraded Comcast (CMCSA) to Underweight with an $18 price target, citing significant broadband subscriber losses to fiber and fixed wireless competitors. Comcast's stock fell 2% on the news, extending its year-to-date decline to 20%, while AT&T (T) and Verizon (VZ) remained relatively steady, reinforcing that the broadband share shift is largely a Comcast-specific issue. Bulls are looking to a potential NBCUniversal spin-off and a low P/E ratio, but the company's buyback is paused until the separation closes.

Sep 25, 2026

AT&T Inc. (NYSE:T) has declared a quarterly dividend of $0.2775 per share, resulting in an annualized dividend of $1.11 and a 4.4% yield. The dividend is payable on November 2nd to shareholders of record on October 12th, with an ex-dividend date of October 9th. The company's payout ratio indicates the dividend is well-covered by earnings, and AT&T recently reported adjusted EPS of $0.65, exceeding estimates, with revenue rising 2.3% year over year.

Sep 25, 2026

Verizon's stock performance, which shows a 22% year-to-date return, appears to be based on an anticipated recovery rather than current financial metrics. Despite leading its peer group in stock returns, Verizon lags in revenue growth and operating margin compared to some rivals like AT&T, which has a lower P/E ratio. The article questions whether Verizon's recent customer gains and revenue forecast increases are sufficient to justify its higher valuation, especially given its declining operating margin and earnings per share over the past three years.

Sep 25, 2026

This week's dividend roundup highlights increased payouts from GE HealthCare Technologies and T-Mobile US, along with declarations from AT&T and Delta Air Lines. The article also previews upcoming dividend declarations from major industry players like Philip Morris. This information is crucial for investors tracking dividend income.

Sep 25, 2026

AT&T Inc. (NYSE:T) has received a "Moderate Buy" rating from sell-side brokerages, with an average 12-month price target of $29.20. Recent analyst upgrades include BNP Paribas Exane moving the stock to "outperform" with a $30.00 target. Institutional investors hold a substantial 57.1% of AT&T's stock, and the company recently reported Q2 EPS of $0.65, surpassing consensus estimates.

Sep 25, 2026

This article provides updates on various telecommunication projects, including FLAG's deployment of Ciena WaveLogic 6 Extreme technology across the ECHO submarine cable for enhanced trans-Pacific services. Chunghwa Telecom has activated a new $44 million subsea cable connecting Taiwan and Matsu for increased capacity and redundancy, while Thailand is exploring a new direct subsea cable to the United States through a feasibility study by APTelecom.

Sep 24, 2026

AT&T (NYSE:T) is focusing on customer loyalty through new perks and a strong network push. Recent developments include a favorable stance from a major firm on its mobile strength, an expanded stadium technology partnership, and a complimentary healthcare perk for wireless and fiber customers. These initiatives aim to deepen customer relationships and reduce churn in a competitive telecommunications market.

Sep 24, 2026

This article compares AT&T and Verizon Communications as potential investments for 2026, focusing on their financial performance, strategies, and risk profiles. While both telecom giants offer high dividend yields attractive to income-oriented investors, AT&T is highlighted as potentially more appealing due to its lower payout ratio, which provides more financial flexibility. The analysis delves into each company's revenue, net income, debt-to-equity ratio, and free cash flow, along with competitive pressures and recent strategic moves.

Sep 24, 2026

State Street Corp increased its stake in Lumen Technologies (NYSE:LUMN) by 4.3% in the second quarter of 2026, acquiring an additional 1.99 million shares to own a total of 48 million shares. Institutional investors collectively own 66.19% of the company, and despite the CEO's recent purchase of 100,000 shares, analyst sentiment remains cautious with a "Reduce" rating and an average price target of $7.86. Lumen's shares are trading significantly below their one-year high, even though the company beat quarterly EPS and revenue expectations.

Sep 23, 2026

Verizon Communications (NYSE:VZ) CEO Kyle Malady sold 1,100 shares of company stock for $52,415, as part of a pre-arranged trading plan. This sale is one of several weekly transactions by Malady, reducing his ownership by 1.04% to 104,366 shares. The company recently declared a quarterly dividend of $0.7075, and analysts maintain a "Hold" rating with an average target price of $50.97.

Sep 23, 2026

GE HealthCare has announced the appointment of AT&T's outgoing chief financial officer, Pascal Desroches, to its board of directors, effective January 4, 2027. Desroches, who plans to retire from AT&T at the end of the year, brings extensive financial leadership experience from his roles at AT&T and WarnerMedia. His appointment comes as GE HealthCare considers divesting its patient care solutions business.

Sep 22, 2026

AST SpaceMobile (ASTS) is poised to be a top-performing space stock in 2027 due to several catalysts. The company is rapidly expanding its satellite network, with 13 BlueBird satellites already launched and a target of 45 to 60 by the end of 2026, leading to a larger deployment in early 2027. Additionally, AST is preparing to launch a beta service with major mobile network partners like AT&T and Verizon, and a partnership with Rakuten for Japan's J-LEO initiative provides an international expansion opportunity with significant government funding.

Sep 22, 2026

AST SpaceMobile (NASDAQ: ASTS) is poised to be a top-performing space stock in 2027 due to its expanding satellite network and upcoming direct-to-device service. The company has successfully launched BlueBird satellites and is targeting a larger deployment, preparing for beta service with partners like AT&T and Verizon. Furthermore, international expansion into Japan through a partnership with Rakuten and the J-LEO initiative provides an additional growth engine, demonstrating the scalability of its business model.

Sep 22, 2026

AT&T's planned $1.35 billion headquarters in Plano has received final planning approval from the city's Planning and Zoning Commission. This milestone brings the project closer to breaking ground. The new headquarters will be located in Plano, while AT&T's current lease in downtown Dallas extends through 2031.

Sep 22, 2026

New research indicates that limited broadband access, particularly in rural "broadband deserts," is a major obstacle to telehealth adoption, despite its potential to improve healthcare access in underserved communities. The study found that a significant majority of those living in broadband deserts are rural residents, many of whom also lack access to ambulance and healthcare facilities. This digital divide prevents telehealth from effectively addressing healthcare access gaps, highlighting the need for targeted infrastructure investments and policy changes.

Sep 21, 2026

Microsoft's performance is currently driven by strong cloud demand and increasing enterprise adoption of artificial intelligence. The article discusses how factors like elevated borrowing costs, cross-border trade rules, market share shifts, and innovation focus influence Microsoft's outlook. Future disclosures on demand trends, operating focus, and cost discipline will provide further clarity on whether current trends become permanent features for the company.

Sep 21, 2026

TELUS (TSX:T) is in market focus as long-term borrowing costs remain elevated, impacting rate-sensitive Canadian businesses. The company, which operates in telecommunications and digital services, is being observed within the context of the S&P/TSX 60 index. Its performance will be shaped by how these financing conditions affect its commercial activities.

Sep 19, 2026

Ituran Location and Control (ITRN) has garnered attention following a multi-year Software as a Service contract with Israel's Ministry of Transport for nationwide live traffic monitoring. Despite a recent 90-day share price decline, the company's long-term performance remains strong, with a 1-year total shareholder return of 54.61% and a 5-year return of 155.61%. Analysts consider the stock 28% undervalued, citing potential growth from new telematics services and the usage-based insurance market, though currency fluctuations and lower-margin contracts pose risks.

Sep 19, 2026

The market is re-evaluating IAC (NASDAQ:IAC) due to portfolio simplification and shifting digital-advertising conditions, which have renewed attention on the company's asset value. This places IAC's digital media and internet businesses in a distinct market narrative, moving beyond general sector trends to focus on its specific operational substance. The article emphasizes that while the Nasdaq Composite provides context, IAC's unique story stems from the combination of its business model and current market dynamics.

Sep 18, 2026

As of January 31, 2026, the Schwab S&P 500 Index Fund, part of Schwab Capital Trust, reported total net assets of over $133.7 billion. AbbVie Inc. is the fund's largest equity holding, valued at approximately $886 million. This data provides investors with insight into the fund's significant equity exposures and portfolio allocation.

Sep 18, 2026

T-Mobile's substantial debt load is largely insulated from recent Federal Reserve rate hikes because most of its $86.9 billion debt consists of fixed-rate notes, not floating-rate debt. Only about $1 billion of its debt is tied to floating rates, making the common Wall Street calculation of a $212 million increase in annual interest largely misleading. The company's strong free cash flow, projected at $18.4 to $18.8 billion for 2026, further mitigates the impact of any incremental interest costs, positioning T-Mobile more favorably than some analysts suggest.

Sep 18, 2026

AT&T is expanding its office footprint in Richardson, Texas, by leasing nearly 400,000 square feet at the Lakeside Campus for a larger call center. This move comes as the telecom giant prepares to exit its current downtown Dallas location, Whitacre Tower. The article notes uncertainty about the origin of the employees who will occupy the new Richardson space.

Sep 17, 2026

This article examines the renewed focus on AT&T (NYSE:T) within the communication stocks sector. It emphasizes that key drivers for AT&T's performance are subscriber trends, network spending, pricing, content demand, and cash generation, rather than broader market sentiment. The piece argues that a grounded understanding of AT&T requires looking past headline reactions and concentrating on these company-specific fundamentals.

Sep 17, 2026

AT&T has partnered with LifeMD to offer complimentary virtual care and pharmacy services to its eligible wireless and fiber customers, aiming to broaden customer benefits and strengthen engagement. This initiative will initially cover 29 million customers in 11 states, with a nationwide expansion planned for January 2027. Despite this move, AT&T faces significant competition in the healthcare technology sector from rivals like Verizon and T-Mobile, which are leveraging AI, 5G, and other advanced solutions for telehealth and connected care.

Sep 16, 2026

TELUS (TSX:T) shares recently hit a new yearly low, drawing attention from market watchers. This slide is attributed to a combination of softening profitability metrics from its latest quarterly update, a shift towards more cautious analyst ratings, and broader sentiment changes within the Canadian telecom sector. The company's elevated leverage position amidst these trends is a key concern going forward.

Sep 16, 2026

AZIO AI Holdings (NASDAQ: AZIO) is advancing its Atlas One development in south Texas to meet the increasing demand for physical infrastructure supporting artificial intelligence. The project spans over 548 acres with plans for up to 500 MW of behind-the-meter power capacity, with 6 MW already installed for modular data centers and enterprise fiber connectivity. This initiative aligns with broader industry investments in AI infrastructure by companies like Micron Technology, Super Micro Computer, Dell Technologies, and Eaton.

Sep 16, 2026

A federal class action lawsuit has been filed against AST SpaceMobile, alleging that the company misled investors about its market position and financial prospects to inflate its stock price. Lead plaintiff Edward Hunter claims CEO Abel Avellan and CFO Andy Johnson made misrepresentations about the company's ability to achieve business goals and its competitiveness in the direct-to-cellular satellite market. The lawsuit cites downgrades from investment banks like UBS Group and Scotiabank, which noted increased competition from SpaceX and a lack of user adoption, leading to significant investor losses despite the company still being up over the past year.

Sep 15, 2026

Morgan Stanley analysts have identified EchoStar (ECHO) as an attractive way for investors to gain exposure to SpaceX (SPCX) at a discounted rate. Analyst Sean Diffley initiated coverage with a Buy rating and a $134 price target, citing EchoStar's undervalued stock, its significant stake in SpaceX from a spectrum license deal, and its scarce spectrum asset. Despite some drawbacks like assets in bankruptcy, Wall Street has a Strong Buy consensus on EchoStar, with an average price target implying a 37% upside.

Sep 15, 2026

Bank of America Corp DE reduced its stake in Verizon Communications Inc. by 2.0% in the second quarter, selling over 1.2 million shares. Despite this, Bank of America still holds a significant portion of Verizon's stock, valued at over $2.5 billion. Other institutional investors also adjusted their positions, with State Street Corp and Geode Capital Management LLC increasing their holdings, while insider CEO Kyle Malady sold 1,100 shares.

Sep 12, 2026

This article compares AT&T and Nokia as investment opportunities within the evolving telecom industry, driven by AI and cloud computing. It analyzes each company's strengths, competitive landscape, and financial outlook, concluding that AT&T is currently the better investment choice due to its fiber and 5G expansion, strong cash flow, and shareholder returns, despite Nokia's growth in AI and cloud sales being offset by restructuring costs and intense competition.