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TNYSE/communication services

AT&T Inc.

$21.55Up+0.42 (+1.99%)
Research reviewed: 2026年7月12日 00:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

AT&T Inc. operates in Integrated Telecommunication Services within the communication services sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

始値
21.38
高値
21.63
安値
21.24
時価総額
1497.37億
PER
7.26
52週高値
--
配当
5.250%
四半期配当額
--

3-month price context

直近3か月の推移を表示し、フル調査ワークスペースに進む前に短期構造を把握できます。

Investment thesis

Base case
Expanded fiber reach can drive broadband growth and wireless convergence. The base case remains conditional on legacy decline staying manageable.
Bull case
Expanded fiber reach can drive broadband growth and wireless convergence. Bundled fiber and wireless relationships can improve retention and customer value. Acquired fiber assets can accelerate advanced-connectivity scale.
Bear case
Copper and legacy service erosion can offset growth businesses. Fiber and wireless investment require sustained capital discipline. Cable, wireless and fiber rivals compete aggressively on price and bundles.
Thesis invalidation
Reassess the thesis if copper and legacy service erosion can offset growth businesses.

Key catalysts

  • Fiber expansion

    Expanded fiber reach can drive broadband growth and wireless convergence.

  • Wireless convergence

    Bundled fiber and wireless relationships can improve retention and customer value.

  • Acquired network assets

    Acquired fiber assets can accelerate advanced-connectivity scale.

Principal risks

  • Legacy decline

    Copper and legacy service erosion can offset growth businesses.

  • Capital intensity

    Fiber and wireless investment require sustained capital discipline.

  • Connectivity competition

    Cable, wireless and fiber rivals compete aggressively on price and bundles.

Latest earnings research

Q1 2026

AT&T reported first-quarter growth led by advanced connectivity, including wireless and fiber, while continuing to retire legacy copper infrastructure.

Valuation interpretation

  • Execution quality: The valuation case depends on fiber expansion translating into durable cash-flow growth.
  • Risk balance: Expected returns should be weighed against legacy decline and capital requirements.

Peer research

VZDISGOOGL

Recent news

The Wall Street Journal · 5 時間前

Tech, Media & Telecom Roundup: Market Talk

24/7 Wall St. · 8 時間前

New Study Reveals Strongest State Economies, Only 1 State Was Better Than Texas

Zacks · 11 時間前

Can AT&T's Drone Detection Trial With Ericsson Shape the Future of 6G?

Zacks · 11 時間前

Can Verizon's KDDI Tie-Up for Latest BMW Vehicles Boost Its Profits?

Investor's Business Daily · 11 時間前

Bernstein Cuts AT&T, Verizon, T-Mobile Price Targets Amid Starlink Threat

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Trefis · 13 時間前

The Cash Machine The Market Put On Sale: VZ

Data and research sources

Research updated: 2026年7月12日 00:00 UTC
3 verified sources
AT&T Reports Strong First-Quarter 2026 Financial ResultsAT&T Inc. · earningsVerified

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/4/22 0:00:00

Open original source
AT&T Inc. Investor RelationsAT&T Inc. · companyVerified

Fetched: 2026/7/12 0:00:00 UTC

Open original source
AT&T Inc. SEC filings and company factsU.S. Securities and Exchange Commission · filingVerified

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/4/22 0:00:00

Open original source
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