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Investor Insights

This summary was created by AI, based on 4 opinions in the last 12 months.

AT&T has shown a notable rebound this year, gaining 24% and demonstrating resilience in a challenging economy, which is typical for telecom companies that are not subject to cyclical shifts. Recent strategic moves, including exiting their DirecTV investment, have led to a renewed focus on core operations within the phone business. The company is optimistic about achieving 3% annual adjusted EBITDA growth, along with significant free cash flow projections aimed at supporting dividends and share buybacks. Their market leadership in fiber broadband and plans to expand to 45 million locations by 2029 illustrate a commitment to growth and revenue enhancement. While past performance raised concerns about being a 'value trap,' the sentiment is shifting as AT&T appears to be on a more stable and promising path forward.

Consensus
Positive
Valuation
Fair Value
BUY

Surprisingly is up 24% this year. Telcos are safe in a tough economy; they aren't cyclical and enjoy steady business (i.e. cell phones). Also, they pay pretty good dividends. That said, ATT was a value trap for record decades (high dividend, sinking stock price). But ATT has changed, no longer diversifying away from the phone business, but sticking with it. Last year, they sold their disastrous stake in DirecTV. Meanwhile, the wireless business has gotten less competitive, and so allowing them to raise prices to consumers. Last December's investor day projected 3% annual adjusted EBITDA growth, $18 billion free cash flow in 2027 to be paid in dividends (under 4%) and share buybacks. Their growth target in fibre broadband (they are market leader) is 45 million locations in the US by 2029 (3 million per year); these investments generate higher revenue per user. The buildout is expensive though, but ATT expects margin expansion out of it. The company is confident that Washington will give them tax incentives again. It's no longer a value trap.

BUY

It reports Monday. Since Verizon's report didn't stink, he expects AT&T to be fine.

BUY

Is up 41% this year. It's doing a great job.

COMMENT

It's often been a trap and they mismanaged the attempted takeover of Time Warner. They are paying off debt and showing signs of grow (i.e. subscriptions). Shares and dividend are okay, but not exciting. He's neutral on this.

WEAK BUY

A pure play telco, and they've slowly turned around this business. Will benefit from 5G as more businesses adopt to it. They're improving their balance sheet and investing in the right capex, and slowly seeing benefits. The dividend is safe, though he suggest they slow down hikes and instead use more of their cash flow to pay debt or expand their business.

DON'T BUY

He target $22.84, much higher than now, and it pays a yield of 7.5%, but where's the growth? They blew up their balance sheet (huge) by buying everything in sight like Direct TV. They also made execution mistakes. It looks cheap, but there's no catalyst to go higher. The telcos have take it on the chin, since they're tied to interest rates.

DON'T BUY

Doesn't like their balance sheet and debt and doubts they can sustain their dividend. Sees a bleak outlook.

DON'T BUY

It pays 50% of its free cash flow to its 7% dividend. Phone companies could offer the new Apple VR headset as an incentive to switch phone plans. Either way, Apple stock will come out on top.

BUY

Shares are down 15%, but pays a 7% dividend yield, with $16 billion free cash flow. Are focusing on their core businesses.

COMMENT

How many more times can they stump their toe? True, he likes that they sold their overpriced assets to drill down to their core. The dividend looks safe and the valuation has fallen. He prefers the Canadian telcos which enjoy an oligopoly. That said, there's little downside in AT&T. Their past mistakes are behind them and not ahead.

DON'T BUY
Will they cut their dividend?

The last time, the company told him they wouldn't cut their dividend...then they cut it. So, he doesn't trust them. Consider T-Mobile instead.

BUY

Reports Thursday. Likes it as a ballast in his portfolio. Their 5G spending is moderating. Has been unloved for a while, but they will beat earnings this year.

COMMENT
It's been a clown show, but last quarter they beat expectations by adding significant subscribers while Verizon struggles. He hates AT&T less now. In this space, buy T-Mobil.
BUY
It's disappointed a lot in the past decade, but are undergoing restructuring. They are selling off businesses like content, paying down debt, and focusing on their core businesses. He prefers Canadian telcos, but based on valuation and turnaround progress, AT&T is top in the US. Their last quarter was encouraging. The path forward looks better than in the past decade.
BUY
Different company over the last 30 years. Attractive dividend, which is typical in that space. Not a huge growth profile, generates lots of cash, big capex requirements. Longer term, attractive opportunity as an income stock. Yield of 6%.
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A T & T US(T-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 3

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 3

Total Signals / Votes : 6

Stockchase rating for A T & T US is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

A T & T US(T-N) Frequently Asked Questions

What is A T & T US stock symbol?

A T & T US is a American stock, trading under the symbol T-N on the New York Stock Exchange (T). It is usually referred to as NYSE:T or T-N

Is A T & T US a buy or a sell?

In the last year, 6 stock analysts published opinions about T-N. 3 analysts recommended to BUY the stock. 3 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for A T & T US.

Is A T & T US a good investment or a top pick?

A T & T US was recommended as a Top Pick by on . Read the latest stock experts ratings for A T & T US.

Why is A T & T US stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is A T & T US worth watching?

6 stock analysts on Stockchase covered A T & T US In the last year. It is a trending stock that is worth watching.

What is A T & T US stock price?

On 2025-04-01, A T & T US (T-N) stock closed at a price of $28.48.