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TT

AT&T Inc.

$T·$147B·Telecommunications Services·Communication Services
$21.99+2.6%YTD-11.3%1Y-18.4%
Mentions · last 7 days
2026-07-09: 319 posts2026-07-10: 346 posts2026-07-11: 363 posts2026-07-12: 587 posts2026-07-13: 483 posts2026-07-14: 289 posts2026-07-15: 361 posts2,767+3%
Price updated 14h ago·X counts updated 2d ago
TT
$TAT&T Inc.
$21.99+2.61%2.8k posts+3%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $T, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-07-17

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

A 7x earnings, 11% free-cash-flow-yield telecom heading into a print that only needs to be non-alarming.

AT&T is the US wireline-plus-wireless telecom incumbent — the specific one now paying an 11% free-cash-flow yield with a 7.4x P/E while the market treats it as a slow-growth utility. The stock is at the bottom of its 52-week range going into July 22 earnings.

Why the setup is asymmetric:

  • The valuation is out of line with the cash generation: 7.4x TTM P/E and an 11% free cash flow yield mean AT&T is priced as if the business is shrinking, while the operating margin sits at 19% and gross margin at 80% — a real cash-returning telecom.
  • The AST SpaceMobile direct-to-cell thesis is the fresh catalyst: with AT&T positioned as a key mobile-network operator partner in the D2C rollout and 7+7M of nationwide non-T-Mobile spectrum in play, the equity has a specific growth optionality it didn't have last year.
  • The Palo Alto embedded-SECaaS partnership adds an enterprise-security lever: AT&T Dynamic Defense running on PANW is a specific enterprise-security revenue stream on top of the wireless base.
  • The tape reflects the setup: sitting at 21% of the 52-week range with volume 23% above average, meaning positioning has started but the base hasn't confirmed.

July 22 earnings is the trigger. A number confirming stable free cash flow with any D2C commentary restarts the leg; a soft wireline-margin print reads as the same de-rating continuing. The dividend covers the wait either way.

Agrees with X sentimentX is bullish on the ASTS D2C thesis, the Palo Alto embedded-SECaaS partnership, and the spectrum-deal read-through, and the fundamentals genuinely support a bounce — 7x P/E with 11% FCF yield is asymmetric on almost any read. The gap the corpus doesn't weigh is that the wireline mix continues to be a drag; the print has to at least stop that from getting worse.

What to watch: The July 22 print — free cash flow trajectory, wireline-margin trend, and any ASTS-tied commentary. Stable FCF with a specific D2C update restarts the leg; a soft wireline print continues the discount.

On the calendar: 2026-07-22 — Q2 earnings

float missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-07-15

AT&T chatter is bullish. AT&T's Head of Network Native Cybersecurity gave 'a great pitch for embedded SECaaS' - AT&T Dynamic Defense runs on PANW. FCC approved T-Mobile → Grain 800MHz spectrum deal - AST SpaceMobile positioned to receive 7+7M nationwide ex-T-Mobile spectrum. Cerberus-owned Ligado Networks in talks to settle $39B DoD suit - T-Mobile/T/VZ implicated. Community broadly bullish the ASTS D2C thesis with T as a key MNO partner.

Read the AI verdict + X sentiment for $T

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates the largest US wireless carrier (AT&T Mobility) and fiber broadband network (AT&T Fiber) after spinning off DirecTV and WarnerMedia.

Industry overviewAI analysisGenerated by AI from underlying data

Where Telecommunications Services sits in its cycle right now — and what that implies for $T.

Telecommunications Services · Communication Services

No material change from last week — IRDM's only truly global LEO constellation and GSAT's Apple SOS partnership represent a new service layer that neither cable nor wireless incumbents can match.

What this means for $T

Direct beneficiary — Operates the largest US wireless carrier (AT&T Mobility) and fiber broadband network (AT&T Fiber) after spinning off DirecTV and WarnerMedia; core operations sit in the path of the LEO satellite global coverage and Apple SOS emergency positioning.

Industry benchmark

19-name peer basket
+15.5%YTD
+31.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
7.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
19.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
11.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
19.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
79.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 22, 2026$0.57$0.55+3.3%
Q4 2025Jan 28, 2026$0.52$0.46+12.4%
Q3 2025Oct 22, 2025$0.54$0.54+0.6%
Q2 2025Jul 23, 2025$0.54$0.53+1.9%
Next earningsWed, Jul 22·consensus EPS $0.59

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$31.5B+2.9%44.4%21.1%$0.54$2.7B
Q4 FY25$33.5B+3.6%179%15.4%$0.53$4.5B
Q3 FY25$30.7B+1.6%44.2%19.9%$1.30$5.3B
Q2 FY25$30.8B+3.5%43.6%21.2%$0.62$4.9B

Forward consensus

5-year forecast · up to 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$129.6B$127.7B – $133.0B$2.32$2.29 – $2.3518
FY27$132.7B$129.5B – $140.7B$2.54$2.42 – $2.6117
FY28$135.2B$135.2B – $135.2B$2.88$2.79 – $2.9216
FY29$139.1B$136.8B – $145.5B$3.17$3.10 – $3.3615
FY30$143.4B$141.0B – $150.0B$3.55$3.47 – $3.7615

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.21%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-5.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-13.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.425-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 64 other (42 awards · 10 inkinds · 8 returns · 4 gifts) in window

See when $T insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJun 168-K — Item 5.02: Officer or director change
AI summary

AT&T Inc. (T) filed an 8-K Item 5.02 on June 16, 2026 reporting a change in directors or officers. Body unavailable — excerpt contains only the XBRL header without the specific personnel change details.

8-KOfficer or director changeMay 208-K — Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 5.07: Shareholder vote
424B5Prospectus supplement (offering)Mar 5424B5
+ 22 other (5 routine 8-Ks · 4 11-Ks · 2 13Gs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Lumen Technologies vs. Viasat: Which Data Network Stock Is a Better Buy in 2026?fool.com·1d agoAT&T Connects Fans to the Moments Defining Sports Culture at Fanatics Fest NYCprnewswire.com·1d agoWill AT&T (T) Beat Estimates Again in Its Next Earnings Report?zacks.com·2d agoAT&T (T) Earnings Expected to Grow: Should You Buy?zacks.com·2d agoAT&T and Verizon Look Beyond the Family Planwsj.com·2d ago

More in Telecommunications Services

Peers in the same group — one click to compare setups, fundamentals, and chatter.

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Voices on X · last 7 days

No standout posts about $T on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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