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TT

AT&T Inc.

$T·$152B·Telecommunications Services·Communication Services
$23.43-0.3%YTD+0.5%1Y-10.6%
Price updated 5h ago·X counts updated 5d ago
TT
$TAT&T Inc.
$23.43-0.30%1.6k posts1.3×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $T on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

1,650X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.3×
QuietNormal · 1×Loud

How loud $T's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 93% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-15

AT&T becomes the first major US telecom to offer Amazon Leo satellite broadband as a fully-managed service, complementing an AST SpaceMobile partnership. A parallel Threshold Network $T crypto side-thread frames a technical support-bounce setup.

Read what X is saying about $T

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $T — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersEvent coming upAI verdict · as of 2026-10-03

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

A yield-and-fiber story that just added satellite broadband and a $3B Corning deal — Oct 21 earnings is the catalyst.

AT&T is a US telecom with a fiber-and-wireless-and-now-satellite footprint — the first major US telecom to resell Amazon Leo broadband as a managed service, on top of its existing AST SpaceMobile partnership. The 2026 story is fiber-plus-satellite as the right side of a decade of simplification.

  • The P&L is steady, not spectacular: Q2 revenue grew 2.9% YoY to $31.5B at a 21% operating margin with EPS beats of 10% and 3% on the last two prints — mid-single-digit growth with capital returns doing the compounding is what buyers come here for.
  • The $3B Corning fiber deal and the Amazon Leo partnership move AT&T from a wireless-first story toward a 'where AI capex touches the network' story — not transformational on their own, but together they argue the fiber footprint has upside optionality the stock price doesn't reflect.

Down 14% in six months and sitting at 46% of its 52-week range, the setup into Oct 21 earnings is quietly interesting. A clean postpaid-net-add number plus any fiber-related capex color is what wakes the stock up; a soft postpaid-wireless print or a dividend-coverage concern is where the yield trade starts to question the setup.

Agrees with X sentimentThe bullish Amazon-Leo satellite framing is a real catalyst, and the technician-support-bounce setup read in the thread matches the chart. The Threshold Network $T crypto side-thread is unrelated noise.

What to watch: Oct 21 Q3 earnings — postpaid wireless net adds, fiber subscriber adds, free cash flow trajectory, and any Amazon Leo revenue schedule. Clean postpaid adds plus confirmed fiber capex is the trigger; a soft wireless number is the invalidation.

On the calendar: 2026-10-21 — Q3 earnings

event ahead 30dsatellite optionality

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — ASTS securities fraud class action adds litigation overhang to the satellite-direct-to-cellular thesis.

What this means for $T

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

Industry benchmark

18-name peer basket
+3.0%YTD
+3.3%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
Q2 2026Jul 22, 2026$0.65$0.59+10.2%
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%
Next earningsWed, Oct 21·consensus EPS $0.60

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 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$129.3B$128.5B – $129.9B$2.34$2.32 – $2.3817
FY27$132.2B$129.9B – $135.2B$2.56$2.43 – $2.6617
FY28$135.0B$132.1B – $137.6B$2.92$2.83 – $3.1015
FY29$140.0B$138.3B – $141.7B$3.16$3.11 – $3.2110
FY30$144.7B$143.0B – $146.5B$3.55$3.49 – $3.607

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.1.0×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.38%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.-5.8%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.-6.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 6.8B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.435-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.

+ 61 other (58 awards · 2 inkinds · 1 exempt) 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

3New insider — initial holdingsSep 163
AI summary

Fazal F. Merchant, a new Director at AT&T Inc. (T), filed an initial Form 3 dated September 8, 2026 reporting no beneficial ownership of AT&T securities at date of appointment. Routine new-director insider ownership disclosure. Administrative — no economic significance.

8-KOfficer or director changeSep 98-K — Item 5.02: Officer or director change
AI summary

AT&T Inc. filed an 8-K disclosing an executive officer change, dated September 7, 2026. The available excerpt shows AT&T's bond taxonomy data (extensive list of global notes) rather than the officer change narrative, so specific details of the departure or appointment were not captured in the excerpt. Body excerpt insufficient for specific officer detail — shows financial instrument registry data.

8-KMaterial debt obligationJul 288-K — Item 2.03: Material debt obligation · Item 7.01: Press release / Reg FD
AI summary

T (T) furnished Reg FD materials under Item 7.01 (Reg FD), filed 2026-07-28. Reg FD disclosures are furnished (not filed) — commonly investor slides, strategy updates, or guidance. Review the exhibit for material new information about business outlook.

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
+ 20 other (4 routine 8-Ks · 4 11-Ks · 2 CERTs · 2 8-A12Bs) in window

Recent news

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

Countdown to AT&T (T) Q3 Earnings: A Look at Estimates Beyond Revenue and EPSzacks.com·15h agoAT&T's Preferred Units Are Irrationally Pricedseekingalpha.com·20h agoAT&T (T) Outpaces Stock Market Gains: What You Should Knowzacks.com·1d agoAT&T: 3 Big Threats That Could Crush Its Dividend Growth And Buyback Potentialseekingalpha.com·1d agoAT&T Expands America's Best Guarantee to Deliver Faster, Simple Support, with Fewer Transfersprnewswire.com·2d ago

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