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TT

AT&T Inc.

Hot onWhy it's trendingX chatter spiked vs its recent normStrong bullish X conversationBacked by solid revenue growth
$T·$176B·Telecommunications Services·Communication Services
$25.56+1.6%YTD+3.3%1Y-14.5%
Price updated 13m ago·X counts updated 21h ago
TT
$TAT&T Inc.
$25.56+1.61%447 posts2.1×
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.

447X posts · last 7 days
Aug 27Sep 9
Chatter Meter
2.1×
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 running louder than usual, louder than 87% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data42 posts analyzed · as of 2026-09-09

AT&T is presenting at Goldman, Citi and BofA conferences this week and is publicly framing its satellite plan as "AST SpaceMobile for D2D + Amazon Leo for fixed broadband" — symbiotic and parallel. One long is up +65.9% on the trade. Bears remind young investors T/VZ compound worse than $AMZN/$GOOGL/$AMD/$MU/$PLTR. A crypto $T token also ripped 26% adjacent.

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 numbersWinding up for a moveAI verdict · as of 2026-09-09

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

AT&T is a dirt-cheap 11% FCF-yield telecom coiling around its 200-day — Amazon-satellite partnership and Communacopia this week are the near-term tape.

AT&T is the largest US wireline-and-wireless telecom, a slow-compounder that quietly generates one of the biggest free cash flow yields in the S&P 500. The tape has coiled around the 50-day and 200-day into a Goldman Communacopia keynote and a fresh Amazon-satellite partnership.

  • The cash generation is the whole reason to own it: 11% FCF yield and a 19.4% operating margin on 3% revenue growth — this is a bond-equivalent equity with a modest growth kicker, not a story stock, and at 7.4x earnings the market is barely paying for the free cash.
  • The Amazon-AT&T satellite tie-up is unexpected upside: a challenge to SpaceX's dominance and an incremental route for wireless coverage — small in the near term, but exactly the kind of optionality a mature-cash-flow name rarely gets for free.
  • The fiber-for-copper conversion story continues to be the fundamental margin lever: replacing 100-year-old copper with fiber cuts operating costs per subscriber and is behind the operating-margin expansion the market keeps underestimating.

If John Stankey's Sept 9 Communacopia presentation lands and Q3 earnings on Oct 21 confirms fiber conversion plus Amazon-partnership traction, the coiling breaks higher. A soft Q3 print or an Amazon-partnership walk-back is what would keep this stuck in the range.

What to watch: Stankey's Sept 9 Communacopia presentation for Amazon-satellite partnership detail, then Q3 earnings on Oct 21 for fiber conversion trajectory. A concrete Amazon-partnership economic update is the near-term unlock; a soft Q3 print keeps this in the range.

On the calendar: 2026-09-09 — Goldman Communacopia (Stankey)

high fcf yieldfiber conversionamazon satellite partnership

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

US wireless oligopoly (T-Mobile/AT&T/Verizon) sustains ARPU and margin stability through premium plan mix; satellite-connectivity demand from low-orbit networks adds optionality. Cord-cutting legacy wireline pressure continues, offset by broadband share gains.

What this means for $T

Partial — AT&T wireless + fibre; debt reduction underway, ARPU stable, fibre broadband is the growth driver, limited upside vs T-Mobile.

Industry benchmark

18-name peer basket
+10.4%YTD
+30.8%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 $0.62

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$129.2B$128.5B – $129.8B$2.34$2.30 – $2.4617
FY27$131.9B$129.7B – $134.9B$2.56$2.42 – $2.7717
FY28$134.7B$132.0B – $137.4B$2.91$2.84 – $2.9815
FY29$139.0B$137.4B – $140.7B$3.15$3.10 – $3.2010
FY30$143.2B$141.6B – $145.0B$3.52$3.47 – $3.587

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.1.3×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.53%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.+6.3%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.-0.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

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.

+ 56 other (56 awards) 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-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
+ 24 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.

AT&T Inc. (T) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcriptseekingalpha.com·1d agoAT&T CEO Stankey Details Fiber, Wireless and AI Growth Strategy at Goldman Sachs Conferencemarketbeat.com·1d agoHands-on with the $1,999 foldable iPhone, and why AT&T's CEO isn't soldyoutube.com·1d agoAT&T Elects Fazal F. Merchant to Board of Directorsprnewswire.com·1d agoAT&T Becomes Amazon's First Major Satellite Broadband Telecom Customer247wallst.com·1d ago

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Voices on X · top 10 · 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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