DailyIQ
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Sector:Communication ServicesAll sectors
Last updated 7 minutes ago

T·AT&T Inc.

$.
+. (+.%)
High
$21.71
Open
$21.32
Market Cap
149.01B
52W High
$29.79
Low
$21.24
P. Close
$21.28
P/E
6.95
52W Low
$19.89
Fwd P/E
36.26
DailyIQ Est.
$30.37
Technical Score (1D)
36
SELL
News Sentiment
74
BULLISH
AT&T will raise its Administrative & Regulatory Cost Recovery Fee by $1 per month for all customers effective Aug. 5, increasing the fee from $3.99 to $4.99. The hike is intended to cover rising interconnection, tower, privacy and other regulatory costs, and is expected to boost fee‑based revenue. In the short term, the fee increase could pressure customer satisfaction and potentially lift churn, which may weigh on revenue growth and margin in the next earnings cycle. The fee change also signals AT&T’s ongoing effort to offset regulatory cost pressures, a factor that could influence its guidance for the next 1–10 trading days. Meanwhile, the stock’s recent 1.25% decline appears to be a short‑term correction rather than a reaction to new company data, suggesting market sentiment is still neutral. AT&T’s recent test of 5G drone sensing with Ericsson demonstrates its push into integrated sensing and communications, positioning the network for future 6G‑related security and IoT services that could open new revenue streams. The company’s addition of H2O AI Super Agent to its enterprise AI stack further underlines a strategy to improve operational efficiency and expand its enterprise services portfolio. The discontinuation of new landline orders in California by 2026 reflects the broader shift away from legacy copper, potentially reducing legacy revenue but freeing capital for 5G and AI initiatives. Traders should watch for the first quarterly earnings release for guidance on how the fee hike and new technology initiatives translate into revenue and margin, as well as any regulatory filings that could affect the fee structure or network deployment.
Earnings Summary
AT&T Inc. is a global telecommunications and technology provider that operates through its Communications and Latin America segments, delivering wireless, wireline, broadband, and related equipment services to consumers and businesses. In the broader communication services sector, AT&T competes with other major carriers while also expanding into high‑speed broadband and network infrastructure. Over the most recent four quarters, AT&T’s earnings per share have shown a steady upward trajectory, with Q4 2025 reporting $0.52 versus an estimate of $0.4719 and Q1 2026 delivering $0.57 against an estimate of $0.5511, both beating expectations; the two preceding quarters, Q2 2025 and Q3 2025, also beat their respective estimates at $0.54 each, while Q1 2025 fell short at $0.51 versus $0.5146. Revenue, however, has been more volatile: the company grew from $30.71 B in Q3 2025 to $33.47 B in Q4 2025, a 9.4 % jump, but then contracted to $31.51 B in Q1 2026, reflecting a slowdown in top‑line momentum. Historically, AT&T has maintained a consistent pattern of EPS beats in five of the last six quarters, even as revenue growth has decelerated, underscoring strong cost discipline and a resilient balance sheet. Recent news highlights a potential setback in the high‑speed satellite broadband arena, with AT&T possibly excluded from a Starlink partnership, but the firm’s acquisition of fiber assets from Lumen and continued focus on fiber‑to‑the‑home and bundled wireless services may offset this risk; the company’s dynamic defense platform also signals diversification into cybersecurity. Investors should watch for guidance on subscriber growth, the outcome of the copper landline termination in California, and any updates on 5G revenue and capital allocation, as these factors will shape the company’s near‑term earnings trajectory.

EPS

EstBeatMiss
$0.45$0.49$0.53$0.57$0.60Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$0.59 - -
Q1'26$0.55$0.57+3.4%
Q4'25$0.47$0.52+10.2%
Q3'25$0.54$0.54+0.4%
Q2'25$0.53$0.54+1.9%
Q1'25$0.51$0.51-0.9%

Revenue

EstBeatMiss
$30.2B$31.1B$32.1B$33.0B$34.0BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$32.4B - -
Q1'26$31.2B$31.5B+0.9%
Q4'25$33.5B$33.5B-0.2%
Q3'25 - $30.7B -
Q2'25 - $30.8B -
Q1'25 - $30.6B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

T Stock Snapshot

T is currently trading at $21.37, giving AT&T Inc. a market cap of 149.01B and a P/E ratio of 7.0. Today's range spans $21.24–$21.71, with shares opening at $21.32 and moving up $0.09 (0.4%) from the prior close. DailyIQ's technical score sits at 36/100 (HOLD) with a news sentiment reading of 74/100.

Over the past year T has traded between $19.89 and $29.79 - the current price is +7.4% off the 52-week low and -28.3% from the high. 37 analysts cover the stock with a Hold consensus and a mean 12-month target of $29.28 (range $18.00–$36.00), implying upside of +37.0%.

The quality factor scores well for AT&T Inc. (T) even in a HOLD phase - at 149.01B in Communication Services market cap with a 36/100 technical read (HOLD) and bullish sentiment (74/100), the stock's balance sheet and earnings stability attract defensive allocators who don't need a mixed signal to hold the position. (P/E: 7.0) Price: $21.37 (near 52-week lows). Range: $19.89–$29.79.

The 52-week range of $19.89–$29.79 for T provides the structural reference that options traders, systematic funds, and discretionary managers all anchor to — and at $21.37 (near 52-week lows), the stock sits in a zone where the next 5–10% move will likely define which crowd was right. A HOLD signal at 36/100 and bullish news backdrop (74/100) don't break the tie yet, but they narrow the probability distribution toward the upside.