AT&T (SOBA) AI Stock Analysis
AT&T
(XETRA:SOBA)
No summary available
AT&T (SOBA) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 144.23B
- Dividend Yield
- 5.02%
- Average Volume (3M)
- 6,368
- Price to Earnings (P/E)
- 11.6
- Beta (1Y)
- -0.12
- Revenue Growth
- -1.73%
- EPS Growth
- -42.23%
- Country
- Germany
- Employees
- 133,030
- Sector
- Communication Services
- Sector Strength
- 60
- Industry
- Telecommunications Services
AT&T Business Overview & Revenue Model
Company Description
Globally, AT&T Inc. delivers an array of telecommunication, media, and technology offerings. Within its Communications division, the company supplies wireless voice and data communication services. It also markets mobile devices, such as smartphones,...
AT&T Earnings Call Summary
The call was strongly positive, with broad-based growth in subscribers, service revenue, EBITDA, adjusted EPS, wireless, fiber and business connectivity. Management also raised portions of its full-year outlook, highlighted record margins and continued progress in fiber expansion, convergence, copper retirement and shareholder returns. The main challenges were declining legacy revenues, lower fiber ARPU, higher near-term customer acquisition and interest costs, elevated leverage following the spectrum purchase, one-time charges and uncertainty around future technology shifts.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
For the full year, AT&T expects consolidated service revenues to grow in the low single-digit range, consolidated adjusted EBITDA to grow in the upper portion of the 3%-4% range, adjusted EPS in the $2.40 range, $18 billion+ of free cash flow, $23 billion to $24 billion of capital investment, and cash taxes in the $750 million range; for the fourth quarter, it expects free cash flow of approximately $6 billion, unfavorable vendor dispute settlements of approximately $100 million, advanced home internet net adds to moderate, and fiber ARPU to show a similar year-over-year decline compared to the third quarter. AT&T expects full-year Advanced Connectivity service revenue growth of 5%+ and EBITDA growth of 6%+, legacy service revenue declines to continue at 20%+, $4 billion in annual consolidated cost savings by the end of 2028, net debt to adjusted EBITDA to return to a level consistent with its target in the 2.5x range during 2029, and approximately $10 billion of share repurchases in 2026. It expects to reach 60 million+ fiber locations by the end of the decade, with annual capital investment in the $22 billion to $23 billion range for 2027 and 2028 and $19 billion+ of free cash flow in 2027; its target is to discontinue copper-based services in 50% of its wire centers outside of California by the end of 2027 and substantially all of them by the end of 2029.
AT&T Risk Analysis
AT&T disclosed 21 risk factors in its most recent earnings report. AT&T reported the most risks in the "Macro & Political" category.
Latest Risks Added
0 New RisksAT&T Peers Comparison
Overall Rating
TMUS70Outperform
VZ67Neutral
CHTR63Neutral
CMCSA63Neutral
LUMN40Underperform
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| TMUS | 70Outperform | $165.71B | 15.06 | 19.86% | 2.61% | 9.28% | -0.45% |
| VZ | 67Neutral | $185.39B | 11.41 | 15.73% | 6.29% | 1.38% | -16.44% |
| CHTR | 63Neutral | $19.64B | 2.86 | 30.43% | ― | -1.50% | 4.45% |
| CMCSA | 63Neutral | $82.45B | 7.35 | 12.32% | 5.68% | -0.25% | -47.58% |
| Sector * | 60Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% |
| LUMN | 40Underperform | $5.03B | -4.77 | -52.11% | ― | -7.74% | 13.54% |
* Communication Services Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:SOBA | At&t Inc | 19.24 | -0.83 | -4.15% | |
| LUMN | Lumen Technologies Inc. | 4.88 | -6.95 | -58.75% | |
| CHTR | Charter Communications | 111.49 | -110.71 | -49.82% | |
| CMCSA | Comcast Corp | 23.22 | -0.77 | -3.21% | |
| VZ | Verizon Communications | 44.73 | 7.72 | 20.87% | |
| TMUS | T Mobile US | 156.44 | -42.67 | -21.43% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.