AT&T Inc. 5.35% GLB NTS 66 · TBB · FY2024 Q4 · Calendar Q1 2025
The supplied analysis supports a constructive but conditional view: resilient mobility and fiber demand, alongside cost savings and network modernization, could support the operating trajectory, but the case depends on execution and offsetting legacy-service declines.
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Relative to the supplied prior-quarter analysis, the emphasis shifted toward full-year execution, AI-enabled cost savings, legacy copper decommissioning, and planned shareholder returns. Guidance sentiment remained maintained, while the supplied analysis continued to flag Business Wireline and competitive risks.
Management guidance was described as maintained versus the prior quarter; the supplied analysis does not provide a new numerical guidance range.
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Try FN2 freeLatest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 26, 2026. Not an FN2 forecast.
Upside is calculated against the persisted previous close $17.78. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Wells Fargo | Analyst unavailable | $22 | $22.99 | +23.7% | Jan 10, 2023 |
| Barclays | Analyst unavailable | $18 | $24.04 | +1.2% | Sep 29, 2022 |
| MoffettNathanson | Analyst unavailable | $17 | $24.85 | -4.4% | Aug 18, 2022 |
| UBS | Analyst unavailable | $24 | $24.71 | +35.0% | Jul 22, 2022 |
| Cowen & Co. | Analyst unavailable | $24 | $24.72 | +35.0% | Jul 22, 2022 |
| Deutsche Bank | Analyst unavailable | $22 | $24.71 | +23.7% | Jul 22, 2022 |
| Wells Fargo | Analyst unavailable | $23 | $24.75 | +29.4% | Jul 8, 2022 |
| Wolfe Research | Analyst unavailable | $22 | $25.02 | +23.7% | Jun 2, 2022 |
| Wells Fargo | Analyst unavailable | $21 | $24.58 | +18.1% | Apr 19, 2022 |
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Start freeAT&T Inc. operates as a parent corporation, offering a diverse portfolio of telecommunications, media, and technology services. Its business is structured into two main divisions: Communications and Latin America. The Communications division provides services to both individual consumers and corporate clients across the United States and its territories, as well as to businesses globally. In contrast, the Latin America division is dedicated to furnishing entertainment and wireless services primarily outside of the U.S. The company was founded in 1983 and has its headquarters situated in Dallas, Texas.
| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| RCI Rogers Communications Inc. | FY2026 Q3 · Calendar Q4 2026 | +9.5% | -2.4% | Rogers Reaffirms 2026 Guidance as Capex Falls and MLSE Monetization Advances |
| OMC Omnicom Group Inc. | FY2026 Q3 · Calendar Q4 2026 | +2.2% | +2.6% | Omnicom pairs resilient demand with AI and integration progress |
| SPOT Spotify Technology S.A. | FY2026 Q3 · Calendar Q4 2026 | -11.6% | +11.1% | Spotify: resilient Q3 demand, with AI and audiobooks central to growth |
| CMCSA Comcast Corporation | FY2026 Q3 · Calendar Q4 2026 | +8.5% | +3.4% | Comcast balances wireless and Peacock gains against Q4 costs |
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Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-26. For educational purposes only; not investment advice.
