AT&T IncNYSE: T
Communication Services · Integrated Telecommunication Services
$26.23
+0.36%
Vol: 21.1M
Research Digest
Friday, May 1, 2026
AT&T stock up 1.7% on strong Q1 earnings; company declares $0.2775 dividend and launches 2026 Small Business Contest
AT&T reported Q1 2026 adjusted EPS of $0.57 and revenue growth of 2.9% to $31.5B, driven by strong wireless and fiber performance. Board declared quarterly dividend of $0.2775 per share payable May 1, 2026. Company launched 2026 Small Business Contest with $50K grand prize and expanded Dynamic Defense cybersecurity to AT&T Business Fiber starting May 4. Wall Street consensus rates AT&T Moderate Buy with 14 Strong Buy, 3 Moderate Buy, 11 Hold ratings among 28 analysts. FY2026 adjusted EPS projected to grow 9% YoY to $2.31.
Previous Market Intelligence
13 daysApr 30AT&T Q1 earnings beat amid 73M customer data breach and $5 service outage creditsMixed▶
AT&T beat Q1 2026 expectations with 2.9% YoY revenue increase and adjusted EPS of $0.57. Expanding fiber network and wireless customer base with strong growth metrics. However, approximately 73 million current and former customers affected by data breach involving Social Security numbers. Tens of thousands impacted by recent cell service outage; company providing $5 per-account billing credits. Announces relocation of Dallas HQ to Plano by 2028 with 6,000 employees. Structural challenges in wireless business tempered by high-value cybersecurity and public safety focus. Analyst consensus shows Buy rating with $30.55 PT (18.64% upside).
Apr 29AT&T beats Q1 2026 expectations with 2.9% revenue growth and adjusted EPS of $0.57, raising 12-month analyst PT to $30.55Mixed▶
AT&T exceeded Q1 2026 estimates with 2.9% YoY revenue growth and adjusted EPS of $0.57. Strong growth in fiber and converged customer relationships drove results. Company is enhancing public safety through RapidSOS partnership integrating AI into 911 infrastructure. Stock priced at $26.03 with 4.3% dividend yield and P/E of 8.56. Facing two lawsuits over relocation mandate with discrimination claims. Analyst consensus is Buy with 12-month price target of $30.55 (+17.23% upside). Recognized as one of 10 best Fortune 500 dividend stocks. Recent data breach affecting ~73 million customers and network outage under investigation.
Apr 16AT&T targets 5%+ service revenue growth in 2026 with strong Q4 2025 EPS of $0.52; analysts maintain Buy rating with $30.83 average 12-month targetPositive▶
AT&T demonstrated recovery momentum with strong Q4 2025 adjusted EPS of $0.52 and 3.6% YoY revenue growth. Management targets 5%+ service revenue growth in 2026 backed by $250+ billion investment over five years in U.S. network infrastructure. Fiber and wireless segments driving expansion with broadband customer growth accelerating. Stock priced at $25.58 with market cap of $178.99B, trading at 8.39 P/E and 4.3% dividend yield. Analyst consensus: Buy rating (19 analysts) with $30.83 average 12-month target (+20.34% upside). Company expanding device partnerships and divested 70% DirecTV stake to TPG.
Apr 14AT&T falls 3.2% on BNP Paribas downgrade to Neutral; Q1 earnings April 22Negative▶
Dropped 3.2% April 13 on BNP Paribas downgrade to Neutral $28 PT. Guided 5%+ service revenue growth. Relocating HQ to Plano by 2028. Q1 earnings April 22.
Apr 13Q1 2026 earnings April 22; $2B FirstNet expansion; legacy plan price hikes effective AprilNeutral▶
AT&T to release Q1 2026 earnings on April 22 at 8:30 a.m. ET. Announced $2 billion FirstNet public safety network expansion with Commerce Dept. Beginning April 2026, customers on legacy unlimited plans face $10/month (single-line) or $20/month (multi-line) rate increases. Stock trading at $26.55 with 4.2% dividend yield.
Apr 10AT&T trades near recent lows ahead of Q1 earnings April 22; consensus Buy rating maintained.Neutral▶
AT&T closed at $27.35, down 2.46% on April 10. Q1 2026 earnings scheduled April 22 with expected EPS of $0.55, up 7.84% year-over-year. Wall Street consensus rating is Buy with $30.82 price target. Recognized as 2026 US Company of the Year for public safety connectivity.
Apr 9AT&T Recognized as 2026 US Company of the Year; Goldman Sachs Raises Price TargetPositive▶
AT&T received 2026 US Company of the Year recognition for public safety connectivity and restructuring efforts. Goldman Sachs raised price target, reflecting confidence in 5G/fiber investments. Stock closed at 27.36 with modest overnight gains in after-hours trading.
Apr 8AT&T Q1 2026 earnings April 22; FirstNet $1B Commerce Department investment deal announced.Neutral▶
AT&T will release Q1 2026 results April 22. Reached $1 billion investment deal with Commerce Department for FirstNet improvements and $1B in cost savings. AT&T Fiber won Ookla's first home internet award. Average rating Buy with $30.83 target (9.95% upside). Goldman Sachs price target increase.
Apr 7AT&T closes Lumen fiber acquisition, commits $250B+ to U.S. connectivity infrastructure expansionPositive▶
AT&T closed Lumen mass-market fiber acquisition February 2, adding 1M+ subscribers and 4M locations, bringing fiber reach to 36M+ with targets of 40M+ by end-2026 and 60M+ by 2030. Company announced $250B+ investment commitment over five years for connectivity infrastructure. Launched amiGO Jr. Phone on February 6 in partnership with Samsung. Strategic AWS collaboration announced to modernize infrastructure combining AT&T fiber with AWS cloud/AI. FY2026 guidance set at 2.250-2.350 EPS, $45B+ shareholder returns planned 2026-2028. Q1 earnings April 22.
Apr 6AT&T launches OneConnect bundle; Plano HQ relocation by 2028.Neutral▶
AT&T launched OneConnect combining wireless, home internet, and connected devices in single bill. Announced Dallas HQ relocation to Plano by 2028 (6,000 employees). New outage guarantee program with billing credits. Stock $28.35 with 3.9% monthly gain.
Apr 3AT&T announces $250B infrastructure commitment and AST SpaceMobile partnership; stock near all-time highs.Mixed▶
AT&T committed $250B+ over five years to network expansion with $23-24B 2026 capex. Company inked $2B FirstNet expansion deal and launched satellite broadband partnership with AST SpaceMobile. Q1 earnings due April 22. However, April price hikes on legacy unlimited plans ($10-20/month increase) sparked customer concerns. Quarterly dividend raised to $0.2775/share.
Apr 1AT&T committed $250 billion over 5 years for network expansion, disclosed 73 million customer data breach; stock near all-time high.Mixed▶
AT&T announced $250 billion five-year commitment to build largest U.S. network with advanced capabilities. Disclosed major data breach affecting 73 million current and former customers including SSNs exposed to dark web. Offering $5 billing credits for March wireless outage. Planning Dallas headquarters relocation to Plano by 2028. Stock near all-time high of $29.45. Analyst consensus Buy with $30.87 12-month PT.
Mar 31AT&T plans $250B infrastructure investment and relocates 6,000 employees to Plano by 2028; earnings April 22.Positive▶
AT&T investing $250B in US connectivity infrastructure. Relocating Dallas HQ to Plano by 2028 moving 6,000 employees. Launching Apple iPad bundle deals. Earnings April 22, 2026. Stock gained 3.9% over past month.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| VZVERIZON | $48.29 | +0.53% | -2.3% | 9.1x | 0.27 | $200.6B |
| TAT+T | $26.23 | +0.36% | -7.7% | 10.2x | 0.54 | $181.6B |
| GOOGLALPHABET | $385.59 | +0.21% | +28.3% | 28.4x | 1.13 | $4.66T |
| GOOGALPHABET | $382.99 | +0.27% | +28.3% | 28.2x | 1.13 | $4.62T |
| METAMETA | $609.01 | -0.47% | +6.8% | 16.9x | 1.31 | $1.55T |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.