AT&T American Telephone and Telegraph (ATT) NYSE: T telekom, media

czyli wszystkie giełdy bardziej rozwinięte niż GPW
slayer74
Kapitan
Posty: 44305
Rejestracja: 19 lip 2005 13:21
Lokalizacja: West Poland- FZ 1974

Re: AT&T American Telephone and Telegraph (ATT) NYSE: T telekom, media

Postautor: slayer74 » 22 lip 2021 17:47

Latest Release
Jul 22, 2021

EPS / Forecast
0.89 / 0.7937

Revenue / Forecast
44.05B / 42.66B
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

REKLAMA


slayer74
Kapitan
Posty: 44305
Rejestracja: 19 lip 2005 13:21
Lokalizacja: West Poland- FZ 1974

Re: AT&T American Telephone and Telegraph (ATT) NYSE: T telekom, media

Postautor: slayer74 » 23 lip 2021 14:31

Jim Cramer Says AT&T Stock Isn’t Worth Owning Despite Earnings Beat
DANIEL KUHN20 HOURS AGOTV-G28
AT&T (T) - Get Report reported adjusted earnings of 89 cents per share on revenue of $44 billion, exceeding estimates on the top and bottom lines.

The company boosted its full-year revenue guidance, as it continues to build its HBO Max subscriber base while reducing churn rates in its wireless division, TheStreet's Martin Baccardax reported.

A vocal critic of AT&T, Cramer told Action Alerts PLUS senior analyst Jeff Marks that he remains unconvinced that AT&T is worth owning.

:If you want real growth go to T-Mobile (TMUS) - Get Report,” Cramer added.

https://www.thestreet.com/jim-cramer/ji ... rth-owning
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
Kapitan
Posty: 44305
Rejestracja: 19 lip 2005 13:21
Lokalizacja: West Poland- FZ 1974

Re: AT&T American Telephone and Telegraph (ATT) NYSE: T telekom, media

Postautor: slayer74 » 09 sie 2021 10:19

Latest Release
Jul 22, 2021

EPS / Forecast
0.89 / 0.7945

Revenue / Forecast
44.05B / 42.68B
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
Kapitan
Posty: 44305
Rejestracja: 19 lip 2005 13:21
Lokalizacja: West Poland- FZ 1974

Re: AT&T American Telephone and Telegraph (ATT) NYSE: T telekom, media

Postautor: slayer74 » 11 wrz 2021 09:57

AT&T Stock: Undervalued, with a Value-Unlocking Catalyst

In current market conditions, it’s unlikely that investors will find several stocks trading at a forward price-to-earnings-ratio below 10. AT&T (NYSE:T) stock is one such name, and has been an under-performer in the last 12 months.

However, it seems like a reversal is around the corner. I am bullish on T stock with the impending media business demerger being a key upside catalyst. (See AT&T stock charts on TipRanks)

In May 2021, AT&T announced a $43-billion deal to separate from, and merge WarnerMedia with Discovery (NASDAQ:DISCA). The deal is expected to close in the middle of 2022, with Discovery shareholders owning 29% of the new company.

It’s worth noting that the merged entity is likely to have an annual content spending of $20 billion. This is a key factor that is likely to drive healthy subscriber growth. Overall, it seems that the demerged business will result in value unlocking.

Another point worth noting is that T stock currently has an annualized dividend of $2.08. The company announced a dividend cut of 50% once the demerger is completed. This further depressed T stock sentiment.

However, it seems likely that value unlocking will more than offset the dividend cut factor. This makes the stock attractive.

5G Likely to Drive Communications Segment Growth

Between 2016 and 2020, AT&T invested $105 billion in its wireless and wireline business. The company’s 5G network covers 230 million Americans, in 14,000 cities and towns.

The Communications segment already seems to be gaining growth traction. For Q2 2021, the company reported 789,000 post-paid phone net adds. The Mobility segment had a healthy operating income margin of 31.7%, and EBITDA service margin of 55.9%.

With work-from-home likely to be the new normal even after the pandemic, demand for faster connection is likely to rise. This is positive for the company’s Communications segment.

Even in the Consumer Wireline segment, the company has a penetration of more than 36%. On a year-over-year basis, penetration has increased by 500 basis points.

Deleveraging Will Improve Fundamentals

With the impending demerger, AT&T is likely to reduce its debt by $43 billion. Another point to note is that for the current year, the company has guided for free cash flows of $27 billion.

Therefore, AT&T has ample financial flexibility after capital expenditures to pursue dividends and deleverage. As a matter of fact, the company’s Telecom division expects to have the best leverage among its peers once the demerger is completed.

Wall Street’s Take

According to TipRanks’ analyst rating consensus, T stock comes in as a Hold, with five Buys, five Holds, and two Sells assigned in the past three months.

The average AT&T price target is $31.50 per share, implying 15.5% upside potential from current levels.

The Final Verdict

AT&T seems to have made the right move with the planned demerger. Individual segments are likely to create value with 5G growth, and the continued momentum in live streaming.

The stock therefore seems to be trading at attractive valuations and a reversal seems likely. It would not be surprising if T stock is a market performer or outperformer in the coming quarters.

Disclosure: At the time of publication, Faisal Humayun did not have a position in any of the securities mentioned in this article

https://www.investing.com/news/stock-ma ... st-2613382
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
Kapitan
Posty: 44305
Rejestracja: 19 lip 2005 13:21
Lokalizacja: West Poland- FZ 1974

Re: AT&T American Telephone and Telegraph (ATT) NYSE: T telekom, media

Postautor: slayer74 » 02 paź 2021 15:13

AT&T Stock: Company in Transition with mixed Fundamentals

I am neutral on AT&T (NYSE:T), as it is a company in transition that is not expensive, but also not necessarily cheap at the moment.

AT&T is known as one of the largest telecommunications companies in the United States, with a subscriber base of over 100 million. (See AT&T stock charts on TipRanks)

Recent Results

AT&T reported its Q2 results in July. Total revenue increased by approximately 7.6%, while total adjusted EBITDA decreased by 3.7% compared to the previous year’s quarter.

Its HBO MAX/HBO subscriber metric showed a total of 47 million domestic subscribers. That’s more than 100 million subscribers overall across its postpaid phone, fiber, and HBO businesses.

During a recent update, AT&T’s CEO stated that he believes AT&T Communications and Warner Bros. Discovery (NASDAQ:DISCA) will each have the right scale, capital structure, and asset base to lead their respective industries after the spin-off and merger are completed next year.

AT&T continues to expect to close the pending WarnerMedia-Discovery transaction in mid-2022.

AT&T is seeing solid momentum in its strategic areas of focus, underscored by continued strength in 5G, fiber and HBO Max subscribers. AT&T’s network is performing as well as ever, recently winning recognition as the Nation’s Best 5G Network and, for the fourth straight year, America’s Best Wireless Network overall.

This has helped drive improved subscriber growth trends and lower churn, indicating that customers are happy with the combination of service and network quality AT&T delivers. AT&T continues to deploy fiber across its wired footprint, and remains confident in its ability to reach about 2.5 million incremental customer locations by the end of 2021.

HBO Max launched in 39 Latin American territories in June, and is set to launch in six European countries next month, with plans to launch in at least 14 additional European territories in 2022.

The company is also seeing strong initial international subscriber activity, and believes exciting content launches in the second half of 2021, and the first half of 2022, will help drive continued subscriber growth. AT&T continues to expect to reach 70 million to 73 million global HBO Max and HBO subscribers by the end of 2021.

Valuation Metrics

AT&T’s share price looks expensive right now when looking at the forward EV/EBITDA multiple, as the current level of 7.9x is high relative to its historical average of 6.27x.

However, its forward price/normalized earnings of 8.6x is a significant discount to its historical average of 12x.

Last, but not least, AT&T’s forward market cap/free cash multiple of 8.6x is also discounted relative to its historical mean of 11.6x.

Wall Street’s Take

From Wall Street analysts, AT&T earns a Moderate Buy analyst consensus based on five Buy ratings, five Hold ratings, and one Sell rating in the past three months.

The average AT&T price target of $32.33 puts the upside potential at 18.3%.

Summary and Conclusions

AT&T is a company in transition, as it is planning to cut its dividend next year and spin-off its media business so that it can deleverage and better focus on its core businesses and fiber growth opportunities.

A case can be made that the stock is cheap based on its P/E, and price-to-free cash flow, but at the same time it still looks overvalued compared to historical EV/EBITDA levels.

As a result, investors looking at a value play that pays a nice dividend might find it attractive here, but a further pullback would make it more convincing.

Disclosure: At the time of publication, Samuel Smith did not have a position in any of the securities mentioned in this article.

Disclaimer: The information contained in this article represents the views and opinion of the writer only, and not the views or opinion of TipRanks or its affiliates, and should be considered for informational purposes only. TipRanks makes no warranties about the completeness, accuracy or reliability of such information. Nothing in this article should be taken as a recommendation or solicitation to purchase or sell securities. Nothing in the article constitutes legal, professional, investment and/or financial advice and/or takes into account the specific needs and/or requirements of an individual, nor does any information in the article constitute a comprehensive or complete statement of the matters or subject discussed therein. TipRanks and its affiliates disclaim all liability or responsibility with respect to the content of the article, and any action taken upon the information in the article is at your own and sole risk. The link to this article does not constitute an endorsement or recommendation by TipRanks or its affiliates. Past performance is not indicative of future results, prices or performance.

https://www.investing.com/news/stock-ma ... ls-2632879
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
Kapitan
Posty: 44305
Rejestracja: 19 lip 2005 13:21
Lokalizacja: West Poland- FZ 1974

Re: AT&T American Telephone and Telegraph (ATT) NYSE: T telekom, media

Postautor: slayer74 » 21 paź 2021 17:28

Latest Release
Oct 21, 2021

EPS / Forecast
0.87 / 0.7839

Revenue / Forecast
39.92B / 41.67B

AT&T Inc (NYSE:T) rose 0.7% after the telecom operator's quarterly revenue and monthly phone bill paying subscriber additions beat market expectations.
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
Kapitan
Posty: 44305
Rejestracja: 19 lip 2005 13:21
Lokalizacja: West Poland- FZ 1974

Re: AT&T American Telephone and Telegraph (ATT) NYSE: T telekom, media

Postautor: slayer74 » 16 gru 2021 16:46

AT&T (NYSE:T) stock rose 2.1% after Morgan Stanley upgraded its investment stance on the telecom giant to ‘overweight’ from ‘equal-weight’, saying it will become a more focused communications business after the merger of its media assets with Discovery (NASDAQ:DISCA).
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
Kapitan
Posty: 44305
Rejestracja: 19 lip 2005 13:21
Lokalizacja: West Poland- FZ 1974

Re: AT&T American Telephone and Telegraph (ATT) NYSE: T telekom, media

Postautor: slayer74 » 11 sty 2022 16:34

5G jednak później
Wbrew wczorajszy komunikatom finalnie spółki telekomunikacyjne AT&T oraz Verizon zgodziły się na
dwutygodniowe opóźnienie w uruchomieniu nowej usługi 5G, która według linii lotniczych może zakłócać
elektronikę samolotów i stwarzać zagrożenie dla bezpieczeństwa. Federalna Administracja Lotnictwa
USA planowała wydać setki zawiadomień o konkretnych ograniczeniach dla pasów startowych lotnisk, co
mogłoby spowodować znaczne zakłócenia w systemie lotnictwa. Problem dotyczy nowego pasma
szybszej usługi bezprzewodowej 5G, która funkcjonuje w pobliżu częstotliwości używanych przez
urządzenia lotnicze do obliczania wysokości. Spółki telekomunikacyjne oraz Federalna Komisja Łączności,
która zatwierdziła usługę, stwierdziły, że nie ma takiego ryzyka.
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
Kapitan
Posty: 44305
Rejestracja: 19 lip 2005 13:21
Lokalizacja: West Poland- FZ 1974

Re: AT&T American Telephone and Telegraph (ATT) NYSE: T telekom, media

Postautor: slayer74 » 01 lut 2022 17:52

AT&T Inc (NYSE:T) dropped 4.4% after slashing its dividend by nearly half and saying it would spin off WarnerMedia in a $43 billion transaction to merge its media properties with Discovery (NASDAQ:DISCA) Inc.
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
Kapitan
Posty: 44305
Rejestracja: 19 lip 2005 13:21
Lokalizacja: West Poland- FZ 1974

Re: AT&T American Telephone and Telegraph (ATT) NYSE: T telekom, media

Postautor: slayer74 » 21 kwie 2022 15:17

AT&T (NYSE:T) stock rose 1% after the telecoms giant posted a 2.5% rise in core wireless revenue for the first quarter, as demand for high-speed internet soared as consumers ramp up their home networks to meet the challenges of hybrid work and education.
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
Kapitan
Posty: 44305
Rejestracja: 19 lip 2005 13:21
Lokalizacja: West Poland- FZ 1974

Re: AT&T American Telephone and Telegraph (ATT) NYSE: T telekom, media

Postautor: slayer74 » 20 paź 2022 17:52

(Reuters) -AT&T Inc lifted its annual profit forecast after posting upbeat third-quarter results on Thursday, thanks to Americans opting for pricier wireless plans and a rebound in international travel.

After unwinding its efforts to become a media and entertainment company, AT&T (NYSE:T) is back to focusing on its wireless business in a highly competitive U.S. telecoms market.

The wireless carrier is now betting on the demand for broadband, international roaming, and monthly bill-paying subscribers to help pay off the nearly $134 billion debt on its balance sheet.

AT&T's added 708,000 net new monthly bill-paying wireless phone subscribers in the third quarter and 338,000 new fiber internet customers.

Executives said bad debt was starting to return to pre-pandemic levels.

The company now expects adjusted profit per share for the full year to be $2.50 or higher compared with earlier expectations of $2.42 to $2.46 per share.

Analysts on average expect a profit of $2.56 per share for the year, according to Refinitiv data.

Still, AT&T passed on some of the inflationary pressure to consumers when it increased prices of some plans and had to trim its annual free cash flow outlook due to late bill-payments in its enterprise-heavy business.

Analysts have also raised concerns on the effects of U.S. carriers' aggressive promotion strategy in a bid to retain subscribers.

J.P Morgan analyst Philip Cusick said AT&T's free cash flow for the quarter was "light", but reiterated at $14 billion for the year, which would require a 50% quarter-on-quarter ramp to $6 billion in the fourth quarter.

AT&T reported an adjusted profit of 68 cents per share on revenue of $30 billion in the quarter ended Sept. 30, both above expectations of a profit of 61 cents on revenue of $29.86 billion.

Shares in AT&T rose 5.1%, while Verizon (NYSE:VZ) and T-Mobile shares gained about 0.5%.
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
Kapitan
Posty: 44305
Rejestracja: 19 lip 2005 13:21
Lokalizacja: West Poland- FZ 1974

Re: AT&T American Telephone and Telegraph (ATT) NYSE: T telekom, media

Postautor: slayer74 » 20 paź 2022 23:26

Elsewhere, AT&T Inc (NYSE:T) rallied more than 7% after the telecom reported better-than-expected earnings and revenue and lifted its outlook on full-year earnings to $2.50 from $2.46 a share previously.

Latest Release
Oct 20, 2022

EPS / Forecast
0.68 / 0.61

Revenue / Forecast
30B / 29.87B
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
Kapitan
Posty: 44305
Rejestracja: 19 lip 2005 13:21
Lokalizacja: West Poland- FZ 1974

Re: AT&T American Telephone and Telegraph (ATT) NYSE: T telekom, media

Postautor: slayer74 » 25 sty 2023 20:51

AT&T Inc (NYSE:T) also delivered disappointing guidance but its renewed focus on its telecoms business helped boost subscriber numbers, sending its shares up 6.0%.
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
Kapitan
Posty: 44305
Rejestracja: 19 lip 2005 13:21
Lokalizacja: West Poland- FZ 1974

Re: AT&T American Telephone and Telegraph (ATT) NYSE: T telekom, media

Postautor: slayer74 » 21 kwie 2023 00:37

investing.com - AT&T (NYSE: T) reported first quarter EPS of $0.60, $0.02 better than the analyst estimate of $0.58. Revenue for the quarter came in at $30.1B versus the consensus estimate of $30.24B.

AT&T's stock price closed at $19.70. It is up 2.44% in the last 3 months and down -2.52% in the last 12 months.

AT&T saw 1 positive EPS revisions and 8 negative EPS revisions in the last 90 days. See AT&T's stock price’s past reactions to earnings here.

According to InvestingPro, AT&T's Financial Health score is "fair performance".

EDIT Największy spadek od lat podczas jednej sesji -10,4% :shock:
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
Kapitan
Posty: 44305
Rejestracja: 19 lip 2005 13:21
Lokalizacja: West Poland- FZ 1974

Re: AT&T American Telephone and Telegraph (ATT) NYSE: T telekom, media

Postautor: slayer74 » 14 lip 2023 13:50

Obrazek

AT&T slashed to Neutral at JPMorgan
AT&T (NYSE:T) shares fell more than 1% pre-market today after JPMorgan downgraded the company to Neutral from Overweight and cut its price target to $17.00 from $22.00, noting that the company is experiencing slightly increased pressure in the Mobility sector from Verizon Communications (NYSE:VZ), T-Mobile US (NASDAQ:TMUS), and cable providers, as well as in the Consumer Wireline segment from cable and FWA providers. Additionally, AT&T is facing ongoing challenges in the Business Wireline sector.

Despite AT&T shares currently trading at a historically low valuation, JPMorgan believes any substantial rebound is limited given repeated downward revisions for its key wireless and fiber growth divisions, as well as the high-interest rate environment and the emergence of uncertainties surrounding lead sheathed cables.
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!


Wróć do „Zagranica”

REKLAMA

Kto jest online

Użytkownicy przeglądający to forum: Obecnie na forum nie ma żadnego zarejestrowanego użytkownika i 14 gości