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AT&T's 6.
The Motley Fool· 2024-02-01 20:11
U.S. wireless carrier AT&T (T 0.91%) recently closed out its fiscal 2023 year with earnings. The company, popular with income-focused investors, got great news regarding its financials and how they may affect its dividend moving forward.However, it wasn't all sunshine. The company is coming up short in one crucial area that could limit the stock's total returns upside. AT&T remains a somewhat controversial stock that may or may not fit your portfolio.The good news for dividend investorsAT&T is one of a hand ...
Is AT&T's Dividend in Danger After the Company Posted an Underwhelming Q4?
The Motley Fool· 2024-02-01 18:20
AT&T (T 0.91%) currently pays a dividend that yields 6.4%. That's more than four times the S&P 500 average of around 1.5%. While it does offer a mouthwatering payout for income investors, there's the obvious concern of whether it is sustainable. And those fears may have been heightened recently after the company posted earnings results that came in below analysts' expectations.Should investors be concerned about the safety of AT&T's dividend?What AT&T's Q4 numbers told income investorsOn Jan. 24, AT&T relea ...
AT&T: Performing Where It Matters
Seeking Alpha· 2024-01-31 01:43
Justin SullivanOn our last coverage of AT&T (NYSE:T) we made a bull case for the company, while turning slightly sour on tower REITs that depend on the company's capex cycle. Specifically we said, We think the capex cuts in the pipeline and the ones yet to come during the recession, will make AT&T (6.7X earnings) a superior play over overhyped tower REITs like American Tower REIT (AMT) at 19.5X FFO. We remain long AT&T with a $21 price target. This is an increase over the $20 we had previously and refle ...
Better Telecom Stock: AT&T vs. Verizon
The Motley Fool· 2024-01-29 23:00
AT&T业绩报告 - AT&T是市场份额领导者,在2023年第四季度增加了526,000个后付费电话净增长,总计达到1.7百万[2] Verizon业绩报告 - Verizon被认为是质量领导者,在2021年的C波段频谱拍卖上花费了530亿美元,有望保持质量领先地位[3]
AT&T: One Of Our Favorite Dividend Stocks
Seeking Alpha· 2024-01-28 23:13
jetcityimage AT&T (NYSE:T) is one of the largest telecom companies in the world. The company has a market capitalization of more than $100 billion, a post-yield cut dividend of more than 6%, and strong cash flow. As we'll see throughout this article, the company's impressive asset portfolio and continued commitment to steady returns make it a healthy dividend investment. AT&T 2023 Accomplishments The company has had a strong 2023, showing its financial strength. AT&T Investor Presentation The company's core ...
AT&T's Fiber Investment Is Turning Into a Home Run
The Motley Fool· 2024-01-28 20:23
光纤网络建设 - AT&T的光纤互联网业务是一个潜在的增长机会,尽管建设光纤网络需要大量资本投入,但其持续增长速度已经足以推动整体消费者宽带收入和消费者有线收入增长[1] - 光纤网络的建设成本高昂,但寿命长,可以相对容易地升级以提高容量。AT&T将其电缆、线路和管道的有用寿命定为15至50年,且目前没有任何可替代的技术能够取代光纤[3] 光纤网络覆盖和订户 - AT&T的光纤网络已经覆盖了2600万个位置,包括家庭和企业,截至2023年底,该服务已经拥有830万个消费者订户[4] - 公司的目标是在2025年底前覆盖3000万个位置,但由于光纤投资带来了超出预期的回报,公司现在看到将网络扩展到4500万个位置的机会[4]
AT&T: Is The Thrill Of Victory Worth The Agony Of Defeat?
Seeking Alpha· 2024-01-27 20:00
Kittiporn Kumpang/iStock via Getty ImagesThis article was coproduced by Chuck Walston. After gaining ground Monday in concert with Verizon (VZ) and that company’s better-than-expected earnings report, shares of AT&T (NYSE:T) fell 3% with the release of mixed Q4 results. As investors mulled over the earnings call, several factors appeared to cause the tumble. Arguably, management’s guidance is what delivered the worst blow to investor sentiment, despite a number of positive trends in the business. But ov ...
AT&T Is Still a No-Brainer Value Stock to Buy in 2024
The Motley Fool· 2024-01-27 19:40
Shares of telecom giant AT&T (T 0.64%) headed lower last Wednesday following a fourth-quarter report that was a bit less positive than investors may have been expecting. Overall, the company's results and guidance were solid. There were, however, a few issues that may have contributed to the post-earnings decline.What went right for AT&TWhen it came to revenue and free cash flow, AT&T knocked it out of the park. Revenue was up 2.2% year over year to $32 billion, ahead of the average analyst estimate by more ...
Is It Finally Safe to Buy AT&T Stock?
The Motley Fool· 2024-01-26 18:35
公司表现 - AT&T 去年夏天股价创下30年新低,因为公司几十年前留下的“有毒”铅包覆电缆可能导致数十亿美元的清理和处理费用[1] - AT&T 在过去几年表现不佳,包括未能成功收购Sprint、输给T-Mobile等竞争对手,以及进行了一系列灾难性收购,如DirecTV和Time Warner,导致市值蒸发数百亿美元[2] - 尽管遭遇困境,AT&T 在股价触底后开始好转,股价自7月17日起上涨24%,表现优于标普500指数[3] 财务表现 - AT&T 第四季度报告表现稳健,营收增长2.2%至320亿美元,超过市场预期,主要受移动业务收入增长推动[6] - 公司实现了60亿美元的成本节约目标,并计划在2026年中期再削减20亿美元成本[7] - 自由现金流达到目标,第四季度自由现金流为64亿美元,但调整后每股收益从去年同期的0.61美元下降至0.54美元,低于预期[8] - 公司对2024年的业绩预期令投资者失望,调整后每股收益预期为2.15-2.25美元,低于市场预期和2023年的2.41美元[9] - 管理层表示公司将在2025年恢复调整后每股收益增长[10] 未来展望 - 尽管股价下跌,AT&T 的报告中有更多好消息,包括实现自由现金流目标、手机和宽带用户增长强劲,以及预期自由现金流和调整后的EBITDA增长[11] - AT&T 过去30年的表现与错误的收购有关,管理层现在完全专注于电信业务,尽管公司仍有超过1300亿美元的债务,但业务盈利稳健,看起来正朝着稳定增长的方向发展[12] - 预计今年晚些时候利率下降,将有助于降低公司的利息支出,使其6%以上的股息率更具吸引力[13] - 根据低于8的市盈率和关键指标向好的情况来看,现在是购买AT&T的时机[14]
AT&T: Forget The +6% Yield, Huge 50% Turnaround Opportunity (Strong Buy Reiteration)
Seeking Alpha· 2024-01-26 15:55
Brandon Bell Thesis In my previous article on AT&T, Inc. (NYSE:T), I delved into various possibilities for the company. The mid-range projection indicated a fair price of $30.8, while the high-end projection suggested a fair price of $33.1. Since that article, the stock has surged by 14.54%. In this piece, I will reassess AT&T based on the latest financial figures. As you will observe, AT&T still presents a substantial upside, with a fair stock price of $25.15. Although this figure is below the fair prices ...