股价表现 - 过去一年股价上涨14.2%，而无线通信行业整体下跌5.1% [1] - 股价表现优于同行，威瑞森通信上涨0.7%，T-Mobile US下跌11.5% [2] - 股价表现落后于Zacks计算机与科技板块及标普500指数的增长 [1] 业务优势与增长动力 - 推出AT&T Express Waves产品，提供超高速、高安全性、大容量连接，其最高速度是现有网络顶级速度的4倍 [3][4] - 近期在美国新增1000万光纤互联网客户，比主要竞争对手威瑞森通信高出近40% [5] - 收购Lumen的Mass Markets光纤业务预计于2026年初完成，将增加100万光纤客户和400万光纤覆盖点，目标到2026年底实现总计6000万光纤覆盖点 [5] - 消费者有线业务和移动业务表现健康，报告期内光纤净增28.8万用户，光纤收入同比增长16.8% [6] - 过去五年光纤客户数量翻倍，推出AT&T Guarantee等产品体现以客户为中心的策略 [18] 财务与运营挑战 - 第三季度服务收入同比增长仅为0.8% [10] - 后付费手机每用户平均收入从去年同期的57.07美元下降至56.64美元 [10] - 后付费用户流失率从0.93%上升至1.07% [10] - 企业有线业务收入同比下降7.8%，该部门EBITDA同比下降12.9% [12] - 来自威瑞森、T-Mobile和康卡斯特的激烈竞争影响了客户留存和ARPU增长 [10] 盈利预测与估值 - 2025年盈利预测在过去60天内保持不变，2026年盈利预测上调0.89% [13] - 公司远期市盈率为11.24倍，低于行业平均的11.8倍和该股历史平均的12.56倍 [14]

华尔街机构评级变动汇总 - 摩根大通将Outfront Media评级从中性上调至增持，目标价从19美元上调至25美元，认为户外广告渠道是弹性最强的传统广告市场，且第三季度势头改善 [2] - Guggenheim将Grail评级从中性上调至买入，目标价100美元，认为其Galleri测试是领先的商业化多癌种早期检测产品，并拥有显著的数据护城河 [3] - Piper Sandler将Floor & Decor评级从中性上调至增持，目标价从75美元上调至80美元，预计可比销售额将在2026年第一季度改善并可能进一步加速 [4] - KeyBanc将Progyny评级从行业权重上调至增持，目标价30美元，认为股价下行空间有限，且未来12个月将出现多个积极催化剂 [4] - KeyBanc将AT&T评级从行业权重上调至增持，目标价30美元，认为近期股价回调源于对无线竞争担忧的过度反应 [5] 公司及行业观点 - Outfront Media所在的户外广告渠道展现出最强的韧性，第三季度动量有所改善 [2] - Grail的Galleri测试虽非完美，但在商业化多癌种早期检测领域处于领先地位 [3] - Floor & Decor有望在2026年第一季度实现可比销售额改善 [4] - Progyny未来12个月面临多个积极催化剂，股价下行风险有限 [4] - AT&T近期股价下跌主要因市场对无线行业竞争的担忧过度 [5] 机构下调评级摘要 - Raymond James将Bath & Body Works评级从跑赢大市下调至与大市持平，无目标价，认为公司增长将低于长期潜力，数字化、产品和分销的改进需时 [6] - Wolfe Research将Intellia Therapeutics评级从跑赢大市下调至与同业持平，无目标价，指出其候选药物nexiguran ziclumeran的安全性问题阻碍了看涨逻辑 [6] - Raymond James将Brighthouse Financial评级从强力买入两次下调至与大市持平，无目标价，原因是公司宣布将被Aquarian以每股70美元收购 [6] - Raymond James将Centerspace评级从强力买入两次下调至与大市持平，无目标价，认为其资产组合对潜在买家有吸引力，但股价上涨后估值与多户型住宅同业差距缩小，在不确定性背景下转为中性评级 [6] - Northland将QuickLogic评级从跑赢大市下调至与大市持平，目标价维持在5.95美元，因公司营收符合指引，但一份价值300万美元的合同可能于第四季度或明年第一季度确认，导致业绩指引范围宽泛 [6]

I previously covered AT&T Inc. ( T ) in September 2025, discussing how the stock's triple-digits rally had probably been welcomed by those who had gotten in at low-double digits stock prices, with it presenting greatI am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking ...

I previously covered AT&T Inc. ( T ) in September 2025, discussing how the stock's triple-digits rally had probably been welcomed by those who had gotten in at low-double digits stock prices, with it presenting greatI am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking ...

公司股价表现 - 无线运营商股价在过去三个月内下跌11% [1] 投资机构观点 - KeyBanc认为当前股价下跌是良好的买入机会 [1]

文章核心观点 - 投资网站Investingcom发布了一份市场分析报告 该报告覆盖了AT&T公司 可口可乐公司和Amcor公司 [1] 报告覆盖公司 - 报告分析的公司包括电信公司AT&T Inc [1] - 报告分析的公司包括饮料公司Coca-Cola Co [1] - 报告分析的公司包括包装材料公司Amcor [1]

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In the current market session, AT&T Inc. (NYSE:T) share price is at $25.16, after a 1.31% increase. Moreover, over the past month, the stock fell by 3.73%, but in the past year, increased by 12.80%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is performing up to par in the current session. Evaluating AT&T P/E in Comparison to Its PeersThe P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analyze the comp ...

文章核心观点 - The Retirement Forum提供退休规划服务 包括可操作的投资策略 高收益且安全的退休投资组合以及宏观经济展望 旨在帮助用户实现资本和收入最大化 [1] - The Value Portfolio采用基于事实的研究策略构建退休投资组合 其研究过程包括深入分析公司年报 研读分析师评论 市场报告和投资者演示文稿 [2] AT&T公司概况 - AT&T为全球最大的电信公司之一 市值超过1700亿美元 [2] - 公司股息收益率超过4.5% [2] - 自上次覆盖以来 公司股价已出现两位数跌幅 [2]

Back in May of this year, I expressed my view that investors should wait before buying more AT&T Inc. ( T ) stock. While the fundamental setup looked solid, the technical outlook was deteriorating. The stock hasI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & ...