AT&T Performance degli utili passati
Criteri Il passato verificati 4/6
AT&T ha registrato una crescita degli utili a un tasso medio annuo di 18.4%, mentre il settore Telecom ha registrato utili in crescita a un tasso medio annuo di 18.4%. I ricavi sono stati in diminuzione a un tasso medio annuo di 2.4%. Il ritorno sul capitale proprio di AT&T è 18% e ha margini netti di 16.9%.
Informazioni chiave
18.40%
Tasso di crescita degli utili
18.52%
Tasso di crescita dell'EPS
| Telecom Crescita del settore | 6.72% |
| Tasso di crescita dei ricavi | -2.37% |
| Rendimento del capitale proprio | 17.98% |
| Margine netto | 16.88% |
| Prossimo aggiornamento sugli utili | 21 Oct 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Seeking Alpha • Sep 10
AT&T: SpaceX Threat Is Still Exaggerated
Summary This article weighs the tangible FQ2 operating results posted by AT&T against the perceived SpaceX competition. My conclusion is that the downside is still exaggerated and the current valuation still does not fully capture the upside. Fiber is a top driver on my list, and convergence with wireless can also enhance customer stickiness, supporting long-term growth and reduced churn. T's forward P/E of ~11x and PEG near 1x remain attractive despite recent price rally. P/cash ratio of around 4.4x is still too cheap either in absoluteterms or relative to sector medians. Read the full article on Seeking Alpha
Aggiornamento narrativa • Aug 03
T: Future Returns Will Balance Fiber Gains With Satellite And Spectrum Uncertainties
Analysts have revised their price target for AT&T from $25.00 to $21.23 as they incorporate updated assumptions for revenue growth, profit margins, and future P/E expectations. What’s in the News for AT&T AT&T reported Q2 2026 adjusted earnings of US$0.65 per share and 2.3% year over year revenue growth, with 432,000 net postpaid phone additions and 646,000 net internet subscriber additions, including 279,000 fixed wireless customers.
Aggiornamento narrativa • Jul 20
T: Fiber And Satellite Partnerships Will Drive Future Converged Connectivity Returns
Analysts have modestly reduced their price target for AT&T to $29.03 from $30.24, reflecting slightly lower fair value and valuation assumptions, including a reduced future P/E estimate, while keeping revenue growth and profit margin expectations broadly similar. What's in the News Dish DBS, a subsidiary of EchoStar, filed for prepackaged Chapter 11 bankruptcy after it could not repay US$2b in senior secured notes due July 1.Aggiornamento narrativa • Jul 06
T: Fiber Leadership And Converged Connectivity Will Drive Future Return Potential
AT&T's analyst price target has been adjusted to $30.24 from $29.41, with analysts pointing to updated assumptions for revenue growth, profit margin, discount rate, and future P/E as the basis for this revision. What’s in the News for AT&T AT&T Fiber was named the top home internet provider in a recent Opensignal report, winning 107 categories across speed, reliability, and video quality in the metro areas evaluated where its fiber service is available, with source reports highlighting AT&T’s multiyear fiber buildout and focus on in home experience.Aggiornamento narrativa • Jun 22
T: Future Returns Will Reflect Fiber Strength Against Rising Satellite Competition
Analysts have maintained their AT&T price target at $25.00, noting only small adjustments to assumptions for discount rate, revenue growth, profit margins, and future P/E as reasons to keep their previous valuation view unchanged. What’s in the News for AT&T AT&T Fiber ranked as the leading home internet provider in a recent Opensignal report, with 107 category wins across 26 metro areas where it offers fiber service, including top scores for speed, reliability, and video quality.Aggiornamento narrativa • Jun 05
T: Future Returns Will Reflect Satellite Coverage Push And Steady P/E Expectations
Analysts are maintaining their $25.00 price target for AT&T, pointing to updated assumptions around the discount rate, modest revenue growth, profit margin expectations, and future P/E, which together leave their overall valuation view unchanged. What's in the News AT&T, T-Mobile, and Verizon agreed in principle to form a joint venture that will pool spectrum and use satellite based direct to device technology to reduce U.S. mobile dead zones, particularly in rural and underserved areas, with AST SpaceMobile expected to play a key role in enabling the service.Aggiornamento narrativa • May 20
T: Future Returns Will Reflect Network Resilience Push And Steady P/E Expectations
Analysts are keeping AT&T's price target steady at $25.00, citing updated assumptions that include slight adjustments to the discount rate, revenue growth, profit margin, and future P/E expectations, rather than a major shift in the outlook. What's in the News AT&T, T-Mobile, and Verizon agreed in principle to form a joint venture that plans to use satellite based, direct to device technologies to reduce wireless dead zones across the U.S., improve network resilience in emergencies, and create a unified platform for satellite partners, subject to definitive agreements and closing conditions (AST SpaceMobile announcement).Aggiornamento narrativa • Apr 28
T: Future Returns Will Balance Heavy Network Spend And Moderating P/E Expectations
Analysts have slightly lowered their AT&T price target from about $25.11 to $25.00 as they factor in modestly different assumptions for revenue growth, profit margins, the discount rate, and the future P/E multiple. What's in the News Between January 1, 2026 and March 31, 2026, AT&T repurchased 86,199,718 shares, or 1.22% of its stock, for US$2,300m under its December 3, 2024 buyback program.
Aggiornamento narrativa • Apr 14
T: Expanded Buybacks Will Support Confidence In Long Term Connectivity Investments
Analysts now estimate AT&T's fair value at roughly $36.00 per share, a slight adjustment from about $36.00 previously. This reflects updated views on the discount rate, modest revenue growth expectations, profit margins, and future P/E assumptions.Aggiornamento narrativa • Mar 31
T: Expanded Buybacks Will Support Confidence In Long Term Connectivity Investments
Analysts now place AT&T's fair value estimate at $36.00, up from about $31.46. This reflects updated assumptions for discount rate, revenue growth, profit margin, and future P/E that they see as better aligned with the company’s current risk and earnings profile.Aggiornamento narrativa • Mar 16
T: Future Returns Will Be Pressured By Rich P/E Versus Fundamentals
Analysts have raised AT&T's price target to $25.11 from $23.24, reflecting updated assumptions that include slightly higher revenue growth, a modest change in the discount rate, a small adjustment to profit margin expectations, and a higher future P/E multiple. What's in the News AT&T introduced updated Unlimited Your Way wireless plans, including the new AT&T Value 2.0 entry level option, offering mix and match flexibility, more high speed data, and features such as ActiveArmor and unlimited talk, text, and data across the U.S., Canada, and Mexico (Product related announcement).Aggiornamento narrativa • Mar 02
T: Cloud Partnerships And Buybacks Will Shape Balanced Return Potential
Analysts have nudged their price target narrative on AT&T slightly higher to about $29.41, reflecting updated assumptions for discount rate, fair value and future P/E that fine-tune rather than overhaul the prior view. What's in the News AT&T, Amazon Web Services and Amazon Leo are working together to combine AT&T’s fiber network with AWS cloud and AI tools, including migrating AT&T workloads to AWS Outposts and connecting AWS data centers with high capacity fiber, while Amazon Leo will provide satellite based connectivity for fixed broadband services in harder to serve areas (Key Developments).Aggiornamento narrativa • Feb 16
T: Future Returns Will Be Constrained By Lower Expected P/E Multiple
Analysts have adjusted their AT&T price target from $26.00 to about $23.24. This reflects updated views on fair value, discount rate, revenue growth, profit margins, and future P/E expectations.Aggiornamento narrativa • Feb 02
T: Network Partnerships And Buybacks Will Support Future Upside Potential
Analysts have trimmed their fair value estimate for AT&T from about US$29.48 to roughly US$29.33 per share, citing small adjustments to revenue growth, profit margin assumptions and the expected future P/E multiple. What's in the News Completed share repurchase of 160,127,368 shares, about 2.24% of outstanding stock, for US$4.3b under the buyback announced on December 3, 2024.Aggiornamento narrativa • Jan 19
T: Future 5G Expansion And Fiber Services Will Support Upside Potential
Analysts now estimate AT&T's fair value at about US$29.48, down from roughly US$30.99, citing updated assumptions around discount rates, slightly different revenue growth expectations, modestly adjusted profit margin forecasts, and a lower future P/E estimate. What's in the News Acer filed a patent infringement lawsuit against AT&T in the U.S. District Court for the Eastern District of Texas, seeking compensation related to six U.S. patents after licensing talks did not produce an agreement (Lawsuits & Legal Issues).Aggiornamento narrativa • Jan 05
T: Future Returns Will Reflect 5G Expansion Benefits And Margin Resilience
Analysts trimmed their price target on AT&T to US$26.00 from about US$26.14, citing updated assumptions for a slightly higher discount rate, modestly stronger revenue growth and profit margins, and a lower future P/E multiple. What's in the News Servify is partnering with AT&T to offer AT&T Business Protect Enterprise Plans, adding tiered device protection, an enterprise portal, AI-supported claims and access to more than 2,000 repair locations for mid to large business customers.Aggiornamento narrativa • Dec 14
T: Future Returns Seen Balancing 5G Expansion Progress And Margin Pressures
Narrative Update on AT&T Analysts have raised their price target for AT&T by about 2 dollars, reflecting higher expected revenue growth and a richer future valuation multiple, partially offset by a slightly lower projected profit margin and a higher discount rate. What's in the News AT&T reaffirmed 2025 guidance, targeting low single digit consolidated service revenue growth, at least 3% mobility service revenue growth, and mid to high teens consumer fiber broadband revenue growth, and maintained similar low single digit service growth expectations for 2026 to 2027 (Corporate guidance).Aggiornamento narrativa • Oct 21
Analysts Lift AT&T Price Target as Profit Margins and Revenue Outlook Improve Amid Key Partnerships
Analysts have raised their price target for AT&T from $30.62 to $30.99, citing improved profit margins and a slightly stronger outlook for revenue growth. What's in the News AT&T, in partnership with Boldyn Networks, launched new cellular connectivity in New York City's historic Joralemon Street tunnel.Seeking Alpha • Apr 25
AT&T: 8% Earnings Yield, Safe Dividend, Broadband Growth
Summary AT&T reported Q1 earnings that fell short of EPS expectations, while revenues beat the consensus estimate by a good margin. AT&T added 261k new broadband subscribers in Q1'25 and generated $3.1B in free cash flow, covering its $2.0B dividend. Broadband ARPU is growing. I maintain a strong buy rating due to AT&T's value proposition driven by free cash flow-backed dividends and accelerating debt repayments. Shares are trading at an 8% earnings yield, and the dividend should be sustainable, with an estimated forward dividend coverage ratio of ~200%. Despite risks, AT&T's consistent subscriber growth, debt reduction, and strong dividend coverage make it an attractive investment for income-focused investors. Read the full article on Seeking AlphaSeeking Alpha • Apr 19
AT&T: Don't Get FOMO At Peak Valuation
Summary AT&T stock has shown a massive bullish run in the past few quarters, which is a big change from the earlier negative sentiment towards the stock. In YTD, AT&T has seen an over 18% jump compared to a 10% dip in the S&P 500 and a big decline in many Mag 7 stocks. The convergence of fiber and wireless is a positive factor for the company and the management has also mentioned a $20 billion share buyback capacity, which can deliver better EPS. The current tariff situation might lead to investors giving greater preference to the stability of AT&T compared to other growth stocks, but the stock is already quite pricey. The company is expected to show barely 1%-2% of revenue growth in the next few years, and any economic slowdown or recession could still have a big negative impact on the stock. Read the full article on Seeking AlphaNuova narrativa • Apr 08
5G And AI Integration Will Strengthen US Communications Infrastructure
Focus on expanding 5G and fiber networks aims to drive growth and enhance earnings, with cost savings improving margins and profitability.Seeking Alpha • Mar 07
AT&T: Dividend Doesn't Lie And Says Hold
Summary Since my last writing, AT&T's dividend yield has decreased to 4.24%, among the lowest levels in at least 5 years. In the meantime, its latest dividend declaration kept showing stagnating dividend growth. I don’t see the dividend growth to resume anytime soon given its CAPEX obligations, debt obligations, and margin pressure ahead. I expect a noticeable contraction of net margin pressure due to macroeconomic headwinds and higher churn rates. Given these new developments, I have adjusted my rating on T stock from BUY to HOLD. Read the full article on Seeking AlphaSeeking Alpha • Feb 27
AT&T: This Could Be A Top To Avoid
Summary AT&T investors are likely feeling exuberant right now, as the stock saw a 70% gain over the past year, likely stunning even the most optimistic bulls. The company’s focused execution, including shedding DirecTV and peak CapEx investments this year, should improve cash flow and debt metrics, benefiting shareholders. AT&T’s convergence strategy and partnerships are bolstering its bullish momentum, but questions remain about whether they have already been priced in. AT&T stock's valuation is much less attractive now, though it hasn't gone over the cliff yet. However, it's wise to take a step back, as this train could derail. Read the full article on Seeking AlphaSeeking Alpha • Feb 10
AT&T: Operational Excellence; Dividend Increase Could Happen
Summary AT&T has shown operational excellence and continued momentum into 2025 with no signs of a reversal in the trend. AT&T is successfully paying down debt, increasing adjusted EBITDA, and returning capital back to the shareholders at a significant magnitude. Stronger operations, a healthier balance sheet, and willingness for shareholder returns by the management team could translate to a return of dividend payout increases in the near future. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come AT&T guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 30 Jun 26 | 127,239 | 21,480 | 27,841 | 0 |
| 31 Mar 26 | 126,528 | 21,325 | 27,554 | 0 |
| 31 Dec 25 | 125,648 | 21,889 | 27,376 | 0 |
| 30 Sep 25 | 124,480 | 22,168 | 26,875 | 0 |
| 30 Jun 25 | 123,984 | 12,664 | 26,289 | 0 |
| 31 Mar 25 | 122,934 | 11,746 | 26,299 | 0 |
| 31 Dec 24 | 122,336 | 10,746 | 26,085 | 0 |
| 30 Sep 24 | 122,060 | 8,850 | 27,327 | 0 |
| 30 Jun 24 | 122,197 | 12,520 | 27,712 | 0 |
| 31 Mar 24 | 122,317 | 13,411 | 27,402 | 0 |
| 31 Dec 23 | 122,428 | 14,192 | 27,357 | 0 |
| 30 Sep 23 | 121,749 | -10,816 | 28,036 | 0 |
| 30 Jun 23 | 121,442 | -8,336 | 26,256 | 0 |
| 31 Mar 23 | 121,168 | -8,454 | 25,067 | 0 |
| 31 Dec 22 | 120,741 | -7,883 | 23,523 | 0 |
| 30 Sep 22 | 120,493 | 19,794 | 20,114 | 0 |
| 30 Jun 22 | 121,776 | 18,484 | 20,645 | 0 |
| 31 Mar 22 | 127,873 | 19,774 | 22,308 | 0 |
| 31 Dec 21 | 134,038 | 22,171 | 21,015 | 0 |
| 30 Sep 21 | 148,634 | 3,429 | 28,513 | 0 |
| 30 Jun 21 | 159,648 | 1,577 | 31,265 | 0 |
| 31 Mar 21 | 164,858 | -2,803 | 33,466 | 0 |
| 31 Dec 20 | 143,050 | -3,070 | 30,446 | 0 |
| 30 Sep 20 | 172,890 | 10,960 | 34,890 | 0 |
| 30 Jun 20 | 175,138 | 11,898 | 37,347 | 0 |
| 31 Mar 20 | 179,145 | 14,382 | 39,387 | 0 |
| 31 Dec 19 | 181,193 | 13,900 | 41,094 | 0 |
| 30 Sep 19 | 182,365 | 16,367 | 40,531 | 0 |
| 30 Jun 19 | 183,516 | 17,385 | 38,852 | 0 |
| 31 Mar 19 | 177,545 | 18,804 | 34,358 | 0 |
| 31 Dec 18 | 170,756 | 19,370 | 31,289 | 0 |
| 30 Sep 18 | 164,439 | 33,549 | 32,094 | 0 |
| 30 Jun 18 | 158,368 | 31,860 | 30,309 | 0 |
| 31 Mar 18 | 159,219 | 30,643 | 32,694 | 0 |
| 31 Dec 17 | 160,546 | 29,450 | 34,354 | 0 |
| 30 Sep 17 | 160,711 | 12,850 | 33,664 | 0 |
| 30 Jun 17 | 161,933 | 13,149 | 35,436 | 0 |
| 31 Mar 17 | 162,616 | 12,642 | 35,898 | 0 |
| 31 Dec 16 | 163,786 | 12,976 | 35,844 | 0 |
| 30 Sep 16 | 164,064 | 14,545 | 34,711 | 0 |
| 30 Jun 16 | 162,265 | 14,211 | 34,466 | 0 |
| 31 Mar 16 | 154,760 | 13,885 | 32,946 | 0 |
| 31 Dec 15 | 146,801 | 13,345 | 32,544 | 0 |
| 30 Sep 15 | 139,121 | 5,340 | 38,961 | 0 |
Guadagni di qualità: T ha un grande una tantum guadagno di $5.1B che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 30th June, 2026.
Margine di profitto in crescita: Gli attuali margini di profitto netti di T (16.9%) T sono più alti rispetto allo scorso anno (10.2%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di T sono cresciuti del 18.4% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di T nell'ultimo anno ( 69.6% ) supera la media quinquennale ( 18.4% all'anno).
Guadagni vs Settore: La crescita degli utili T nell'ultimo anno ( 69.6% ) ha superato la percentuale del settore Telecom -16.2%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 18% ) di T è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/10 04:03 |
| Prezzo dell'azione a fine giornata | 2026/09/10 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
AT&T Inc. è coperta da 52 analisti. 22 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| William Power | Baird |