AT&T (T)
NYSECommunication ServicesTelecommunications ServicesSnapshot 2026-09-15
$26.72+0.79%
Close 2026-09-15 · 1-day change
NYSECommunication ServicesTelecommunications ServicesSnapshot 2026-09-15
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Put T beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communication Services is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Advanced Connectivity service revenue grows to about $22.9B in 2026-Q1: metric not reported.
View ThesisRevenue is growing steadily — about 3% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskAT&T's growth in advanced connectivity services has to keep compounding to justify the price. Revenue grew 2.3% year over year, and the last quarter beat expectations. It trades at 12× P/E versus a peer median of 17×, indicating that the price reflects less growth than forecasted. If AT&T cuts guidance on the next call, that would be a meaningful negative. Peer multiples imply a price roughly in line with where it trades. The thesis is on watch due to pressure on the primary pillar of advanced connectivity service revenue growth.
Trailing returns as of 2026-09-15. T is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 25 analysts currently covering T (as of Sep 2026).
Based on 7 Wall Street analysts offering 12-month price targets for T in the last 4 months.
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Compare T with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
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| T Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-09-15. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Integrated Telecommunication Services — fair value, gap to price, and forward P/E.
Compare the value case
Put T next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Expand advanced connectivity services via fiber and 5G convergence
Fiber and spectrum deals enhance growth potential.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
Current $26.72
The last 12 months of price, then the range of analyst 12-month targets from today’s $26.72.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Expand advanced connectivity services via fiber and 5G convergence
Convergence gains momentum supports growth in advanced connectivity.
Advances: Expand advanced connectivity services via fiber and 5G convergence
AI and fiber edge initiatives support business growth.
Threatens: Expand advanced connectivity services via fiber and 5G convergence
Internet outages may hinder growth in advanced connectivity services.
Advances: Expand advanced connectivity services via fiber and 5G convergence
Supports growth in advanced connectivity services via workforce expansion.
Advances: Expand advanced connectivity services via fiber acquisition
Acquisitions support growth in advanced connectivity services.
Advances: Decommission legacy copper network to reduce costs and improve margins
Margin expansion aligns with cost reduction objectives.
Advances: Expand advanced connectivity services via fiber and 5G convergence
5G expansion aligns with growth objectives and competitive positioning.
