AT&T (T)
NYSECommunication ServicesTelecommunications ServicesSnapshot 2026-10-30
$21.41+2.34%
Close 2026-10-30 · 1-day change
NYSECommunication ServicesTelecommunications ServicesSnapshot 2026-10-30
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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: Direct metric needs a verified mapping.
View ThesisRevenue is growing steadily — about 4% 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 RiskT’s case rests on expanding fiber and 5G connectivity as revenue growth accelerates. Revenue rose 5.3% year over year in third-quarter 2026, and earnings beat estimates. T trades at 9× earnings versus peers’ 17× median. That gap suggests expectations are modest compared with our view. A next-quarter earnings miss has a 17% probability in our model. The thesis also faces pressure because its advanced-connectivity revenue comparison needs verification. Peer multiples imply a price about 20% above where it trades. The thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-30. T is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 27 analysts currently covering T (as of Oct 2026).
Based on 9 Wall Street analysts offering 12-month price targets for T in the last 4 months.
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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 2026-10-30. 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.
Settlement creates a finite legal cost and reputational headwind, but is unlikely to alter core objectives.
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 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $21.41
The last 12 months of price, then the range of analyst 12-month targets from today’s $21.41.
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.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Decommission copper and remove legacy network costs
Accelerated network retirement supports copper decommissioning and legacy-cost removal.
Advances: Grow advanced connectivity through fiber and wireless convergence
Higher fiber-location target and raised EPS outlook support connectivity growth and earnings.
Advances: Grow adjusted earnings and free cash flow
Earnings-call transcript provides management's operating outlook and results.
Threatens: Drive adjusted EPS growth with focus on profitability and free cash flow
Reported earnings miss pressures confidence in adjusted EPS growth and profitability.
Advances: Drive adjusted EPS growth with focus on profitability and free cash flow
Strong service revenue growth and reported results support profitability and adjusted EPS objectives.
Advances: Grow adjusted earnings and free cash flow
Higher profit outlook alongside continued subscriber and internet growth supports earnings objectives.
Mexico sale streamlines the portfolio, but its effect on strategy and proceeds is not detailed.
