Seeking Alpha·3d ago
AT&T: Back In A Buyable ZoneAT&T Inc. has had a rough go with major competition concerns. The revenue number, key customer metrics, and earnings were better than expected. The T outlook was further positive.
AT&T's investment thesis centers on its resilient cash generation, with operating cash flow averaging $9.8B per quarter and dividend coverage of 5.5x in 2026Q2, supporting a 5.8% dividend yield. Growth is driven by steady wireless and fiber subscriber gains, r...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew 2.3% year-over-year to $31.6B in 2026Q2, with operating margin improving to 22.3% from 21.1% a year earlier, though EPS growth remains modest at 6.5% due to one-time items.
Analysts have set an average price target of $26 for TBB, indicating a potential upside of over 20% from its current price of $21.64.
Expectations for earnings per share (EPS) growth are at 10.86%, alongside a revenue growth forecast of 2.81% in the next year, which could enhance investor confidence.
AT&T, the parent company, showcases strong financial health with a gross margin of 84% and a net profit margin of 16.94%, significantly higher than the industry average.
Trailing total returns as of 10/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
AT&T Inc. has had a rough go with major competition concerns. The revenue number, key customer metrics, and earnings were better than expected. The T outlook was further positive.
Rising bond yields have knocked down popular dividend stocks, but not every pullback offers an attractive buying opportunity. I detail a deeply discounted Dividend King that combines an attractive yield and dividend growth profile with a strong balance sheet and durable moat. I also discuss a popular dividend machine that appears likely to generate disappointing dividend growth for the foreseeable future.
Benchmark TBB against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for AT&T Inc. 5.35% GLB NTS 66 (TBB)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $17.78 | $109.17B | 5.85 | 2.71% | 17.42% | 17.6% | 6.41% | |
| $44.66 | $186.48B | 11.00 | 2.52% | 11.64% | 15.33% | — | |
| $20.93 | $143.42B | 6.88 | 2.71% | 10.14% | 10.35% | — | |
| $4.57 | $4.71B | -2.61 | -5.39% | -8.65% | -52.11% | — | |
| $146.61 | $157.26B | 15.08 | 8.49% | 11.45% | 18.22% | — | |
| $22.69 | $80.52B | 4.21 | -0.02% | 9.2% | 12.29% | — |
AT&T Inc. 5.35% GLB NTS 66 (TBB) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
AT&T Inc. 5.35% GLB NTS 66 (TBB) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 21, 2026·SEC
Oct 16, 2026·SEC
Jul 22, 2026·SEC
Feb 9, 2026·SEC
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AT&T Inc. 5.35% GLB NTS 66 (TBB) stock FAQ — growth, dividends, profitability & financials explained
AT&T Inc. 5.35% GLB NTS 66 (TBB) reported $128.85B in revenue for fiscal year 2025. This represents a 411% increase from $25.20B in 1996.
AT&T Inc. 5.35% GLB NTS 66 (TBB) grew revenue by 2.7% over the past year. Growth has been modest.
Yes, AT&T Inc. 5.35% GLB NTS 66 (TBB) is profitable, generating $13.04B in net income for fiscal year 2025 (17.4% net margin).
Yes, AT&T Inc. 5.35% GLB NTS 66 (TBB) pays a dividend with a yield of 6.41%. This makes it attractive for income-focused investors.
AT&T Inc. 5.35% GLB NTS 66 (TBB) has a return on equity (ROE) of 17.6%. This is reasonable for most industries.
AT&T Inc. 5.35% GLB NTS 66 (TBB) generated $29.09B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
AT&T Inc. 5.35% GLB NTS 66 (TBB) has a dividend payout ratio of 37%. This suggests the dividend is well-covered and sustainable.
