AT&T is mid-execution on its fiber-and-wireless convergence strategy with 5G postpaid net adds steady and fiber broadband subscribers growing double-digits. Leverage reduction on track. BEAD program funding adds tailwind to rural fiber buildout. Dividend yield supportive but limited multiple expansion potential.
Thesis reviewed May 29, 2026
AT&T Inc. is headquartered in United States, which is currently showing elevated risk signals.
🇺🇸United States82EXITView United States risk detail →📡Telecom29NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| T | AT&T Inc. | 36 | +2% | ↑1% | NEUTRAL |
| ERIC | Telefonaktiebolaget LM Ericsson | 33 | +5% | ↑1% | EARLY |
| VOD.L | Vodafone | 33 | — | ↑1% | NEUTRAL |
| CHA | China Telecom Corporation Ltd | 33 | +8% | ↑1% | NEUTRAL |
| AMOV | América Móvil S.A.B. de C.V. | 33 | +9% | ↑1% | EARLY |
| ORAN | Orange S.A. | 33 | +1% | ↑1% | NEUTRAL |
| VZ | Verizon Communications Inc. | 33 | +1% | ↑1% | NEUTRAL |
Investors who hold T may also have indirect exposure through these country funds.
AT&T fiber net adds +275k in Q1 2026; passes 30M homes target by 2029
BEAD program allocations finalized; AT&T wins meaningful rural awards in TX, OH
Estimates · Yahoo Finance · Not audited figures
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] DELIVERING FOR VETERANS AND CAREGIVERS: YEAR ONE OF THE DOLE ACT ======================================================================= HEARING BEFORE THE SUBCOMMITTEE ON OVERSIGHT AND INVESTIGATIONS OF THE …
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] LEGISLATIVE HEARING ======================================================================= HEARING BEFORE THE SUBCOMMITTEE ON DISABILITY ASSISTANCE AND MEMORIAL AFFAIRS OF THE COMMITTEE ON VETERANS' AFFAIRS U…
[Senate Hearing 119-68] [From the U.S. Government Publishing Office] S. Hrg. 119-68 Senate Hearings Before the Committee on Appropriations _______________________________________________________________________ Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations …
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Tim MooreNC | Buy | $50k–$100k | Aug 14, 26 | ||
| Alan Armstrong | Buy | $15k–$50k | Mar 27, 26 | ||
| Gary C Peters | Buy | $1k–$15k | Jun 29, 26 | ||
| David J. TaylorOH | Buy | $1k–$15k | Jun 5, 26 | ||
| Tim MooreNC | Buy | $15k–$50k | May 21, 26 | ||
| Tim MooreNC | Buy | $50k–$100k | Jun 4, 26 | ||
| David J. TaylorOH | R | Buy | $1k–$15k | May 15, 26 | -0.3% |
| Josh GottheimerNJ | D | Buy | $1k–$15k | Apr 9, 26 | -0.7% |
| Tim MooreNC | R | Buy | $15k–$50k | May 18, 26 | -0.7% |
| John Fetterman | Sell | $1k–$15k | Mar 27, 26 | -11.5% | |
| Mark AlfordMO | R | Buy | $1k–$15k | Mar 16, 26 | -13.6% |
| Julia LetlowLA | R | Buy | $1k–$15k | Feb 12, 26 | -8.5% |
| David J. TaylorOH | R | Buy | $1k–$15k | Feb 26, 26 | -12.5% |
| Tim MooreNC | R | Buy | $15k–$50k | Jan 30, 26 | -10.4% |
| David J. TaylorOH | R | Buy | $1k–$15k | Jan 29, 26 | -4.7% |
| Tim MooreNC | R | Buy | $15k–$50k | Jan 9, 26 | +6.2% |
| Julia LetlowLA | R | Buy | $1k–$15k | Oct 23, 24 | +7.6% |
| Julia LetlowLA | R | Sell | $1k–$15k | Jul 2, 25 | +7.6% |
| John JamesMI | R | Buy | $1k–$15k | Sep 4, 24 | +27.9% |
| John JamesMI | R | Buy | $1k–$15k | Nov 10, 23 | +34.8% |