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 moderate signals.
🇺🇸United States48EARLYView United States risk detail →📡Telecom30NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| VOD | Vodafone Group PLC | 34 | +9% | ↑1% | NEUTRAL |
| ERIC | Telefonaktiebolaget LM Ericsson | 34 | +5% | ↑1% | EARLY |
| T | AT&T Inc. | 34 | +2% | ↑1% | NEUTRAL |
| ORAN | Orange S.A. | 34 | +1% | ↑1% | NEUTRAL |
| CHA | China Telecom Corporation Ltd | 34 | +8% | ↑1% | NEUTRAL |
| TEF | Telefónica, S.A. | 34 | 0% | ↑1% | NEUTRAL |
| NOK | Nokia Oyj | 34 | +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
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| David J. TaylorOH | R | Buy | $1k–$15k | May 15, 26 | -0.3% |
| Tim MooreNC | R | Buy | $15k–$50k | May 18, 26 | -0.7% |
| Josh GottheimerNJ | D | Buy | $1k–$15k | Apr 9, 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% |
| Mike KellyPA | R | Buy | $1k–$15k | Apr 11, 24 | +54.4% |
| Carol Devine MillerWV | R | Buy | $1k–$15k | May 8, 24 | +48.8% |