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Just For You
Former Dividend Aristocrat AT&T Posts Strong Earnings, Tries to Win Back InvestorsAuthored by Jessica Mitacek. Originally Published: 4/24/2026. 
Key Points
- AT&T outperformed analyst expectations with an 11% year-over-year increase in adjusted EPS and record results in fixed broadband and fiber net adds.
- The company is aggressively expanding its fiber footprint through the acquisition of Lumen Technologies’ fiber business and is poised to offer direct-to-device satellite broadband via a partnership with AST SpaceMobile.
- Wall Street is turning increasingly bullish, evidenced by rising price targets, zero Sell ratings, and significant institutional buying.
- Special Report: Elon Musk’s $1 Quadrillion AI IPO
It’s not often that a 141-year-old company generates excitement. But after AT&T (NYSE: T) reported Q1 2026 earnings on April 22, that is exactly how the market has reacted. After an initial sell-off ahead of its earnings call, the stock rallied nearly 3% on April 23 as investors responded to a Q1 acquisition, management reiterating guidance after record fixed broadband results, and a nearly 11% year-over-year increase in adjusted earnings per share (EPS).
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One small-cap company supplies a mission-critical component to Musk's xAI Colossus site that can't be built around. While retail waits for a ticker that doesn't exist yet, early money is moving into this supplier at a fraction of its potential value. See the small-cap stock powering the SpaceX buildout today
The communication services fixture appears to be back in Wall Street’s favor, with rising price targets and increased institutional buying signaling bullish momentum. For income investors or those hunting value in telecommunications, here’s what you need to know. After a Troubling Run, the Tide Is ShiftingShares of T have gained nearly 16% from their year-to-date low, a welcome reprieve for shareholders who endured more than a 22% drop from the stock’s one-year high in Sept. 2025. Despite only one earnings miss in the past nine quarters, AT&T entered 2026 with its five-year performance essentially flat. During that period, the company lost its status as a Dividend Aristocrat in February 2022 after spinning off WarnerMedia. AT&T’s share price fell by more than 50% from its February 2020 high to its five-year low in August 2023. Although management does not plan any dividend increases through at least 2027, the stock is attracting investors as it recovers. The stock still yields about 4.2%, and since its five-year low AT&T has gained more than 86%, trading not far off its 52-week high of $29.79. Meanwhile, the company’s strategic partnership with AST SpaceMobile (NASDAQ: ASTS)—signed in 2024—may finally be on the verge of delivering results. On April 22, AST SpaceMobile was granted FCC approval to provide nationwide, direct-to-device (D2D) cellular broadband from space. The agreement between the two companies aims to deliver space-based cellular broadband directly to everyday, unmodified AT&T mobile devices. On the earnings call, CEO John Stankey said customers will want D2D space-based broadband and that it’s “natural that we work with [low Earth orbit] providers that have the capabilities to solve that problem, to integrate those offerings into our services.” Q1 Takeaways: AT&T Had Plenty to HighlightAT&T posted a top- and bottom-line beat when it reported Q1 results. EPS of $0.57 topped analyst expectations of $0.55, while quarterly revenue of $31.51 billion exceeded the $31.29 billion consensus. Notably, the company reported a record first-quarter consumer fixed broadband result, adding 584,000 fiber and fixed-wireless advanced internet net adds. It also added 1.1 million customers and approximately 4 million fiber locations as it closed a deal in Q1 to acquire Lumen Technologies’ (NYSE: LUMN) Mass Markets fiber business. That acquisition is expected to add about 8 million incremental fiber locations in 2026 and more than 60 million by 2030. AT&T finished Q1 with $12 billion in cash and cash equivalents and returned $4.3 billion to shareholders during the quarter — roughly $2 billion in dividends and $2.3 billion in share repurchases under a buyback authorization announced in 2024. Management reiterated full-year and long-term guidance, including free cash flow of more than $18 billion in 2026, more than $19 billion in 2027, and more than $21 billion in 2028, alongside adjusted EPS of $2.25 to $2.35 for this year, with a double-digit, three-year compound annual growth rate through 2028. Despite the strong EPS growth, the stock still appears undervalued, trading at a forward price-to-earnings multiple of around 11.5x and aligning with an earnings growth forecast of roughly 10% over the next year. Wall Street Sentiment Is Slowly ShiftingFor the past year, AT&T has maintained a consensus Moderate Buy rating. Sentiment has shifted: none of the 22 analysts currently covering the stock rate it a Sell, and over the past month the average 12-month price target has risen from projecting less than 6% upside to more than 17% upside. Institutional buyers have outnumbered sellers for six consecutive quarters. Over the past year, inflows of nearly $24 billion have surpassed outflows of just over $10 billion. Short interest has ticked up but represents only 1.69% of the float. Based on its financial health, the stock re-entered the TradeSmith Green Zone six days ago. AT&T's MarketRank™ currently scores higher than 96% of the companies evaluated by MarketBeat and is ranked 41st out of 629 stocks in the computer and technology sector. |
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