BofA Securities analyst David Barden maintains $AT&T (T.US)$ with a buy rating, and adjusts the target price from $20 to $24.
According to TipRanks data, the analyst has a success rate of 61.0% and a total average return of -3.4% over the past year.
Furthermore, according to the comprehensive report, the opinions of $AT&T (T.US)$'s main analysts recently are as follows:
Following the announcement that AT&T will sell its 70% stake in DirecTV to TPG Capital for cash distributions totaling $7.6B starting with Q4, it is seen as a positive development for AT&T's shares. This transaction, which is anticipated to be finalized in the second half of 2025 and is subject to regulatory approval due to the change of control over spectrum, is independent of any other deals. This move is interpreted as beneficial because it shifts the focus of investors towards AT&T's expanding wireless and consumer broadband sectors and away from the satellite TV business, which is experiencing a decline.
Anticipation of AT&T's third-quarter financial results has prompted adjustments in expectations, with a slight decrease in the Q3 earnings per share forecast, now at 58 cents, to account for diminished equipment revenue and temporal variances in free cash flow throughout the latter half of the year. Additionally, consistent with recent statements from company leadership, projections for postpaid phone net additions remain steady at 450,000. This forecast is supported by an anticipated churn rate of 0.75%, a slight year-over-year improvement, and a modest 3% reduction in gross additions, aligning with the patterns observed in the second quarter.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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美銀證券分析師David Barden維持$AT&T (T.US)$買入評級，並將目標價從20美元上調至24美元。
根據TipRanks數據顯示，該分析師近一年總勝率為61.0%，總平均回報率為-3.4%。
此外，綜合報道，$AT&T (T.US)$近期主要分析師觀點如下：
在宣佈將從第四季度開始將其在DirecTV的70％股份出售給TPG Capital進行總額爲76億美元的現金分配之後，這被視爲AT＆T股票的積極發展。該交易預計將於2025年下半年完成，由於頻譜控制權的變化，尚待監管部門批准，該交易獨立於任何其他交易。這一舉措被解釋爲有益的，因爲它將投資者的注意力轉移到了AT＆T不斷擴大的無線和消費寬帶領域，而不再關注正在下滑的衛星電視業務。
對AT＆T第三季度財務業績的預期促使人們調整了預期，由於下半年設備收入減少和自由現金流的時間差異，第三季度每股收益預測略有下降，目前爲58美分。此外，與公司領導層最近的聲明一致，對後付費電話淨增量的預測保持穩定在45萬個。這一預測得到了0.75％的預期流失率，同比略有改善，總增量略有下降3％的支持，這與第二季度觀察到的模式一致。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
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