AT&T

T

Market cap $186B

AT&T has doubled its stock price since 2023, driven by network modernization and a renewed focus on core telecom operations. T is aggressively expanding its 5G and fiber networks, aided by strategic spectrum acquisitions and favorable tax incentives from recent legislation. Despite a saturated market and substantial debt, T's strong free cash flow, robust dividend yield, and infrastructure moat support its investment case.

AT&T (T) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

AT&T Inc. offers a more compelling total shareholder yield than Verizon Communications Inc., despite VZ's higher headline dividend yield. T's aggressive debt reduction and recent share buybacks significantly enhance its total shareholder return versus VZ's more modest improvements. While T trades at a valuation premium on P/E, debt-adjusted metrics narrow the gap.

September was another strong month for equity indexes despite it historically being a weaker month, meaning we were able to buck that seasonality trend. The Fed cut 25 basis points last month and is expected to cut more going forward, which could help to keep optimism and momentum in equities. Pushing into all-time highs, I tend to allow cash to build up for the next downturn, but I still add every month regardless to help build up my cash flow.

AT&T (T) closed the most recent trading day at $25.6, moving 1.06% from the previous trading session.

AT&T Inc.'s earnings later this month will be an absolutely crucial day for determining if T stock's selloff continues. Strong free cash flow is key to ensuring dividend security and chipping away new debt, but could there be a raise to the payout? A sub-50% dividend payout ratio, big capital investment, and huge repurchases are where cash flow is going.

AT&T's 20% stock surge outpaces industry growth as heavy network and AI investments drive long-term momentum amid stiff competition.

Fourteen of the highest-yielding, 'safer' S&P 500 dividend stocks are currently attractively priced, with free cash flow supporting their payouts. Top ten S&P 500 dividend 'dogs' are projected to deliver 23.93% to 38.57% net gains by October 2026, based on analyst targets. Stocks like CAG, VZ, DOC, BMY, KVUE, CPB, UDR, VTRS, KIM, TFC, KEY, HPQ, T, and RF meet the ideal of dividends from $1K invested exceeding share price.

Last week, Goldman Sachs CEO David Solomon delivered a speech in Italy, warning of the potential for an artificial intelligence (AI) bubble following one of the biggest stock market rallies in years.

Jamie Dimon is one of the highest-profile bankers in the world. Like Warren Buffett, David Solomon, or other Wall Street titans, when he speaks, people listen.