AT&T (T)
Coverage summary
Aardvark Labs Capital Research has covered AT&T (T) since July 24, 2025. The company is in the Communication Services sector. This page lists 6 reports: 6 earnings recaps.
The latest is the Q3 2026 Earnings Recap, published October 25, 2026. The current rating is Outperform, unchanged since the Q4 2025 Earnings Recap of January 29, 2026. The rating has changed once since coverage began.
Translations: 5 in Chinese.
Rating history
All T reports
Recap: Q3 2026
A Beat, a Raise and the Lumen Deal Done, Yet the Stock Sits at Our Bear-Case Price: Maintaining Outperform, Fair Value Cut to $25–27
Recap: Q2 2026
Every Commitment Delivered Into a Narrative De-Rating: AT&T Reaccelerates Wireless, Posts Its Best Margin Since the Pivot, and Buys 25% More Stock
Recap: Q1 2026
The Plan Is Executing: A Clean Beat, the Growth Engine on Track, and All 2026 Guidance Reiterated — Maintaining AT&T at Outperform
Recap: Q4 2025
The Digestion Is Priced, the Forecast Is Strong, and the Stock Got Cheap: Upgrading AT&T to Outperform
Recap: Q3 2025
Best Broadband Quarter in Eight Years, Overshadowed by a Flat EPS Line and a $23 Billion Spectrum Bill: Maintaining AT&T at Hold
Recap: Q2 2025
A High-Quality Beat and a Big Tax Tailwind, but the Re-Rating Has Done Its Work: Initiating AT&T at Hold