AT&T (NYSE:T) Rating Increased to Neutral at Arete Research

AT&T (NYSE:T) was upgraded by analysts at Arete Research from a “sell” rating to a “neutral” rating in a research note issued to investors on Tuesday,Finviz reports. The firm presently has a $28.00 price objective on the technology company’s stock. Arete Research’s target price would indicate a potential upside of 1.68% from the company’s previous close.

Other equities research analysts have also recently issued reports about the company. Royal Bank Of Canada reiterated an “outperform” rating and issued a $31.00 target price on shares of AT&T in a research note on Thursday, February 12th. Loop Capital set a $29.00 price target on AT&T in a research report on Friday, December 19th. Citigroup lowered their price objective on shares of AT&T from $32.00 to $29.00 and set a “buy” rating on the stock in a research note on Monday, December 22nd. Williams Trading set a $32.00 price objective on AT&T in a research note on Thursday, January 29th. Finally, KeyCorp restated an “overweight” rating on shares of AT&T in a report on Wednesday, January 21st. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $30.35.

AT&T Price Performance

Shares of T stock opened at $27.54 on Tuesday. The firm has a fifty day simple moving average of $26.10 and a 200-day simple moving average of $26.32. The company has a current ratio of 0.91, a quick ratio of 0.86 and a debt-to-equity ratio of 1.00. The company has a market capitalization of $192.77 billion, a PE ratio of 9.03, a price-to-earnings-growth ratio of 1.07 and a beta of 0.39. AT&T has a twelve month low of $22.95 and a twelve month high of $29.79.

AT&T (NYSE:T) last released its quarterly earnings results on Wednesday, January 28th. The technology company reported $0.52 earnings per share for the quarter, topping analysts’ consensus estimates of $0.46 by $0.06. AT&T had a net margin of 17.47% and a return on equity of 12.33%. The business had revenue of $33.47 billion during the quarter, compared to the consensus estimate of $32.91 billion. During the same quarter last year, the company earned $0.43 earnings per share. The business’s quarterly revenue was up 3.6% compared to the same quarter last year. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. Equities research analysts anticipate that AT&T will post 2.14 earnings per share for the current fiscal year.

Hedge Funds Weigh In On AT&T

Several large investors have recently added to or reduced their stakes in T. Front Row Advisors LLC acquired a new position in shares of AT&T in the 2nd quarter valued at $25,000. Mountain Hill Investment Partners Corp. raised its stake in shares of AT&T by 363.7% in the third quarter. Mountain Hill Investment Partners Corp. now owns 895 shares of the technology company’s stock valued at $25,000 after acquiring an additional 702 shares during the last quarter. GGM Financials LLC acquired a new position in AT&T in the third quarter worth $25,000. Rachor Investment Advisory Services LLC bought a new stake in AT&T during the 4th quarter worth about $25,000. Finally, Safe Harbor Fiduciary LLC bought a new stake in shares of AT&T during the fourth quarter valued at approximately $25,000. Institutional investors and hedge funds own 57.10% of the company’s stock.

AT&T News Roundup

Here are the key news stories impacting AT&T this week:

• Positive Sentiment: AT&T reported a recent quarterly earnings beat and raised FY2026 EPS guidance framework, showing operating momentum and profit resilience. (Q4 results and FY26 guidance.)
• Positive Sentiment: Strategic partnerships aimed at AI use cases — notably a tie-up with AWS to support last‑mile AI workloads — strengthen AT&T’s positioning as a carrier for AI-era enterprise services. AT&T pairs with AWS
• Positive Sentiment: Some brokerviews are constructive: Scotiabank raised its price target to $31 (sector perform) and consensus brokerage ratings remain broadly favorable, which supports upside if execution is strong. Benzinga note
• Neutral Sentiment: Management is rolling out new segment reporting starting with Q1 2026 to improve transparency on returns from 5G and fiber investments — helpful for investors evaluating capital allocation over time. Deutsche Bank presentation
• Neutral Sentiment: Company publicity around its 150th anniversary underscores brand legacy but has limited direct market impact. 150th anniversary release
• Negative Sentiment: AT&T announced plans to invest more than $250 billion over five years to expand U.S. network infrastructure — a huge capex commitment that raises near-term free cash flow and financing concerns, and likely explains downward pressure on the stock today. Investors are weighing execution risk, timing of returns, and potential impacts on leverage (debt-to-equity ~1.0). Reuters: $250B plan Business Insider: $250B analysis PR Newswire: corporate release

About AT&T

AT&T Inc is a global telecommunications company that provides a broad range of communications and digital entertainment services. Its core activities include consumer and business wireless services, broadband and fiber internet, and network infrastructure. The company operates branded wireless services through AT&T Mobility and deploys fixed-line and fiber networks to deliver high-speed internet and related home services.

AT&T’s product and service portfolio spans mobile voice and data plans, smartphones and device sales, home internet (including fiber-to-the-home where available), and managed connectivity solutions for enterprise customers.