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AT&T stock drops 30% on Starlink fears, but long-term value remains strong.

Market News
14 Jul 2026
Seeking Alpha
View Source
Bullish
AT&T stock drops 30% on Starlink fears, but long-term value remains strong.

AT&T's stock has fallen about 30% due to concerns over Starlink's plans to enter the mobile market directly. Despite Starlink's technological advances and spectrum acquisitions, significant operational and regulatory challenges limit its immediate threat to U.S. carriers like AT&T. AT&T's strategic spectrum purchases, strong buyback plans, and expected $45 billion in shareholder returns suggest it remains a solid value investment. The company is seen as resilient with potential for 3-4% annual growth and a path to reduce debt by 2028.

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AT&T offers up to $1200 off on new iPhone 18 Pro with trade-in, plus unique network guarantees and flexible plans.

AT&T offers up to $1200 off on new iPhone 18 Pro with trade-in, plus unique network guarantees and flexible plans.

AT&T has launched promotions for the new iPhone 18 Pro series, offering up to $1200 off with any condition iPhone trade-in for new and existing customers. The deal includes additional benefits like up to $800 to pay off current device balances for th...

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1 day ago
Apple's $1,999 foldable iPhone Duo may replace the iPad mini, challenging its sales.

Apple's $1,999 foldable iPhone Duo may replace the iPad mini, challenging its sales.

Apple's new foldable iPhone Duo, priced at $1,999, offers a 7.6-inch screen and features that reviewers say could make the iPad mini obsolete. Despite costing more than twice the price of the iPad mini, the Duo is expected to be bundled with three-ye...

Market News
Neutral
1 day ago
SpaceX's wireless push may hurt carriers less and benefit tower REITs and cable operators more than expected.

SpaceX's wireless push may hurt carriers less and benefit tower REITs and cable operators more than expected.

Wells Fargo analyst Steven Cahall suggests SpaceX's expansion into wireless won't severely damage carriers but will pressure their pricing and margins. SpaceX's satellite-based network requires less ground infrastructure, meaning tower REITs and cabl...

Market News
Neutral
1 day ago
AT&T's solid Q2 results show undervalued growth potential despite SpaceX competition fears.

AT&T's solid Q2 results show undervalued growth potential despite SpaceX competition fears.

AT&T reported strong operating results for the second quarter, highlighting fiber expansion and wireless convergence as key growth drivers. Despite concerns about competition from SpaceX, the company's valuation remains attractive with a forward P/E ...

Market News
Bullish
2 days ago
AT&T appoints Fazal F. Merchant to board, boosting expertise in finance and tech.

AT&T appoints Fazal F. Merchant to board, boosting expertise in finance and tech.

AT&T has appointed Fazal F. Merchant to its board of directors as of September 8, 2026. Merchant brings extensive experience in corporate development, finance, and technology from his leadership roles at Wiz, Inc., Tanium Inc., DreamWorks Animation, ...

Company Fundamentals
Bullish
2 days ago
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