AT&T shares dropped nearly 10% after SpaceX's Starlink spectrum deal spooked the telecom sector, but analysts see a 37.9% upside from the current $22.15 price to a $30.55 target over the next year. The company shows strong fundamentals with a 5% dividend yield, growing fiber broadband coverage, and positive earnings beats. Management expects free cash flow to rise to over $21 billion by 2028 and plans significant buybacks. Risks include satellite competition and high debt levels, but the stock trades at a low forward P/E compared to peers, suggesting potential undervaluation if fiber expansion and bundling succeed.
Following the news about AT&T's challenges and opportunities, the stock is trading slightly up on Pluang at USD 22.36 as of Oct 13, 2026 00:11 WIB, showing a modest 0.81% increase for the day. The dividend yield remains attractive at 5%, while the market cap stands at $151.99 billion. Investors on Pluang typically hold AT&T shares for about 118 days, reflecting steady interest in this media sector stock.
On October 8, 2026, ARK Invest sold 29,048 shares of SpaceX just hours before Grain Management announced a major deal selling its 800 MHz spectrum portfolio to SpaceX. This spectrum acquisition could enable SpaceX to become a new national wireless co...
SpaceX, led by Elon Musk, has secured $8 billion worth of cellular spectrum licenses to build a terrestrial network complementing its Starlink satellite service. This move aims to fill coverage gaps using a combination of ground cell towers and satel...
Scotiabank lowered Verizon's price target from $51.50 to $50 following SpaceX's acquisition of 14 MHz of wireless spectrum in the 800 MHz band for its Starlink Mobile network. This deal intensifies competition in the U.S. telecom market, pressuring V...
SpaceX's Starlink is expanding its mobile service by acquiring up to 14 MHz of low-band spectrum, challenging major US wireless carriers like AT&T, Verizon, and T-Mobile. This spectrum will improve Starlink Mobile's coverage by allowing signals to tr...
SpaceX's purchase of nationwide low-band spectrum enables its Starlink service to operate as an independent cellular network, challenging traditional carriers Verizon and AT&T, whose stocks fell 7% amid fears of increased competition. This move expan...
