The Motley Fool
11 Jul 2026, 13:00 UTC · 2h ago
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Oppenheimer downgraded AT&T due to SpaceX's Starlink being viewed as a structural threat to long-term broadband and wireless growth. — Analyst downgrades based on structural disruption threats typically lead to institutional selling and a lower valuation multiple.
-0.60AT&T expects to generate over $18 billion in free cash flow this year against an $8 billion dividend obligation. — High dividend coverage (less than 50% of FCF) reduces the risk of a dividend cut, making the stock more attractive to income investors.
+0.50AT&T reported a 3% year-over-year revenue increase and a nearly 12% rise in adjusted EPS in the first quarter of 2026. — Positive current growth figures counteract the narrative of immediate disruption by satellite competitors.
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Management plans to execute approximately $8 billion in share buybacks this year. — Buybacks provide a floor for the share price and signal management's confidence in the company's valuation.
+0.20Which stocks this story touches
Despite competitive threats from satellite networks, the company shows strong earnings growth, a protected dividend, and healthy cash flow.
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