Q1'26 earnings post: rev +1%/EBITDA +4%/capex $23-24B guide; FirstNet $2B/NG911; stock $28.78 -1.1% lag/RSI52/MACD+; PT hikes/FCF/div/inst flows/Zacks Hold [climaxing]
Key Questions
What were AT&T's Q1 2026 financial results?
Q1 revenue grew 1-2% to $31.22 billion, EBITDA increased 4%, and EPS rose 7.8% to $0.55. These results were reported on April 22.
What is AT&T's FY 2026 guidance?
FY EPS is guided at $2.30, up 8.5%, with capex at $23-24 billion as part of a $250 billion 5-year plan, and FCF at $16-19.5 billion. Q2 guidance includes churn metrics.
How has AT&T's stock performed recently?
AT&T stock is at $28.78, down 1.1%, lagging the market with RSI at 52 and positive MACD. Zacks rates it Hold.
What are the latest analyst price targets for AT&T?
Average price targets are $30.74-$30.75, with KeyBanc at $36 and Citi at $31.50, reflecting bullish views on fiber bets.
What institutional ownership changes occurred recently?
Vest Financial increased by 41% adding 302k shares ($7.5M), Carrera +68% (17k shares), Leo +47%, Savvy +68%, Amundi +67%. Trims include Newbridge -87%, Sound Income -23%, Stratos, Invesco, Ameriprise.
What is the FirstNet deal for AT&T?
AT&T agreed to a $2 billion investment to upgrade FirstNet for public safety and NG911 services.
What is the status ahead of AT&T's next earnings?
Q1 earnings were on April 22 with positive guides; previews highlight competitive edge and fiber expansion amid market shifts.
Q1 (04-22): rev+1-2% $31.22B/EBITDA+4%/EPS$0.55+7.8%; FY EPS$2.30+8.5%/capex$23-24B/$250B 5yr/FCF$16-19.5B; FirstNet $2B; stock $28.29s/RSI52/MACD+/PT$30.74-30.75 (KeyBanc$36/Citi$31.50); inst flows Vest Financial+41% 302k sh $7.5M/Carrera+68% 17k sh $438k/Leo+47%/Savvy+68%/Amundi+67%/State St/Woodline/SG/CalPERS+/Newbridge -87% 38k sh/trims Sound Income-23%/Stratos/Invesco/Ameriprise/Sen. Fetterman tiny sell $1-15k 3/27; div$0.2775 5/1/26 (3.9% yield) ex4/10; Q2 guide/churn.