AT&T Implements Significant Change That Will Impact Customer Bills
Written by Emily J. Thompson, Senior Investment Analyst
Source: Yahoo Finance
Updated: 2 hour ago
0mins
Source: Yahoo Finance
Recent Price Changes: AT&T has decreased its autopay discount and increased its monthly Administrative & Regulatory Cost Recovery Fee, leading to customer frustration amid rising costs and inflation.
Customer Retention Challenges: Despite gaining nearly 1 million new customers, AT&T faces increased postpaid phone churn and risks losing a significant number of customers due to competitive pricing from rivals like T-Mobile and Verizon.
Competitive Landscape: T-Mobile and Verizon are attracting customers with aggressive promotions and competitive offers, while AT&T's postpaid plans rank lowest in consumer satisfaction according to recent surveys.
Market Dynamics: The telecom market is becoming increasingly competitive, with cable companies also gaining phone customers, highlighting the need for AT&T to improve service quality and value to retain its customer base.

No Data
Analyst Views on T
Wall Street analysts forecast T stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for T is 31.08 USD with a low forecast of 28.00 USD and a high forecast of 34.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
Wall Street analysts forecast T stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for T is 31.08 USD with a low forecast of 28.00 USD and a high forecast of 34.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
Current: 25.320

Current: 25.320

TD Securities
TD Securities
maintain
$26
Reason
TD Securities
TD Securities
TD Securities says several parts of Telus' guidance are better than expected. The dividend growth being paused will be well received as it signals discipline from management, the $2.3B spending target for 2026 is lower than expectations, the end of 2026 debt target of 3.3-times is lower than estimates, and the minimum of 10% annual free cash flow through through 2028 "is a welcome surprise," the analyst tells investors in a research note. TD believes the outlook should restore confidence in the dividend and push the stock up 5% or more today. It has a Buy rating on Telus with a C$26 price target.
Canaccord upgraded Telus to Buy from Hold with an unchanged price target of C$21.
Neutral
maintain
$22 -> $20
Reason
BofA lowered the firm's price target on Telus to C$20 from C$22 and keeps a Neutral rating on the shares. The announcement of a dividend growth pause is not unexpected given the company's dividend yield is over 9%, the analyst tells investors in a research note. The firm added that the pause was not its base case assumption, but the decision makes sense given the yield and the market focus on reaching a sustainable dividend payout as a percentage of free cash flow sooner rather than later.
Sector Weight -> Overweight
upgrade
$30
Reason
Sector Weight -> Overweight
Reason
KeyBanc analyst Brandon Nispel upgraded AT&T to Overweight from Sector Weight with a $30 price target.
About T
AT&T Inc. is a holding company. The Company is a provider of telecommunications and technology services globally. The Company’s segments include Communications and Latin America. The Communications segment provides wireless and wireline telecom and broadband services to consumers located in the United States and businesses globally. The business units of the Communication segment include Mobility, Business Wireline, and Consumer Wireline. Mobility provides nationwide wireless service and equipment. Business Wireline provides advanced Ethernet-based fiber services, Internet Protocol (IP) Voice and managed professional services, as well as legacy voice and data services and related equipment, to business customers. Consumer Wireline provides broadband services, including fiber connections. Consumer Wireline provides legacy telephony voice communication services. The Latin America segment provides wireless services and equipment in Mexico.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.