Major Earnings Expected Before Wednesday's Open
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 21 2026
0mins
Source: seekingalpha
- Major Earnings Releases: Before the market opens on Wednesday, earnings reports from AT&T, The Boeing Company, Philip Morris International, Vertiv Holdings, and GE Vernova are expected, which could significantly impact market sentiment.
- Investor Focus: Investors will closely monitor these earnings to assess company performance and future outlook, as the results may influence stock market trends in the current economic climate.
- Additional Earnings Announcements: In addition to the major companies, several others, including ABB, BSX, and CME, are also slated to report earnings before Wednesday's open, providing further market insights.
- Earnings Season Calendar: Seeking Alpha offers a comprehensive earnings season calendar, allowing investors to access more information to aid in their investment decisions.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy T?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on T
Wall Street analysts forecast T stock price to rise
15 Analyst Rating
8 Buy
5 Hold
2 Sell
Moderate Buy
Current: 25.260
Low
20.00
Averages
28.27
High
33.00
Current: 25.260
Low
20.00
Averages
28.27
High
33.00
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.
AT&T Restructures Finances, Shows Strong Growth Potential
- Significant Financial Restructuring: AT&T has effectively reduced its debt burden by selling media assets and cutting dividends, resulting in a recovery of its credit rating to investment grade with a BBB rating from S&P Global, indicating a substantial improvement in financial health.
- Strong Q1 Performance: In the first quarter of 2026, AT&T added 294,000 postpaid phone users, although lower than last year's 324,000, it still reflects stable market demand following three consecutive quarters of over 400,000 additions.
- Revenue Growth Drivers: The advanced connectivity segment of AT&T achieved a 3.6% year-over-year revenue growth in Q1, with EBITDA rising by 5.6%, demonstrating the company's ability to maintain growth momentum in a mature U.S. wireless market and further solidifying its market position.
- Optimistic Future Growth Outlook: AT&T's stock currently trades at less than 11 times its estimated 2026 earnings, with management expecting earnings per share to grow at an annualized rate of 11% to 12%, and the 4.4% dividend yield makes it an attractive option for income-focused investors.
See More
AI Companies' Strong Growth Fuels Market Confidence
- TSMC's Impressive Performance: Taiwan Semiconductor Manufacturing Company (TSMC) reported a 41% year-over-year revenue increase in Q1 2026, with gross margins rising to 66.2%, highlighting its strong growth in AI; the company projects a 35% revenue increase for Q2, solidifying its market leadership.
- Amazon's Cloud Services Surge: Amazon's Q1 results showed AWS achieving triple-digit revenue growth, with significant increases in customer spending on AI services, while its advertising business grew 24% year-over-year, indicating sustained competitiveness in the digital advertising market.
- Lemonade's Insurance Innovation: Lemonade's in-force premium rose 32% year-over-year, showcasing the appeal of its digital platform; despite ongoing losses, the company anticipates achieving positive EBITDA by year-end and net income next year, reflecting strong market potential.
- Market Confidence Rebounds: The strong performance of AI-related companies has boosted market confidence, with the S&P 500 rising 8%, as investors remain optimistic about the future growth prospects of these companies, particularly in technology and cloud computing investments.
See More
Taiwan Semiconductor Benefits from Massive Hyperscaler Spending
- TSMC Earnings Surge: In Q1 2026, Taiwan Semiconductor's revenue increased by 41% year-over-year, with gross margin rising to 66.2%, showcasing its strong growth in AI; the company projects a 35% revenue increase for Q2, further solidifying its market position.
- Amazon Cloud Services Growth: Amazon's Q1 report revealed triple-digit revenue growth in AWS, driven by customer demand for AI services, which is expected to continue attracting high-profile clients and enhancing its competitive edge in the cloud market.
- Lemonade Insurance Innovation: Lemonade's in-force premium grew by 32% year-over-year, with its digital platform and AI algorithms improving operational efficiency; despite ongoing losses, the company anticipates achieving positive EBITDA by year-end and net income next year, indicating significant market potential.
- Investment Opportunities Arise: Although TSMC was not listed among the best investment stocks by The Motley Fool, its ongoing growth in AI and rising market demand make it a focal point for investors, especially in the current market landscape.
See More
AT&T's Turnaround: Stock Recovery and Growth Potential
- Debt Reduction: AT&T faced significant challenges due to costly acquisitions starting in 2014, leading to peak debt levels in early 2022; however, through asset sales and dividend cuts, the company has successfully reduced its debt, restoring its credit rating to investment grade and demonstrating strong financial recovery capabilities.
- Dividend Resurgence: Currently, AT&T's dividend payout ratio is only half of its estimated earnings for 2026, with a dividend yield of 4.4%, providing ample room for future dividend increases, which highlights the company's financial stability and attractiveness to income-focused investors.
- User Growth: Despite a mature U.S. wireless market, AT&T added 294,000 postpaid users in Q1 2026, slightly down from 324,000 a year ago, but this follows three consecutive quarters of over 400,000 additions, indicating sustained growth potential in its core business.
- Optimistic Earnings Outlook: AT&T's stock trades at less than 11 times its estimated 2026 earnings, with management expecting double-digit annual growth in earnings per share through 2028; Wall Street analysts also project 11% to 12% annual growth over the next three to five years, making its valuation highly attractive.
See More
AT&T's Successful Turnaround Boosts Stock Recovery
- Debt Reduction: AT&T has successfully reduced its debt since peaking in early 2022, with its credit rating recovering to investment-grade status, receiving a BBB rating from S&P Global, indicating a significant improvement in financial health.
- Strong Dividend Position: The company's dividend payout ratio is only about half of its estimated earnings for 2026, with a current yield of 4.4%, providing management with room to increase dividends, thus attracting income-focused investors.
- Stable User Growth: Although AT&T added 294,000 postpaid users in the first quarter, down from 324,000 a year ago, its strong performance over three consecutive quarters shows stability and competitiveness in the mature U.S. wireless market.
- Future Growth Potential: With a projected P/E ratio of less than 11 times its estimated 2026 earnings, and expected double-digit annual growth in earnings per share, analysts forecast an 11% to 12% annual growth over the next 3 to 5 years, indicating a relatively inexpensive valuation and a solid investment opportunity.
See More
AT&T to Host Live Webcast with CEO John Stankey
- Live Webcast Announcement: AT&T will host a live webcast featuring CEO John Stankey at the 2026 J.P. Morgan Global Technology, Media, and Communications Conference on May 19, 2026, starting at 8:00 a.m. ET, providing a platform for direct interaction between investors and management.
- Stable Financial Outlook: The company reaffirms its financial guidance for 2026 and beyond, projecting growth in adjusted EBITDA and adjusted EPS through 2028, alongside plans to return over $45 billion to shareholders via dividends and share repurchases, enhancing shareholder value significantly.
- Debt Management Goals: AT&T anticipates that its net debt-to-adjusted EBITDA ratio will return to its target level of approximately 2.5x within three years following the completion of its transaction with EchoStar, which will contribute to the overall financial health of the company.
- Investor Relations Information: AT&T encourages investors to visit its Investor Relations website for more details and provides links for live and replay access to the webcast, ensuring that investors stay informed about the latest developments and financial status of the company.
See More
AT&T Restructures Finances, Shows Strong Growth Potential
- Significant Financial Restructuring: AT&T has effectively reduced its debt burden by selling media assets and cutting dividends, resulting in a recovery of its credit rating to investment grade with a BBB rating from S&P Global, indicating a substantial improvement in financial health.
- Strong Q1 Performance: In the first quarter of 2026, AT&T added 294,000 postpaid phone users, although lower than last year's 324,000, it still reflects stable market demand following three consecutive quarters of over 400,000 additions.
- Revenue Growth Drivers: The advanced connectivity segment of AT&T achieved a 3.6% year-over-year revenue growth in Q1, with EBITDA rising by 5.6%, demonstrating the company's ability to maintain growth momentum in a mature U.S. wireless market and further solidifying its market position.
- Optimistic Future Growth Outlook: AT&T's stock currently trades at less than 11 times its estimated 2026 earnings, with management expecting earnings per share to grow at an annualized rate of 11% to 12%, and the 4.4% dividend yield makes it an attractive option for income-focused investors.
See More
AI Companies' Strong Growth Fuels Market Confidence
- TSMC's Impressive Performance: Taiwan Semiconductor Manufacturing Company (TSMC) reported a 41% year-over-year revenue increase in Q1 2026, with gross margins rising to 66.2%, highlighting its strong growth in AI; the company projects a 35% revenue increase for Q2, solidifying its market leadership.
- Amazon's Cloud Services Surge: Amazon's Q1 results showed AWS achieving triple-digit revenue growth, with significant increases in customer spending on AI services, while its advertising business grew 24% year-over-year, indicating sustained competitiveness in the digital advertising market.
- Lemonade's Insurance Innovation: Lemonade's in-force premium rose 32% year-over-year, showcasing the appeal of its digital platform; despite ongoing losses, the company anticipates achieving positive EBITDA by year-end and net income next year, reflecting strong market potential.
- Market Confidence Rebounds: The strong performance of AI-related companies has boosted market confidence, with the S&P 500 rising 8%, as investors remain optimistic about the future growth prospects of these companies, particularly in technology and cloud computing investments.
See More
Taiwan Semiconductor Benefits from Massive Hyperscaler Spending
- TSMC Earnings Surge: In Q1 2026, Taiwan Semiconductor's revenue increased by 41% year-over-year, with gross margin rising to 66.2%, showcasing its strong growth in AI; the company projects a 35% revenue increase for Q2, further solidifying its market position.
- Amazon Cloud Services Growth: Amazon's Q1 report revealed triple-digit revenue growth in AWS, driven by customer demand for AI services, which is expected to continue attracting high-profile clients and enhancing its competitive edge in the cloud market.
- Lemonade Insurance Innovation: Lemonade's in-force premium grew by 32% year-over-year, with its digital platform and AI algorithms improving operational efficiency; despite ongoing losses, the company anticipates achieving positive EBITDA by year-end and net income next year, indicating significant market potential.
- Investment Opportunities Arise: Although TSMC was not listed among the best investment stocks by The Motley Fool, its ongoing growth in AI and rising market demand make it a focal point for investors, especially in the current market landscape.
See More
AT&T's Turnaround: Stock Recovery and Growth Potential
- Debt Reduction: AT&T faced significant challenges due to costly acquisitions starting in 2014, leading to peak debt levels in early 2022; however, through asset sales and dividend cuts, the company has successfully reduced its debt, restoring its credit rating to investment grade and demonstrating strong financial recovery capabilities.
- Dividend Resurgence: Currently, AT&T's dividend payout ratio is only half of its estimated earnings for 2026, with a dividend yield of 4.4%, providing ample room for future dividend increases, which highlights the company's financial stability and attractiveness to income-focused investors.
- User Growth: Despite a mature U.S. wireless market, AT&T added 294,000 postpaid users in Q1 2026, slightly down from 324,000 a year ago, but this follows three consecutive quarters of over 400,000 additions, indicating sustained growth potential in its core business.
- Optimistic Earnings Outlook: AT&T's stock trades at less than 11 times its estimated 2026 earnings, with management expecting double-digit annual growth in earnings per share through 2028; Wall Street analysts also project 11% to 12% annual growth over the next three to five years, making its valuation highly attractive.
See More
AT&T's Successful Turnaround Boosts Stock Recovery
- Debt Reduction: AT&T has successfully reduced its debt since peaking in early 2022, with its credit rating recovering to investment-grade status, receiving a BBB rating from S&P Global, indicating a significant improvement in financial health.
- Strong Dividend Position: The company's dividend payout ratio is only about half of its estimated earnings for 2026, with a current yield of 4.4%, providing management with room to increase dividends, thus attracting income-focused investors.
- Stable User Growth: Although AT&T added 294,000 postpaid users in the first quarter, down from 324,000 a year ago, its strong performance over three consecutive quarters shows stability and competitiveness in the mature U.S. wireless market.
- Future Growth Potential: With a projected P/E ratio of less than 11 times its estimated 2026 earnings, and expected double-digit annual growth in earnings per share, analysts forecast an 11% to 12% annual growth over the next 3 to 5 years, indicating a relatively inexpensive valuation and a solid investment opportunity.
See More
AT&T to Host Live Webcast with CEO John Stankey
- Live Webcast Announcement: AT&T will host a live webcast featuring CEO John Stankey at the 2026 J.P. Morgan Global Technology, Media, and Communications Conference on May 19, 2026, starting at 8:00 a.m. ET, providing a platform for direct interaction between investors and management.
- Stable Financial Outlook: The company reaffirms its financial guidance for 2026 and beyond, projecting growth in adjusted EBITDA and adjusted EPS through 2028, alongside plans to return over $45 billion to shareholders via dividends and share repurchases, enhancing shareholder value significantly.
- Debt Management Goals: AT&T anticipates that its net debt-to-adjusted EBITDA ratio will return to its target level of approximately 2.5x within three years following the completion of its transaction with EchoStar, which will contribute to the overall financial health of the company.
- Investor Relations Information: AT&T encourages investors to visit its Investor Relations website for more details and provides links for live and replay access to the webcast, ensuring that investors stay informed about the latest developments and financial status of the company.
See More
