T News & Events

Geoforce, a provider of industrial asset intelligence solutions, announced a collaboration with AT&T Business to offer Geoforce's asset tracking solutions to AT&T Business customers. The collaboration offers AT&T Business customers access to asset intelligence capabilities for non-powered industrial equipment, complementing existing vehicle and powered asset solutions operating on AT&T's LTE-M network.

AT&T reiterates all full-year 2026 and multi-year financial guidance and capital return plans provided with its fourth-quarter 2025 earnings report, including its outlook for improved growth in adjusted EBITDA and adjusted EPS and higher free cash flow through 2028, as well as plans to return $45B+ to shareholders during 2026-2028 through dividends and share repurchases. AT&T expects that its net debt-to-adjusted EBITDA ratio will increase to approximately 3.2x following its transaction with EchoStar - which the company expects to close in early 2026 - and to decline to approximately 3x by the end of 2026. AT&T continues to expect net leverage will return to a level consistent with its target in the 2.5x range within approximately three years following the closing of this acquisition. The company expects to maintain a consistent approach to capital returns while reducing net leverage to its target range.

Moderately bullish activity in AT&T (T), with shares up 76c, or 2.7%, near $28.73. Options volume relatively light with 41k contracts traded and calls leading puts for a put/call ratio of 0.43, compared to a typical level near 0.63. Implied volatility (IV30) is higher by 1.2 points near 23.53,and below the 52wk median, suggesting an expected daily move of $0.43. Put-call skew flattened, suggesting a modestly bullish tone.