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Is Verizon Stock Cheap, Or Is Its Cash Already Spoken For?
Trefis1d agoneutral
Is Verizon Stock Cheap, Or Is Its Cash Already Spoken For?

Verizon Communications (VZ) trades near $48 a share and generated free cash worth 10.0% of its market value over the last twelve months. The median S&P 500 company manages 4.5%. A gap that wide usually means one of two things: a bargain, or a business the market expects to shrink. Verizon is neither, quite. The cash is real, and it is not all yours.

AT&T (T) Could Be 13% Undervalued Following Plan Price Hikes And New Perks
Simply Wall St.1d agoneutral
AT&T (T) Could Be 13% Undervalued Following Plan Price Hikes And New Perks

AT&T (T) is under the microscope after a mix of price hikes on older wireless plans and new perks such as virtual care access and 5G home internet for Cricket customers. AT&T’s recent plan changes and new perks are landing against a backdrop of mixed performance, with the 90-day share price return of 15.36% pointing to improving momentum, even as the 1-year total shareholder return has declined 8.96% and longer term total returns over 3 and 5 years remain strong. Scan how AT&T’s mix of price...

AT&T (T) Adds Cricket 5G Home Internet And Free Virtual Care
Simply Wall St.1d agoneutral
AT&T (T) Adds Cricket 5G Home Internet And Free Virtual Care

AT&T (NYSE:T) has introduced Cricket 5G Home Internet, extending fixed wireless broadband over its existing 5G network for Cricket Wireless customers. The telecom group has partnered with LifeMD to provide eligible AT&T subscribers with free virtual healthcare visits and related telehealth services. Through these moves, AT&T is widening its bundled connectivity offer by adding home broadband and healthcare benefits to its consumer plans. Cricket 5G Home Internet and the LifeMD virtual care...

Apple's iPhone 18 lineup keeps Bank of America bullish
Proactive1d agoneutral
Apple's iPhone 18 lineup keeps Bank of America bullish

Apple Inc (NASDAQ:AAPL, XETRA:APC) higher iPhone prices are largely offset by carrier incentives, according to Bank of America, which reiterated its "buy" rating. The bank cited capital returns, expected leadership in AI at the edge, and opportunities from new products and markets. BofA...

Verizon and AT&T Dominate Communications Services. Why That’s a Problem.
Barrons.com2d agoneutral
Verizon and AT&T Dominate Communications Services. Why That’s a Problem.

The recent outperformance of Verizon and AT&T is not the kind of leadership that typically accompanies a durable growth cycle. Both names posted mid-to high-single-digit gains over the past month, while many of the growthier, internet, and entertainment stocks that dominate the (XLC) have lagged or declined. Verizon is up 26% year to date, comfortably outperforming flashier sector peers like Alphabet up 10%, Meta Platforms up 2%, and Netflix down 17%.

Is Comcast Stock Cheap Or Just Shrinking?
Trefis3d agoneutral
Is Comcast Stock Cheap Or Just Shrinking?

Comcast (CMCSA) generated free cash over the past twelve months worth 20.1% of its market value. The median S&P 500 company manages 4.4%. Part of that gap is Comcast's debt. The rest means one of two things: the market has made a mistake, or the cash is about to get smaller. Comcast keeps losing broadband customers, and that is the market's answer.

3 Stocks Under $50 We Approach with Caution
StockStory4d agoneutral
3 Stocks Under $50 We Approach with Caution

Stocks trading between $10 and $50 can be particularly interesting as they frequently represent businesses that have survived their early challenges. However, investors should remain vigilant as some may still have unproven business models, leaving them vulnerable to the ebbs and flows of the broader market.

Is AT&T Asking You To Fund A Network For AI Traffic?
Trefis5d agoneutral
Is AT&T Asking You To Fund A Network For AI Traffic?

AT&T (T) is running its largest year ever for fiber expansion, a plan for 8 million new locations, of which over 4 million were acquired from Lumen, and asking shareholders to keep funding it. It expects $23 billion to $24 billion of capital investment in 2026, and the roughly $18 billion of buybacks and dividends is essentially all the free cash flow left. Management used to justify the build product by product; with the customers, it was already winning. The lead now is one blended subscriber