Everything tagged "telecom" across research, earnings, and macro.
16 articles
T-Mobile’s selloff looks more like a reset than a broken story. The market punished softer near-term subscriber adds even as premium-plan migration pushed cash-flow guidance higher and kept the core economics moving the right way.
Nokia is evolving from a legacy telecom turnaround into a selective growth story tied to optical, IP, and AI-linked data center connectivity. Recent sales and margin acceleration support a constructive Buy view, though valuation remains demanding.
Vodafone just got the kind of catalyst turnaround investors wait for: a new largest shareholder with telecom operating credibility and a clear incentive to push harder on discipline. The stock still screens cheap enough that this can be more than a one-day headline move.
Vodafone is a medium-term turnaround story with improving revenue, EBITDAaL, and free cash flow, but Germany weakness and heavy debt keep the risk profile elevated. The stock looks attractive only if execution continues and valuation leaves room for setbacks.
AST SpaceMobile is transitioning from concept to commercialization with real revenue, major carrier partnerships, and a large cash balance. But the stock already prices in a lot of success, making execution the key risk.
Comcast is showing early signs of stabilization in broadband and wireless, but heavy debt and pricing pressure keep the stock in Hold territory. The report sees a fair value of $34 as cash flow and scale offset competitive and margin risks.
Charter is a leveraged broadband operator with a cheap valuation, rising mobile scale, and a looming capex step-down that could unlock free cash flow. The offset is real: internet losses, declining video, and a heavy debt load keep execution risk high.
T-Mobile US combines defensive telecom cash generation with real growth, led by postpaid share gains, broadband additions, and rising free cash flow. Leverage is the main risk, but the stock still screens attractively versus its consensus target.
AT&T is a Buy for investors seeking a defensive telecom with improving fiber economics, stable wireless growth, and a valuation that still looks discounted. Q1 2026 showed stronger revenue, EBITDA, and EPS, while the company continues to convert network investment into customer gains.
Verizon is showing a real operating inflection, with 1Q26 revenue and EPS growth, improving churn, and first-quarter postpaid phone net adds that support the turnaround case. The stock still screens as a value-backed income play, but heavy leverage keeps the risk profile intact.
Liberty Latin America looks more interesting now because the insider alignment around its preferred-stock rollout is unusually large and unusually timely. With Q1 operations running ahead of internal expectations and the stock still trading at just 0.48x sales, we think the market is still behind the turn.
EchoStar is a restructuring story centered on spectrum sales, debt reduction, and whether wireless can stabilize fast enough to support equity value. The stock looks asymmetric, but execution risk and shrinking legacy businesses keep it in Hold territory.
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