“券商观点”视角:华尔街对AT&T的反应趋于积极

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BUZZ-“券商观点”视角:华尔街对AT&T的反应趋于积极

7月23日 - ** 电信运营商 AT&T(T.N)周三公布的季度新增无线用户数量超出了 (link) 的预期,这得益于其低价无限流量套餐以及针对注重预算的消费者推出的无线-宽带捆绑套餐所带来的需求

** 覆盖该股的28家券商给出的目标价中位数为28美元——据LSEG汇编的数据

强劲信号

** 摩根士丹利(评级为“增持”,目标价:27美元) 指出 AT&T 在竞争激烈的电信市场中表现良好,且关于卫星服务对其无线业务构成威胁的担忧被夸大了

** 美银全球研究(评级“买入”,目标价:34美元) 指出,后付费手机和光纤用户新增量好于预期,表明2026年下半年将保持强劲势头,因为AT&T正继续整合渗透率较低的Lumen光纤业务 (link) 资产

** 雷蒙德·詹姆斯(“强烈买入”,目标价:33美元) 表示,随着公司继续利用其产品组合提升客户连接体验并实现战略目标,预计全年业绩将表现强劲

** 巴克莱(“中性”,目标价:24美元) 表示,尽管无线业务竞争日趋激烈,AT&T仍持续表现出色,并成功在业务量、利润率和现金流之间取得平衡

** “然而,要维持这一发展态势,需要对业务量有明确预期且行业保持理性,而卫星业务的头条风险仍难以排除”——巴克莱

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