That's a wrap.
Market opens Friday, Nov 13 at 9:30 AM ET
| Oct 21, 2026 | Sep 30, 2026 | Time not given | $0.61 | Beat$0.65 | −6.45% |
| Jul 22, 2026 | Jun 30, 2026 | Time not given | $0.59 | Beat$0.65 | +3.50% |
This covers the Jul 22, 2026 report. The Oct 21, 2026 numbers are in the table above.
AT&T beats Q2 EPS by 10.2%, stock surges 5.1%
AT&T reported Q2 EPS of $0.65, beating the $0.59 estimate by $0.06 (10.2% surprise). The stock rallied 5.1% on July 24 to $24.13 on heavy volume, reflecting investor relief over earnings momentum. The analyst consensus remains Buy (12/17) with a $29.08 target implying 20% upside. Post-earnings narrative is positive, though no explicit guidance was provided in the payload.
Better case35%
Analyst target $29.08 implies 20% upside. sustained earnings beat trend and subscriber growth confirm recovery.
Base case45%
Modest earnings growth with stable margins. stock trades near analyst target of $29.08.
Worse case20%
Starlink direct-to-cell competition and weak revenue growth pressure margins and valuation.
Scenario odds are a judgement, not measured.