AT&T: But SpaceX

AT&T remains competitively entrenched in urban and suburban markets. T's management asserts that its converged fiber and 5G network offers unmatched value and performance. Current market fears have driven T's valuation down.

Seeking Alpha • 2 hours ago

2 Investment Grade Dividend Stocks On Sale: 1 Buy, 1 Sell

2 investment grade dividend stocks have sold off sharply even as their earnings climbed, but only one of them is a real bargain. One "deep-value" yield looks great on paper, but a new $2 trillion competitor and a quiet build-up of debt tell a different story. The other has been dumped for reasons that look worse than they are, which leaves a 5%+ yield backed by contracted cash flows.

Seeking Alpha • a day ago

Buy 8 Barron's Big Better Bets (Than T-Bills) Out Of 14 'Safer' October DiviDogs

Eight of the fourteen highest-yield 'Safer' Big BBB Dogs, including Suburban Propane, Verizon, and Realty Income, currently meet the dogcatcher ideal for buyable dividend value. Analyst 1-year targets project average net gains of 23.91% for the top ten BBB stocks, with risk/volatility 26% below the market average. Dividend safety is highlighted by positive free cash flow yields exceeding dividend yields for the 'safer' group, while eight names show negative free cash flow margins and are considered unsafe.

Seeking Alpha • a day ago

AT&T Q3 Earnings Create An Absurdity: 5% Dividend Yield Meets 4x P/Cash Ratio

Current valuation dynamics of AT&T stock suggest investors' pessimism to an absurd degree despite a healthy growth outlook, resulting in a sizable alpha potential. AT&T's FQ3 earnings suggest a well-mixed asset base, shareholder-friendly robust capital allocation, and long-term EPS and cash flow growth. T offers a 4.9% dividend yield and a 6% buyback yield, yet it only trades at a 4x P/cash flow ratio.

Seeking Alpha • Oct 24, 2026

AT&T Stock Sinks on Subscriber and SpaceX Worries. Is the Stock a Buy on the Dip?

AT&T turned in solid Q3 results, but the company was unable to ease investors' fears over potential competition coming from SpaceX. AT&T has a solid growth outlook, but I'd wait for a further pullback before buying the stock.

The Motley Fool • Oct 23, 2026

Why AT&T Stock Plunged on Friday

Elon Musk wants to build a new nationwide wireless carrier. AT&T won't shy away from a fight.

The Motley Fool • Oct 24, 2026

AT&T Stock Tumbles as SpaceX Eyes 80,000 Cell Sites

AT&T Inc. (NYSE:T) shares are sliding Thursday after a report that SpaceX wants access to at least 80,000 cell sites across the U.S., a prospect that is stoking competition fears for wireless carriers.

Benzinga • Oct 23, 2026

SpaceX Talks Send Cell Tower Stocks Surging

Cell tower stocks are jumping after a report that SpaceX is in talks with providers to secure thousands of cell sites to support its mobile carrier ambitions.

Investopedia • Oct 23, 2026

SpaceX Is Coming for the Phone Companies, but the Tower Owners Win Either Way

SpaceX is reportedly chasing 80,000 cell towers to build a fourth nationwide wireless carrier, and the move sent shockwaves through the stocks of every major player except the ones that actually own the towers.

24/7 Wall Street • Oct 23, 2026

Telecom Stocks Fall as SpaceX Eyes 80,000 Cell Sites: T-Mobile Sinks 5%, AT&T Drops 4%, Verizon Slides 3%

A report that SpaceX (NASDAQ:SPCX | SPCX Price Prediction) wants access to 80,000 U.S. cell sites is hitting every major national wireless carrier at once. Shares of T-Mobile (NASDAQ:TMUS) fell 5% to $150.

24/7 Wall Street • Oct 23, 2026