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2021-12-20
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AT&T upgraded to overweight at Barclays, citing multiple catalysts in 2022
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However, telecom companies could be \"best positioned,\" either through fiber or fixed wireless.</p>\n<p>In addition, AT&T (T) has a potential catalyst in 2022, as it separates its WarnerMedia business, combining it with Discovery(NASDAQ:DISCA). If the deal is structured as a split-off, it could cause AT&T to shrink the number of shares outstanding \"meaningfully.\"</p>\n<p>There are some investor concerns for AT&T (T), given the company's poor historical execution track record, which Venkateshwar believes is why the company's growth prospects are \"heavily discounted\" by investors.</p>\n<p>However, the company has a number of things going for it: the highest growth rate in history for post-paid subscribers, it added more share than others in the space; a simpler story due to recent asset sales; potential for additions to broadband subscribers, and acceleration for the first time in \"years;\" along with government subsidies, a stable average revenue per user in 2022, AT&T (T) shares are poised to close the gap with Verizon (VZ), which Venkateshwar notes is at the biggest discount \"in over a decade.\"</p>\n<p>Last week, Morgan Stanley also upgraded AT&T (T) shares,citing its valuation.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAT&T upgraded to overweight at Barclays, citing multiple catalysts in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 21:28 GMT+8 <a href=https://seekingalpha.com/news/3781576-att-upgraded-to-overweight-at-barclays-citing-multiple-catalysts-in-2022><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AT&T(NYSE:T)is being upgraded to overweight from neutral at Barclays with a $30 price target, as the research firm believes the Dallas-based telecom is poised to outperform cable stocks in 2022 and ...</p>\n\n<a href=\"https://seekingalpha.com/news/3781576-att-upgraded-to-overweight-at-barclays-citing-multiple-catalysts-in-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"T":"美国电话电报"},"source_url":"https://seekingalpha.com/news/3781576-att-upgraded-to-overweight-at-barclays-citing-multiple-catalysts-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1164648434","content_text":"AT&T(NYSE:T)is being upgraded to overweight from neutral at Barclays with a $30 price target, as the research firm believes the Dallas-based telecom is poised to outperform cable stocks in 2022 and could benefit from multiple catalysts.\nAnalyst Kannan Venkateshwar said AT&T (T) is likely to benefit from the fact that wireless trends have more visibility than cable and the recently passed Infrastructure Act could provide a tailwind for broadband providers.\nVenkateshwar believes that investors are wrong and that an expected slowdown from a record post-paid phone growth in 2021 will not happen in 2022 and that \"the wireless competitive environment next year may get better.\"\nAT&T (T) shares are up 1.6% to $24.17 on Monday morning, but have fallen nearly 20% year-to-date.\n\"This is because, despite AT&T going through a cycle of amortizing its handset promotions over the next 4 quarters, it has guided to ‘stable’ [average revenue per user], T-Mobile(NASDAQ:TMUS)is increasingly highlighting the pricing opportunity from Magenta MAX upgrades and Verizon (NYSE:VZ)continues to be more focused on pushing subscribers.\nThe analyst added that AT&T (T) could also benefit as roaming revenues come back, but there is still an expectation of slower growth.\nThe $42.5 billion in broadband spending from the Infrastructure Act should help existing internet service providers \"on paper,\" but new entrants could also enter the space. However, telecom companies could be \"best positioned,\" either through fiber or fixed wireless.\nIn addition, AT&T (T) has a potential catalyst in 2022, as it separates its WarnerMedia business, combining it with Discovery(NASDAQ:DISCA). If the deal is structured as a split-off, it could cause AT&T to shrink the number of shares outstanding \"meaningfully.\"\nThere are some investor concerns for AT&T (T), given the company's poor historical execution track record, which Venkateshwar believes is why the company's growth prospects are \"heavily discounted\" by investors.\nHowever, the company has a number of things going for it: the highest growth rate in history for post-paid subscribers, it added more share than others in the space; a simpler story due to recent asset sales; potential for additions to broadband subscribers, and acceleration for the first time in \"years;\" along with government subsidies, a stable average revenue per user in 2022, AT&T (T) shares are poised to close the gap with Verizon (VZ), which Venkateshwar notes is at the biggest discount \"in over a decade.\"\nLast week, Morgan Stanley also upgraded AT&T (T) shares,citing its valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":347,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/693846656"}
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