AT&T (T) — Research Summary as of August 6, 2026

Key Recent Catalysts (Last ~1–3 Months)

The dominant recent catalyst is AT&T's Q2 2026 earnings report, released around July 21–22, 2026. The company beat analyst EPS estimates, reporting $0.65–$0.66 per share versus expectations of $0.59, up from $0.62 a year earlier [1][2]. Revenue came in at approximately $31.6 billion, a 2.3% year-over-year increase, though notably revenue missed consensus estimates for the second straight quarter [3][15]. Despite the revenue miss, the stock rose on the earnings beat and strong subscriber metrics [15].

Key operational highlights from Q2 included: