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Comcast (CMCSA) trades near $22, about 29% below its 52-week high, and the market has not been falling with it. The S&P 500 returned close to 18% over the past year, while Comcast lost about 21%. The company is in the middle of a broadband pivot that it says is holding its own results down. So the question is not how hard Comcast drops in a crisis. It is how long it stays down.
JPMorgan cut its TMUS target to $260 from $275 and kept an 'Overweight' rating, per TheFly.
T-Mobile US (TMUS) stock fell 5.6% on 17 September to about $166, the lowest it has traded in a year. One session is not the problem: over the past twelve months the stock returned -28.5% while the S&P 500 returned 17.0%, and the year is what matters. A rising market did not do that. What changed is inside the business, and part of it is deliberate.
Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy,” outperforming the MSCI USA Infrastructure Index’s 6.31% decline. The letter can be downloaded here. Cash distributions grew 6.7% in the quarter compared to Q2 2025. Despite geopolitical uncertainty, investor sentiment remained strong. AI […]
AT&T (T) is up 4.4% over the last five trading days, while the S&P 500 is down 1.1%. Strength in a weak tape pulls money in. That five-day move is not the question. The question is what holding AT&T does to your money when the market moves, because over the past year it has tended to go the other way.
Comcast and Charter are tanking in unison today with no fresh filings or analyst actions to explain the size of the moves, and the usual culprit of wireless competition does not quite fit either.
T-Mobile is ramping up its efforts to attract and retain price-conscious customers with a new low-priced offering.
Paul Singer-led Elliott Investment Management has built a sizeable stake in Deutsche Telekom and wants the company to drop a potential combination with its U.S. wireless unit, Bloomberg reported on Wednesday.
Verizon has lagged behind the S&P 500 Index over the past year, and analysts remain somewhat bullish about the stock’s growth prospects.
AST SpaceMobile received a 30-day FCC authorization to test 800 MHz satellite connectivity, following a Q2 earnings miss and mixed analyst sentiment on the stock.
For a decade, T-Mobile US, Inc. (NASDAQ:TMUS) has been one of the most preferred stocks in the telecom industry. However, on August 14, 2026, Wolfe Research’s Peter Supino cut the stock’s rating from Outperform to Peer Perform, and the shares declined. As Supino questions both TMUS’s growth story and the cash-return story, the downgrade gives […]
Investing.com -- Wolfe Research downgraded T-Mobile US to Peer Perform from Outperform on Friday, saying the carrier faces mounting competitive pressure in its core market alongside a capital spending cycle that could weigh on shareholder returns.
More than 3,000 small property owners around the US agreed to install Dish antennas on their rooftops to generate extra income. They're now being told to shoulder the cost to take them down.
Srini Gopalan questioned what customer gap SpaceX’s planned mobile service would fill as T-Mobile targets further broadband and rural-market growth.
Investing.com -- U.S. wireless stocks tumbled Tuesday after SpaceX signaled plans to build a full-fledged mobile service, raising the prospect that Starlink could eventually compete directly with Verizon, AT&T and T-Mobile.
Traditional U.S. wireless carriers are bracing for aggressive competition as SpaceX plans to expand beyond satellite coverage to build a full-scale terrestrial mobile network.
AT&T, Verizon, and T-Mobile took a beating on Wednesday as investors braced for an orbital clash with Elon Musk. Shares of AT&T (NYSE: T) and Verizon (NYSE: VZ) both fell 4%, while T-Mobile (NASDAQ: TMUS) slid 2%, following a Semafor report that SpaceX is plotting a direct assault on the U.S. wireless oligopoly. The rocket titan is actively hunting urban-grade spectrum—either by snapping up rivals or crashing next year’s federal auction—to build out dense coverage in major cities. The selloff hi
Verizon Communications (VZ) raised its full-year earnings outlook on Friday amid phone subscriber ga
T-Mobile US (TMUS) stock came under pressure after the company reported second quarter 2026 earnings that beat profit expectations but slightly missed revenue estimates, even as management lifted full year free cash flow guidance. See our latest analysis for T-Mobile US. The share price reaction has been sharp, with T-Mobile US falling 10.8% on the day of the release and down about 14.6% year to date. The 1 year total shareholder return of a 29.9% decline contrasts with positive 3 and 5 year...
Revenue missed estimates, but earnings topped forecasts as T-Mobile raised 2026 cash flow guidance.
T-Mobile stock fell despite its Q2 earnings beat. Management rejected an expanded Starlink partnership, saying it would not create value.
Stock Market Today: The Dow Jones index dropped 300 points Thursday as Alphabet and Tesla stock dived on earnings. Oil prices jumped.
Investing.com -- T-Mobile reported second-quarter earnings that topped Wall Street estimates on Thursday and raised its full-year cash flow guidance, but the company’s shares fell as quarterly revenue missed analyst forecasts.
Stock Market Today: The Dow Jones index dropped Friday as Netflix stock plunged on earnings. SpaceX shares sold off on a canceled test flight.
Bernstein cut price targets on AT&T, T-Mobile and Verizon on views Elon Musk's Starlink poses a competitive threat. SpaceX stock fell.
VZ's broadband gains, AI initiatives and convergence strategy support long-term growth, but can the recent share decline offer a buying opportunity?
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