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Analyst Touts AT&T As Top Telecom Pick Backed By Wireless Subscriber, Fiber-To-The-home, Fixed Wireless Growth Momentum

Analyst Touts AT&T As Top Telecom Pick Backed By Wireless Subscriber, Fiber-To-The-home, Fixed Wireless Growth Momentum

分析师吹捧AT＆T是首选电信公司，这得益于无线用户、光纤到户、固定无线增长势头
Benzinga Real-time News ·  2023/01/10 12:42
  • Wells Fargo analyst Eric Luebchow upgraded AT&T Inc (NYSE:T) from Equal-Weight to Overweight and raised the price target from $17 to $22.
  • The analyst viewed the telecom sector as a relatively defensive play going into 2023, despite some growth challenges ahead.
  • Wireless subscriber growth should remain elevated vs. historical levels but appears likely to slow in 2023 on a year-on-year basis.
  • Fiber-to-the-home construction should grow >20% despite pressure from rising costs of capital and cost inflation.
  • Fixed wireless should continue to take share, although the pace of growth will likely moderate.
  • But given the current inflationary backdrop, the analyst thinks investors need to be selective.
  • Luebchow's top ideas for 2023 across telcos include AT&T, Frontier Communications Parent, Inc (NASDAQ: FYBR), and T-Mobile US, Inc (NASDAQ: TMUS).
  • Price Action: T shares traded higher by 1.76% at $19.38 on the last check Tuesday.
  • 富国银行分析师Eric Luebchow升级美国电话电报公司(纽约证券交易所股票代码：T)从持平上调至增持，并将目标价从17美元上调至22美元。
  • 这位分析师认为，进入2023年，电信行业是一个相对防御性的行业，尽管未来将面临一些增长挑战。
  • 与历史水平相比，无线用户增长应该会保持在较高水平，但2023年的同比增长可能会放缓。
  • 尽管受到资本成本上升和成本通胀的压力，光纤到户建设应该会增长20%以上。
  • 固定无线应该会继续占据市场份额，尽管增长速度可能会放缓。
  • 但考虑到当前的通胀背景，这位分析师认为投资者需要有选择性。
  • Luebchow对2023年电信公司的首要想法包括AT&T，FronTier Communications母公司(纳斯达克：FYBR)，以及T-Mobile美国公司(纳斯达克：TMUS)。
  • 价格行动：在周二的最后一次检查中，T的股票上涨了1.76%，达到19.38美元。
声明：本内容仅用作提供资讯及教育之目的，不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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