Bernstein analyst reiterates Outperform rating on AT&T stock at $32 target

Published 18/09/2025, 11:28
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Investing.com - Bernstein analyst Laurent Yoon has reiterated an Outperform rating on AT&T (NYSE:T) stock with a price target of $32.00.

The analyst noted that industry volume may not decline significantly compared to 2024 levels, with elevated promotions expected to continue supporting net additions, though churn pressure could intensify further.

According to Bernstein, T-Mobile is best positioned to maintain momentum, driven by market-leading promotions and improving network-perception parity, which translate into industry-low churn and market share gains.

AT&T benefits from broadband as a top-of-funnel driver for its wireless convergence strategy, while cable companies continue to drive demand through free-line bundle offers, the analyst observed.

Bernstein added that Verizon has shifted its narrative toward profitable growth, signaling it’s unlikely to fully engage in the competition for net additions.

In other recent news, AT&T has seen its stock price target raised by Raymond James to $33, up from $31, while maintaining a Strong Buy rating. This adjustment is attributed to AT&T’s growth in wireless post-paid subscribers, earnings per share, and free cash flow. Additionally, AT&T reiterated its 2025 financial guidance and announced plans for $20 billion in share repurchases between 2025 and 2027. The company confirmed it remains on track with its targets for consolidated service revenue, adjusted EBITDA, and adjusted EPS. Meanwhile, EchoStar has agreed to sell its AWS-4 and H-block spectrum licenses to SpaceX in a deal valued at approximately $17 billion, which includes cash and SpaceX equity. This development led Deutsche Bank to raise EchoStar’s stock price target to $102 from $67, reflecting the newfound value of these spectrum assets. In another move, Token Cat Limited has entered into an agreement to sell its entire equity interest in several subsidiaries for a nominal sum of $1, pending shareholder approval.

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