What's moving this stock lately
1 direct · 1 2nd-order · 0 thematicRanked by relevance and recency.
- #1Impact0.3%bullishDirectComcast Slips as KeyBanc Cuts to Underweight on Broadband Share Losses; AT&T and Verizon Hold Steady13d ago
Cited as holding steady; FWA continues to add subscribers, though the share-shift tailwind is largely anticipated.
Also named: CMCSA · CHTR · VZ · TMUS
- #2Impact0.15%bearish2nd-orderCan Verizon's Latest Motorola Device Offers Drive Customer Growth?13d ago
Verizon's promotion could siphon some switching customers, creating mild competitive pressure on AT&T's subscriber base.
Also named: VZ · TMUS · 0992.HK
🎯 Market expectations
Estimate coverage Medium · 65/100Nasdaq analyst consensus · the pre-news baseline
- Jun 2026$0.65 vs $0.59+10.17%
- Mar 2026$0.57 vs $0.55+3.64%
- Dec 2025$0.52 vs $0.46+13.04%
- Sep 2025$0.54 vs $0.55-1.82%
The takeaway
Recent results have exceeded consensus by an average of +6.3%, which may have raised expectations for the next report.
Analyst estimates, not our forecast · not investment advice
🏛️ Company factsSEC filings + FINRA official data
Annual revenue $125.6B · latest quarter up 2.3% YoY · profitable (FY net income $22.0B) · short activity above its recent average — bears adding.
FY revenue
$125.6B
2025-12
Latest Q YoY
+2.3%
FY net income
$22.0B
Diluted EPS
$3.04
Short volume
55.1%
20d avg 47.7% · shorts building
🐋 5%+ ownership filings (last 180d)
The following investors reported beneficial ownership of more than 5% in recent SEC filings. "Activist" filers stated an intent to influence control of the company; "Passive" indicates the filer did not report such an intent.
- 2026-04-29passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
🕰️ Price × news · analysis history
Drag to pan, scroll to zoom · real daily bars and volume
📜 Call history (newest first
37 past analyses of this stock, each checked against what the price did afterwards · sign up to view
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