BUZZ-Street View: AT&T to gain market share on boost from fiber business
** Telecom operator AT&T's T.N wireless subscriber growth for the fourth quarter surpassed expectations on Monday, fueled by strong demand for its discounted premium plans combining 5G mobile with high-speed fiber data
** Median PT of 30 brokerages covering the stock is $27 - LSEG data
RAISING THE BAR ON CONNECTIVITY
** J.P.Morgan ("overweight," PT: $28) says co is set to drive mobility and broadband market share as consumer preferences shift to converged bundles
** "We expect AT&T’s consistent execution and go-to-market to support gross add momentum and raise 2025 postpaid voice net adds"- JPM
** RBC ("outperform," PT: $27) expects co's cross-selling opportunities from fiber network, benefits from FirstNet, and affordable mobile plans to aid mobile subscriber growth
** Morningstar ("fairvalue: $26) expects co to gradually gain market share as it rationally competes against Verizon VZ.N and T-Mobile TMUS.O
** Scotiabank ("sector outperform," PT: $26) sees co to grow on wireless revenue in 2025 through pricing actions and expansion of convergence
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