AT&T Q4 Revenue Rises 3.6%, EPS Beats Forecast and Guides Higher
AT&T posted Q4 revenue up 3.6% and adjusted EPS of $0.52, beating forecasts and lifting shares 4.6%. It added 421,000 net postpaid wireless subscribers with fiber convergence at 42%, and guides 2026 EPS to $2.25–$2.35 alongside a 3.8% dividend, supporting a $32.50 average price target.
1. Q4 Financial Performance
AT&T delivered 3.6% revenue growth and adjusted EPS of $0.52 in Q4 2025, topping analyst estimates and lifting the stock by 4.6% on the day of results.
2. Convergence Strategy Gains Traction
The company added 421,000 net postpaid wireless subscribers and increased fiber-optic customer crossover to 42%, enhancing customer stickiness and recurring revenue profiles.
3. Guidance and Dividend Outlook
AT&T issued 2026 EPS guidance of $2.25–$2.35 and maintains a 3.8% dividend yield, underpinning a $32.50 average price target that suggests around 12% upside.