Thursday
Recommendations
KeyBanc analyst Brandon…
KeyBanc analyst Brandon Nispel tells investors in a research note that reports have surfaced that Dish (DISH) and Amazon (AMZN) are in talks to establish a distribution partnership, under which Dish would sell its wireless plans through Amazon's online marketplace. The partnership could be viewed negatively for AT&T (T), T-Mobile (TMUS), and Verizon (VZ), as distribution via Amazon would create incremental competition in the wireless space. KeyBanc has an Overweight rating on T-Mobile shares, and a Sector Weight rating on Verizon and AT&T shares.
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05/19/23 Verizon upgrades network at Indianapolis Motor Speedway 05/16/23 Verizon to allow customers to customize plan in U.S. 05/04/23 Verizon lands $448.3M Veterans Affairs contract 05/03/23 Verizon brings private wireless network solutions to Miami Grand Prix 05/22/23 T-Mobile CEO sees Q2 postpaid phone nets 'at or above last year's' level 04/24/23 T-Mobile extends collaboration with VA, will be primary wireless provider 04/18/23 Clevon chooses T-Mobile as preferred connectivity provider for robot fleet 04/06/23 T-Mobile expands deal with MLB, MiLB, Little League Baseball and Softball 05/11/23 AT&T, BlackRock launch Gigapower joint venture 04/20/23 AT&T says Q1 free cash flow 'within our expectations' 04/20/23 AT&T says 'particularly proud' of quality of subscriber additions 04/20/23 AT&T targets net debt-to-adjusted EBITDA ratio of 2.5x range by early 2025 05/25/23 Dish jumps 20% after WSJ report on mobile plan talks with Amazon 05/18/23 FCC votes to preserve spectrum between 12.2-12.7 GHz 05/16/23 Dish jumps 6% after director insider transactions 05/08/23 Dish says it has 'narrow window of opportunity' to address capital structure 05/23/23 Amazon opens pre-orders for Fire Max 11 tablet 05/18/23 AWS to invest $12.7B into cloud infrastructure in India 05/17/23 Amazon announces launch of new lineup of Echo products 05/25/23 Citi Citi downgrades Dish to Neutral on 'substantial capital needs' 05/24/23 Citi Dish downgraded to Neutral from Buy at Citi 05/09/23 JPMorgan Dish price target lowered to $16 from $18 at JPMorgan 05/09/23 TD Cowen Dish price target lowered to $32 from $38 at TD Cowen 05/24/23 DA Davidson Symbotic price target raised to $36 from $30 at DA Davidson 05/23/23 Mizuho Mizuho ups Amazon target, names a top pick for second half on AI 05/08/23 Loop Capital Amazon.com AWS slowdown transitory, says Loop Capital 05/03/23 Roth MKM Veritone price target lowered to $8 from $11 at Roth MKM 05/15/23 BofA AT&T management has 'high conviction' in free cash flow guidance, says BofA 05/03/23 Citi Citi places 'Positive Catalyst Watch' on AT&T ahead of disclosures 04/28/23 Barclays AT&T price target lowered to $18 from $19 at Barclays 04/26/23 TD Cowen Verizon price target lowered to $45 from $49 at TD Cowen 04/21/23 Rosenblatt Calix price target lowered to $70 from $75 at Rosenblatt 04/20/23 KeyBanc T-Mobile new Uncarrier plan could be a negative for AT&T, Verizon, says KeyBanc 03/30/23 William Blair William Blair learned Verizon teaming with SAIC on big FAA contract 05/19/23 Tigress Financial T-Mobile selloff 'major buying opportunity,' says Tigress Financial 05/08/23 RBC Capital SBA Communications price target lowered to $290 from $320 at RBC Capital 05/04/23 Loop Capital Altice USA price target lowered to $3 from $12 at Loop Capital 04/25/23 Verizon sees Fy23 adjusted EPS $4.55-$4.85, consensus $4.70 04/25/23 Verizon reports Q1 adjusted EPS $1.20, consensus $1.20 04/24/23 Notable companies reporting before tomorrow's open 04/27/23 T-Mobile raises FY23 core adjusted EBITDA view $28.8B-$29.3B from $28.7B-$29.2B 04/27/23 T-Mobile reports Q1 EPS $1.58, consensus $1.48 02/01/23 T-Mobile reports Q4 EPS $1.18, consensus $1.10 04/20/23 AT&T reports Q1 adjusted EPS 60c, consensus 58c 04/19/23 Notable companies reporting before tomorrow's open 01/25/23 AT&T sees FY23 adjusted EPS $2.35-$2.45, consensus $2.56 05/08/23 Dish reports Q1 EPS 35c, consensus 36c 02/23/23 Dish reports Q4 EPS $1.47, consensus 47c 02/22/23 Notable companies reporting before tomorrow's open 04/27/23 Amazon sees Q2 revenue $127B-$133B, consensus $129.83B 04/27/23 Amazon reports Q1 EPS 31c with Rivian loss, consensus 21c 04/27/23 Notable companies reporting after market close 02/02/23 Amazon sees Q1 revenue $121B-$126B, consensus $125.11B 05/15/23 Verizon Chief Marketing Officer stepping down, WSJ reports 01/10/23 Best Buy-owned Lively faces complaints after 3G shutdown, WSJ reports 12/20/22 FCC partisan deadlock shields wireless companies from $200M fine, WSJ reports 04/20/23 T-Mobile proposed takeover of Mint faces DOJ scrutiny, NY Post says 03/13/23 SpaceX to test Starlink's satellite-to-cell service with T-Mobile, CNBC reports 02/17/23 Goldman pulls out of talks to launch co-branded card for T-Mobile US, WSJ says 01/11/23 T-Mobile considers acquisition of Ryan Reynolds' Mint Mobile, Bloomberg says 02/26/23 Microsoft unveils suit of cloud tools for telecom companies, Reuters says 02/21/23 AT&T seeking to shed cybersecurity division, Reuters reports 01/12/23 DirecTV lays off hundreds of employees, Deadline reports 12/26/22 AT&T to build broadband services outside its current markets, WSJ reports 05/25/23 Dish in discussions to sell wireless plans via Amazon, WSJ reports 05/18/23 Ergen flew to Dubai to seek cash for struggling Dish, NY Post says 03/10/23 Peloton hit with U.S. import ban over streaming technology, Reuters reports 05/25/23 Amazon.com to close China app store, SCMP reports 05/24/23 Amazon defeats all shareholder-led proposals at annual meeting, Reuters says 05/24/23 Amazon to expand in U.K. WeWork space, Bloomberg reports 05/15/23 What You Missed On Wall Street This Morning 04/25/23 What You Missed On Wall Street On Tuesday 04/25/23 What You Missed On Wall Street This Morning 04/25/23 Fly Intel: Pre-market Movers 04/27/23 Fly Intel: After-Hours Movers 03/15/23 What You Missed On Wall Street On Wednesday 04/21/23 What You Missed On Wall Street On Friday 04/21/23 What You Missed On Wall Street This Morning 04/21/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 04/20/23 What You Missed On Wall Street On Thursday 05/25/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 05/08/23 What You Missed On Wall Street On Monday 05/08/23 What You Missed On Wall Street This Morning 05/08/23 Fly Intel: Pre-market Movers 05/23/23 What You Missed On Wall Street On Tuesday 05/23/23 What You Missed On Wall Street This Morning 05/21/23 Box Office Battle: ‘Fast X’ wins weekend with $67.5M debut 05/18/23 What You Missed On Wall Street On Thursday 03/15/23 Verizon call volume above normal and directionally bullish 12/15/22 Verizon call volume above normal and directionally bullish 12/15/22 Early notable gainers among liquid option names on December 15th 05/02/23 T Mobile put volume heavy and directionally bearish 04/27/23 T Mobile options imply 3.3% move in share price post-earnings 04/04/23 T Mobile put volume heavy and directionally bearish 02/23/23 T Mobile put volume heavy and directionally bearish 04/21/23 Notable open interest changes for April 21st 04/20/23 Unusually active option classes on open April 20th 04/04/23 Unusually active option classes on open April 4th 03/10/23 AT&T call volume above normal and directionally bullish 05/16/23 Early notable gainers among liquid option names on May 16th 03/09/23 Early notable gainers among liquid option names on March 9th 03/07/23 Early notable gainers among liquid option names on March 7th 03/03/23 Early notable gainers among liquid option names on March 3rd 05/25/23 Amazon call buyer realizes 3% same-day gains 05/23/23 Notable open interest changes for May 23rd 05/17/23 Notable open interest changes for May 17th 05/17/23 Amazon put buyer realizes 38% same-day gains
Over a week ago
Hot Stocks
T-Mobile CEO Mike Sievert…
T-Mobile CEO Mike Sievert said while speaking at the JPMorgan Technology, Media and Communications conference, according to a transcript of the event: "Overall, for the business, as an industry, this industry is delivering the dividends on 5G that we promised. Revenues and cash flows are vibrant in the industry because we made these investments. At T-Mobile, we take a lot of credit for that because we obviously spurred it all on by having our merger get completed and by chasing mid-band spectrum the way we did in building this network. That caused everybody else to do what they're doing. And what you have is a vibrant, growing, profitable industry where both the industry and consumers are winning. And that's what we see. And we don't see anything in the last quarter or two that changes that. For us, Q2, I mean, looking at -- we're in the middle of Q2, it looks like it will round trip last year very nicely. We should have postpaid phone nets at or above last year's. So the dynamic is very healthy overall."
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04/24/23 T-Mobile extends collaboration with VA, will be primary wireless provider 04/18/23 Clevon chooses T-Mobile as preferred connectivity provider for robot fleet 04/06/23 T-Mobile expands deal with MLB, MiLB, Little League Baseball and Softball 03/21/23 T-Mobile selected by AAA as 'exclusive wireless partner' in 'long term' pact 05/19/23 Tigress Financial T-Mobile selloff 'major buying opportunity,' says Tigress Financial 05/08/23 RBC Capital SBA Communications price target lowered to $290 from $320 at RBC Capital 05/04/23 Loop Capital Altice USA price target lowered to $3 from $12 at Loop Capital 05/03/23 Citi Citi places 'Positive Catalyst Watch' on AT&T ahead of disclosures 04/27/23 T-Mobile raises FY23 core adjusted EBITDA view $28.8B-$29.3B from $28.7B-$29.2B 04/27/23 T-Mobile reports Q1 EPS $1.58, consensus $1.48 04/27/23 Notable companies reporting after market close 02/01/23 T-Mobile reports Q4 EPS $1.18, consensus $1.10 04/20/23 T-Mobile proposed takeover of Mint faces DOJ scrutiny, NY Post says 03/13/23 SpaceX to test Starlink's satellite-to-cell service with T-Mobile, CNBC reports 02/17/23 Goldman pulls out of talks to launch co-branded card for T-Mobile US, WSJ says 01/11/23 T-Mobile considers acquisition of Ryan Reynolds' Mint Mobile, Bloomberg says 04/27/23 Fly Intel: After-Hours Movers 04/21/23 What You Missed On Wall Street On Friday 04/21/23 What You Missed On Wall Street This Morning 03/15/23 What You Missed On Wall Street On Wednesday 05/02/23 T Mobile put volume heavy and directionally bearish 04/27/23 T Mobile options imply 3.3% move in share price post-earnings 04/04/23 T Mobile put volume heavy and directionally bearish 02/23/23 T Mobile put volume heavy and directionally bearish
Recommendations
Tigress Financial raised…
Tigress Financial raised the firm's price target on T-Mobile to $204 from $202 and keeps a Buy rating on the shares. The leverage of T-Mobile's "industry-leading" 5G high-speed network will continue to drive increasing customer gains and profitability, the analyst tells investors in a research note. The firm views the recent weakness in the shares as a "major buying opportunity." Tigress says T-Mobile is well positioned to benefit from accelerating cloud and edge computing trends and increasing demand for high-speed connectivity.
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04/24/23 T-Mobile extends collaboration with VA, will be primary wireless provider 04/18/23 Clevon chooses T-Mobile as preferred connectivity provider for robot fleet 04/06/23 T-Mobile expands deal with MLB, MiLB, Little League Baseball and Softball 03/21/23 T-Mobile selected by AAA as 'exclusive wireless partner' in 'long term' pact 05/08/23 RBC Capital SBA Communications price target lowered to $290 from $320 at RBC Capital 05/04/23 Loop Capital Altice USA price target lowered to $3 from $12 at Loop Capital 05/03/23 Citi Citi places 'Positive Catalyst Watch' on AT&T ahead of disclosures 05/03/23 Deutsche Bank T-Mobile price target lowered to $185 from $192 at Deutsche Bank 04/27/23 T-Mobile raises FY23 core adjusted EBITDA view $28.8B-$29.3B from $28.7B-$29.2B 04/27/23 T-Mobile reports Q1 EPS $1.58, consensus $1.48 04/27/23 Notable companies reporting after market close 02/01/23 T-Mobile reports Q4 EPS $1.18, consensus $1.10 04/20/23 T-Mobile proposed takeover of Mint faces DOJ scrutiny, NY Post says 03/13/23 SpaceX to test Starlink's satellite-to-cell service with T-Mobile, CNBC reports 02/17/23 Goldman pulls out of talks to launch co-branded card for T-Mobile US, WSJ says 01/11/23 T-Mobile considers acquisition of Ryan Reynolds' Mint Mobile, Bloomberg says 04/27/23 Fly Intel: After-Hours Movers 04/21/23 What You Missed On Wall Street On Friday 04/21/23 What You Missed On Wall Street This Morning 03/15/23 What You Missed On Wall Street On Wednesday 05/02/23 T Mobile put volume heavy and directionally bearish 04/27/23 T Mobile options imply 3.3% move in share price post-earnings 04/04/23 T Mobile put volume heavy and directionally bearish 02/23/23 T Mobile put volume heavy and directionally bearish
Recommendations
RBC Capital lowered the…
RBC Capital lowered the firm's price target on SBA Communications (SBAC) to $290 from $320 and keeps an Outperform rating on the shares. The company's Q1 results were "solid" as the management raise its financial guidance midpoints and maintained organic leasing expectations, though the firm is also setting more conservative valuation assumptions based on slowing near-term U.S. growth at DISH (DISH) and T-Mobile (TMUS), the analyst tells investors in a research note.
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04/24/23 T-Mobile extends collaboration with VA, will be primary wireless provider 04/18/23 Clevon chooses T-Mobile as preferred connectivity provider for robot fleet 04/06/23 T-Mobile expands deal with MLB, MiLB, Little League Baseball and Softball 03/21/23 T-Mobile selected by AAA as 'exclusive wireless partner' in 'long term' pact 02/21/23 SBA Communications CEO Jeff Stoops to retire at year-end 11/20/22 Fly Intel: Top five weekend stock stories 05/04/23 Peloton says Dish patent settlement will hurt Q4 cash flow 05/04/23 Peloton, Dish enter into settlement, release pact; Peloton to pay $75M to Dish 02/28/23 Dish says data extracted from systems in cybersecurity incident 01/17/23 DISH announces secured debt offering, preliminary Q4 operating metrics 05/05/23 Deutsche Bank SBA Communications price target lowered to $300 from $320 at Deutsche Bank 05/02/23 TD Cowen SBA Communications price target raised to $329 from $328 at TD Cowen 05/02/23 Raymond James SBA Communications price target lowered to $330 from $334 at Raymond James 05/02/23 Wells Fargo SBA Communications price target lowered to $300 from $340 at Wells Fargo 04/12/23 Barclays Dish price target lowered to $10 from $14 at Barclays 03/27/23 UBS Dish downgraded to Neutral from Buy at UBS 03/13/23 Citi Dish price target lowered to $18 from $33 at Citi 05/04/23 Loop Capital Altice USA price target lowered to $3 from $12 at Loop Capital 05/03/23 Citi Citi places 'Positive Catalyst Watch' on AT&T ahead of disclosures 05/03/23 Deutsche Bank T-Mobile price target lowered to $185 from $192 at Deutsche Bank 04/28/23 Benchmark T-Mobile price target raised to $200 from $197 at Benchmark 04/27/23 T-Mobile raises FY23 core adjusted EBITDA view $28.8B-$29.3B from $28.7B-$29.2B 04/27/23 T-Mobile reports Q1 EPS $1.58, consensus $1.48 04/27/23 Notable companies reporting after market close 02/01/23 T-Mobile reports Q4 EPS $1.18, consensus $1.10 05/01/23 SBA Communications sees FY23 AFFO $12.55-$12.91, consensus $12.62 05/01/23 SBA Communications reports Q1 AFFO $3.13, consensus $3.11 02/21/23 SBA Communications sees FY23 AFFO $12.46-$12.83, consensus $12.75 02/21/23 SBA Communications reports Q4 AFFO $3.12, consensus $3.13 05/08/23 Dish reports Q1 EPS 35c, consensus 36c 02/23/23 Dish reports Q4 EPS $1.47, consensus 47c 02/22/23 Notable companies reporting before tomorrow's open 04/20/23 T-Mobile proposed takeover of Mint faces DOJ scrutiny, NY Post says 03/13/23 SpaceX to test Starlink's satellite-to-cell service with T-Mobile, CNBC reports 02/17/23 Goldman pulls out of talks to launch co-branded card for T-Mobile US, WSJ says 01/11/23 T-Mobile considers acquisition of Ryan Reynolds' Mint Mobile, Bloomberg says 11/19/22 Cell-tower REITs could climb 20%, time to buy American and SBA, Barron's says 03/10/23 Peloton hit with U.S. import ban over streaming technology, Reuters reports 04/27/23 Fly Intel: After-Hours Movers 04/21/23 What You Missed On Wall Street On Friday 04/21/23 What You Missed On Wall Street This Morning 03/15/23 What You Missed On Wall Street On Wednesday 01/25/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 05/08/23 Fly Intel: Pre-market Movers 03/27/23 What You Missed On Wall Street On Monday 03/27/23 What You Missed On Wall Street This Morning 03/27/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 05/02/23 T Mobile put volume heavy and directionally bearish 04/27/23 T Mobile options imply 3.3% move in share price post-earnings 04/04/23 T Mobile put volume heavy and directionally bearish 02/23/23 T Mobile put volume heavy and directionally bearish 03/15/23 Early notable gainers among liquid option names on March 15th 03/09/23 Early notable gainers among liquid option names on March 9th 03/07/23 Early notable gainers among liquid option names on March 7th 03/03/23 Early notable gainers among liquid option names on March 3rd 03/02/23 Dish Network put volume heavy and directionally bearish
Recommendations
Loop Capital analyst Alan…
Loop Capital analyst Alan Gould lowered the firm's price target on Altice USA (ATUS) to $3 from $12 and keeps a Hold rating on the shares after its 5% decline in Q1 revenue and 12 decline in EBITDA. The company's broadband sub losses of 19K were slightly more than anticipated, and while Altice now has a superior broadband product in about half of its East Coast footprint with a strong partner in T-Mobile (TMUS), the company is still fighting legacy reputational issues, the analyst tells investors in a research note.
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04/24/23 T-Mobile extends collaboration with VA, will be primary wireless provider 04/18/23 Clevon chooses T-Mobile as preferred connectivity provider for robot fleet 04/06/23 T-Mobile expands deal with MLB, MiLB, Little League Baseball and Softball 03/21/23 T-Mobile selected by AAA as 'exclusive wireless partner' in 'long term' pact 03/22/23 Altice USA names Alexandre Fonseca chairman of the board 03/22/23 Altice USA falls -5.6% 02/22/23 Altice USA reports Q4 broadband organic net additions down 7.7K 02/22/23 Altice USA names Marc Sirota as new CFO 02/23/23 TD Securities Altice USA price target lowered to $4.75 from $6 at TD Securities 02/23/23 TD Cowen Altice USA price target lowered to $18 from $21 at Cowen 02/23/23 Barclays Altice USA price target lowered to $2 from $4 at Barclays 01/23/23 TD Securities Altice USA downgraded to Hold at TD Securities amid U.S. broadband challenges 05/03/23 Citi Citi places 'Positive Catalyst Watch' on AT&T ahead of disclosures 05/03/23 Deutsche Bank T-Mobile price target lowered to $185 from $192 at Deutsche Bank 04/28/23 Benchmark T-Mobile price target raised to $200 from $197 at Benchmark 04/28/23 Wells Fargo T-Mobile price target raised to $165 from $160 at Wells Fargo 04/27/23 T-Mobile raises FY23 core adjusted EBITDA view $28.8B-$29.3B from $28.7B-$29.2B 04/27/23 T-Mobile reports Q1 EPS $1.58, consensus $1.48 04/27/23 Notable companies reporting after market close 02/01/23 T-Mobile reports Q4 EPS $1.18, consensus $1.10 05/03/23 Altice USA backs FY23 CapEx view $1.7B-$1.8B 05/03/23 Altice USA reports Q1 EPS 6c, consensus 4c 05/03/23 Notable companies reporting after market close 02/22/23 Altice USA reports Q4 GAAP EPS (43c) vs. 56c y/y 04/20/23 T-Mobile proposed takeover of Mint faces DOJ scrutiny, NY Post says 03/13/23 SpaceX to test Starlink's satellite-to-cell service with T-Mobile, CNBC reports 02/17/23 Goldman pulls out of talks to launch co-branded card for T-Mobile US, WSJ says 01/11/23 T-Mobile considers acquisition of Ryan Reynolds' Mint Mobile, Bloomberg says 02/28/23 Analysts debate if Altice USA could be Comcast target, Fierce Telecom says 04/27/23 Fly Intel: After-Hours Movers 04/21/23 What You Missed On Wall Street On Friday 04/21/23 What You Missed On Wall Street This Morning 03/15/23 What You Missed On Wall Street On Wednesday 05/03/23 Fly Intel: After-Hours Movers 02/22/23 Fly Intel: After-Hours Movers 12/14/22 High-speed internet upgrade spending sinking this cable stock 12/03/22 Short Report: Bears growl at crypto stocks amid FTX fallout 05/02/23 T Mobile put volume heavy and directionally bearish 04/27/23 T Mobile options imply 3.3% move in share price post-earnings 04/04/23 T Mobile put volume heavy and directionally bearish 02/23/23 T Mobile put volume heavy and directionally bearish
Recommendations
Citi analyst Michael…
Citi analyst Michael Rollins added shares of AT&T (T) to the firm's "Positive Catalyst Watch list" on expectations the company's disclosures over the next few months will improve market confidence on the opportunity for it to generate free cash flow of $16B or better during 2023 as well as reduce capital spending significantly during 2024. This can support multiple expansion from the current level, the analyst tells investors in a research note. The firm keeps a Buy rating on AT&T. After reviewing the Q1 communication services results, Citi sees a little better industry volume and average revenue per user for both wireless postpaid phones and residential broadband service, but says overall industry revenue growth "remains sluggish." Along with AT&T, it keeps Buy ratings on T-Mobile (TMUS) and Comcast (CMCSA).
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04/24/23 T-Mobile extends collaboration with VA, will be primary wireless provider 04/18/23 Clevon chooses T-Mobile as preferred connectivity provider for robot fleet 04/06/23 T-Mobile expands deal with MLB, MiLB, Little League Baseball and Softball 03/21/23 T-Mobile selected by AAA as 'exclusive wireless partner' in 'long term' pact 04/20/23 AT&T says Q1 free cash flow 'within our expectations' 04/20/23 AT&T says 'particularly proud' of quality of subscriber additions 04/20/23 AT&T targets net debt-to-adjusted EBITDA ratio of 2.5x range by early 2025 04/20/23 AT&T reports Q1 cash from operations $6.7B; free cash flow $1B 05/02/23 Writers Guild of America goes on strike after studio talks fail 04/30/23 Fly Intel: Top five weekend stock stories 04/23/23 Fly Intel: Top five weekend stock stories 04/23/23 Comcast says NBCUniversal CEO Jeff Shell leaving company 04/28/23 Barclays AT&T price target lowered to $18 from $19 at Barclays 04/21/23 Deutsche Bank Deutsche Bank sees buying opportunity in AT&T amid 'FCF confusion' 04/21/23 TD Cowen AT&T price target lowered to $23 from $25 at TD Cowen 05/03/23 Deutsche Bank T-Mobile price target lowered to $185 from $192 at Deutsche Bank 04/28/23 Benchmark T-Mobile price target raised to $200 from $197 at Benchmark 04/28/23 Wells Fargo T-Mobile price target raised to $165 from $160 at Wells Fargo 04/28/23 Raymond James T-Mobile price target raised to $184 from $174 at Raymond James 05/02/23 Deutsche Bank Comcast price target raised to $55 from $50 at Deutsche Bank 05/02/23 Citi Comcast price target raised to $47 from $45 at Citi 05/01/23 BofA Comcast upgraded to Buy from Neutral at BofA 05/01/23 Wells Fargo Comcast price target raised to $46 from $42 at Wells Fargo 04/27/23 T-Mobile raises FY23 core adjusted EBITDA view $28.8B-$29.3B from $28.7B-$29.2B 04/27/23 T-Mobile reports Q1 EPS $1.58, consensus $1.48 04/27/23 Notable companies reporting after market close 02/01/23 T-Mobile reports Q4 EPS $1.18, consensus $1.10 04/20/23 AT&T reports Q1 adjusted EPS 60c, consensus 58c 04/19/23 Notable companies reporting before tomorrow's open 01/25/23 AT&T sees FY23 adjusted EPS $2.35-$2.45, consensus $2.56 04/27/23 Comcast reports Q1 adjusted EPS 92c, consensus 82c 04/26/23 Notable companies reporting before tomorrow's open 01/26/23 Comcast reports Q4 adjusted EPS 82c, consensus 77c 04/20/23 T-Mobile proposed takeover of Mint faces DOJ scrutiny, NY Post says 03/13/23 SpaceX to test Starlink's satellite-to-cell service with T-Mobile, CNBC reports 02/17/23 Goldman pulls out of talks to launch co-branded card for T-Mobile US, WSJ says 01/11/23 T-Mobile considers acquisition of Ryan Reynolds' Mint Mobile, Bloomberg says 02/26/23 Microsoft unveils suit of cloud tools for telecom companies, Reuters says 02/21/23 AT&T seeking to shed cybersecurity division, Reuters reports 01/12/23 DirecTV lays off hundreds of employees, Deadline reports 12/26/22 AT&T to build broadband services outside its current markets, WSJ reports 04/25/23 CNBC anchor claims former NBCU CEO Shell sexually harassed her, WSJ reports 04/17/23 Three 'Super Mario' games reach top ten in U.K. boxed charts, GI.biz says 04/14/23 'Super Mario Bros. Movie' exceeds $500M worldwide gross, Variety reports 03/28/23 Comcast not part of WWE sale process, CNBC's David Faber says 04/27/23 Fly Intel: After-Hours Movers 03/15/23 What You Missed On Wall Street On Wednesday 04/21/23 What You Missed On Wall Street On Friday 04/21/23 What You Missed On Wall Street This Morning 04/20/23 What You Missed On Wall Street On Thursday 04/20/23 What You Missed On Wall Street This Morning 04/30/23 Box Office Battle: ‘Super Mario Bros.’ stays atop, crosses $1B globally 04/27/23 Fly Intel: Pre-market Movers 04/26/23 Here's what Wall St. experts are saying about these media names ahead of results 04/23/23 Box Office Battle: Super Mario Bros. stays atop, Evil Dead Rise opens to $23.5M 05/02/23 T Mobile put volume heavy and directionally bearish 04/27/23 T Mobile options imply 3.3% move in share price post-earnings 04/04/23 T Mobile put volume heavy and directionally bearish 02/23/23 T Mobile put volume heavy and directionally bearish 04/21/23 Notable open interest changes for April 21st 04/20/23 Unusually active option classes on open April 20th 04/04/23 Unusually active option classes on open April 4th 03/10/23 AT&T call volume above normal and directionally bullish 03/01/23 Comcast call volume above normal and directionally bullish 02/06/23 Comcast put volume heavy and directionally bearish 02/03/23 Comcast put volume heavy and directionally bearish 01/19/23 Comcast put volume heavy and directionally bearish
Recommendations
Deutsche Bank analyst…
Deutsche Bank analyst Bryan Kraft lowered the firm's price target on T-Mobile to $185 from $192 and keeps a Buy rating on the shares post the Q1 results. The company's strong fundamentals continue while the Softbank true-up is "still an obstacle," the analyst tells investors in a research note.
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04/24/23 T-Mobile extends collaboration with VA, will be primary wireless provider 04/18/23 Clevon chooses T-Mobile as preferred connectivity provider for robot fleet 04/06/23 T-Mobile expands deal with MLB, MiLB, Little League Baseball and Softball 03/21/23 T-Mobile selected by AAA as 'exclusive wireless partner' in 'long term' pact 04/28/23 Benchmark T-Mobile price target raised to $200 from $197 at Benchmark 04/28/23 Wells Fargo T-Mobile price target raised to $165 from $160 at Wells Fargo 04/28/23 Raymond James T-Mobile price target raised to $184 from $174 at Raymond James 04/20/23 KeyBanc T-Mobile new Uncarrier plan could be a negative for AT&T, Verizon, says KeyBanc 04/27/23 T-Mobile raises FY23 core adjusted EBITDA view $28.8B-$29.3B from $28.7B-$29.2B 04/27/23 T-Mobile reports Q1 EPS $1.58, consensus $1.48 04/27/23 Notable companies reporting after market close 02/01/23 T-Mobile reports Q4 EPS $1.18, consensus $1.10 04/20/23 T-Mobile proposed takeover of Mint faces DOJ scrutiny, NY Post says 03/13/23 SpaceX to test Starlink's satellite-to-cell service with T-Mobile, CNBC reports 02/17/23 Goldman pulls out of talks to launch co-branded card for T-Mobile US, WSJ says 01/11/23 T-Mobile considers acquisition of Ryan Reynolds' Mint Mobile, Bloomberg says 04/27/23 Fly Intel: After-Hours Movers 04/21/23 What You Missed On Wall Street On Friday 04/21/23 What You Missed On Wall Street This Morning 03/15/23 What You Missed On Wall Street On Wednesday 05/02/23 T Mobile put volume heavy and directionally bearish 04/27/23 T Mobile options imply 3.3% move in share price post-earnings 04/04/23 T Mobile put volume heavy and directionally bearish 02/23/23 T Mobile put volume heavy and directionally bearish
Options
Bearish flow noted in T…
Bearish flow noted in T Mobile with 11,641 puts trading, or 1.7x expected. Most active are Jan-24 120 puts and Aug-23 80 puts, with total volume in those strikes near 3,200 contracts. The Put/Call Ratio is 1.82, while ATM IV is up nearly 2 points on the day. Earnings are expected on July 26th.
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04/24/23 T-Mobile extends collaboration with VA, will be primary wireless provider 04/18/23 Clevon chooses T-Mobile as preferred connectivity provider for robot fleet 04/06/23 T-Mobile expands deal with MLB, MiLB, Little League Baseball and Softball 03/21/23 T-Mobile selected by AAA as 'exclusive wireless partner' in 'long term' pact 04/28/23 Benchmark T-Mobile price target raised to $200 from $197 at Benchmark 04/28/23 Wells Fargo T-Mobile price target raised to $165 from $160 at Wells Fargo 04/28/23 Raymond James T-Mobile price target raised to $184 from $174 at Raymond James 04/20/23 KeyBanc T-Mobile new Uncarrier plan could be a negative for AT&T, Verizon, says KeyBanc 04/27/23 T-Mobile raises FY23 core adjusted EBITDA view $28.8B-$29.3B from $28.7B-$29.2B 04/27/23 T-Mobile reports Q1 EPS $1.58, consensus $1.48 04/27/23 Notable companies reporting after market close 02/01/23 T-Mobile reports Q4 EPS $1.18, consensus $1.10 04/20/23 T-Mobile proposed takeover of Mint faces DOJ scrutiny, NY Post says 03/13/23 SpaceX to test Starlink's satellite-to-cell service with T-Mobile, CNBC reports 02/17/23 Goldman pulls out of talks to launch co-branded card for T-Mobile US, WSJ says 01/11/23 T-Mobile considers acquisition of Ryan Reynolds' Mint Mobile, Bloomberg says 04/27/23 Fly Intel: After-Hours Movers 04/21/23 What You Missed On Wall Street On Friday 04/21/23 What You Missed On Wall Street This Morning 03/15/23 What You Missed On Wall Street On Wednesday 04/27/23 T Mobile options imply 3.3% move in share price post-earnings 04/04/23 T Mobile put volume heavy and directionally bearish 02/23/23 T Mobile put volume heavy and directionally bearish 02/02/23 T Mobile put volume heavy and directionally bearish
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04/24/23 T-Mobile extends collaboration with VA, will be primary wireless provider 04/18/23 Clevon chooses T-Mobile as preferred connectivity provider for robot fleet 04/06/23 T-Mobile expands deal with MLB, MiLB, Little League Baseball and Softball 03/21/23 T-Mobile selected by AAA as 'exclusive wireless partner' in 'long term' pact 04/28/23 Benchmark T-Mobile price target raised to $200 from $197 at Benchmark 04/28/23 Wells Fargo T-Mobile price target raised to $165 from $160 at Wells Fargo 04/28/23 Raymond James T-Mobile price target raised to $184 from $174 at Raymond James 04/20/23 KeyBanc T-Mobile new Uncarrier plan could be a negative for AT&T, Verizon, says KeyBanc 04/27/23 T-Mobile raises FY23 core adjusted EBITDA view $28.8B-$29.3B from $28.7B-$29.2B 04/27/23 T-Mobile reports Q1 EPS $1.58, consensus $1.48 04/27/23 Notable companies reporting after market close 02/01/23 T-Mobile reports Q4 EPS $1.18, consensus $1.10 04/20/23 T-Mobile proposed takeover of Mint faces DOJ scrutiny, NY Post says 03/13/23 SpaceX to test Starlink's satellite-to-cell service with T-Mobile, CNBC reports 02/17/23 Goldman pulls out of talks to launch co-branded card for T-Mobile US, WSJ says 01/11/23 T-Mobile considers acquisition of Ryan Reynolds' Mint Mobile, Bloomberg says 04/27/23 Fly Intel: After-Hours Movers 04/21/23 What You Missed On Wall Street On Friday 04/21/23 What You Missed On Wall Street This Morning 03/15/23 What You Missed On Wall Street On Wednesday 04/27/23 T Mobile options imply 3.3% move in share price post-earnings 04/04/23 T Mobile put volume heavy and directionally bearish 02/23/23 T Mobile put volume heavy and directionally bearish 02/02/23 T Mobile put volume heavy and directionally bearish
Syndicate
Show Hide Related Items >> <<
04/24/23 T-Mobile extends collaboration with VA, will be primary wireless provider 04/18/23 Clevon chooses T-Mobile as preferred connectivity provider for robot fleet 04/06/23 T-Mobile expands deal with MLB, MiLB, Little League Baseball and Softball 03/21/23 T-Mobile selected by AAA as 'exclusive wireless partner' in 'long term' pact 04/28/23 Benchmark T-Mobile price target raised to $200 from $197 at Benchmark 04/28/23 Wells Fargo T-Mobile price target raised to $165 from $160 at Wells Fargo 04/28/23 Raymond James T-Mobile price target raised to $184 from $174 at Raymond James 04/20/23 KeyBanc T-Mobile new Uncarrier plan could be a negative for AT&T, Verizon, says KeyBanc 04/27/23 T-Mobile raises FY23 core adjusted EBITDA view $28.8B-$29.3B from $28.7B-$29.2B 04/27/23 T-Mobile reports Q1 EPS $1.58, consensus $1.48 04/27/23 Notable companies reporting after market close 02/01/23 T-Mobile reports Q4 EPS $1.18, consensus $1.10 04/20/23 T-Mobile proposed takeover of Mint faces DOJ scrutiny, NY Post says 03/13/23 SpaceX to test Starlink's satellite-to-cell service with T-Mobile, CNBC reports 02/17/23 Goldman pulls out of talks to launch co-branded card for T-Mobile US, WSJ says 01/11/23 T-Mobile considers acquisition of Ryan Reynolds' Mint Mobile, Bloomberg says 04/27/23 Fly Intel: After-Hours Movers 04/21/23 What You Missed On Wall Street On Friday 04/21/23 What You Missed On Wall Street This Morning 03/15/23 What You Missed On Wall Street On Wednesday 04/27/23 T Mobile options imply 3.3% move in share price post-earnings 04/04/23 T Mobile put volume heavy and directionally bearish 02/23/23 T Mobile put volume heavy and directionally bearish 02/02/23 T Mobile put volume heavy and directionally bearish