T
AT&T Inc
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
USD 22.18
Buy <=wait / entry
USD 22.17
Trim >=take some off
USD 26.50
Thesis breakA material dividend reduction, cancellation or material repricing of the Corning...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 43% | 100 / 100 | 43.0 |
| Base case | 49% | 62 / 100 | 30.4 |
| Bear case | 8% | 10 / 100 | 0.8 |
| Weighted conviction | 74 / 100 - BUY | ||
Top risks
- Multi-year fiber supply pact with Corning valued at more than $3 billion
- Closed acquisition of spectrum licenses from EchoStar
- Acquisition of Lumen's Mass Markets Fiber Business to extend fiber service