| T |
Report |
Adjusted EPS (2Q26) |
IN-LINE |
pred ~$0.60 vs. cons $0.59 |
MEDIUM |
| T |
Report |
Postpaid phone net adds (2Q26) |
BEAT |
pred ~390k vs. cons ~340k |
MEDIUM |
| T |
Report |
Advanced internet / fiber net adds (2Q26) |
BEAT |
pred ~300k fiber vs. cons ~260k |
MEDIUM |
| T |
Guide |
FY26 Adjusted EPS guide |
UNCHANGED |
guide reaffirmed ~$2.25-$2.35 vs. cons $2.32 (FY26) |
HIGH |
| T |
Guide |
FY26 Adjusted EBITDA growth |
UNCHANGED |
guide ~3-4% vs. cons ~3.5% (FY26) |
HIGH |
| T |
Guide |
FY26 Free cash flow |
UNCHANGED |
guide ~$18B+ vs. cons ~$18B (FY26) |
MEDIUM |
| T |
Guide |
Wireless service revenue growth accel (2H26) |
BETTER |
guide ~2-3% vs. cons ~2% (FY26/2H26) |
LOW |
| T |
Guide |
SpaceX/Starlink & Charter framing (Stankey commentary) |
UNKNOWN |
satellite framed as complement; MVNO/wholesale optionality; PT range $18 (WF) vs. ~$29 avg (qualitative) |
MEDIUM |
| T |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| T |
Return |
5-day cumulative residual |
+3.0% (STABILIZE) |
Stock is oversold near 2-yr lows (~$22 vs ~$29 avg PT) with a very low price bar; a clean beat on subs/EPS plus reaffirmed FY26 guide should trigger a relief bounce. But estimates are already ~mid-guide so there is little upward-revision fuel, and the SpaceX/Starlink-Charter overhang (no 'clarifying event' until C-band auction / direct-to-cell decisions) caps follow-through — so the day-1 pop largely holds/consolidates rather than extending or fully fading. |
LOW |