Communication Services
Integrated Telecommunication Services
2 companies under coverage.
Coverage
Integrated Telecommunication Services
Equity Research
AT&T Inc. (T)
The bull case — 'Bull — Rate Cuts / Re-Rate' (8% weight) — targets $36, +74% vs spot. It needs Gross Margin to surprise to the upside.
Equity Research
Verizon Communications Inc (VZ)
The bull case — 'Bull — Rate Cuts / Re-Rate' (8% weight) — targets $70, +65% vs spot. It needs the multiple to hold or expand.