· Event impact
AT&T Announces $10B Buyback and 20% EPS Growth
Transmission path
Equity price support via direct capital return and valuation re-rating.
Market mechanism
Equity price support via direct capital return and valuation re-rating.
Extended read
AT&T's Q2 results demonstrate a successful operational turnaround, with 20% EPS growth and strong subscriber additions in both wireless and fiber. The $10 billion buyback signal is a major shift in capital allocation, suggesting management is confident in its long-term cash flow profile. At 8x earnings, the stock remains a value play in a market dominated by high-multiple tech, offering a 4.6% yield that is increasingly attractive if rates stabilize.
Exposed assets
T · VZ
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