AT&T (T) Expands Smart Meter Alliance, Is The 25% Undervaluation Case Convincing?

Simply Wall St.11-01

AdvertisementWhy AT&T’s Smart Meter alliance matters for investors AT&T (T) is expanding its collaboration with Smart Meter, putting its Global SIM Advanced technology at the center of remote patient ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2680044832?lang=en_US&edition=fundamental","thumbnail":"https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/100231-card/1788981779067","is_english":true,"pubTime":"2026-11-01 21:34","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2680044832","market":"hk","top_or_hot":-1,"title":"AT&T (T) Expands Smart Meter Alliance, Is The 25% Undervaluation Case Convincing?","media":"Simply Wall St.","content":"<div>\n<p>AdvertisementWhy AT&T’s Smart Meter alliance matters for investors AT&T (T) is expanding its collaboration with Smart Meter, putting its Global SIM Advanced technology at the center of remote patient ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/telecom/nyse-t/att/news/att-t-expands-smart-meter-alliance-is-the-25-undervaluation\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AT&T (T) Expands Smart Meter Alliance, Is The 25% Undervaluation Case Convincing?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAT&T (T) Expands Smart Meter Alliance, Is The 25% Undervaluation Case Convincing?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-11-01 21:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/telecom/nyse-t/att/news/att-t-expands-smart-meter-alliance-is-the-25-undervaluation><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AdvertisementWhy AT&T’s Smart Meter alliance matters for investors AT&T (T) is expanding its collaboration with Smart Meter, putting its Global SIM Advanced technology at the center of remote patient ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/telecom/nyse-t/att/news/att-t-expands-smart-meter-alliance-is-the-25-undervaluation\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2384288077.EUR","symbol_name":"AZ EQUITY GLOBAL INFRASTRUCTURE \"A-INS\" (EUR) ACC","start_time":0,"source_url":"https://simplywall.st/stocks/us/telecom/nyse-t/att/news/att-t-expands-smart-meter-alliance-is-the-25-undervaluation","article_id":"2680044832","we_media_id":null,"thumbnails":["https://simplywall.st/cdn-cgi/image/fit=cover,format=auto,width=320,height=180/https://images.simplywall.st/asset/company-cover/100231-card/1788981779067"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/telecom/nyse-t/att/news/att-t-expands-smart-meter-alliance-is-the-25-undervaluation","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2680044832","pubTimestamp":1793540041,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Why AT&T’s Smart Meter alliance matters for investors\nAT&T (T) is expanding its collaboration with Smart Meter, putting its Global SIM Advanced technology at the center of remote patient monitoring connectivity for hospitals, clinics and device makers across the United States.\nThe Smart Meter announcement lands after a choppy stretch for AT&T’s equity, with a 1-month share price return down 11.89% and the year-to-date move lower by 12.83%. However, a 3-year total shareholder return of 56.68%...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2384288077.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"A-INS\" (EUR) ACC","LU1621768206.USD":"AZ EQUITY GLOBAL INFRASTRUCTURE \"AAZ\" (USD) ACC","BK4534":"瑞士信贷持仓","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4585":"ETF&股票定投概念","BK4115":"综合电信业务","LU1236620750.USD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU1236620834.HKD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (HKD) INC","LU2102340556.USD":"AZ ALLOCATION - RISK PARITY FACTOR \"A\" (USD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4515":"5G概念","LU1621767737.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"AAZ\" (EUR) ACC","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU1621767810.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"A\" (EUR) INC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","BK4588":"碎股","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","BK4507":"流媒体概念","BK4550":"红杉资本持仓","LU1621768115.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"B\" (EUR) INC","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","BK4598":"佩洛西持仓","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","T":"At&T","LU0149725797.USD":"汇丰美国股市经济规模基金","IYZ":"电信业ETF-iShares"},"translate_title":"美国电话电报公司（T）扩大智能电表联盟，25%的低估案例令人信服吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"IYZ":0.6,"T":1.5},"content_text":"AdvertisementWhy AT&T’s Smart Meter alliance matters for investors AT&T (T) is expanding its collaboration with Smart Meter, putting its Global SIM Advanced technology at the center of remote patient monitoring connectivity for hospitals, clinics and device makers across the United States. The Smart Meter announcement lands after a choppy stretch for AT&T’s equity, with a 1-month share price return down 11.89% and the year-to-date move lower by 12.83%. However, a 3-year total shareholder return of 56.68% and 5-year total shareholder return of 49.50% signal that longer term holders have still seen meaningful value creation even as recent momentum has faded. Scan other telecoms quietly pushing into connected healthcare by reviewing the hand picked list of solid balance sheet and fundamentals (24 results) as a starting universe alongside AT&T’s Smart Meter move. AT&T shares have slid even as analyst targets and some intrinsic value estimates sit materially higher than the current US$21.41 price. The key question is whether that discount is still justified once the valuation work starts. Most Popular Narrative: 24.8% Undervalued Against AT&T’s last close at $21.41, the most followed narrative anchors fair value at $28.46. This frames the recent Smart Meter news inside a wider fiber heavy investment story and a discounted cash flow outlook using a 7.66% hurdle rate.  Accelerated investments in 5G and fiber infrastructure, now supported by a multi year fiber supply agreement worth over US$3b and part of more than US$250b of planned U.S. network spending over the next five years, continue to expand AT&T''s reach and are aimed at supporting recurring service revenue growth and future earnings power.  See why 279 investors see AT&T as 25% undervalued. Result: Fair Value of $28.46 (UNDERVALUED) Still, the AT&T story can change quickly if cost savings from retiring copper networks slip, or if rich device subsidies weigh more heavily on cash generation. Find out about the key risks to this AT&T narrative. Next Steps Mixed signals from AT&T’s story so far, with clear concerns and real bright spots, mean the next move is on you. Weigh those trade offs yourself by reviewing the 4 key rewards and 3 important warning signs. Looking for more AT&T style investment ideas? If you stop with AT&T, you risk missing other opportunities that fit your goals. Take a few minutes to scan a broader set of ideas.  Target resilient compounding potential by reviewing 33 high quality undervalued stocks that pair quality fundamentals with prices that sit below many investors’ fair value estimates. Build a steadier income stream by focusing on 5 dividend fortresses that combine higher yields with balance sheets built to handle pressure. Protect the downside first by filtering for 29 resilient stocks with low risk scores that score well on financial strength and business stability.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.52.1","shortVersion":"4.52.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2680044832","isCrawlerRequest":true}