To The Moon

The Integrated Telecommunication Services sector rose an average of ~5.46% at the February 1, 2026 ET market close, primarily driven by continued momentum from $Verizon(VZ)$ 's strong Q4 earnings beat, optimistic 2026 guidance, and $25B buyback announcement, along with positive follow-through in $AT&T Inc(T)$ and $T-Mobile US(TMUS)$ shares amid sector rotation into defensive telecom plays.

U.S. stock futures were down ahead of Monday’s session after a sharp sell-off in bitcoin and silver. Investors are also bracing for earnings from $Advanced Micro Devices(AMD)$ $Amazon.com(AMZN)$ $Alphabet(GOOGL)$. Futures on the $NASDAQ 100(NDX)$ , the $Dow Jones(.DJI)$ , and the $S&P 500(.SPX)$ were down 0.29%, 0.08%, and 0.19%, respectively on February 1.

The best-performing concepts is Integrated Telecommunication Services. Considering the different perceptions of the stock, this time TigerPicks chose $Verizon(VZ)$ $Uniti Group Inc(UNIT)$ $Shenandoah Telecommunications(SHEN)$ $AT&T Inc(T)$ $ATN International Inc(ATNI)$ $Comcast(CMCSA)$ $Bce Inc(BCE)$ $PT Telekomunikasi Indonesia (Persero) Tbk(TLK)$ $IDT Corp(IDT)$ $Telus Corp(TU)$ to have a fundamental highlight to help users understand it better.

1. $Verizon(VZ)$ +11.83%

• Delivered strongest quarterly net postpaid phone additions since 2019 (616,000 postpaid phone + 372,000 broadband subscribers in Q4 2025), signaling successful volume-driven strategy and customer recapture from rivals.

• Issued optimistic 2026 guidance: adjusted EPS $4.90–$4.95 (4–5% YoY growth) and free cash flow ≥$21.5 billion (up ~7% from $20.1 billion in 2025), driven by 750K–1M expected postpaid phone adds and cost discipline.

• Announced new $25 billion share repurchase program, reinforcing shareholder returns and capital allocation confidence.

• Wireless momentum and cost control improvements boosted confidence.

2. $Uniti Group Inc(UNIT)$ +10.64%

• Completed inaugural $960.1 million secured fiber network revenue term notes securitization (backed by residential fiber assets across five states), providing significant fresh capital for corporate purposes including capex and debt management.

• Experienced explosive options activity (call volume surged 247% above average), indicating "smart money" positioning on the deal's positive reception and fiber-to-the-home expansion momentum.

• Benefited from strong investor demand and unprecedented interest in the transaction, boosting sentiment around Uniti's role in FTTH growth and infrastructure funding.

• Rode broader telecom rally momentum while showing three consecutive days of gains (closing at $8.32, up significantly from recent levels).

3. $Shenandoah Telecommunications(SHEN)$ +5.14%

• Continued positive sentiment on ongoing fiber network investments, including Glo Fiber expansions and recent launches of 8 Gig service offerings in key markets.

• Attractive defensive positioning in a volatile market, supported by steady subscriber trends and reliable cash flow in rural/broadband-focused operations.

• Benefited from broader industry tailwinds during earnings season, with telecom peers showing strength in wireless and fiber convergence.

4. $AT&T Inc(T)$ +4.30%

• Strong follow-through from recent Q4 2025 results (421,000 postpaid phone + 283,000 fiber net adds), highlighting success of converged connectivity strategy and low churn.

• Positive spillover from Verizon's massive rally, reinforcing sector rotation into telecom defensives with reliable cash flow and subscriber momentum.

• Upbeat long-term outlook on free cash flow growth, network investments, and bundled offerings resonating with consumers.

• Market appreciation for steady dividend (around 4% yield) and improving profitability amid fiber + wireless convergence progress.

5. $ATN International Inc(ATNI)$ +3.60%

• Benefited from overall telecom sector rally and direct spillover from Verizon's blockbuster Q4 results, which lifted sentiment across smaller telecom names focused on broadband and rural/international operations.

• Positive sentiment on rural broadband expansion and international telecom stability, supported by Q3 2025 results showing high-speed broadband homes passed up 8% YoY and high-speed subscribers up 1%, with revenues at $183.2M (up 3% YoY) and Adjusted EBITDA up 9% to $49.9M.

• Defensive positioning amid market rotation to reliable cash-flow names, enhanced by recent quarterly dividend declaration of $0.275 per share (payable January 9, 2026) and forward earnings growth forecasts of 112% annually.

6. $Comcast(CMCSA)$ +1.74%

• Stable broadband/wireless trends amid competitive landscape, despite Q4 2025 broadband losses of 181,000 (slightly above estimates), offset by no planned price hikes in 2026, revamped bundles, and free mobile lines to retain customers.

• Defensive appeal with consistent dividends (yield around 4.7%) and strong margin performance, including trailing net margin of 16.2% (up from 13.1% YoY) and five-year earnings growth of 13.7% annually.

• Indirect lift from Verizon/AT&T positive earnings narrative, reinforcing sector confidence in recurring connectivity revenue and profitability focus over top-line growth (forecast revenue growth modest at 0.2% YoY).

7. $Bce Inc(BCE)$ +1.45%

• Steady dividend yield (around 5.1% post-cut) and infrastructure focus, with the reduced payout ($1.75 annualized) providing balance sheet flexibility for deleveraging and network investments.

• Positive sentiment on North American telecom stability amid low expectations (trading at ~5.1x trailing P/E and 1.68x P/B), with technicals improving and potential for earnings beats.

8. $PT Telekomunikasi Indonesia (Persero) Tbk(TLK)$ +1.30%

• Emerging market recovery and dividend appeal, with TLK benefiting from high-growth region stability and positive global telecom momentum.

• Sector rotation benefits, as U.S. telecom strength indirectly lifted international names amid broader defensive buying.

• Stable operations in high-growth region, with shares showing resilience (52-week range $13.15–$23.52) and recent gains of 1.29% on January 30 close at $21.12.

9. $IDT Corp(IDT)$ +1.06%

• Niche international calling/broadband strength, with recent record quarterly results showing 4% consolidated revenue rise and 31% EPS increase.

• Defensive small-cap appeal in rally, as sector momentum from Verizon spillover favored reliable cash-flow names in communications/fintech.

10. $Telus Corp(TU)$ +0.36%

• Modest participation in telecom rally, capturing spillover from U.S. peers like Verizon amid sector rotation into defensives.

• Defensive rotation benefits, with TU's high-yield profile (post-freeze) and focus on wireless/broadband stability appealing in volatile markets.

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