Is AT&T (T) Ready for a Starlink World After Its Latest Fiber and iPhone Duo Moves? Sasha Jovanovic Sat, October 10, 2026 at 6:11 PM EDT 4 min read T -9.81% SPCX +1.25% AAPL -1.11% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
In early October 2026, AT&T highlighted several moves, including introducing Apple's new iPhone Duo foldable and joining industry joint ventures to expand fiber and satellite-enabled coverage across underserved U.S. areas.
Together with a large US$8.00 billion spectrum purchase by SpaceX for Starlink Mobile, these developments sharpen questions about AT&T's competitive positioning in wireless and home connectivity.
We'll now explore how rising satellite competition from Starlink Mobile could affect AT&T's fiber-led investment narrative and long-term service mix.
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To own AT&T today, you generally need to believe its fiber led, converged network can support stable earnings while it retires costly copper and manages heavy debt. The most important near term catalyst remains execution on fiber expansion and cost takeout, while the biggest risk is pressure on margins if device subsidies and legacy wireline costs stay high. The recent Starlink Mobile spectrum deal and AT&T's satellite JV raise competitive questions, but do not yet change that core story in a material way.
The new fiber joint venture with Global Infrastructure Partners and CPP Investments stands out here. By combining Gigapower and Forged Fiber 37 into a wholesale platform, AT&T is aiming for a capital light route to reach over 60 million fiber locations by 2030. That directly links to the key catalyst of expanding converged fiber plus wireless accounts, while also touching the risk that high network spending and copper support costs could otherwise constrain earnings and balance sheet progress.
Yet while the fiber JV could help, investors should also be aware that rising satellite competition and persistent device subsidies could still pressure margins and cash flow...
AT&T's narrative projects $137.1 billion revenue and $18.7 billion earnings by 2029. This requires 2.5% yearly revenue growth and a $2.8 billion earnings decrease from $21.5 billion today.
Uncover how AT&T's forecasts yield a $29.05 fair value, a 31% upside to its current price.
Some of the lowest analysts are far more cautious than consensus, assuming earnings could fall toward about US$17.2 billion by 2029 even as Starlink and AT&T's satellite JV potentially reshape the competitive picture, so as a shareholder you are choosing between quite different stories about how much growth the current fiber and wireless plan can really support.
Explore 8 other fair value estimates on AT&T - why the stock might be worth just $21.74!
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A great starting point for your AT&T research is our analysis highlighting 4 key rewards and 4 important warning signs that could impact your investment decision.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data 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 financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include T.
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