智通财经APP获悉,加拿大皇家银行(RBC)资本市场的分析师周末上调了AT&T(T.US)的投资评级,并下调了T- mobile US(TMUS.US)的评级。
RBC对AT&T的增长计划充满信心,称AT&T将受益于未来光纤投资带来的用户增长。他们还认为,有关铜线退役的额外信息披露是积极信号。
该行在1月5日的报告中表示:“我们预计,到2027年,60亿美元的铜相关成本将减少近一半,并在未来几年继续增加。”
RBC将AT&T评级从“板块表现持平”上调为“强于大盘”,目标价上调4美元至26美元,具有14.7%的上涨空间。
针对T- mobile US,该行表示,该公司执行力似乎较为稳健,但根据当前估值,风险回报比不太有利。他们还指出,该公司的基本面仍然完好无损。
加拿大皇家银行表示:“该公司2025年增长放缓的部分原因是批发收入下降,我们将密切关注增长复苏的迹象。”
RBC将T- mobile US从“跑赢大盘”下调为“板块表现持平”,目标价下调15美元至240美元,具有9.5%的上涨空间。
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