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Additional Reading from MarketBeat.com Why Verizon, AT&T, and T-Mobile Are Beating the Market in 2026Authored by Leo Miller. Posted: 2/13/2026. 
At a Glance - While telecom earnings cycles can feature clear winners and losers, this wasn't the case in Q4.
- The United States' Big Three telecom companies all impressed investors, for one reason or another.
- Still, Verizon delivered a standout performance, massively beating expectations on wireless customer additions.
U.S. telecom giants have gotten off to a strong start in 2026. As shown below, Verizon Communications (NYSE: VZ), AT&T (NYSE: T), and T-Mobile US (NASDAQ: TMUS) are all outperforming the S&P 500 Index so far this year. Total returns for 2026 through Feb. 12 close: - Verizon: 23%
- AT&T: 18%
- T-Mobile US: 6%
- S&P 500: 0%
Recently, President Trump decided to kill the coin, for good reason. It now costs 4 cents to make a single penny. Which means the government is losing 3 cents on every one it mints.
But the truth behind Trump's decision may be stranger than you think. What's really happening and what it could mean for your money This strength isn’t simply a sector-wide move. The Communication Services Select Sector SPDR Fund (NYSEARCA: XLC), a proxy for the sector, has a -3% total return in 2026. Instead, strong earnings reports from these three companies have been a major driver of their starts to the new year. Verizon Sees Best Post-Earnings Gain in Recent Memory Verizon grabbed headlines with its Jan. 30 earnings report. Shares jumped nearly 12% that day — the company’s largest post-earnings gain in at least a decade. Sales rose 2%, topping estimates, and adjusted EPS of $1.09 was slightly ahead of expectations. But investor enthusiasm centered on subscriber trends rather than the modest beats. The company added 616,000 net postpaid wireless subscribers, its strongest five-year performance. That figure beat analysts’ forecast of 417,000 net adds and is important because postpaid customers generate recurring revenue over time. Verizon also raised its outlook for subscriber growth, forecasting 750,000 to 1,000,000 net additions in 2026 — roughly two to three times its 2025 total. Analysts remain mixed on the stock; the consensus price target implies about 1% downside. Still, every price target tracked after the report was raised, reflecting growing confidence in the company’s trajectory. Verizon’s 5.5% dividend yield also bolsters its return profile. AT&T’s Fiber-Postpaid Convergence Plan Keeps Winning AT&T's Q4 2025 results, released Jan. 28, similarly beat expectations and lifted the stock. Shares rose 4.6% on the day and climbed about 4% over the next two trading sessions. Revenue grew 3.6%, and adjusted EPS of $0.52 was roughly 13% above estimates. The company also issued 2026 adjusted EPS guidance of $2.25 to $2.35, above consensus. Net postpaid wireless additions of 421,000 were roughly in line with expectations, but AT&T’s convergence strategy remains a differentiator: 42% of its fiber home internet customers are now also postpaid wireless customers, up from 40% at the end of 2024. That overlap helps increase customer stickiness and lifetime value. The consensus price target of $29.88 implies only about 4% upside, but the two targets published after the report average $32.50 — suggesting roughly 12% potential upside. AT&T’s 3.8% dividend yield is another attractive element for investors. Analysts Eye +15% Upside After TMUS’s Q4 2025 T-Mobile saw its shares jump about 5% on the day of its Feb. 11 earnings release, then gained another 2.5% the following day. Sales rose nearly 18% versus year-ago levels, beating estimates. However, net postpaid wireless additions of 962,000 fell short of expectations, and adjusted EPS of $1.88 missed estimates. Still, T-Mobile raised its long-term outlook, which helped offset the quarterly weakness. For 2027 it now forecasts service revenue of $81 billion at the midpoint — more than 7% higher than prior guidance — and the midpoint of adjusted free cash flow for 2027 was raised by over 8% to $20 billion. T-Mobile’s share price has declined modestly over the past year, creating a notable gap between the stock and analyst targets. The consensus target near $256 implies about 19% upside, and targets updated after the report are roughly in the same range. T-Mobile’s 1.9% dividend yield is lower than its peers but still contributes to total returns. VZ, T and TMUS All Walk Away as Winners After Q4 Although each company impressed for different reasons, Verizon, AT&T and T-Mobile all gave investors reason for optimism in their latest reports. Looking ahead, Verizon’s turnaround under its new CEO is especially noteworthy, while AT&T’s convergence strategy and T-Mobile’s upgraded long-term targets both offer clear potential upside.
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