AT&T Collaborates with Geoforce to Provide Asset Intelligence Solutions

Written by Emily J. Thompson, Senior Investment Analyst

Source: Yahoo Finance

Updated: 22 hours ago

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T+2.36%

Should l Buy T?

Source: Yahoo Finance

Collaboration Background: Geoforce's partnership with AT&T Business provides customers with asset intelligence solutions for rugged, non-powered industrial equipment, aimed at enhancing asset management capabilities in sectors such as oil & gas, transportation, and construction.
Technical Advantages: Geoforce's asset tracking devices are engineered for harsh field conditions, enabling activation of containers, tanks, and trailers, thereby optimizing asset utilization and reducing loss risks.
Market Demand: As enterprise IoT deployments mature, AT&T Business customers can leverage Geoforce's platform for standardized asset tracking, addressing the need for long-term procurement and support models, which enhances competitive positioning.
Global Impact: With over 300,000 assets tracked across 110 countries, Geoforce continues to expand its influence in the global asset intelligence market, building on its leadership in GPS tracking solutions for industrial equipment.

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Analyst Views on T

Wall Street analysts forecast T stock price to rise

15 Analyst Rating

8 Buy

5 Hold

2 Sell

Moderate Buy

Current: 28.010

Low

20.00

Averages

28.27

High

33.00

Current: 28.010

Low

20.00

Averages

28.27

High

33.00

RBC Capital

Outperform

maintain

$29 -> $31

2026-02-12

Reason

RBC Capital

Price Target

$29 -> $31

AI Analysis

2026-02-12

maintain

Outperform

Reason

RBC Capital raised the firm's price target on AT&T to $31 from $29 and keeps an Outperform rating on the shares. The company's fiber expansion provides a long-term growth trajectory and insulates the wireless segment from competitive pressures, while the accelerated unwind of the legacy portfolio ensures material free cash flow expansion into 2028 and beyond, the analyst tells investors in a research note.

Oppenheimer

Outperform

NULL

downgrade

$32 -> $29

2026-01-29

Reason

Oppenheimer

Price Target

$32 -> $29

2026-01-29

downgrade

Outperform

NULL

Reason

Oppenheimer lowered the firm's price target on AT&T to $29 from $32 and keeps an Outperform rating on the shares. The firm notes the company reported a solid quarter with financials slightly above expectations and subs in line, meeting its 2025 targets. A price war has started in the communications sector as reflected in results with higher wireless churn, slowing subscribers, weaker ARPU growth, more bundling, and higher promotions. Positively, Oppenheimer does think AT&T is relatively well insulated vs. peers, with more bundling and the ability to slash wireline expenses and over time fiber CAPX.

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About T

AT&T Inc. is a holding company. The Company is a provider of telecommunications and technology services globally. The Company’s segments include Communications and Latin America. The Communications segment provides wireless and wireline telecom and broadband services to consumers located in the United States and businesses globally. The business units of the Communication segment include Mobility, Business Wireline, and Consumer Wireline. Mobility provides nationwide wireless service and equipment. Business Wireline provides advanced Ethernet-based fiber services, Internet Protocol (IP) Voice and managed professional services, as well as legacy voice and data services and related equipment, to business customers. Consumer Wireline provides broadband services, including fiber connections. Consumer Wireline provides legacy telephony voice communication services. The Latin America segment provides wireless services and equipment in Mexico.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

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