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Barclays: Verizon A Buy Despite DOJ Probe
Monday, April 23, 2018 - 2:51pm | 374Read More...Despite the threat of a Justice Department investigation that crippled shares Friday, Verizon Communications Inc. (NYSE: VZ) caught a fresh Buy rating Monday from an analyst who’s been on the sidelines since 2015. The Analyst Barclays analyst Amir Rozwadowski upgraded the stock from...
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Look Beyond The Speculation: Sprint's Solid Performance Overshadowed By M&A Chatter
Thursday, August 3, 2017 - 8:31am | 490Read More...Investors who bought a position in Sprint Corp (NYSE: S) under the assumption of an imminent M&A deal that would pay a hefty premium may have made a logical decision. But at the same time, the company's performance as a stand-alone entity should support the stock, Barclays' Amir...
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T-Mobile Impresses The Street Yet Again In Q2
Thursday, July 20, 2017 - 9:44am | 626Read More...Shares of T-Mobile US Inc (NASDAQ: TMUS) were trading higher by nearly 4 percent early Thursday morning in reaction to the company's impressive second-quarter earnings report, which attracted mostly praise from Wall Street analysts. Deutsche Bank: Who Needs M&A? One of the main takeaways from T...
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Investors Seem To Be Materially Discounting T-Mobile Shares Based On 2 Factors
Tuesday, July 11, 2017 - 3:17pm | 435Read More...T-Mobile US Inc (NASDAQ: TMUS) has suffered a minor decline over the past month, largely due to the fact that investors do not appear certain that the mobile carrier will take part in potential future sector deals, following the news of a possible Comcast Corporation (NASDAQ: CMCSA)/Sprint Corp (...
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Signs A Sprint, T-Mobile Tie-Up Is Gaining Momentum
Monday, May 15, 2017 - 1:18pm | 472Read More...A long awaited Sprint Corp (NYSE: S) merger may be closer to completion than previously anticipated. Sprint's parent company SoftBank may be starting informal deal discussions with Deutsche Telekom AG(ADR) (OTC: DTEGY), T-Mobile’s parent company, according to several recent press reports...
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Many Deals Make Sense For T-Mobile, But Don't Expect Legere To Cede Operational Control
Monday, May 8, 2017 - 12:00pm | 418Read More...M&A speculation within the wireless sector is shows no signs of cooling down. Over the weekend, Comcast Corporation (NASDAQ: CMCSA) and Charter Communications, Inc. (NASDAQ: CHTR) struck an agreement in which neither company will oversee the merger or acquisition of a wireless company without...
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AT&T Investors Prepare For Time Warner Deal To Get Put Through The Regulatory Wringer
Wednesday, October 26, 2016 - 11:19am | 319Read More...While AT&T Inc’s (NYSE: T) acquisition of Time Warner Inc (NYSE: TWX) represents “a bold move into the media arena,” the synergies are likely to take time to play out, Barclays’ Amir Rozwadowski said in a report. He downgraded the rating on AT&T from Overweight to...
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Look Past Near-Term Issues At Level 3 To Capitalize On Long-Term Value
Tuesday, October 18, 2016 - 9:32am | 374Read More...Barclays’ Amir Rozwadowski believes that at the current valuation levels for Level 3 Communications, Inc. (NYSE: LVLT), “the rising likelihood for value accretive actions by management should provide support for investors to look past near-term challenges in order to gain exposure to...
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Despite Improving Network, Sprint Still Lags Peers
Tuesday, September 20, 2016 - 9:33am | 352Read More...Although Sprint Corp’s (NYSE: S) Network seems to be improving, there are concerns surrounding sustainability, Barclays’ Amir Rozwadowski said in a report. He maintained an Equal Weight rating on the company, while raising the price target from $5 to $6. Sprint’s capex in the...
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Verizon Shifting Into Execution Mode: Barclays Looking For Evidence Of Benefits To Its Strategy
Thursday, August 25, 2016 - 9:58am | 347Read More...Meeting with Verizon Communications Inc’s (NYSE: VZ) CFO Fran Shammo highlighted the company's “steady focus on its multi-year dual play strategy,” Barclays’ Amir Rozwadowski said in a report. The analyst expects Verizon to shift from transition mode to execution mode...
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Barclays Upgrades CyrusOne To Overweight
Thursday, August 18, 2016 - 10:03am | 251Read More...Following the recent pullback among data center stocks, Barclays’ Amir Rozwadowski upgraded the rating on CyrusOne Inc (NASDAQ: CONE) from Equal-weight to Overweight, while raising the price target from $50 to $57. Data center stocks have outperformed year-to-date. Following the recent...
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Crown Castle's Quarterly Results Support Barclays View That The Company Can Deliver Returns
Monday, July 25, 2016 - 2:42pm | 364Read More...Barclays said solid results and an improved FY outlook from Crown Castle International Corp (NYSE: CCI) support its view that the company remains well positioned to deliver consistent returns. Furthermore, those figures support its thesis that industry estimates have likely bottomed with a...
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Even If The Market's 'Flight To Safety' Ends, Barclays Still Recommends Sprint And T-Mobile
Monday, July 11, 2016 - 11:19am | 398Read More...According to Barclays’ Amir Rozwadowski, “Despite energy's second quarter rally, telecom and utilities remain the top performing sectors in the market year-to-date as investors seem focused on comparatively defensive positioning given broader global volatility.” Increasing...
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AT&T Believes It Is Creating A Sustainable Competitive Advantage
Monday, June 27, 2016 - 11:01am | 317Read More...Barclays’ Amir Rozwadowski mentioned AT&T Inc.’s (NYSE: T) ability to leverage multiple and multiyear cost optimization initiatives provides confidence in the defensibility of the company’s earnings and cash flow growth. Rozwadowski maintains an Overweight rating on the...
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AT&T Will Take Net Neutrality Issue To The Supreme Court
Monday, June 20, 2016 - 11:38am | 337Read More...Barclays’ Amir Rozwadowski mentioned “the D.C. Circuit Court upheld the FCC's Net Neutrality order in its entirety following a 2-1 vote in favor of the ruling. The court's decision brings a victory to the FCC affirming the rules the agency passed in early 2015.”...
