Jennifer Fritzsche

The new macroeconomic environment has brought new headwinds for Comcast Corporation’s (NASDAQ: CMCSA) model, according to Wells Fargo. The Comcast Analyst Jennifer Fritzsche maintained an Overweight rating on Comcast and reduced the price target from $51 to $37. The Comcast Thesis The...

Centurylink Inc (NYSE: CTL) shares traded down 7% on Thursday after the company reported a mixed second quarter. CenturyLink reported EPS of 34 cents, beating analyst forecasts of 31 cents. However, revenue of $5.58 billion missed consensus expectations of $6.04 billion. Revenue dropped 5.5%...

The T-Mobile US Inc. (NASDAQ: TMUS) merger with Sprint Corp. (NYSE: S) approved late last week by the Justice Department will certainly affect the mobile phone landscape if it ultimately goes through — but the signal is still a bit garbled on how it will ultimately play out for investors...

WarnerMedia and parent company AT&T Inc. (NYSE: T) on Tuesday offered new details about its upcoming streaming service, to be called HBO Max, including a spring 2020 launch date, but sell-side analysts continue to await more information, including critical info about price. The new...

Sprint Corp (NYSE: S) reported mixed fourth-quarter results, with what one analyst called “better than feared” earnings, but the company continued to reinforce the Street’s impression that it’s just hanging on until it can complete its pending $26-billion merger with T-...

Telecommunications giant Verizon Communications Inc. (NYSE: VZ) reported Tuesday with fourth-quarter results that fell short of expectations on the revenue line, but subscriber growth was strong.  The Analysts Wells Fargo's Jennifer Fritzsche maintains an Outperform rating on...

AT&T Inc. (NYSE: T) shares were trading lower by more than 6 percent Wednesday morning after the company reported mixed third-quarter results before the open.  What Happened AT&T said it earned 90 cents per share in Q3 on revenue of $45.7 billion versus expectations of 94 cents per...

AT&T Inc. (NYSE: T) is the largest telecom company, and it's also become the world's largest non-bank issuer of debt, according to Wells Fargo — and that second fact was a driver of the sell-side firm's Wednesday downgrade.  The Analysts Wells Fargo analyst Jennifer ...

With T-Mobile Us Inc (NASDAQ: TMUS) down nearly 10 percent since the end of April, investors should consider buying regardless of the outcome of a reported merger with Sprint Corp (NYSE: S), according to Wells Fargo. The Analyst Wells Fargo's Jennifer Fritzsche upgraded T-Mobile from...

The big news on Wall Street on Monday is the official merger agreement between T-Mobile Us Inc (NASDAQ: TMUS) and Sprint Corp (NYSE: S) announced over the weekend. Here’s a look at what Wall Street has to say about the deal. Voices From The Street Wells Fargo analyst Jennifer Fritzsche is...

AT&T Inc. (NYSE: T) will face off against the U.S. Department of Justice Monday in a six- to eight-week trial determining the fate of its Time Warner Inc (NYSE: TWX) acquisition. Judge Richard Leon announced March 15 that opening arguments will begin Wednesday following two days of hearings....

Sprint Corp (NYSE: S) shares were seen up 5.1 percent on Tuesday on reports the company has entered exclusive discussions with Comcast Corporation (NASDAQ: CMCSA) and Charter Communications, Inc. (NASDAQ: CHTR) about a potential wireless service deal. Details of the discussions are fuzzy at the...

Jennifer Fritzsche of Wells Fargo has downgraded Verizon Communications Inc. (NYSE: VZ) to Market Perform from Outperform, saying she does not think Verizon's outperformance since the presidential election is sustainable given growth headwinds in 2017. Downgrade, Cut And Justification Fritzsche...

Wells Fargo believes the volumes of the wireless carriers to remain elevated in the fourth quarter compared to the previous year, as the Big 4 recklessly promote the new Apple Inc. (NASDAQ: AAPL) iPhone 7. However, volume gains would come at the expense of margin and equipment revenues, according...

Wells Fargo has reduced its earnings estimates for Frontier Communications Corp (NASDAQ: FTR) for the current year and next year citing the leverage ratio due to the integration of assets from Verizon Communications Inc. (NYSE: VZ). However, that did not stop analysts from suggesting the dividend...