Seeking Alpha
31 Oct 2026, 12:45 UTC · 2h ago
Verizon: Buy The SpaceX Fear Before The Rerating
Impact · against what's priced in
The news is largely neutral for TMUS and T as the market already incorporates the threat of SpaceX's Starlink as a mobile carrier. For VZ, the positive guidance raises and strong postpaid growth provide a modest catalyst for valuation rerating, though the competitive threats remain a headwind.
- T+0.00
Already priced in
- The price assumes
The assumption that Starlink's direct-to-consumer mobile service faces enough operational and regulatory hurdles to prevent near-term subscriber collapse.
Mention of Starlink's ambitions to compete with major telecoms is already factored into the current valuation of AT&T's mature, cash-generative thesis.
What T's price assumes · Aug 27
