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GOVT-CONTRACT ·Filed Aug 12, 2026

T

AT&T INC.
NEUTRAL
Impact 2/10
Horizonimmediate Processed2mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

This is a small, routine task order within an existing FAA network services contract. Monitor for larger FENS task orders or contract extensions that could signal deeper government engagement, but this award alone has no material impact on AT&T's financials.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d
T ▲ +6.02% at T+20d
NEUTRAL call +6.02% · α vs SPY +7.77% · entry $24.58 → $26.06
Next anchor: T+60d in 10d
Latest observation: T+50 -15.55% FF3 residual α
Entry = T+0 close
Aug 13, 2026
via day close
T+1d
+1.26%
call +1.26% · α +1.46%
$24.89
settled 2mo ago
T+5d
+2.32%
call +2.32% · α +4.28%
$25.15
settled 2mo ago
T+20d
+6.02%
call +6.02% · α +7.77%
$26.06
settled 7w ago
T+60d
Pending
in 10d

Price Chart

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Executive Summary

AT&T Enterprises, LLC received a $74.3 million task order from the Department of Transportation for FAA Enterprise Network Services (FENS) early start development planning activities. The award represents approximately 0.06% of AT&T's annualized revenue and is a routine contract extension within an existing relationship.

Key Financial Metrics

Award Amount
$74.3M
Agency
Department of Transportation
Contract Type
task_order
Rev Impact
+0.1%

Key Facts

  • Award amount: $74,300,000
  • Awarding agency: Department of Transportation (FAA)
  • Contract type: Task order under FENS (Enterprise Network Services)
  • Period of performance starts: 2026-08-12
  • Award represents ~0.06% of AT&T's annualized revenue of $126.2B

Financial Impact

$74.3 million task order, approximately 0.06% of annualized revenue

revenue

Risk Factors

  • Task order is small relative to AT&T's overall revenue; no material financial impact expected
  • Government contracts subject to funding availability and continuing resolutions

Investment Themes

Media & Telecom

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-693KA826F00278
8 reports for T
Performance horizon
67% Hit rate @ T+1 2 of 3 directional calls Went positive at some point 3 of 3 best @ T+20▲ +9.03%Jul 22, 2026
Filters
Rows
Reports for T — sortable, filterable
TypeNow
Oct 21, 2026
5d ago
8-K
BULLISH ★ 6/10
$21.91 $22.74▲ +3.79%▲ +4.97%$20.85 (−4.84%)
Oct 16, 2026
10d ago
8-K
NEUTRAL ★ 2/10
$23.20 $23.42▲ +0.95%▲ +0.61%$20.85 (−10.13%)
Oct 1, 2026
26d ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$24.30 $24.24▼ −0.25%▼ −0.92%$20.85 (−14.20%)
Aug 12, 2026
10w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$24.58 $24.89▲ +1.26%▲ +1.46%$20.85 (−15.17%)
Jul 22, 2026
13w ago
8-K
BULLISH ★ 6/10
$23.04 $22.96▼ −0.35%▲ +0.89%$20.85 (−9.51%)
Jun 16, 2026
18w ago
8-K
NEUTRAL ★ 3/10
$22.44 $22.01▼ −1.92%▼ −2.70%$20.85 (−7.09%)
Mar 23, 2026
31w ago
DEFA14A
NEUTRAL ★ 3/10
$28.87 $28.83▼ −0.14%▼ −0.70%$20.85 (−27.77%)
Feb 28, 2026
34w ago
Institutional Cluster
BULLISH ★ 8/10
$28.00 $28.68▲ +2.43%▲ +3.34%$20.85 (−25.53%)
Showing 8 of 8

US Market Status

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Report published Aug 12, 2026