Telecom stocks Verizon, AT&T, and T-Mobile see selloff

Major telecommunications companies, including Verizon Communications Inc., AT&T Inc., and T-Mobile US, Inc., recently experienced a stock selloff of approximately 10–13%. This decline was driven by news regarding Starlink spectrum, which introduced perceived competitive threats from satellite-based services.

Analysts suggest the selloff may present a high-yield entry point for investors, noting that Starlink’s viable ground network and satellite launches are not expected until late 2027 and will require significant capital investment. Current indicators for the major carriers include strong free cash flow, low churn, and rising margins.