Loading...
Back to narrative

T: Rising Discount Rate Will Drive Long-Term Opportunity With New Developments

Update shared on 20 Nov 2025

Fair value Decreased 1.78%
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
-12.0%
7D
-8.2%

Analyst Price Target for TELUS Adjusted Slightly Lower

Analysts have revised their fair value estimate for TELUS, reducing the price target from $23.38 to $22.97. This change is due to updated assumptions regarding discount rates and future profitability.

What's in the News

  • TELUS has launched a Quantum-Safe VPN service, offering advanced Post-Quantum Cryptography protection to Canadian businesses and helping organizations prepare for future cybersecurity threats. (Product Related Announcements)
  • The company began work to install a 125 km submarine fibre optic cable from Sept-Îles to Sainte-Anne-des-Monts, which will enhance network redundancy and reliability for communities in Quebec. (Business Expansions)
  • TELUS celebrated the groundbreaking of a new TELUS Living development in Vancouver’s Point Grey, which will include 55 new rental units and retail space. This project is part of a broader housing initiative in British Columbia. (Client Announcements)
  • TELUS Corporation announced a quarterly dividend of CAD 0.4184 per share, payable on January 2, 2026, to shareholders of record on December 11, 2025. (Dividend Increases)
  • Railtown AI Technologies will deploy agentic software development solutions through TELUS' Sovereign AI Factory, supporting Canada’s AI ecosystem and strengthening data sovereignty. (Client Announcements)

Valuation Changes

  • The consensus analyst price target has decreased slightly from CA$23.38 to CA$22.97.
  • The discount rate has risen from 5.97% to 6.92%.
  • The revenue growth estimate has increased modestly, moving from 3.56% to 3.63%.
  • The net profit margin estimate has declined, from 6.81% to 6.54%.
  • The future P/E ratio has increased from 30.12x to 31.17x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.