Accelerated Digitalization And 5G Will Ignite Enterprise Connectivity Growth

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

03 Aug 25

Updated

26 Jul 26

Views

Not Invested

Shared on 26 Jul 26

Fair value Decreased 7.41%

TEF: Updated Market And Currency Assumptions Will Support Future Repricing Potential

Analysts trim their view of Telefónica after updating assumptions around market conditions and currency swings, but they’re still keeping the stock on a steady watchlist ahead of the next results. The key question now is whether the company can beat these reset expectations on costs, pricing, and how it uses its cash—enough to win back a better market mood.

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Fair Value vs Share Price

€5

vs €3.5828.3% undervalued

0.03%

Revenue growth

9.8%

Profit margin

Recent News & Updates

No updates

Recent updates

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Company analysis

Undervalued with moderate growth potential.

Market cap€20.2b

PB1.4x

Estimated Growth-0.8%

Dividend Yield8.4%

Full analysis

CEO & management

Marc Thomas Millar

CEO

1.4yrs

CEO Tenure

Provides telecommunications services in Spain, Brazil, Germany, and the United Kingdom.