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TEL2 B: Sector Mergers And Baltic Tower Deal Will Shape Outlook

Published
30 Nov 24
Updated
03 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
31.9%
7D
-3.4%

Author's Valuation

SEK 161.028.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 03 Nov 25

Fair value Increased 0.63%

Tele2's analyst price target has been raised from SEK 160 to SEK 161.02, as analysts cite expectations of revenue growth and improved profit margins due to anticipated sector consolidation. Analyst Commentary Following recent sector reviews, analysts have updated their views on Tele2, highlighting both encouraging prospects and areas of caution regarding the company's path forward.

Shared on 20 Oct 25

Fair value Increased 0.46%

Analysts have raised their fair value estimate for Tele2 from SEK 159.26 to SEK 160.00. They cite anticipated benefits from industry mergers expected to boost performance in the near term.

Shared on 05 Oct 25

Fair value Increased 3.43%

Analysts have raised their price target for Tele2 from SEK 154 to SEK 159, citing expectations of higher profit margins and improved shareholder returns as key drivers for the upgrade. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent upgrades reflect confidence in Tele2's ability to capture near-term outperformance, especially in the wake of potential telecom sector mergers.

Shared on 20 Sep 25

Fair value Increased 1.21%

Analysts have raised Tele2’s price target to SEK153.98, driven by improved shareholder return catalysts and operational stability, though some reservations persist among bearish analysts. Analyst Commentary Bullish analysts cite improved shareholder return catalysts as a key reason for increased optimism.

Shared on 05 Sep 25

Analysts have turned more optimistic on Tele2 due to enhanced shareholder return catalysts and improved confidence in capital allocation, leading to upward price target revisions, with the consensus Analyst Price Target remaining effectively unchanged at SEK152.14. Analyst Commentary Bullish analysts highlight enhanced shareholder return catalysts as a key reason for an upgraded outlook.

Shared on 01 May 25

Fair value Increased 14%

Shared on 23 Apr 25

Fair value Increased 0.95%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 2.37%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.86%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 7.61%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on 26 Mar 25

Fair value Increased 11%

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 9.87%

AnalystConsensusTarget has decreased future PE multiple from 20.9x to 18.4x.