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U.S. Communications Industry Analysis

UpdatedMay 14, 2026
DataAggregated Company Financials
Companies77
  • 7D1.8%
  • 3M28.1%
  • 1Y80.3%
  • YTD35.8%

Over the last 7 days, the Communications industry has risen 1.8%, driven by gains from Cisco Systems of 11%. Meanwhile, Ubiquiti actually underperformed within the industry, shrinking 35% in the last week. In the last 12 months, the industry was up 80%. Earnings are forecast to grow by 24% annually.

Industry Valuation and Performance

Has the U.S. Communications Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 14 May 2026US$919.2bUS$113.0bUS$18.9b36.3x48.6x8.1x
Sat, 11 Apr 2026US$839.3bUS$109.2bUS$18.4b45x45.7x7.7x
Mon, 09 Mar 2026US$737.7bUS$109.3bUS$18.4b39.9x40.1x6.7x
Wed, 04 Feb 2026US$713.1bUS$106.3bUS$16.7b31.8x42.7x6.7x
Fri, 02 Jan 2026US$672.0bUS$106.1bUS$16.7b35.1x40.2x6.3x
Sun, 30 Nov 2025US$661.3bUS$105.8bUS$16.6b31.6x39.8x6.2x
Tue, 28 Oct 2025US$676.5bUS$103.3bUS$16.0b30.5x42.2x6.5x
Thu, 25 Sep 2025US$645.0bUS$103.3bUS$16.0b30.1x40.3x6.2x
Sat, 23 Aug 2025US$595.2bUS$102.8bUS$16.1b25.5x37x5.8x
Mon, 21 Jul 2025US$566.4bUS$100.5bUS$14.0b28.5x40.5x5.6x
Wed, 18 Jun 2025US$534.7bUS$105.7bUS$14.3b26.7x37.3x5.1x
Fri, 16 May 2025US$526.1bUS$105.5bUS$14.5b23.2x36.3x5x
Sun, 13 Apr 2025US$463.5bUS$102.8bUS$12.4b24.8x37.3x4.5x
Tue, 11 Mar 2025US$509.6bUS$103.1bUS$12.4b25.8x41.2x4.9x
Thu, 06 Feb 2025US$559.8bUS$102.5bUS$12.2b26.4x45.8x5.5x
Sat, 04 Jan 2025US$539.5bUS$102.5bUS$12.1b24.5x44.7x5.3x
Mon, 02 Dec 2024US$531.7bUS$102.5bUS$12.1b24.4x43.9x5.2x
Wed, 30 Oct 2024US$494.5bUS$103.0bUS$12.0b24.6x41.2x4.8x
Fri, 27 Sep 2024US$478.1bUS$103.0bUS$12.0b26.5x39.9x4.6x
Sun, 25 Aug 2024US$455.5bUS$103.1bUS$12.0b28.5x38.1x4.4x
Tue, 23 Jul 2024US$345.5bUS$92.6bUS$12.6b27.6x27.4x3.7x
Thu, 20 Jun 2024US$340.3bUS$92.7bUS$12.6b27x27x3.7x
Sat, 18 May 2024US$345.7bUS$92.4bUS$12.7b27.3x27.2x3.7x
Mon, 15 Apr 2024US$388.2bUS$104.8bUS$16.3b33.5x23.9x3.7x
Wed, 13 Mar 2024US$397.9bUS$104.8bUS$16.3b31.3x24.4x3.8x
Fri, 09 Feb 2024US$339.3bUS$95.6bUS$14.8b27.5x22.9x3.6x
Sun, 07 Jan 2024US$326.6bUS$96.1bUS$15.1b25x21.6x3.4x
Tue, 05 Dec 2023US$313.3bUS$96.0bUS$14.9b25.1x21x3.3x
Thu, 02 Nov 2023US$318.3bUS$95.1bUS$14.8b23x21.6x3.3x
Sat, 30 Sep 2023US$326.0bUS$94.7bUS$14.6b24.6x22.3x3.4x
Mon, 28 Aug 2023US$334.6bUS$94.5bUS$14.6b29.4x22.9x3.5x
Wed, 26 Jul 2023US$328.1bUS$91.5bUS$13.5b26.1x24.3x3.6x
Fri, 23 Jun 2023US$310.3bUS$91.4bUS$13.5b20x23x3.4x
Sun, 21 May 2023US$297.6bUS$91.2bUS$13.5b25.1x22.1x3.3x
Price to Earnings Ratio

22.1x


Total Market Cap: US$297.6bTotal Earnings: US$13.5bTotal Revenue: US$91.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Communications Industry Price to Earnings3Y Average 33.9x202420252026
Current Industry PE
  • Investors are optimistic on the American Communications industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 48.6x which is higher than its 3-year average PE of 33.9x.
  • The 3-year average PS ratio of 4.8x is lower than the industry's current PS ratio of 8.1x.
Past Earnings Growth
  • The earnings for companies in the Communications industry have grown 12% per year over the last three years.
  • Revenues for these companies have grown 7.4% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Tech industry?

US Market0.55%
Tech3.17%
Communications1.83%
Communications Equipment1.83%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
CSCO Cisco SystemsUS$101.8711.2%
+US$40.4b		66.2%PE36.3x
LITE Lumentum HoldingsUS$1.03k15.4%
+US$9.9b		1,225.1%PE168.3x
AAOI Applied OptoelectronicsUS$223.1025.0%
+US$3.6b		1,067.5%PS35.3x
FFIV F5US$357.404.8%
+US$924.1m		26.9%PE28.5x
VSAT ViasatUS$70.584.9%
+US$445.5m		570.9%PS2.1x

Latest News

GILT
US$15.65
Gilat Satellite Networks
7D
-21.2%
1Y
135.3%
LITE
US$1,030.37
Lumentum Holdings
7D
15.4%
1Y
1,225.1%
DGII
US$65.33
Digi International
7D
11.0%
1Y
96.4%
UI
US$664.77
Ubiquiti
7D
-35.4%
1Y
57.6%
Analysis Article • 22h

Earnings Update: Here's Why Analysts Just Lifted Their Ubiquiti Inc. (NYSE:UI) Price Target To US$826

As you might know, Ubiquiti Inc. ( NYSE:UI ) last week released its latest third-quarter, and things did not turn out...
ANET
US$140.69
Arista Networks
7D
-4.3%
1Y
43.2%
Analysis Article • 22h

We Think Arista Networks' (NYSE:ANET) Solid Earnings Are Understated

Despite posting healthy earnings, Arista Networks, Inc.'s ( NYSE:ANET ) stock has been quite weak. We have done some...
FFIV
US$357.40
F5
7D
4.8%
1Y
26.9%
CSCO
US$101.87
Cisco Systems
7D
11.2%
1Y
66.2%
AAOI
US$223.10
Applied Optoelectronics
7D
25.0%
1Y
1,067.5%
MSI
US$397.89
Motorola Solutions
7D
-8.2%
1Y
-4.2%
INSG
US$15.06
Inseego
7D
-20.8%
1Y
92.3%
EXTR
US$22.77
Extreme Networks
7D
-3.3%
1Y
42.6%
NTCT
US$39.40
NetScout Systems
7D
10.9%
1Y
74.0%
VSAT
US$70.58
Viasat
7D
4.9%
1Y
570.9%
CLFD
US$42.51
Clearfield
7D
40.4%
1Y
13.5%
VISN
US$11.51
Vistance Networks
7D
-5.7%
1Y
98.8%
Analysis Article • May 07

Vistance Networks' (NASDAQ:VISN) Weak Earnings May Only Reveal A Part Of The Whole Picture

Despite Vistance Networks, Inc.'s ( NASDAQ:VISN ) most recent earnings report having soft headline numbers, its stock...
CALX
US$40.40
Calix
7D
-8.9%
1Y
-9.9%