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U.S. Telecom Sector Analysis

UpdatedFeb 06, 2026
DataAggregated Company Financials
Companies503
  • 7D-4.0%
  • 3M7.7%
  • 1Y23.7%
  • YTD1.3%

Over the last 7 days, the Telecom industry has dropped 4.0%, driven by Meta Platforms declining 9.2%. In contrast, Verizon Communications has gained 18%. Over the past 12 months, the industry was up 24%. As for the next few years, earnings are expected to grow by 13% per annum.

Sector Valuation and Performance

Has the U.S. Telecom Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 06 Feb 2026US$7.9tUS$1.7tUS$283.1b15.9x27.8x4.7x
Sun, 04 Jan 2026US$7.8tUS$1.6tUS$282.6b16.1x27.5x4.7x
Tue, 02 Dec 2025US$7.8tUS$1.6tUS$282.5b16.9x27.7x4.8x
Thu, 30 Oct 2025US$7.6tUS$1.6tUS$295.2b17.6x25.6x4.7x
Sat, 27 Sep 2025US$7.4tUS$1.6tUS$286.0b19x26x4.6x
Mon, 25 Aug 2025US$7.0tUS$1.6tUS$287.3b20.6x24.5x4.3x
Wed, 23 Jul 2025US$6.7tUS$1.6tUS$250.9b18.5x26.8x4.2x
Fri, 20 Jun 2025US$6.4tUS$1.6tUS$250.1b17.4x25.6x4x
Sun, 18 May 2025US$6.2tUS$1.6tUS$247.2b17.5x24.9x3.8x
Tue, 15 Apr 2025US$5.5tUS$1.6tUS$227.2b15.8x24.2x3.5x
Thu, 13 Mar 2025US$5.8tUS$1.6tUS$228.3b16.2x25.5x3.7x
Sat, 08 Feb 2025US$6.5tUS$1.6tUS$218.8b19.1x29.9x4.1x
Mon, 06 Jan 2025US$6.1tUS$1.6tUS$189.8b18.8x32.3x3.9x
Wed, 04 Dec 2024US$6.0tUS$1.6tUS$189.7b19.5x31.5x3.8x
Fri, 01 Nov 2024US$5.7tUS$1.6tUS$187.6b18.2x30.3x3.6x
Sun, 29 Sep 2024US$5.6tUS$1.5tUS$188.3b19.2x29.7x3.6x
Tue, 27 Aug 2024US$5.4tUS$1.6tUS$189.2b18.6x28.6x3.5x
Thu, 25 Jul 2024US$5.4tUS$1.5tUS$196.7b19.9x27.6x3.5x
Sat, 22 Jun 2024US$5.4tUS$1.5tUS$191.1b16.4x28.3x3.5x
Mon, 20 May 2024US$5.4tUS$1.5tUS$191.3b19.6x28.2x3.5x
Wed, 17 Apr 2024US$5.0tUS$1.5tUS$176.2b17.5x28.6x3.4x
Fri, 15 Mar 2024US$4.9tUS$1.5tUS$175.1b17.7x28x3.3x
Sun, 11 Feb 2024US$4.9tUS$1.5tUS$172.3b14.4x28.4x3.3x
Tue, 09 Jan 2024US$4.6tUS$1.5tUS$128.1b14.9x35.7x3x
Thu, 07 Dec 2023US$4.4tUS$1.5tUS$128.0b16.1x34x2.9x
Sat, 04 Nov 2023US$4.3tUS$1.5tUS$123.8b13.2x34.7x2.8x
Mon, 02 Oct 2023US$4.2tUS$1.5tUS$104.7b14.1x40.3x2.8x
Wed, 30 Aug 2023US$4.3tUS$1.5tUS$104.0b14.6x41.6x2.9x
Fri, 28 Jul 2023US$4.3tUS$1.5tUS$107.4b15.9x39.7x2.9x
Sun, 25 Jun 2023US$4.1tUS$1.5tUS$107.1b16.9x38.3x2.8x
Tue, 23 May 2023US$4.0tUS$1.5tUS$106.0b17.3x38.1x2.7x
Thu, 20 Apr 2023US$3.8tUS$1.5tUS$115.6b16.9x32.5x2.5x
Sat, 18 Mar 2023US$3.6tUS$1.5tUS$115.3b16.6x31.3x2.4x
Mon, 13 Feb 2023US$3.6tUS$1.5tUS$124.6b19.3x28.6x2.4x
Price to Earnings Ratio

28.6x


Total Market Cap: US$3.6tTotal Earnings: US$124.6bTotal Revenue: US$1.5tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Sector Price to Earnings3Y Average 30.5x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Communication Services industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 30.5x.
  • The 3-year average PS ratio of 3.5x is lower than the industry's current PS ratio of 4.7x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 31% per year over the last three years.
  • Revenues for these companies have grown 4.4% 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. Telecom sector?

US Market-2.98%
Telecom-3.95%
Telecom Services and Carriers7.30%
Wireless Telecom2.25%
Interactive Media and Services-4.60%
Media-5.68%
Entertainment-6.84%
Industry PE
  • Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 16.9%, which is higher than its past year's earnings decline of 3.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Media industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings decline of 2.8% per year.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 4.7% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
VZ Verizon CommunicationsUS$47.1018.3%
+US$30.8b		17.9%PE11.6x
T AT&TUS$27.318.7%
+US$15.3b		11.7%PE8.8x
TMUS T-Mobile USUS$201.862.4%
+US$5.2b		-18.0%PE19x
CMCSA ComcastUS$30.855.5%
+US$4.4b		-10.5%PE5.6x
CHTR Charter CommunicationsUS$223.538.4%
+US$2.2b		-35.7%PE5.7x

Latest News

VZ
US$47.10
Verizon Communications
7D
18.3%
1Y
17.9%
LBRD.K
US$52.02
Liberty Broadband
7D
8.1%
1Y
-33.1%
GOOGL
US$331.25
Alphabet
7D
-2.0%
1Y
78.7%
SIRI
US$22.60
Sirius XM Holdings
7D
11.1%
1Y
-11.2%
CHTR
US$223.53
Charter Communications
7D
8.4%
1Y
-35.7%
CMCSA
US$30.85
Comcast
7D
5.5%
1Y
-10.5%
SPOT
US$412.75
Spotify Technology
7D
-18.1%
1Y
-34.1%
TTWO
US$193.24
Take-Two Interactive Software
7D
-19.2%
1Y
5.5%
RBLX
US$60.57
Roblox
7D
-20.0%
1Y
-9.8%

RBLX: Advertising On Unmonetized Engagement Will Reshape Long Term Earnings Power

Analysts have trimmed their Roblox price targets, generally keeping fair value around $180.00 while applying slightly lower revenue growth and profit margin assumptions and a higher future P/E. This reflects both recent cuts across the Street and ongoing confidence in the platform's long term engagement potential.
T
US$27.31
AT&T
7D
8.7%
1Y
11.7%
DIS
US$104.97
Walt Disney
7D
-5.9%
1Y
-6.4%

DIS: Streaming Strength And Succession Plan Will Drive Future Share Repricing

Analysts have lowered their Walt Disney fair value estimate from about $133 to roughly $130 per share, reflecting a modest increase in assumed risk, a reduced future P/E multiple, and updated views on revenue growth and profitability following recent price target cuts and new coverage on the stock. Analyst Commentary Street research on Walt Disney over the past several months reflects a mix of optimism and caution, with several firms trimming price targets while still highlighting key strengths in the business.
NFLX
US$80.87
Netflix
7D
-2.8%
1Y
-20.4%

NFLX: Advertising And International Expansion Will Drive Engagement Despite Warner Deal Uncertainty

Analysts have trimmed their Netflix price targets by around $31 on average, reflected in our fair value update from $1,600.00 to $144.53. They are recalibrating revenue growth expectations, applying a lower future P/E, and factoring in both recent target cuts and fresh Buy initiations that highlight advertising traction, content strength, and potential benefits from international expansion and acquisitions.
META
US$670.21
Meta Platforms
7D
-9.2%
1Y
-5.9%

Meta Platforms, Inc. (NASDAQ:META) Just Released Its Annual Results And Analysts Are Updating Their Estimates

Feb 01
Meta Platforms, Inc. (NASDAQ:META) Just Released Its Annual Results And Analysts Are Updating Their Estimates
TMUS
US$201.86
T-Mobile US
7D
2.4%
1Y
-18.0%

TMUS: 5G Network Depth And Cash Returns Will Drive Future Upside

Analysts have reduced their T-Mobile US fair value estimate by about $1.40 to $266.82, reflecting recent price target cuts from several firms, along with ongoing expectations related to revenue growth, profit margins and future P/E levels. Analyst Commentary Recent research on T-Mobile US points to a mixed set of views, with some analysts trimming price targets while others edge them higher.
TKO
US$208.16
TKO Group Holdings
7D
3.5%
1Y
29.1%
ASTS
US$93.27
AST SpaceMobile
7D
-23.6%
1Y
243.9%

AST SpaceMobile, Inc. (NASDAQ:ASTS) Analysts Are More Bearish Than They Used To Be

Jan 22
AST SpaceMobile, Inc. (NASDAQ:ASTS) Analysts Are More Bearish Than They Used To Be