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U.S. Telecom Sector Analysis

UpdatedJun 07, 2026
DataAggregated Company Financials
Companies477
  • 7D-4.0%
  • 3M5.1%
  • 1Y27.7%
  • YTD3.7%

Over the last 7 days, the Telecom industry has dropped 4.0%, driven by declines in Alphabet and Meta Platforms of 3.1% and 6.2%, respectively. In the past year, the industry has gained 28%. Earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 07 Jun 2026US$8.0tUS$1.7tUS$308.7b17.3x26x4.7x
Tue, 05 May 2026US$8.4tUS$1.7tUS$311.4b17.8x26.9x4.9x
Thu, 02 Apr 2026US$7.1tUS$1.7tUS$272.6b15.7x26.2x4.3x
Sat, 28 Feb 2026US$7.6tUS$1.7tUS$274.8b19.7x27.7x4.5x
Mon, 26 Jan 2026US$7.9tUS$1.7tUS$283.0b16.6x27.8x4.8x
Wed, 24 Dec 2025US$7.8tUS$1.6tUS$280.8b16.3x27.8x4.8x
Fri, 21 Nov 2025US$7.3tUS$1.6tUS$283.0b16x26x4.5x
Sun, 19 Oct 2025US$7.4tUS$1.6tUS$286.1b17.6x25.7x4.6x
Tue, 16 Sep 2025US$7.5tUS$1.6tUS$286.1b20.2x26.3x4.7x
Thu, 14 Aug 2025US$7.0tUS$1.6tUS$286.5b19.7x24.5x4.3x
Sat, 12 Jul 2025US$6.6tUS$1.6tUS$250.2b18.4x26.4x4.1x
Mon, 09 Jun 2025US$6.4tUS$1.6tUS$250.0b17.2x25.8x4x
Wed, 07 May 2025US$5.9tUS$1.6tUS$243.4b16.8x24.3x3.7x
Fri, 04 Apr 2025US$5.7tUS$1.6tUS$227.3b15.8x25.3x3.6x
Sun, 02 Mar 2025US$6.2tUS$1.6tUS$227.8b16.8x27.2x3.9x
Tue, 28 Jan 2025US$6.3tUS$1.6tUS$200.2b17.3x31.5x4x
Thu, 26 Dec 2024US$6.2tUS$1.6tUS$189.6b18x32.9x4x
Sat, 23 Nov 2024US$5.8tUS$1.6tUS$189.7b20.1x30.6x3.7x
Mon, 21 Oct 2024US$5.7tUS$1.5tUS$188.9b18.5x29.9x3.7x
Wed, 18 Sep 2024US$5.4tUS$1.5tUS$187.3b18.9x28.6x3.5x
Fri, 16 Aug 2024US$5.3tUS$1.6tUS$189.1b20.8x27.9x3.4x
Sun, 14 Jul 2024US$5.5tUS$1.5tUS$191.2b17.3x28.9x3.6x
Tue, 11 Jun 2024US$5.4tUS$1.5tUS$191.0b16.6x28.2x3.5x
Thu, 09 May 2024US$5.2tUS$1.5tUS$194.1b18x26.8x3.4x
Sat, 06 Apr 2024US$5.1tUS$1.5tUS$176.0b19.4x28.9x3.4x
Mon, 04 Mar 2024US$4.9tUS$1.5tUS$174.3b16.9x28x3.2x
Wed, 31 Jan 2024US$5.0tUS$1.5tUS$145.5b15.4x34.5x3.3x
Fri, 29 Dec 2023US$4.6tUS$1.5tUS$128.0b15.1x36.3x3.1x
Sun, 26 Nov 2023US$4.5tUS$1.5tUS$128.3b16x35.2x3x
Tue, 24 Oct 2023US$4.3tUS$1.5tUS$102.5b14.2x42x2.9x
Thu, 21 Sep 2023US$4.3tUS$1.5tUS$104.4b14x41x2.9x
Sat, 19 Aug 2023US$4.2tUS$1.5tUS$102.8b14.5x40.7x2.8x
Mon, 17 Jul 2023US$4.3tUS$1.5tUS$106.8b16.6x40x2.9x
Wed, 14 Jun 2023US$4.1tUS$1.5tUS$107.1b17.2x38.5x2.8x
Price to Earnings Ratio

38.5x


Total Market Cap: US$4.1tTotal Earnings: US$107.1bTotal Revenue: US$1.5tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Sector Price to Earnings3Y Average 29.9x202420252026
Current Industry PE
  • Investors are pessimistic on the American Communication Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 26.0x which is lower than its 3-year average PE of 29.9x.
  • The 3-year average PS ratio of 3.8x 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 42% per year over the last three years.
  • Revenues for these companies have grown 5.1% 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-2.79%
Telecom-4.03%
Media-2.59%
Entertainment-3.19%
Interactive Media and Services-3.93%
Wireless Telecom-4.71%
Telecom Services and Carriers-6.96%
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 21.4%, which is higher than its past year's earnings decline of 2.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Media industry, expecting annual earnings growth of 34% over the next 5 years.
  • This is better than its past earnings growth rate of 1.1% per year.
  • In contrast, the Wireless Telecom industry is expected to see its earnings grow by 11% 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
FOXA FoxUS$66.894.6%
+US$1.2b		23.0%PE16.4x
PINS PinterestUS$21.426.8%
+US$767.4m		-37.4%PE35.9x
OMC Omnicom GroupUS$75.313.6%
+US$741.0m		5.4%PE340.7x
NWSA NewsUS$27.264.4%
+US$621.8m		-2.0%PE33.2x
CNK Cinemark HoldingsUS$31.2311.5%
+US$373.3m		-2.8%PE21.4x

Latest News

EA
US$203.00
Electronic Arts
7D
0.6%
1Y
35.7%
PINS
US$21.42
Pinterest
7D
6.8%
1Y
-37.4%
Seeking Alpha • 11h

Pinterest Becomes A Value Stock

Summary Pinterest is rated a buy, with pessimism over market share loss overdone given its strong balance sheet and GAAP profitability. PINS delivered 18% YoY revenue growth, 11% user growth, and 6% ARPU growth, outperforming guidance and demonstrating operating leverage. Despite slowing top-line growth and competition from META, PINS trades at just 11x earnings and is transitioning from growth compounder to value stock. Management expects AI-driven cost efficiencies and continued aggressive share repurchases to support margin expansion and highlight the stock’s undervaluation. Read the full article on Seeking Alpha
NWSA
US$27.26
News
7D
4.4%
1Y
-2.0%
NFLX
US$82.18
Netflix
7D
-4.5%
1Y
-33.8%
Narrative Update • Jun 06

NFLX: Advertising Expansion Will Support Engagement And Earnings Power After Warner Bid Exit

Analysts have trimmed the blended fair value estimate for Netflix by about $4 to $138.56 as they moderate assumptions for revenue growth and profit margins, while still highlighting the potential of the expanding ads business and price increases to support long term earnings power. Analyst Commentary Bullish analysts are emphasizing Netflix's progress on advertising, pricing and product execution as key supports for the trimmed fair value estimate, even as some margin and growth assumptions are moderated.
TMUS
US$178.10
T-Mobile US
7D
-5.0%
1Y
-27.6%
CNK
US$31.23
Cinemark Holdings
7D
11.5%
1Y
-2.8%
Narrative Update • Jun 05

CNK: Record Box Office Strength Will Limit Future Upside As Margins Tighten

Narrative Update on Cinemark Holdings The analyst price target for Cinemark Holdings has increased by about $0.83. Analysts cite adjusted fair value assumptions, a slightly lower discount rate, refined expectations for revenue growth and profit margins, and updated future P/E assumptions as the key drivers of this change.
VZ
US$45.37
Verizon Communications
7D
-5.1%
1Y
3.6%
T
US$22.75
AT&T
7D
-8.3%
1Y
-19.0%
Narrative Update • Jun 05

T: Future Returns Will Reflect Satellite Coverage Push And Steady P/E Expectations

Analysts are maintaining their $25.00 price target for AT&T, pointing to updated assumptions around the discount rate, modest revenue growth, profit margin expectations, and future P/E, which together leave their overall valuation view unchanged. What's in the News AT&T, T-Mobile, and Verizon agreed in principle to form a joint venture that will pool spectrum and use satellite based direct to device technology to reduce U.S. mobile dead zones, particularly in rural and underserved areas, with AST SpaceMobile expected to play a key role in enabling the service.
BIDU
US$121.66
Baidu
7D
-10.1%
1Y
41.8%
GOOGL
US$368.53
Alphabet
7D
-3.1%
1Y
112.2%
MSGS
US$386.23
Madison Square Garden Sports
7D
3.2%
1Y
102.0%
NYT
US$76.88
New York Times
7D
2.2%
1Y
37.7%
OMC
US$75.31
Omnicom Group
7D
3.6%
1Y
5.4%
META
US$593.00
Meta Platforms
7D
-6.2%
1Y
-15.0%
New Narrative • Jun 03

Meta: Nobody Uses AI Better

The thesis in one paragraph Meta is quietly turning the best attention-capture engine ever built into a machine that does not just show you ads, but works out what you will buy next. If that lands, the business stops looking like a media company and starts looking like a toll on commerce itself.
ASTS
US$93.60
AST SpaceMobile
7D
-17.5%
1Y
200.1%
FOXA
US$66.89
Fox
7D
4.6%
1Y
23.0%
Narrative Update • Jun 01

FOXA: Live Events And Streaming Momentum Will Support Higher Earnings Power

Analysts have nudged their average price target for Fox higher, with the fair value estimate moving from about $71.00 to roughly $73.88, citing updated assumptions around revenue growth, profit margins, discount rates, and future P/E expectations. Analyst Commentary Recent research updates point to a cluster of higher price targets for Fox, with several firms lifting their fair value estimates by US$1 to US$9.