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U.S. Telecom Sector Analysis

UpdatedJan 19, 2026
DataAggregated Company Financials
Companies503
  • 7D-1.4%
  • 3M4.2%
  • 1Y28.5%
  • YTD0.5%

Over the last 7 days, the Telecom industry has dropped 1.4%, driven by Meta Platforms declining 5.0%. This takes the industry's 12 month performance to a gain of 29%. 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
Mon, 19 Jan 2026US$7.8tUS$1.6tUS$282.2b16x27.7x4.8x
Wed, 17 Dec 2025US$7.7tUS$1.6tUS$280.9b16.5x27.3x4.7x
Fri, 14 Nov 2025US$7.4tUS$1.6tUS$285.3b17.1x26x4.5x
Sun, 12 Oct 2025US$7.1tUS$1.6tUS$286.1b17.6x24.9x4.4x
Tue, 09 Sep 2025US$7.3tUS$1.6tUS$286.2b20.4x25.6x4.5x
Thu, 07 Aug 2025US$6.8tUS$1.6tUS$273.3b18.2x25x4.2x
Sat, 05 Jul 2025US$6.6tUS$1.6tUS$250.2b18.1x26.6x4.1x
Mon, 02 Jun 2025US$6.2tUS$1.6tUS$249.8b17.8x24.9x3.9x
Wed, 30 Apr 2025US$5.7tUS$1.6tUS$240.0b17x23.6x3.6x
Fri, 28 Mar 2025US$5.9tUS$1.6tUS$227.8b17.9x26.1x3.8x
Sun, 23 Feb 2025US$6.4tUS$1.6tUS$225.2b20.4x28.2x4x
Tue, 21 Jan 2025US$6.2tUS$1.6tUS$189.6b19x32.6x3.9x
Thu, 19 Dec 2024US$6.3tUS$1.6tUS$189.7b18.2x33.1x4x
Sat, 16 Nov 2024US$5.9tUS$1.6tUS$189.6b19.3x31x3.7x
Mon, 14 Oct 2024US$5.6tUS$1.5tUS$188.2b18.6x30x3.7x
Wed, 11 Sep 2024US$5.1tUS$1.6tUS$189.1b18.8x27x3.3x
Fri, 09 Aug 2024US$5.1tUS$1.5tUS$196.0b19.7x26.1x3.3x
Sun, 07 Jul 2024US$5.7tUS$1.5tUS$191.3b16.5x29.8x3.7x
Tue, 04 Jun 2024US$5.3tUS$1.5tUS$191.0b16x27.6x3.5x
Thu, 02 May 2024US$5.0tUS$1.5tUS$193.5b18.1x25.8x3.3x
Sat, 30 Mar 2024US$5.1tUS$1.5tUS$175.8b18.9x28.8x3.4x
Mon, 26 Feb 2024US$4.9tUS$1.5tUS$174.7b18.3x28x3.3x
Wed, 24 Jan 2024US$4.8tUS$1.5tUS$118.8b15.2x40.2x3.1x
Fri, 22 Dec 2023US$4.6tUS$1.5tUS$127.9b16.4x35.9x3x
Sun, 19 Nov 2023US$4.5tUS$1.5tUS$127.2b15.4x35.2x2.9x
Tue, 17 Oct 2023US$4.4tUS$1.5tUS$104.7b15.2x41.9x2.9x
Thu, 14 Sep 2023US$4.3tUS$1.5tUS$104.4b13.4x41.5x2.9x
Sat, 12 Aug 2023US$4.3tUS$1.5tUS$102.5b14.9x41.7x2.9x
Mon, 10 Jul 2023US$4.1tUS$1.5tUS$106.8b17.2x38.6x2.8x
Wed, 07 Jun 2023US$4.1tUS$1.5tUS$107.1b15.9x38.4x2.8x
Fri, 05 May 2023US$3.7tUS$1.5tUS$109.1b16.5x34x2.5x
Sun, 02 Apr 2023US$3.8tUS$1.5tUS$115.4b17.5x32.7x2.5x
Tue, 28 Feb 2023US$3.4tUS$1.5tUS$115.4b18.2x29.8x2.3x
Thu, 26 Jan 2023US$3.6tUS$1.5tUS$167.8b18.5x21.2x2.4x
Price to Earnings Ratio

21.2x


Total Market Cap: US$3.6tTotal Earnings: US$167.8bTotal 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 4.8x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 19% per year over the last three years.
  • Revenues for these companies have grown 3.0% 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-0.29%
Telecom-1.38%
Telecom Services and Carriers-1.13%
Interactive Media and Services-1.18%
Entertainment-1.54%
Media-1.96%
Wireless Telecom-5.47%
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 17.3%, which is higher than its past year's earnings growth of 0.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Media industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is better than its past earnings growth rate of 7.7% per year.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 2.7% 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
RBLX RobloxUS$87.2819.1%
+US$9.8b		33.2%PS13.7x
ASTS AST SpaceMobileUS$115.7718.5%
+US$5.1b		457.1%PS1754.5x
BILI BilibiliUS$32.4811.3%
+US$1.4b		85.9%PE121.9x
TIGO Millicom International CellularUS$58.7114.3%
+US$1.2b		117.4%PE8.9x
STUB StubHub HoldingsUS$16.0025.7%
+US$1.1b		n/aPS3x

Latest News

RBLX
US$87.28
Roblox
7D
19.1%
1Y
33.2%
TMUS
US$186.32
T-Mobile US
7D
-5.7%
1Y
-14.9%

TMUS: 5G Coverage And Cash Returns Will Support Future Outperformance

The analyst fair value estimate for T-Mobile US has shifted from US$277.08 to US$268.22 as analysts update price targets across the sector, balancing stronger revenue and margin assumptions with a lower future P/E and mixed views on competitive intensity and cash flow growth. Analyst Commentary Recent research on T-Mobile US reflects a mix of optimism around execution and cash generation, alongside more cautious views on valuation, industry competition, and certain cash flow exposures.
DIS
US$111.20
Walt Disney
7D
-1.4%
1Y
3.9%

Walt Disney (NYSE:DIS) Is Due To Pay A Dividend Of $0.75

Jan 17
Walt Disney (NYSE:DIS) Is Due To Pay A Dividend Of $0.75
LUMN
US$8.45
Lumen Technologies
7D
6.3%
1Y
49.3%
META
US$620.25
Meta Platforms
7D
-3.4%
1Y
1.2%
BILI
US$32.48
Bilibili
7D
11.3%
1Y
85.9%

Subdued Growth No Barrier To Bilibili Inc. (NASDAQ:BILI) With Shares Advancing 29%

Jan 13
Subdued Growth No Barrier To Bilibili Inc. (NASDAQ:BILI) With Shares Advancing 29%
VZ
US$38.91
Verizon Communications
7D
-3.8%
1Y
0.3%
T
US$23.49
AT&T
7D
-2.1%
1Y
5.4%
GOOGL
US$330.00
Alphabet
7D
-0.6%
1Y
68.4%

Alphabet (GOOGL): When Scale Meets Intelligence at the Infrastructure Level

Alphabet (NASDAQ: GOOGL) is often discussed through familiar lenses: Search dominance, YouTube advertising, or the long-term promise of AI. But that framing can undersell what Alphabet has quietly become.
MSGS
US$289.61
Madison Square Garden Sports
7D
9.1%
1Y
33.5%

MSGS: Discount To Private Market Value Will Likely Persist Despite Recent Miss

Narrative Update: Madison Square Garden Sports Analyst Pricing Shift Analysts have trimmed their price target on Madison Square Garden Sports to $268 from $270, citing what they view as a sizable discount to private market value for the Knicks and Rangers, supported by recent sales of peer franchises and a modest offseason shortfall tied to lower league distributions. Analyst Commentary Recent commentary around Madison Square Garden Sports has centered on how the market is pricing the Knicks and Rangers relative to what some see as higher private market values.
NFLX
US$88.00
Netflix
7D
-1.6%
1Y
2.6%

NFLX: Future Returns Will Weigh Warner Bid Uncertainty And Advertising Momentum

Analysts have trimmed their fair value narrative for Netflix to reflect slightly lower long term revenue growth and profit margin assumptions, alongside a modestly higher future P/E multiple. Recent price target updates are clustered around stock split adjusted levels such as US$110, US$1,350, US$1,385, US$1,400 and US$1,530, as they weigh potential Warner Bros.
SPOT
US$504.50
Spotify Technology
7D
-4.8%
1Y
3.9%

SPOT: Pricing Power And AI Collaboration Will Shape Balanced Risk Reward Outlook

Analysts have nudged their price targets for Spotify higher, citing a supportive mix of pricing power, a constructive view on music industry economics, and a willingness to underwrite a richer future P/E multiple of around 38.7x. Analyst Commentary Recent research on Spotify reflects a mix of enthusiasm for the business model and pricing potential alongside debate over how much optimism is already reflected in the share price.
TIGO
US$58.71
Millicom International Cellular
7D
14.3%
1Y
117.4%

TIGO: Future Margin Expansion May Support Balanced Upside Despite Recent Rally

Analysts have raised their price target on Millicom International Cellular from $55 to about $63 per share, citing expectations of stronger revenue growth and higher profit margins. They also see potential for continued share upside despite the recent rally.
STUB
US$16.00
StubHub Holdings
7D
25.7%
1Y
n/a
ASTS
US$115.77
AST SpaceMobile
7D
18.5%
1Y
457.1%
AHMA
US$23.31
Ambitions Enterprise Management
7D
354.4%
1Y
n/a