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U.S. Telecom Sector Analysis

UpdatedApr 08, 2026
DataAggregated Company Financials
Companies478
  • 7D3.1%
  • 3M-5.6%
  • 1Y45.5%
  • YTD-4.9%

In the last week, the Telecom industry is up 3.1%, with Alphabet up 6.2%. In the last 12 months, the industry was up 45%. 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
Wed, 08 Apr 2026US$7.3tUS$1.7tUS$272.4b15.6x26.7x4.3x
Fri, 06 Mar 2026US$7.7tUS$1.7tUS$271.8b17.8x28.2x4.6x
Sun, 01 Feb 2026US$8.1tUS$1.7tUS$279.2b16.7x29.1x4.9x
Tue, 30 Dec 2025US$7.8tUS$1.6tUS$282.4b16.3x27.6x4.7x
Thu, 27 Nov 2025US$7.8tUS$1.6tUS$283.1b16.5x27.5x4.7x
Sat, 25 Oct 2025US$7.3tUS$1.6tUS$295.4b17.4x24.9x4.5x
Mon, 22 Sep 2025US$7.6tUS$1.6tUS$286.1b20.4x26.7x4.7x
Wed, 20 Aug 2025US$7.1tUS$1.6tUS$286.5b19.5x24.6x4.3x
Fri, 18 Jul 2025US$6.6tUS$1.6tUS$249.6b17.9x26.4x4.1x
Sun, 15 Jun 2025US$6.4tUS$1.6tUS$250.1b17.3x25.5x4x
Tue, 13 May 2025US$5.8tUS$1.6tUS$247.3b16.9x23.6x3.7x
Thu, 10 Apr 2025US$5.3tUS$1.6tUS$227.2b15.9x23.5x3.4x
Sat, 08 Mar 2025US$6.1tUS$1.6tUS$228.0b16.3x26.6x3.8x
Mon, 03 Feb 2025US$6.6tUS$1.6tUS$209.4b19x31.4x4.2x
Wed, 01 Jan 2025US$6.1tUS$1.6tUS$189.8b18.7x32.1x3.9x
Fri, 29 Nov 2024US$5.9tUS$1.6tUS$189.7b20.2x30.9x3.7x
Sun, 27 Oct 2024US$5.6tUS$1.5tUS$180.7b18x31x3.6x
Tue, 24 Sep 2024US$5.5tUS$1.5tUS$188.2b18.1x29.2x3.6x
Thu, 22 Aug 2024US$5.4tUS$1.6tUS$189.2b19.3x28.6x3.5x
Sat, 20 Jul 2024US$5.4tUS$1.5tUS$191.7b18.2x28.1x3.5x
Mon, 17 Jun 2024US$5.4tUS$1.5tUS$191.0b16.4x28.3x3.5x
Wed, 15 May 2024US$5.2tUS$1.5tUS$193.8b18.3x26.8x3.4x
Fri, 12 Apr 2024US$5.2tUS$1.5tUS$176.0b19x29.3x3.4x
Sun, 10 Mar 2024US$4.9tUS$1.5tUS$173.8b16.7x27.9x3.2x
Tue, 06 Feb 2024US$4.8tUS$1.5tUS$158.6b14.5x30.5x3.2x
Thu, 04 Jan 2024US$4.6tUS$1.5tUS$128.1b15.9x35.8x3x
Sat, 02 Dec 2023US$4.4tUS$1.5tUS$128.0b16.4x34.6x2.9x
Mon, 30 Oct 2023US$4.0tUS$1.5tUS$126.0b12.5x31.9x2.7x
Wed, 27 Sep 2023US$4.2tUS$1.5tUS$104.7b13.8x39.8x2.8x
Fri, 25 Aug 2023US$4.2tUS$1.5tUS$103.5b13.5x40.3x2.8x
Sun, 23 Jul 2023US$4.2tUS$1.5tUS$107.2b14.9x38.8x2.8x
Tue, 20 Jun 2023US$4.2tUS$1.5tUS$107.1b17.4x38.7x2.8x
Thu, 18 May 2023US$4.0tUS$1.5tUS$106.9b16.4x37x2.7x
Sat, 15 Apr 2023US$3.9tUS$1.5tUS$115.8b16.7x33.3x2.6x
Price to Earnings Ratio

33.3x


Total Market Cap: US$3.9tTotal Earnings: US$115.8bTotal Revenue: US$1.5tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Sector Price to Earnings3Y Average 30.3x202420252026
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 26.7x which is lower than its 3-year average PE of 30.3x.
  • The 3-year average PS ratio of 3.6x is lower than the industry's current PS ratio of 4.3x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 33% per year over the last three years.
  • Revenues for these companies have grown 4.1% 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 Market1.21%
Telecom3.12%
Interactive Media and Services4.45%
Media3.07%
Entertainment1.16%
Telecom Services and Carriers-1.92%
Wireless Telecom-3.31%
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 18.6%, which is higher than its past year's earnings decline of 16.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Media industry, expecting annual earnings growth of 31% over the next 5 years.
  • This is better than its past earnings decline of 0.02% per year.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 8.3% 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
GOOGL AlphabetUS$305.466.2%
+US$216.5b		111.1%PE28x
NFLX NetflixUS$98.822.8%
+US$11.3b		13.5%PE38x
META Meta PlatformsUS$575.050.5%
+US$7.4b		12.7%PE24.1x
ASTS AST SpaceMobileUS$92.5711.7%
+US$2.8b		356.0%PS382x
SATS EchoStarUS$124.776.6%
+US$2.2b		496.4%PS2.4x

Latest News

META
US$575.05
Meta Platforms
7D
0.5%
1Y
12.7%
TKO
US$192.96
TKO Group Holdings
7D
-4.3%
1Y
38.9%
NFLX
US$98.82
Netflix
7D
2.8%
1Y
13.5%
TMUS
US$200.54
T-Mobile US
7D
-4.5%
1Y
-18.6%
VZ
US$48.62
Verizon Communications
7D
-3.1%
1Y
15.3%
CMCSA
US$27.79
Comcast
7D
-3.2%
1Y
-15.4%

Comcast Corporation – Broadband Expansion and Launch of Integrated Connectivity Solutions for Residential and SME Growth

Author: Qudus Adebara (Founder of Wane Investment House) Comcast Corporation has expanded its broadband infrastructure in Southern Chester County while simultaneously launching a new integrated connectivity and cybersecurity solution targeted at small businesses, reinforcing its dual growth strategy across residential and enterprise segments. Network Expansion Overview Coverage Area: East Nottingham & Oxford Borough, Pennsylvania New Connections: 5,200+ homes and businesses Service Platform: Xfinity Network Capability: Multi-gigabit, symmetrical internet Expansion Pipeline: Ongoing construction in Lower Oxford Township & West Nottingham Public-private partnerships to extend coverage in underserved areas Residential Platform Expansion (Xfinity Ecosystem) Comcast is deploying a fully integrated digital lifestyle platform , combining: Connectivity & Digital Services High-speed broadband (multi-gig speeds, 99.9% reliability) Wi-Fi coverage across entire households Mobility & Entertainment Mobile services with nationwide connectivity Unified TV and streaming platform Smart Home Integration Home security systems Automation and remote monitoring This positions Xfinity as a converged service provider , delivering bundled digital solutions rather than standalone connectivity.
RDDT
US$141.14
Reddit
7D
4.8%
1Y
58.8%
DIS
US$95.78
Walt Disney
7D
-0.6%
1Y
17.2%

Wall Street Lunch: Disney Revamps Paris Park To Boost European Growth

Apr 06
ASTS
US$92.57
AST SpaceMobile
7D
11.7%
1Y
356.0%

AST SpaceMobile: Navigating Competition From Starlink And Bezos

Apr 06
GOOGL
US$305.46
Alphabet
7D
6.2%
1Y
111.1%

Alphabet's Two Down Gaps Are Screaming 'Buy'

Apr 06
SATS
US$124.77
EchoStar
7D
6.6%
1Y
496.4%

SATS: Balanced Outlook Will Weigh Buybacks Against Going Concern And Index Shift

Analysts now hold their fair value estimate for EchoStar at $120.00, reflecting a slightly lower discount rate, modestly softer revenue growth assumptions, a marginally higher profit margin outlook, and a small reduction in the future P/E, resulting in a more finely balanced view of the company’s risk and earnings profile. What's in the News EchoStar filed its 10-K for the year ending December 31, 2025, with auditor KPMG LLP issuing an unqualified opinion while expressing doubt about the company’s ability to continue as a going concern, which puts balance sheet strength and funding options in sharper focus for investors.
T
US$28.04
AT&T
7D
-3.3%
1Y
6.3%
TME
US$8.99
Tencent Music Entertainment Group
7D
-3.1%
1Y
-25.0%

TME: Core Monetization And K Content Will Support Future Recovery

The analyst price target for Tencent Music Entertainment Group has been revised slightly lower to reflect a modest fair value adjustment to about $28.87. Analysts cited recent downgrades and reduced targets tied to competitive pressure and less clear near term earnings visibility, partly offset by at least one firm highlighting secure monetization and an overdone share selloff.
TTD
US$20.70
Trade Desk
7D
-8.8%
1Y
-54.3%

TTD: Agency Audits And AI Partnerships Will Reshape Future Upside Potential

Narrative Update on Trade Desk The updated analyst price target for Trade Desk reflects a modest trim of about $0.14, as analysts weigh recent target cuts, agency related pressures, and mixed views on ad spend and competitive risks against slightly higher modeled revenue growth and margins, as well as a marginally lower future P/E assumption. Analyst Commentary Bullish analysts remain focused on areas where Trade Desk continues to execute, even as many targets have moved lower and some ratings have been cut.
PSKY
US$10.90
Paramount Skydance
7D
20.8%
1Y
2.3%
LYV
US$158.29
Live Nation Entertainment
7D
3.8%
1Y
33.2%

LYV: DOJ Settlement Progress Will Support Venue Expansion Upside Potential

Live Nation Entertainment's analyst-derived fair value estimate edges up from $182.59 to $183.27 as analysts factor in higher Street price targets clustered around $177 to $204. These are largely tied to relief around a potential DOJ settlement, expectations for continued concert and sponsorship strength, and a greater focus on owned-and-operated venues, while Ticketmaster related changes are viewed as manageable.