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U.S. Telecom Services and Carriers Industry Analysis

UpdatedFeb 27, 2026
DataAggregated Company Financials
Companies57
  • 7D-0.7%
  • 3M14.1%
  • 1Y7.5%
  • YTD12.2%

In the last week, Telecom Services and Carriers has been flat. The past year has been better, since the industry has gained 7.5% in that time. Looking forward, earnings are forecast to grow by 4.8% annually.

Industry Valuation and Performance

Has the U.S. Telecom Services and Carriers Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 27 Feb 2026US$570.9bUS$406.4bUS$50.8b10.2x11.2x1.4x
Sun, 25 Jan 2026US$507.9bUS$404.0bUS$61.5b9.7x8.3x1.3x
Tue, 23 Dec 2025US$399.9bUS$284.0bUS$38.4b9.3x10.4x1.4x
Thu, 20 Nov 2025US$409.7bUS$284.0bUS$38.4b9x10.7x1.4x
Sat, 18 Oct 2025US$427.5bUS$286.5bUS$25.5b13.9x16.8x1.5x
Mon, 15 Sep 2025US$447.0bUS$286.5bUS$25.5b15.1x17.5x1.6x
Wed, 13 Aug 2025US$435.2bUS$286.4bUS$25.4b16.1x17.1x1.5x
Fri, 11 Jul 2025US$428.9bUS$282.4bUS$27.5b16.7x15.6x1.5x
Sun, 08 Jun 2025US$427.6bUS$282.3bUS$27.5b17.2x15.5x1.5x
Tue, 06 May 2025US$424.5bUS$283.3bUS$27.3b16.5x15.5x1.5x
Thu, 03 Apr 2025US$436.5bUS$281.8bUS$28.1b14x15.5x1.5x
Sat, 01 Mar 2025US$416.9bUS$281.4bUS$28.2b10.4x14.8x1.5x
Mon, 27 Jan 2025US$370.0bUS$284.2bUS$20.9b18.4x17.7x1.3x
Wed, 25 Dec 2024US$375.4bUS$284.8bUS$12.9b18.8x29.1x1.3x
Fri, 22 Nov 2024US$381.3bUS$281.4bUS$13.3b19.2x28.8x1.4x
Sun, 20 Oct 2024US$384.6bUS$281.4bUS$21.2b18.4x18.1x1.4x
Tue, 17 Sep 2024US$382.7bUS$281.4bUS$21.2b18.7x18.1x1.4x
Thu, 15 Aug 2024US$346.7bUS$281.3bUS$21.2b18.8x16.3x1.2x
Sat, 13 Jul 2024US$341.5bUS$281.1bUS$22.7b23.3x15.1x1.2x
Mon, 10 Jun 2024US$331.5bUS$281.1bUS$22.7b26.9x14.6x1.2x
Wed, 08 May 2024US$317.1bUS$280.9bUS$22.7b26.8x14x1.1x
Fri, 05 Apr 2024US$334.6bUS$281.7bUS$22.5b27.4x14.9x1.2x
Sun, 03 Mar 2024US$321.5bUS$283.9bUS$20.8b25.5x15.4x1.1x
Tue, 30 Jan 2024US$340.7bUS$300.5bUS$8.4b14.3x40.8x1.1x
Thu, 28 Dec 2023US$315.7bUS$300.0b-US$7,362,415,556.0013.6x-42.9x1.1x
Sat, 25 Nov 2023US$309.0bUS$300.0b-US$7,362,665,423.0010.1x-42x1x
Mon, 23 Oct 2023US$276.9bUS$301.4b-US$4,556,316,300.007.8x-60.8x0.9x
Wed, 20 Sep 2023US$286.4bUS$301.1b-US$2,062,143,844.008.3x-138.9x1x
Fri, 18 Aug 2023US$278.9bUS$301.0b-US$2,059,865,144.0010.6x-135.4x0.9x
Sun, 16 Jul 2023US$283.8bUS$302.2bUS$9.5b12.2x29.7x0.9x
Tue, 13 Jun 2023US$301.3bUS$302.2bUS$9.5b11.1x31.7x1x
Thu, 11 May 2023US$318.5bUS$302.1bUS$9.5b11x33.4x1.1x
Sat, 08 Apr 2023US$346.0bUS$303.3bUS$11.8b13.2x29.4x1.1x
Mon, 06 Mar 2023US$338.2bUS$303.1bUS$11.9b15x28.3x1.1x
Price to Earnings Ratio

28.3x


Total Market Cap: US$338.2bTotal Earnings: US$11.9bTotal Revenue: US$303.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Services and Carriers Industry Price to Earnings3Y Average 1.8x202420252026
Current Industry PE
  • Investors are optimistic on the American Telecom industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 11.2x which is higher than its 3-year average PE of 1.8x.
  • The 3-year average PS ratio of 1.2x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Telecom industry have grown 62% per year over the last three years.
  • Revenues for these companies have grown 10% 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 industry?

US Market0.58%
Telecom1.60%
Telecom Services and Carriers-0.69%
Alternative Carriers-0.37%
Integrated Telecom Services-0.72%
Industry PE
  • Investors are most optimistic about the Integrated Telecom Services industry even though it's trading below its 3-year average PE ratio of 16.9x.
    • Analysts are expecting annual earnings decline of 1.3%, which is lower than the prior year's growth of 34.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Alternative Carriers industry, expecting annual earnings growth of 65% over the next 5 years.
  • This is better than its past earnings growth rate of 15% per year.
  • In contrast, the Integrated Telecom Services industry is expected to see its earnings growth to stay flat 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$48.890.5%
+US$1.1b		13.0%PE12x
LBTY.A Liberty GlobalUS$12.522.3%
+US$93.8m		8.9%PS0.9x
SIFY Sify TechnologiesUS$16.056.6%
+US$72.4m		226.2%PS2.5x
ATEX AnterixUS$36.215.1%
+US$33.2m		-5.6%PE8.3x
TSAT TelesatUS$32.137.2%
+US$32.1m		80.1%PS1.4x

Latest News

SHEN
US$13.96
Shenandoah Telecommunications
7D
4.0%
1Y
29.9%
VZ
US$48.89
Verizon Communications
7D
0.5%
1Y
13.0%
ATEX
US$36.21
Anterix
7D
5.1%
1Y
-5.6%
CCOI
US$18.55
Cogent Communications Holdings
7D
-29.5%
1Y
-74.4%
IDT
US$50.52
IDT
7D
2.0%
1Y
4.0%

IDT: Ongoing Share Repurchases Will Support Future Upside

Analysts have maintained their $80.00 price target for IDT, citing consistent assumptions regarding the discount rate, revenue trends, profit margins, and future P/E as the basis for their view. What's in the News IDT reported repurchasing 158,424 shares between August 1, 2025 and October 31, 2025, representing 0.63% of its shares for $7.6 million (Key Developments).
IRDM
US$22.49
Iridium Communications
7D
-2.6%
1Y
-30.0%
T
US$27.46
AT&T
7D
-1.5%
1Y
2.1%
ASTS
US$85.76
AST SpaceMobile
7D
-0.7%
1Y
228.8%

ASTS is a high upside/high execution risk stock.

A high-risk/high-reward potential, ASTS needs to meet all of the 2026 launch cadence/commercial activation milestones in order for me to consider the full bull-case. The Story AST Space Mobile is developing a space-based cellular broadband network which will allow phones to communicate via a network of satellites, and connect to a user's carrier.
GSAT
US$57.88
Globalstar
7D
-2.0%
1Y
168.5%
LBTY.A
US$12.52
Liberty Global
7D
2.3%
1Y
8.9%
CMCSA
US$30.85
Comcast
7D
-1.6%
1Y
-14.0%

CMCSA: Future Returns Will Hinge On Risky Warner Bros Bid Uncertainty

Comcast's analyst price targets have edged lower overall, with several firms trimming their views by $1 to $4 as they factor in the Versant spin off and lingering pressure in legacy pay TV. This is partly offset by at least one small upward revision of $0.21 tied to more constructive views on the core business.
UNIT
US$7.49
Uniti Group
7D
-9.9%
1Y
-20.8%

UNIT: Sector Headwinds And Fiber Build Commitments Will Constrain Upside Potential

Analysts have slightly increased their fair value estimate for Uniti Group, with the updated price target moving roughly $0.11. This adjustment reflects fine-tuned assumptions around the discount rate, profit margin, and future P/E following recent sector wide REIT updates.
LUMN
US$7.04
Lumen Technologies
7D
-12.3%
1Y
56.1%
TSAT
US$32.13
Telesat
7D
7.2%
1Y
80.1%

Here's Why Telesat (NASDAQ:TSAT) Is Weighed Down By Its Debt Load

Jan 25
Here's Why Telesat (NASDAQ:TSAT) Is Weighed Down By Its Debt Load
SIFY
US$16.05
Sify Technologies
7D
6.6%
1Y
226.2%
ELWT
US$7.45
Elauwit Connection
7D
23.1%
1Y
n/a