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U.S. Telecom Services and Carriers Industry Analysis

UpdatedFeb 15, 2026
DataAggregated Company Financials
Companies58
  • 7D2.9%
  • 3M17.0%
  • 1Y12.4%
  • YTD14.1%

Over the last 7 days, the Telecom Services and Carriers industry has risen 2.9%, driven by gains in Verizon Communications and AT&T of 5.8% and 5.8%, respectively. Meanwhile, AST SpaceMobile actually underperformed within the industry, shrinking 19% in the last week. This takes the industry's 12 month performance to a gain of 12%. Looking forward, earnings are forecast to grow by 4.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 15 Feb 2026US$577.0bUS$406.3bUS$55.9b9.7x10.3x1.4x
Tue, 13 Jan 2026US$518.0bUS$410.1bUS$61.1b9.3x8.5x1.3x
Thu, 11 Dec 2025US$403.8bUS$284.0bUS$38.4b9.2x10.5x1.4x
Sat, 08 Nov 2025US$404.3bUS$287.6bUS$38.0b11.5x10.6x1.4x
Mon, 06 Oct 2025US$439.9bUS$286.5bUS$25.5b14.8x17.3x1.5x
Wed, 03 Sep 2025US$449.2bUS$286.4bUS$25.5b15.5x17.6x1.6x
Fri, 01 Aug 2025US$427.7bUS$286.2bUS$28.9b15.5x14.8x1.5x
Sun, 29 Jun 2025US$423.8bUS$282.4bUS$27.5b17.2x15.4x1.5x
Tue, 27 May 2025US$417.7bUS$282.3bUS$27.5b16.8x15.2x1.5x
Thu, 24 Apr 2025US$414.9bUS$283.1bUS$29.4b13x14.1x1.5x
Sat, 22 Mar 2025US$419.2bUS$281.8bUS$28.2b10.6x14.9x1.5x
Mon, 17 Feb 2025US$402.4bUS$284.5bUS$22.8b17.3x17.7x1.4x
Wed, 15 Jan 2025US$358.6bUS$283.6bUS$13.1b18.2x27.3x1.3x
Fri, 13 Dec 2024US$389.8bUS$284.8bUS$12.9b19x30.2x1.4x
Sun, 10 Nov 2024US$374.5bUS$281.4bUS$13.4b19.1x27.9x1.3x
Tue, 08 Oct 2024US$383.3bUS$281.4bUS$21.2b18.3x18.1x1.4x
Thu, 05 Sep 2024US$365.1bUS$281.4bUS$21.2b18.8x17.2x1.3x
Sat, 03 Aug 2024US$347.5bUS$281.2bUS$22.6b21.1x15.4x1.2x
Mon, 01 Jul 2024US$341.5bUS$281.1bUS$22.7b23.2x15.1x1.2x
Wed, 29 May 2024US$322.0bUS$281.1bUS$22.7b27.1x14.2x1.1x
Fri, 26 Apr 2024US$311.6bUS$281.7bUS$21.5b26.8x14.5x1.1x
Sun, 24 Mar 2024US$319.1bUS$281.7bUS$22.5b26.3x14.2x1.1x
Tue, 20 Feb 2024US$323.0bUS$283.8bUS$21.0b21.5x15.4x1.1x
Thu, 18 Jan 2024US$319.0bUS$300.0b-US$7,362,410,382.0015.8x-43.3x1.1x
Sat, 16 Dec 2023US$313.4bUS$300.0b-US$7,362,237,819.0012.4x-42.6x1x
Mon, 13 Nov 2023US$296.7bUS$300.0b-US$7,139,916,405.009x-41.6x1x
Wed, 11 Oct 2023US$275.8bUS$301.1b-US$2,062,115,337.008.7x-133.7x0.9x
Fri, 08 Sep 2023US$283.6bUS$301.1b-US$2,065,995,934.0010x-137.3x0.9x
Sun, 06 Aug 2023US$272.9bUS$300.5b-US$2,508,115,252.0011.7x-108.8x0.9x
Tue, 04 Jul 2023US$310.5bUS$302.2bUS$9.5b12.3x32.5x1x
Thu, 01 Jun 2023US$298.7bUS$302.2bUS$9.5b10.2x31.4x1x
Sat, 29 Apr 2023US$330.0bUS$303.1bUS$11.5b13.3x28.6x1.1x
Mon, 27 Mar 2023US$330.0bUS$303.1bUS$12.0b13.7x27.6x1.1x
Wed, 22 Feb 2023US$345.3bUS$303.4bUS$16.5b14.1x20.9x1.1x
Price to Earnings Ratio

20.9x


Total Market Cap: US$345.3bTotal Earnings: US$16.5bTotal Revenue: US$303.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Services and Carriers Industry Price to Earnings3Y Average 1.9x202420252026
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 10.3x which is higher than its 3-year average PE of 1.9x.
  • 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 50% 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 Market-1.34%
Telecom-3.23%
Telecom Services and Carriers2.88%
Integrated Telecom Services4.58%
Alternative Carriers-12.14%
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 17.1x.
    • Analysts are expecting annual earnings decline of 1.5%, 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 63% 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$49.015.8%
+US$11.4b		19.6%PE12x
T AT&TUS$28.695.8%
+US$9.9b		10.9%PE9.2x
CMCSA ComcastUS$31.570.6%
+US$719.6m		-10.8%PE5.7x
GLIB.A GCI LibertyUS$37.86-3.5%
US$381.6m		n/aPS1.4x
LUMN Lumen TechnologiesUS$8.394.1%
+US$338.5m		82.4%PS0.7x

Latest News

CMCSA
US$31.57
Comcast
7D
0.6%
1Y
-10.8%
GLIB.A
US$37.86
GCI Liberty
7D
-3.5%
1Y
n/a

Rural Broadband Expansion And Lower Future CapEx Will Support A Stronger Long Term Outlook

Catalysts About GCI Liberty GCI Liberty, through GCI, provides broadband and wireless connectivity services across Alaska, with a focus on both urban and rural communities. What are the underlying business or industry changes driving this perspective?
IRDM
US$23.17
Iridium Communications
7D
15.9%
1Y
-26.7%
LILA
US$7.72
Liberty Latin America
7D
-3.5%
1Y
4.7%
ASTS
US$82.51
AST SpaceMobile
7D
-18.9%
1Y
157.0%
IQST
US$2.03
iQSTEL
7D
-11.7%
1Y
-86.0%
VZ
US$49.01
Verizon Communications
7D
5.8%
1Y
19.6%

Verizon Communications (NYSE:VZ) Is Increasing Its Dividend To $0.7075

Feb 11
Verizon Communications (NYSE:VZ) Is Increasing Its Dividend To $0.7075
LUMN
US$8.39
Lumen Technologies
7D
4.1%
1Y
82.4%
CCOI
US$26.46
Cogent Communications Holdings
7D
8.9%
1Y
-67.7%

CCOI: Trimmed Price Outlook And Margin Assumptions Will Shape Fairly Balanced Thesis

Analysts have trimmed their price target on Cogent Communications Holdings by US$4, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. Analyst Commentary Bearish analysts trimming their price targets on Cogent Communications Holdings are signaling a more cautious stance on how the current valuation lines up with the company’s execution and growth profile.
T
US$28.69
AT&T
7D
5.8%
1Y
10.9%
GSAT
US$60.06
Globalstar
7D
4.2%
1Y
165.0%

GSAT: Apple Partnership And Underused Spectrum Will Drive Bullish Repricing

Analysts lifted their price target on Globalstar to US$71 from US$66, pointing to what they see as a more resilient satellite services business supported by Apple, as well as the potential value of the company's underused terrestrial spectrum and expanding government services opportunities. Analyst Commentary Recent research points to a more constructive stance on Globalstar, with bullish analysts highlighting a mix of core satellite services, spectrum assets, and government related opportunities as key pieces of the story.
IOTR
US$2.85
iOThree
7D
-6.3%
1Y
n/a
BAND
US$12.96
Bandwidth
7D
-3.5%
1Y
-30.7%
NXPL
US$0.56
NextPlat
7D
-3.8%
1Y
-46.9%

NextPlat Corp (NASDAQ:NXPL) Stock Rockets 25% But Many Are Still Ignoring The Company

Jan 29
NextPlat Corp (NASDAQ:NXPL) Stock Rockets 25% But Many Are Still Ignoring The Company
TSAT
US$26.44
Telesat
7D
-0.4%
1Y
23.0%

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
LBTY.A
US$10.89
Liberty Global
7D
-7.3%
1Y
-1.3%

Liberty Global (NASDAQ:LBTY.A) Takes On Some Risk With Its Use Of Debt

Jan 14
Liberty Global (NASDAQ:LBTY.A) Takes On Some Risk With Its Use Of Debt