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U.S. Integrated Telecom Services Industry Analysis

UpdatedMar 09, 2026
DataAggregated Company Financials
Companies28
  • 7D2.3%
  • 3M19.4%
  • 1Y2.2%
  • YTDn/a

Over the last 7 days, the Integrated Telecom Services industry has risen 2.3%, and Verizon Communications contributed the most with a gain of 2.3%. Meanwhile, ATN International actually underperformed within the industry, shrinking 17% in the last week. The industry has been flat over the past 12 months despite the gain this week. As for the next few years, earnings are forecast to decline by 1.3% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 09 Mar 2026US$536.8bUS$394.0bUS$58.9b9.8x9.1x1.4x
Wed, 04 Feb 2026US$487.5bUS$394.0bUS$58.9b10.5x8.3x1.2x
Fri, 02 Jan 2026US$363.0bUS$274.4bUS$41.4b9.6x8.8x1.3x
Sun, 30 Nov 2025US$371.9bUS$271.7bUS$41.3b9x9x1.4x
Tue, 28 Oct 2025US$368.1bUS$274.9bUS$39.8b9.4x9.3x1.3x
Thu, 25 Sep 2025US$410.4bUS$274.4bUS$30.3b10.5x13.5x1.5x
Sat, 23 Aug 2025US$421.2bUS$274.3bUS$30.3b11.2x13.9x1.5x
Mon, 21 Jul 2025US$386.4bUS$270.5bUS$28.9b12.2x13.4x1.4x
Wed, 18 Jun 2025US$398.8bUS$270.4bUS$28.9b15.4x13.8x1.5x
Fri, 16 May 2025US$386.8bUS$270.6bUS$28.7b10.3x13.5x1.4x
Sun, 13 Apr 2025US$394.0bUS$269.5bUS$27.5b12.7x14.3x1.5x
Tue, 11 Mar 2025US$406.1bUS$269.2bUS$27.5b10.5x14.7x1.5x
Thu, 06 Feb 2025US$360.4bUS$269.1bUS$27.7b14.5x13x1.3x
Sat, 04 Jan 2025US$351.2bUS$268.3bUS$18.1b16.8x19.4x1.3x
Mon, 02 Dec 2024US$372.5bUS$266.0bUS$18.2b18.9x20.4x1.4x
Wed, 30 Oct 2024US$346.5bUS$265.9bUS$18.4b17.9x18.9x1.3x
Fri, 27 Sep 2024US$354.5bUS$266.1bUS$23.5b14.5x15.1x1.3x
Sun, 25 Aug 2024US$325.5bUS$266.1bUS$23.5b15.3x13.9x1.2x
Tue, 23 Jul 2024US$322.5bUS$265.9bUS$24.5b18.4x13.2x1.2x
Thu, 20 Jun 2024US$307.6bUS$265.9bUS$24.5b18.1x12.6x1.2x
Sat, 18 May 2024US$303.8bUS$265.9bUS$24.5b20.9x12.4x1.1x
Mon, 15 Apr 2024US$293.1bUS$266.1bUS$25.6b19.9x11.5x1.1x
Wed, 13 Mar 2024US$303.2bUS$268.2bUS$23.8b14.5x12.7x1.1x
Fri, 09 Feb 2024US$304.3bUS$268.3bUS$24.0b18x12.7x1.1x
Sun, 07 Jan 2024US$307.2bUS$267.9bUS$8.1b14.9x38x1.1x
Tue, 05 Dec 2023US$294.7bUS$267.9bUS$8.1b7.9x36.4x1.1x
Thu, 02 Nov 2023US$268.2bUS$267.7bUS$8.4b7.1x32.1x1x
Sat, 30 Sep 2023US$254.1bUS$268.3bUS$11.1b8.5x22.9x0.9x
Mon, 28 Aug 2023US$251.7bUS$268.3bUS$11.1b9.7x22.7x0.9x
Wed, 26 Jul 2023US$261.4bUS$267.9bUS$12.3b8.3x21.3x1x
Fri, 23 Jun 2023US$273.8bUS$269.1bUS$12.8b8.6x21.3x1x
Sun, 21 May 2023US$279.9bUS$269.0bUS$12.8b9.4x21.8x1x
Tue, 18 Apr 2023US$320.4bUS$269.2bUS$13.1b10.3x24.4x1.2x
Thu, 16 Mar 2023US$299.1bUS$269.1bUS$13.3b11.2x22.5x1.1x
Price to Earnings Ratio

22.5x


Total Market Cap: US$299.1bTotal Earnings: US$13.3bTotal Revenue: US$269.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Integrated Telecom Services Industry Price to Earnings3Y Average 16.8x202420252026
Current Industry PE
  • Investors are pessimistic on the American Integrated Telecommunication 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 9.1x which is lower than its 3-year average PE of 16.8x.
  • 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 Integrated Telecommunication Services industry have grown 64% per year over the last three years.
  • Revenues for these companies have grown 14% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Integrated Telecom Services compare with similar industries?

US Market-2.17%
Telecom-1.96%
Telecom Services and Carriers2.62%
Integrated Telecom Services2.28%
Alternative Carriers6.14%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
VZ Verizon CommunicationsUS$51.122.3%
+US$4.8b		10.0%PE12.6x
T AT&TUS$28.642.2%
+US$4.4b		5.0%PE9.2x
CMCSA ComcastUS$31.913.5%
+US$3.9b		-11.6%PE5.7x
SHEN Shenandoah TelecommunicationsUS$15.2810.2%
+US$78.5m		29.7%PS2.4x
IHS IHS HoldingUS$8.082.7%
+US$70.5m		134.9%PE5.8x

Latest News

GLIB.A
US$38.01
GCI Liberty
7D
-3.5%
1Y
n/a
VZ
US$51.12
Verizon Communications
7D
2.3%
1Y
10.0%
ATNI
US$24.18
ATN International
7D
-17.4%
1Y
18.0%

ATNI: Higher Profitability Assumptions Will Support Future Upside Potential

Analysts have raised their price target on ATN International from $39 to $69, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E ratio as the key factors behind the revised outlook. Valuation Changes The Fair Value estimate has risen sharply from $39 to $69.0 per share, a change of roughly 77%.
IHS
US$8.08
IHS Holding
7D
2.7%
1Y
134.9%

IHS: MTN Cash Offer Will Anchor Returns And Limit Standalone Upside

Analysts have adjusted their price target on IHS Holding to $8.50, down from $17.00. This reflects the agreed $8.50 per share cash offer from MTN Group and the high level of shareholder support for the proposed merger.
CMCSA
US$31.91
Comcast
7D
3.5%
1Y
-11.6%

CMCSA: Future Returns Will Be Pressured By Rising Fiber Competition

Narrative Update The analyst price target for Comcast has edged lower, with fair value moving from about $23.85 to $23.70 as analysts factor in increased fiber competition, adjustments for the Versant spin off, and a series of reduced price targets from several firms partly offset by one modest upward revision. Analyst Commentary Recent research on Comcast has leaned more cautious, with several bearish analysts either cutting price targets or shifting to more negative stock ratings.
UNIT
US$8.05
Uniti Group
7D
2.8%
1Y
-2.9%

UNIT: Higher P/E Expectations And Fiber Expansion Will Shape Balanced 2026 Outlook

Analysts have raised their price target on Uniti Group by $1. The updated view reflects changes in their fair value estimate, growth and margin assumptions, and a significantly higher future P/E multiple.
T
US$28.64
AT&T
7D
2.2%
1Y
5.0%

T: Cloud Partnerships And Buybacks Will Shape Balanced Return Potential

Analysts have nudged their price target narrative on AT&T slightly higher to about $29.41, reflecting updated assumptions for discount rate, fair value and future P/E that fine-tune rather than overhaul the prior view. What's in the News AT&T, Amazon Web Services and Amazon Leo are working together to combine AT&T’s fiber network with AWS cloud and AI tools, including migrating AT&T workloads to AWS Outposts and connecting AWS data centers with high capacity fiber, while Amazon Leo will provide satellite based connectivity for fixed broadband services in harder to serve areas (Key Developments).
SHEN
US$15.28
Shenandoah Telecommunications
7D
10.2%
1Y
29.7%
IDT
US$51.44
IDT
7D
-0.2%
1Y
2.7%

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).