Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Integrated Telecom Services Industry Analysis

UpdatedApr 03, 2026
DataAggregated Company Financials
Companies27
  • 7D-2.4%
  • 3M12.7%
  • 1Y-2.7%
  • YTDn/a

Over the last 7 days, the Integrated Telecom Services industry has dropped 2.4%, driven by Verizon Communications declining 2.6%. Meanwhile, Uniti Group actually outperformed within the industry, gaining 32% in the last week. Over the last year, the industry has been flat overall. 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
Fri, 03 Apr 2026US$512.8bUS$393.9bUS$59.4b12.1x8.6x1.3x
Sun, 01 Mar 2026US$524.9bUS$393.9bUS$58.9b9.8x8.9x1.3x
Tue, 27 Jan 2026US$446.4bUS$391.7bUS$64.4b9.1x6.9x1.1x
Thu, 25 Dec 2025US$359.2bUS$271.7bUS$41.4b9x8.7x1.3x
Sat, 22 Nov 2025US$366.8bUS$271.7bUS$41.3b8.9x8.9x1.4x
Mon, 20 Oct 2025US$380.6bUS$274.4bUS$30.3b10.6x12.6x1.4x
Wed, 17 Sep 2025US$418.6bUS$274.4bUS$30.3b10.4x13.8x1.5x
Fri, 15 Aug 2025US$407.8bUS$274.3bUS$30.3b10.2x13.5x1.5x
Sun, 13 Jul 2025US$388.0bUS$270.5bUS$28.9b12.8x13.4x1.4x
Tue, 10 Jun 2025US$405.1bUS$270.4bUS$28.9b14.8x14x1.5x
Thu, 08 May 2025US$406.8bUS$270.7bUS$28.7b12.3x14.2x1.5x
Sat, 05 Apr 2025US$415.1bUS$269.4bUS$27.5b11.4x15.1x1.5x
Mon, 03 Mar 2025US$395.7bUS$269.2bUS$27.5b10.1x14.4x1.5x
Wed, 29 Jan 2025US$362.9bUS$269.1bUS$27.7b14.2x13.1x1.3x
Fri, 27 Dec 2024US$350.8bUS$269.4bUS$17.9b16.8x19.6x1.3x
Sun, 24 Nov 2024US$363.1bUS$266.0bUS$18.2b18.5x19.9x1.4x
Tue, 22 Oct 2024US$354.5bUS$266.1bUS$23.5b14.4x15.1x1.3x
Thu, 19 Sep 2024US$354.2bUS$266.1bUS$23.5b14.4x15.1x1.3x
Sat, 17 Aug 2024US$315.8bUS$266.1bUS$23.5b13.3x13.5x1.2x
Mon, 15 Jul 2024US$319.5bUS$265.9bUS$24.5b19.1x13.1x1.2x
Wed, 12 Jun 2024US$308.0bUS$265.9bUS$24.5b19.9x12.6x1.2x
Fri, 10 May 2024US$298.5bUS$265.8bUS$24.5b20.6x12.2x1.1x
Sun, 07 Apr 2024US$311.0bUS$266.1bUS$25.6b20.3x12.2x1.2x
Tue, 05 Mar 2024US$299.8bUS$268.3bUS$23.8b18x12.6x1.1x
Thu, 01 Feb 2024US$317.3bUS$268.5bUS$23.8b15.3x13.3x1.2x
Sat, 30 Dec 2023US$290.9bUS$267.9bUS$8.1b14.9x36x1.1x
Mon, 27 Nov 2023US$285.8bUS$267.9bUS$8.1b10.1x35.3x1.1x
Wed, 25 Oct 2023US$249.1bUS$268.6bUS$8.6b6.9x28.9x0.9x
Fri, 22 Sep 2023US$259.2bUS$268.3bUS$11.1b7.6x23.4x1x
Sun, 20 Aug 2023US$250.5bUS$268.3bUS$11.1b10.5x22.6x0.9x
Tue, 18 Jul 2023US$257.8bUS$269.1bUS$12.8b7.8x20.1x1x
Thu, 15 Jun 2023US$275.4bUS$269.1bUS$12.8b7.5x21.5x1x
Sat, 13 May 2023US$292.0bUS$269.0bUS$12.8b9.2x22.7x1.1x
Mon, 10 Apr 2023US$318.9bUS$269.2bUS$13.1b10.6x24.3x1.2x
Price to Earnings Ratio

24.3x


Total Market Cap: US$318.9bTotal Earnings: US$13.1bTotal Revenue: US$269.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Integrated Telecom Services Industry Price to Earnings3Y Average 16.4x202420252026
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 8.6x which is lower than its 3-year average PE of 16.4x.
  • The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Integrated Telecommunication Services industry have grown 65% 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 Market1.90%
Telecom4.04%
Telecom Services and Carriers-1.46%
Integrated Telecom Services-2.40%
Alternative Carriers8.65%
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
UNIT Uniti GroupUS$10.3331.6%
+US$592.9m		26.1%PE2x
IHS IHS HoldingUS$8.291.0%
+US$26.8m		60.7%PE4.5x
SHEN Shenandoah TelecommunicationsUS$15.101.5%
+US$12.2m		18.3%PS2.3x
IDT IDTUS$48.471.0%
+US$11.5m		-4.8%PE14.8x

Latest News

T
US$28.33
AT&T
7D
-2.0%
1Y
-0.9%
VZ
US$49.40
Verizon Communications
7D
-2.6%
1Y
8.3%
CMCSA
US$27.93
Comcast
7D
-2.8%
1Y
-21.8%

CMCSA: Future Returns Will Be Weighed Down By Rising Fiber Headwinds

Analysts have trimmed their fair value estimate for Comcast by about $0.42 to $23.28, reflecting recent cuts to Street price targets and growing caution around competitive fiber headwinds and wireline growth pressure, partly balanced by relatively stable profit margin and P/E assumptions. Analyst Commentary Recent Street research around Comcast reflects a cautious tone, with several bearish analysts trimming price targets and revisiting ratings as competitive and structural pressures come into focus.
UNIT
US$10.33
Uniti Group
7D
31.6%
1Y
26.1%

UNIT: Neutral Stance And 2026 Loss Outlook Will Limit Re Rating Potential

Narrative Update: Uniti Group Analyst Price Target Shift The analyst price target for Uniti Group is now $9, up from $8.80. The change is supported by updated post-Q4 models and broader REIT group target revisions cited in recent Street research.
GLIB.A
US$36.64
GCI Liberty
7D
-0.05%
1Y
n/a
IDT
US$48.47
IDT
7D
1.0%
1Y
-4.8%

IDT: Share Repurchases And Dividend Policy Will Support Future Upside

Analysts have revised their price target on IDT to reflect updated views on revenue growth, profit margins, and the future P/E multiple. This has led to an adjusted fair value estimate of approximately $80.00 per share.
ATNI
US$27.38
ATN International
7D
-0.7%
1Y
41.1%

ATNI: Higher Margin Assumptions And Buybacks Will Support Future Upside Potential

Analysts have adjusted their price target for ATN International to $69.00, with the update grounded in refreshed assumptions around discount rate, profit margin, and future P/E. However, the fair value estimate of $69 remains unchanged.
IHS
US$8.29
IHS Holding
7D
1.0%
1Y
60.7%
SHEN
US$15.10
Shenandoah Telecommunications
7D
1.5%
1Y
18.3%