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U.S. Telecom Sector Analysis

UpdatedJul 15, 2026
DataAggregated Company Financials
Companies478
  • 7D-1.8%
  • 3M-0.1%
  • 1Y23.8%
  • YTD-0.5%

Over the last 7 days, the Telecom industry has dropped 1.8%, driven by Space Exploration Technologies declining 9.0%. On the other hand Meta Platforms is actually up 7.4%. In the past year, the industry has gained 24%. Earnings are forecast to grow by 23% annually.

Sector Valuation and Performance

Has the U.S. Telecom Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 15 Jul 2026US$9.8tUS$1.7tUS$300.8b19.1x32.6x5.6x
Fri, 12 Jun 2026US$9.6tUS$1.7tUS$299.4b17.8x32.1x5.5x
Sun, 10 May 2026US$8.5tUS$1.7tUS$309.1b17.7x27.6x5x
Tue, 07 Apr 2026US$7.2tUS$1.7tUS$272.4b16x26.6x4.3x
Thu, 05 Mar 2026US$7.6tUS$1.7tUS$272.9b17.7x28x4.5x
Sat, 31 Jan 2026US$8.2tUS$1.7tUS$282.1b16.4x29x4.9x
Mon, 29 Dec 2025US$7.8tUS$1.6tUS$282.2b16.3x27.7x4.7x
Wed, 26 Nov 2025US$7.7tUS$1.6tUS$283.1b16.7x27.1x4.7x
Fri, 24 Oct 2025US$7.4tUS$1.6tUS$295.7b18.3x24.9x4.6x
Sun, 21 Sep 2025US$7.6tUS$1.6tUS$286.1b20.4x26.7x4.7x
Tue, 19 Aug 2025US$7.1tUS$1.6tUS$286.5b19.6x24.8x4.3x
Thu, 17 Jul 2025US$6.6tUS$1.6tUS$249.6b17.9x26.4x4.1x
Sat, 14 Jun 2025US$6.4tUS$1.6tUS$250.1b17.3x25.7x4x
Mon, 12 May 2025US$5.8tUS$1.6tUS$247.6b17.1x23.3x3.6x
Wed, 09 Apr 2025US$5.2tUS$1.6tUS$227.2b14.6x23x3.3x
Fri, 07 Mar 2025US$6.2tUS$1.6tUS$228.1b16.6x27.2x3.9x
Sun, 02 Feb 2025US$6.6tUS$1.6tUS$209.4b17.2x31.4x4.2x
Tue, 31 Dec 2024US$6.1tUS$1.6tUS$189.8b18.6x32.4x3.9x
Thu, 28 Nov 2024US$5.9tUS$1.6tUS$189.8b20.2x30.9x3.7x
Sat, 26 Oct 2024US$5.6tUS$1.5tUS$180.7b18x30.8x3.6x
Mon, 23 Sep 2024US$5.5tUS$1.5tUS$188.2b18.1x29.2x3.6x
Wed, 21 Aug 2024US$5.4tUS$1.6tUS$189.2b19.3x28.7x3.5x
Fri, 19 Jul 2024US$5.4tUS$1.5tUS$191.1b18.4x28.2x3.5x
Sun, 16 Jun 2024US$5.4tUS$1.5tUS$191.0b16.4x28.3x3.5x
Tue, 14 May 2024US$5.2tUS$1.5tUS$193.8b18.5x26.8x3.4x
Thu, 11 Apr 2024US$5.2tUS$1.5tUS$176.0b18.5x29.4x3.4x
Sat, 09 Mar 2024US$4.9tUS$1.5tUS$173.8b16.7x27.9x3.2x
Mon, 05 Feb 2024US$5.0tUS$1.5tUS$161.9b14.8x31x3.3x
Wed, 03 Jan 2024US$4.6tUS$1.5tUS$128.1b15.6x35.8x3x
Fri, 01 Dec 2023US$4.4tUS$1.5tUS$128.0b16x34.7x2.9x
Sun, 29 Oct 2023US$4.0tUS$1.5tUS$126.0b12.5x31.9x2.7x
Tue, 26 Sep 2023US$4.2tUS$1.5tUS$104.7b14.1x40.3x2.8x
Thu, 24 Aug 2023US$4.2tUS$1.5tUS$103.5b13.9x41.1x2.8x
Sat, 22 Jul 2023US$4.2tUS$1.5tUS$107.1b15x38.9x2.8x
Price to Earnings Ratio

38.9x


Total Market Cap: US$4.2tTotal Earnings: US$107.1bTotal Revenue: US$1.5tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Sector Price to Earnings3Y Average 29.7x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Communication Services industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 29.7x.
  • The 3-year average PS ratio of 3.9x is lower than the industry's current PS ratio of 5.6x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 41% per year over the last three years.
  • Revenues for these companies have grown 5.3% 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 Market0.22%
Telecom-1.82%
Wireless Telecom1.41%
Interactive Media and Services0.41%
Entertainment-2.26%
Media-2.44%
Telecom Services and Carriers-7.34%
Industry PE
  • Investors are most optimistic about the Telecom Services and Carriers industry which is trading above its 3-year average PE ratio of 1.1x.
    • Analysts are expecting annual earnings growth of 50.1%, which is higher than its past year's earnings decline of 9.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Telecom Services and Carriers industry, expecting annual earnings growth of 50% over the next 5 years.
  • This is better than its past earnings decline of 9.7% per year.
  • In contrast, the Wireless Telecom industry is expected to see its earnings grow by 12% 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
META Meta PlatformsUS$661.047.4%
+US$115.4b		-6.9%PE23.8x
WBD Warner Bros. DiscoveryUS$27.485.2%
+US$3.4b		128.4%PS1.9x
TMUS T-Mobile USUS$187.131.3%
+US$2.6b		-17.2%PE19.2x
T AT&TUS$21.280.9%
+US$1.3b		-21.2%PE6.9x
TIGO Millicom International CellularUS$98.165.6%
+US$870.8m		152.4%PE13.3x

Latest News

FWON.K
US$100.87
Formula One Group
7D
2.1%
1Y
-0.03%
ASTS
US$68.82
AST SpaceMobile
7D
-7.3%
1Y
34.6%
META
US$661.04
Meta Platforms
7D
7.4%
1Y
-6.9%
DIS
US$95.87
Walt Disney
7D
-1.7%
1Y
-19.4%
SPCX
US$136.08
Space Exploration Technologies
7D
-9.0%
1Y
n/a
NFLX
US$73.53
Netflix
7D
-3.5%
1Y
-41.7%
RBLX
US$54.47
Roblox
7D
-3.9%
1Y
-51.6%
Narrative Update • Jul 14

RBLX: Safety And Legal Reset Will Support Future Engagement And Monetization

Roblox's analyst fair value estimate edges higher from $95.62 to $98.34 as analysts factor in slightly lower assumed revenue growth, better projected profit margins, and a modestly higher future P/E, supported by recent price target increases and upgrades that highlight engagement trends, monetization, advertising, and AI-driven safety features. Analyst Commentary Recent Street research on Roblox shows a split tape, but the latest moves from bullish analysts lean toward a more constructive view on user trends, monetization, and execution against long term guidance.
T
US$21.28
AT&T
7D
0.9%
1Y
-21.2%
Seeking Alpha • Jul 14

AT&T: Weighing The D2D And Broadband Threat From Starlink

Summary AT&T (T) has experienced a 30% stock decline amid fears over Starlink's direct-to-consumer mobile ambitions, but I view the sell-off as overdone. Starlink's technological advances and spectrum acquisitions present long-term potential, but significant operational and regulatory hurdles limit its immediate threat to U.S. carriers. T's strategic spectrum purchases, robust buyback plans, and anticipated $45B in shareholder returns position it as a value opportunity if satellite competition proves less disruptive. I see AT&T as a resilient incumbent, with a potential for 3-4% annual growth and a path to a debt-to-EBITDA ratio near 2.5x by 2028. Read the full article on Seeking Alpha
GOOGL
US$359.51
Alphabet
7D
-2.0%
1Y
97.5%
TMUS
US$187.13
T-Mobile US
7D
1.3%
1Y
-17.2%
WBD
US$27.48
Warner Bros. Discovery
7D
5.2%
1Y
128.4%
RDDT
US$203.27
Reddit
7D
1.9%
1Y
40.4%
TTWO
US$237.04
Take-Two Interactive Software
7D
-8.0%
1Y
-0.3%
SPOT
US$481.06
Spotify Technology
7D
-2.6%
1Y
-32.3%
TIGO
US$98.16
Millicom International Cellular
7D
5.6%
1Y
152.4%
Narrative Update • Jul 07

TIGO: Future Will Struggle With Colombia Execution Risks After Sharp Rally

Millicom International Cellular's implied fair value price target has edged up by about $2.10 to roughly $85.30, as analysts factor in updated assumptions around revenue growth, profitability and P/E, along with recent Street research that reflects higher but more mixed target revisions and views on execution risk. Analyst Commentary Recent research on Millicom International Cellular shows a split in opinion, with some analysts leaning more optimistic on the company’s earnings power and others highlighting valuation and execution risks, especially around Colombia.
NWSA
US$27.60
News
7D
2.5%
1Y
-7.0%