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U.S. Telecom Sector Analysis

UpdatedFeb 10, 2026
DataAggregated Company Financials
Companies499
  • 7D-3.5%
  • 3M4.8%
  • 1Y22.0%
  • YTD0.9%

Over the last 7 days, the Telecom industry has dropped 3.5%, driven by Alphabet declining 5.6%. In contrast, Verizon Communications has gained 5.4%. This takes the industry's 12 month performance to a gain of 22%. Looking forward, earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 10 Feb 2026US$7.8tUS$1.7tUS$283.2b16.1x27.5x4.6x
Thu, 08 Jan 2026US$7.8tUS$1.6tUS$282.4b16.3x27.6x4.7x
Sat, 06 Dec 2025US$7.8tUS$1.6tUS$281.1b16.4x27.8x4.8x
Mon, 03 Nov 2025US$7.4tUS$1.6tUS$296.2b17.8x25.1x4.5x
Wed, 01 Oct 2025US$7.4tUS$1.6tUS$286.1b19.5x25.9x4.6x
Fri, 29 Aug 2025US$7.1tUS$1.6tUS$287.3b21.4x24.5x4.3x
Sun, 27 Jul 2025US$6.7tUS$1.6tUS$256.9b18.9x26.2x4.2x
Tue, 24 Jun 2025US$6.3tUS$1.6tUS$250.1b17.3x25.3x4x
Thu, 22 May 2025US$6.1tUS$1.6tUS$247.7b17x24.7x3.8x
Sat, 19 Apr 2025US$5.4tUS$1.6tUS$227.2b16x23.6x3.4x
Mon, 17 Mar 2025US$5.9tUS$1.6tUS$228.4b15.5x25.7x3.7x
Wed, 12 Feb 2025US$6.5tUS$1.6tUS$218.8b19.4x29.9x4.1x
Fri, 10 Jan 2025US$6.2tUS$1.6tUS$189.8b19.2x32.4x3.9x
Sun, 08 Dec 2024US$6.1tUS$1.6tUS$189.5b18.7x32.4x3.9x
Tue, 05 Nov 2024US$5.7tUS$1.6tUS$188.5b17.7x30.1x3.6x
Thu, 03 Oct 2024US$5.6tUS$1.5tUS$188.3b18.8x29.9x3.6x
Sat, 31 Aug 2024US$5.3tUS$1.6tUS$189.1b18.8x28.2x3.4x
Mon, 29 Jul 2024US$5.2tUS$1.5tUS$197.1b20.6x26.3x3.4x
Wed, 26 Jun 2024US$5.4tUS$1.5tUS$191.1b16.5x28.5x3.6x
Fri, 24 May 2024US$5.3tUS$1.5tUS$191.3b17.6x27.7x3.5x
Sun, 21 Apr 2024US$5.0tUS$1.5tUS$177.4b17.6x28x3.3x
Tue, 19 Mar 2024US$5.0tUS$1.5tUS$175.5b18x28.4x3.3x
Thu, 15 Feb 2024US$4.8tUS$1.5tUS$172.7b15.9x27.9x3.2x
Sat, 13 Jan 2024US$4.7tUS$1.5tUS$128.1b15.3x36.7x3.1x
Mon, 11 Dec 2023US$4.5tUS$1.5tUS$128.1b16.6x34.8x2.9x
Wed, 08 Nov 2023US$4.3tUS$1.5tUS$122.9b13.7x34.9x2.8x
Fri, 06 Oct 2023US$4.3tUS$1.5tUS$104.7b13.9x40.7x2.8x
Sun, 03 Sep 2023US$4.3tUS$1.5tUS$104.5b14.5x41.4x2.9x
Tue, 01 Aug 2023US$4.4tUS$1.5tUS$110.7b16x39.8x2.9x
Thu, 29 Jun 2023US$4.1tUS$1.5tUS$107.0b17.7x38.5x2.8x
Sat, 27 May 2023US$4.0tUS$1.5tUS$106.6b16.2x37.7x2.7x
Mon, 24 Apr 2023US$3.7tUS$1.5tUS$115.0b16.7x32.4x2.5x
Wed, 22 Mar 2023US$3.7tUS$1.5tUS$115.3b16.9x32.2x2.5x
Fri, 17 Feb 2023US$3.6tUS$1.5tUS$124.9b19.8x28.9x2.4x
Price to Earnings Ratio

28.9x


Total Market Cap: US$3.6tTotal Earnings: US$124.9bTotal Revenue: US$1.5tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Sector Price to Earnings3Y Average 30.5x202420252026
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 30.5x.
  • The 3-year average PS ratio of 3.5x is lower than the industry's current PS ratio of 4.6x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 31% per year over the last three years.
  • Revenues for these companies have grown 4.4% 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 Market0.33%
Telecom-3.49%
Telecom Services and Carriers3.23%
Wireless Telecom1.82%
Entertainment-0.86%
Media-4.29%
Interactive Media and Services-4.71%
Industry PE
  • Investors are most optimistic about the Entertainment industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 17.4%, which is higher than its past year's earnings decline of 3.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Media industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings decline of 2.8% per year.
  • In contrast, the Telecom Services and Carriers industry is expected to see its earnings grow by 4.7% 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
NFLX NetflixUS$81.471.9%
+US$6.5b		-19.2%PE31.3x
CMCSA ComcastUS$31.616.8%
+US$5.9b		-8.3%PE5.7x
DIS Walt DisneyUS$107.132.6%
+US$4.7b		-2.0%PE15.5x
RBLX RobloxUS$73.458.8%
+US$4.2b		12.9%PS10.5x
VZ Verizon CommunicationsUS$47.021.7%
+US$3.2b		16.1%PE11.5x

Latest News

NWSA
US$22.74
News
7D
-15.1%
1Y
-22.1%

News (NASDAQ:NWSA) Has Announced A Dividend Of $0.10

Feb 10
News (NASDAQ:NWSA) Has Announced A Dividend Of $0.10
CMCSA
US$31.61
Comcast
7D
6.8%
1Y
-8.3%
GOOGL
US$324.32
Alphabet
7D
-5.6%
1Y
73.9%
RDDT
US$141.74
Reddit
7D
-20.0%
1Y
-37.0%
FOXA
US$62.85
Fox
7D
-13.2%
1Y
18.0%

FOXA: Share Repurchases And Disciplined Margins Will Support Measured Upside Outlook

Analysts have lifted their price targets on Fox, and this is reflected in our fair value estimate moving from about $73.22 to $74.94. They are factoring in higher assumed revenue growth, a slightly stronger profit margin outlook, modestly lower discount rates, and a recalibration of future P/E expectations following a mix of target hikes and cuts across major firms.
META
US$677.22
Meta Platforms
7D
-2.1%
1Y
-5.9%

META: AI Infrastructure Spending Will Shape Long Term Earnings Power

Analysts increased their implied fair value estimate for Meta Platforms by about US$94 to US$1,002, citing Street research that reflects stronger assumed revenue growth, a slightly higher future P/E, and mixed views on margins and risk as firms frequently revisited and adjusted their price targets in recent reports. Analyst Commentary Recent Street research on Meta Platforms shows a cluster of price target revisions and rating changes that point to an active debate around how to value the company, especially as it increases spending on artificial intelligence, data centers, and related infrastructure.
RBLX
US$73.45
Roblox
7D
8.8%
1Y
12.9%
VZ
US$47.02
Verizon Communications
7D
1.7%
1Y
16.1%
SPOT
US$414.84
Spotify Technology
7D
-12.5%
1Y
-33.4%
CHTR
US$238.25
Charter Communications
7D
12.0%
1Y
-32.1%

CHTR: Future Cash Returns And AI Adoption Could Drive Repricing

Narrative Update on Charter Communications The analyst price target for Charter Communications has shifted alongside our fair value estimate, moving from US$500.00 to US$479.00 as analysts factor in updated expectations for revenue growth, profit margins, discount rates, and future P/E multiples following a mix of recent target hikes and cuts across the Street. Analyst Commentary Street research on Charter Communications has been mixed, with several firms adjusting price targets in both directions and at least one downgrade to an Underweight rating.
TTWO
US$205.03
Take-Two Interactive Software
7D
-7.6%
1Y
-3.5%
T
US$27.11
AT&T
7D
1.0%
1Y
7.8%
DIS
US$107.13
Walt Disney
7D
2.6%
1Y
-2.0%

DIS: Streaming Strength And Succession Plan Will Drive Future Share Repricing

Analysts have lowered their Walt Disney fair value estimate from about $133 to roughly $130 per share, reflecting a modest increase in assumed risk, a reduced future P/E multiple, and updated views on revenue growth and profitability following recent price target cuts and new coverage on the stock. Analyst Commentary Street research on Walt Disney over the past several months reflects a mix of optimism and caution, with several firms trimming price targets while still highlighting key strengths in the business.
NFLX
US$81.47
Netflix
7D
1.9%
1Y
-19.2%

NFLX: Advertising And International Expansion Will Drive Engagement Despite Warner Deal Uncertainty

Analysts have trimmed their Netflix price targets by around $31 on average, reflected in our fair value update from $1,600.00 to $144.53. They are recalibrating revenue growth expectations, applying a lower future P/E, and factoring in both recent target cuts and fresh Buy initiations that highlight advertising traction, content strength, and potential benefits from international expansion and acquisitions.
TMUS
US$197.66
T-Mobile US
7D
1.4%
1Y
-22.7%

TMUS: 5G Network Depth And Cash Returns Will Drive Future Upside

Analysts have reduced their T-Mobile US fair value estimate by about $1.40 to $266.82, reflecting recent price target cuts from several firms, along with ongoing expectations related to revenue growth, profit margins and future P/E levels. Analyst Commentary Recent research on T-Mobile US points to a mixed set of views, with some analysts trimming price targets while others edge them higher.
ASTS
US$102.12
AST SpaceMobile
7D
-11.8%
1Y
259.6%

AST SpaceMobile, Inc. (NASDAQ:ASTS) Analysts Are More Bearish Than They Used To Be

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