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U.S. Telecom Sector Analysis

UpdatedMay 30, 2026
DataAggregated Company Financials
Companies485
  • 7D0.2%
  • 3M8.6%
  • 1Y37.9%
  • YTD8.1%

Over the last 7 days, the Telecom industry has remained flat, although notably Meta Platforms gained 3.6%. As for the the longer term, the industry is up 38% over the past 12 months. Looking forward, earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 30 May 2026US$8.5tUS$1.7tUS$308.9b16.9x27.4x4.9x
Mon, 27 Apr 2026US$8.0tUS$1.7tUS$272.8b16.4x29.5x4.8x
Wed, 25 Mar 2026US$7.4tUS$1.7tUS$272.3b16.9x27.1x4.4x
Fri, 20 Feb 2026US$7.5tUS$1.7tUS$277.4b16.9x27x4.5x
Sun, 18 Jan 2026US$7.8tUS$1.6tUS$282.2b16x27.7x4.8x
Tue, 16 Dec 2025US$7.7tUS$1.6tUS$280.9b17x27.4x4.7x
Thu, 13 Nov 2025US$7.5tUS$1.6tUS$285.2b17.9x26.3x4.6x
Sat, 11 Oct 2025US$7.2tUS$1.6tUS$286.1b17.6x25.2x4.5x
Mon, 08 Sep 2025US$7.3tUS$1.6tUS$286.2b21x25.6x4.5x
Wed, 06 Aug 2025US$6.9tUS$1.6tUS$270.7b18.5x25.4x4.2x
Fri, 04 Jul 2025US$6.6tUS$1.6tUS$250.4b18.1x26.6x4.2x
Sun, 01 Jun 2025US$6.2tUS$1.6tUS$249.8b17.8x24.8x3.9x
Tue, 29 Apr 2025US$5.7tUS$1.6tUS$240.0b17x23.6x3.6x
Thu, 27 Mar 2025US$6.0tUS$1.6tUS$227.9b18x26.4x3.8x
Sat, 22 Feb 2025US$6.4tUS$1.6tUS$225.2b20.4x28.2x4x
Mon, 20 Jan 2025US$6.2tUS$1.6tUS$189.6b19x32.6x3.9x
Wed, 18 Dec 2024US$6.3tUS$1.6tUS$189.7b18.7x33.3x4x
Fri, 15 Nov 2024US$5.9tUS$1.6tUS$189.4b19.4x31.3x3.8x
Sun, 13 Oct 2024US$5.6tUS$1.5tUS$188.2b18.6x30x3.7x
Tue, 10 Sep 2024US$5.1tUS$1.5tUS$191.2b18.8x26.7x3.3x
Thu, 08 Aug 2024US$5.1tUS$1.5tUS$201.9b20.2x25.4x3.3x
Sat, 06 Jul 2024US$5.6tUS$1.5tUS$191.3b16.5x29.1x3.7x
Mon, 03 Jun 2024US$5.3tUS$1.5tUS$191.0b16.4x27.6x3.5x
Wed, 01 May 2024US$4.9tUS$1.5tUS$193.3b17.5x25.6x3.2x
Fri, 29 Mar 2024US$5.1tUS$1.5tUS$175.8b18.9x28.8x3.4x
Sun, 25 Feb 2024US$4.9tUS$1.5tUS$175.3b18.3x27.9x3.3x
Tue, 23 Jan 2024US$4.8tUS$1.5tUS$128.1b14.8x37.3x3.1x
Thu, 21 Dec 2023US$4.6tUS$1.5tUS$127.9b16.1x36x3x
Sat, 18 Nov 2023US$4.5tUS$1.5tUS$127.2b15.4x35.2x2.9x
Mon, 16 Oct 2023US$4.3tUS$1.5tUS$104.7b14.9x41.3x2.9x
Wed, 13 Sep 2023US$4.4tUS$1.5tUS$104.4b13.6x41.8x2.9x
Fri, 11 Aug 2023US$4.3tUS$1.5tUS$102.6b15.2x41.9x2.9x
Sun, 09 Jul 2023US$4.1tUS$1.5tUS$106.8b17.2x38.6x2.8x
Tue, 06 Jun 2023US$4.1tUS$1.5tUS$107.4b16.2x37.8x2.7x
Price to Earnings Ratio

37.8x


Total Market Cap: US$4.1tTotal Earnings: US$107.4bTotal Revenue: US$1.5tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Sector Price to Earnings3Y Average 30x202420252026
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 30.0x.
  • The 3-year average PS ratio of 3.7x is lower than the industry's current PS ratio of 4.9x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 42% per year over the last three years.
  • Revenues for these companies have grown 5.1% 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 Market1.47%
Telecom0.17%
Interactive Media and Services0.55%
Media0.49%
Telecom Services and Carriers-0.45%
Entertainment-1.42%
Wireless Telecom-1.75%
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 21.4%, which is higher than its past year's earnings decline of 2.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Media industry, expecting annual earnings growth of 37% over the next 5 years.
  • This is better than its past earnings growth rate of 1.1% per year.
  • In contrast, the Wireless Telecom industry is expected to see its earnings grow by 11% 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$632.513.6%
+US$56.5b		-2.3%PE22.7x
RDDT RedditUS$176.0024.2%
+US$6.6b		56.7%PE47.9x
BIDU BaiduUS$135.315.9%
+US$2.6b		65.2%PE796.7x
ASTS AST SpaceMobileUS$113.417.1%
+US$2.3b		391.6%PS398.9x
LUMN Lumen TechnologiesUS$10.9916.8%
+US$1.6b		180.4%PS0.9x

Latest News

LUMN
US$10.99
Lumen Technologies
7D
16.8%
1Y
180.4%
T
US$24.80
AT&T
7D
-1.8%
1Y
-10.8%
META
US$632.51
Meta Platforms
7D
3.6%
1Y
-2.3%
RDDT
US$176.00
Reddit
7D
24.2%
1Y
56.7%
SATS
US$129.19
EchoStar
7D
4.0%
1Y
628.7%
DIS
US$101.83
Walt Disney
7D
-1.1%
1Y
-9.9%
Seeking Alpha • May 29

Why The Force Is Still Strong With Disney

Summary Disney (DIS) remains resilient despite negative headlines tied to the box office performance of "The Mandalorian & Grogu." The film’s box office was not as bad as many have claimed, especially given it had a smaller budget and was more of a transition film than a traditional tentpole. Investors also need to keep in mind Disney will see success here as it will leverage consumer products and theme park tie-ins, amplifying revenue streams beyond theatrical performance. Upcoming releases like "Toy Story 5" and "Moana" live-action, position DIS for continued long-term relevance. Read the full article on Seeking Alpha
GOOGL
US$380.34
Alphabet
7D
-0.7%
1Y
121.5%
Narrative Update • May 29

GOOGL: AI Partnerships And Cloud Demand Will Drive Multi Year Re Rating

Alphabet's analyst price target has been raised from $443.00 to $493.30 as analysts factor in higher revenue growth assumptions, modestly stronger profit margins, and expectations for continued AI product traction following recent I/O announcements and broad price target increases across the Street. Analyst Commentary Recent research points to a clear tilt toward optimism on Alphabet, particularly around its AI roadmap and the potential for Gemini driven products to support the company across search, cloud and consumer services.
ASTS
US$113.41
AST SpaceMobile
7D
7.1%
1Y
391.6%
New Narrative • May 29

AST SpaceMobile: The Boldest Direct-to-Cell Bet in Public Markets

Rating: Speculative Buy / Execution-driven moonshot Style: Pre-scale space and telecom infrastructure growth Core debate: Is AST SpaceMobile building the first truly valuable space-based cellular broadband network for ordinary smartphones, or is the stock already pricing in a near-perfect rollout of a technically ambitious and capital-intensive business? Executive view AST SpaceMobile is one of the most ambitious infrastructure stories in the market.
BIDU
US$135.31
Baidu
7D
5.9%
1Y
65.2%
SPOT
US$497.68
Spotify Technology
7D
-4.3%
1Y
-25.2%
ROKU
US$130.18
Roku
7D
3.7%
1Y
79.7%
NFLX
US$86.02
Netflix
7D
-2.9%
1Y
-28.7%
Seeking Alpha • May 28

Netflix: Ad Empire Story Is Too Good To Ignore

Summary Netflix is upgraded to strong buy, driven by the maturing and scalable ad business that enhances ARPU and engagement. NFLX targets $3 billion in ad revenue by 2026, with ads projected to represent 6% of total revenue and significant future upside. Ad-tier users expand the membership base, offer high LTV/CAC dynamics, and create optionality for upselling and ancillary revenue streams. Despite execution and competition risks, NFLX’s moat, pricing power, and compounding EPS growth provide a compelling margin of safety. Read the full article on Seeking Alpha
TMUS
US$187.53
T-Mobile US
7D
-2.1%
1Y
-22.6%
VZ
US$47.81
Verizon Communications
7D
-1.1%
1Y
8.8%
TKO
US$205.18
TKO Group Holdings
7D
7.1%
1Y
30.0%
WMG
US$31.54
Warner Music Group
7D
-9.2%
1Y
19.8%