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U.S. Telecom Sector Analysis

UpdatedAug 27, 2025
DataAggregated Company Financials
Companies479
  • 7D1.2%
  • 3M13.6%
  • 1Y33.7%
  • YTD16.9%

Over the last 7 days, the Telecom industry has risen 1.2%, driven by gains from Alphabet of 2.8%. This means that the industry has gained 34% over the past year. Earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 27 Aug 2025US$7.1tUS$1.6tUS$287.3b20.4x24.6x4.3x
Fri, 25 Jul 2025US$6.7tUS$1.6tUS$256.1b19.6x26.3x4.2x
Sun, 22 Jun 2025US$6.4tUS$1.6tUS$250.2b16.8x25.6x4x
Tue, 20 May 2025US$6.2tUS$1.6tUS$247.4b17.2x24.9x3.8x
Thu, 17 Apr 2025US$5.5tUS$1.6tUS$227.2b15.7x24x3.4x
Sat, 15 Mar 2025US$5.7tUS$1.6tUS$228.4b16.3x25.2x3.6x
Mon, 10 Feb 2025US$6.5tUS$1.6tUS$218.8b19.1x29.6x4.1x
Wed, 08 Jan 2025US$6.3tUS$1.6tUS$189.8b18.5x33x4x
Fri, 06 Dec 2024US$6.1tUS$1.6tUS$189.4b19.2x32.1x3.9x
Sun, 03 Nov 2024US$5.7tUS$1.6tUS$188.0b17.9x30.2x3.6x
Tue, 01 Oct 2024US$5.6tUS$1.5tUS$188.3b19.3x29.8x3.6x
Thu, 29 Aug 2024US$5.4tUS$1.6tUS$189.1b19.4x28.5x3.5x
Sat, 27 Jul 2024US$5.2tUS$1.5tUS$197.1b20.6x26.2x3.4x
Mon, 24 Jun 2024US$5.4tUS$1.5tUS$191.1b16.4x28.4x3.6x
Wed, 22 May 2024US$5.3tUS$1.5tUS$191.3b17.8x27.9x3.5x
Fri, 19 Apr 2024US$5.1tUS$1.5tUS$176.3b17.6x28.7x3.4x
Sun, 17 Mar 2024US$4.9tUS$1.5tUS$175.6b18.1x27.7x3.2x
Tue, 13 Feb 2024US$4.9tUS$1.5tUS$172.3b14.6x28.4x3.3x
Thu, 11 Jan 2024US$4.6tUS$1.5tUS$128.1b15.4x36.3x3.1x
Sat, 09 Dec 2023US$4.5tUS$1.5tUS$128.1b16.6x35x2.9x
Mon, 06 Nov 2023US$4.3tUS$1.5tUS$123.6b13.2x34.7x2.8x
Wed, 04 Oct 2023US$4.3tUS$1.5tUS$104.7b13.8x40.8x2.8x
Fri, 01 Sep 2023US$4.3tUS$1.5tUS$104.5b14.3x41.5x2.9x
Sun, 30 Jul 2023US$4.3tUS$1.5tUS$110.7b15.9x38.8x2.9x
Tue, 27 Jun 2023US$4.0tUS$1.5tUS$106.9b17.6x37.8x2.7x
Thu, 25 May 2023US$3.9tUS$1.5tUS$106.1b16x37.2x2.6x
Sat, 22 Apr 2023US$3.7tUS$1.5tUS$115.0b16.7x32.5x2.5x
Mon, 20 Mar 2023US$3.6tUS$1.5tUS$115.1b16.7x31.4x2.4x
Wed, 15 Feb 2023US$3.6tUS$1.5tUS$125.2b19.8x28.8x2.4x
Fri, 13 Jan 2023US$3.4tUS$1.5tUS$166.4b17.1x20.5x2.3x
Sun, 11 Dec 2022US$3.3tUS$1.5tUS$166.6b15.7x19.6x2.2x
Tue, 08 Nov 2022US$3.1tUS$1.5tUS$164.7b16.9x18.5x2x
Thu, 06 Oct 2022US$3.4tUS$1.5tUS$187.6b15x18.3x2.3x
Sat, 03 Sep 2022US$3.6tUS$1.5tUS$187.7b15.6x19.4x2.5x
Price to Earnings Ratio

19.4x


Total Market Cap: US$3.6tTotal Earnings: US$187.7bTotal Revenue: US$1.5tTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Sector Price to Earnings3Y Average 29.5x202320242025
Current Industry PE
  • Investors are pessimistic on the American Communication 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 24.6x which is lower than its 3-year average PE of 29.5x.
  • The 3-year average PS ratio of 3.2x is lower than the industry's current PS ratio of 4.3x.
Past Earnings Growth
  • The earnings for companies in the Communication Services industry have grown 15% per year over the last three years.
  • Revenues for these companies have grown 3.3% 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 Market1.32%
Telecom1.21%
Media1.98%
Interactive Media and Services1.64%
Entertainment1.35%
Telecom Services and Carriers-0.93%
Wireless Telecom-3.27%
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 18.4%, which is higher than its past year's earnings decline of 5.9% per year.
  • Investors are most pessimistic about the Media industry, which is trading below its 3-year average of 19.4x.
Forecasted Growth
  • Analysts are most optimistic on the Entertainment industry, expecting annual earnings growth of 18% over the next 5 years.
  • This is better than its past earnings decline of 5.9% per year.
  • In contrast, the Media industry is expected to see its earnings grow by 5.1% 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
GOOGL AlphabetUS$207.142.8%
+US$67.4b		25.8%PE21.7x
SATS EchoStarUS$50.8785.0%
+US$6.7b		159.9%PS0.9x
META Meta PlatformsUS$754.100.3%
+US$6.6b		45.3%PE26.5x
SE SeaUS$188.295.0%
+US$5.4b		128.7%PE93.3x
NFLX NetflixUS$1.23k1.0%
+US$5.1b		76.2%PE50.8x

Latest News

AD
US$54.13
Array Digital Infrastructure
7D
-28.8%
1Y
-2.9%

T-Mobile Partnership And Fiber Expansion Will Fuel Future Prospects

The sharp decline in consensus revenue growth forecasts, despite a significant improvement in net profit margin, has driven analysts to lower Array Digital Infrastructure’s fair value estimate from $80.75 to $75.50. What's in the News United States Cellular Corporation is changing its name to Array Digital Infrastructure, Inc.
RBLX
US$124.76
Roblox
7D
5.5%
1Y
182.5%

APAC Expansion And Monetized Content Will Unlock Potential

Driven by robust user growth from successful new titles, accelerating platform innovation, and stronger revenue prospects supported by favorable regulatory developments and solid quarterly performance, analysts have raised Roblox’s consensus price target slightly from $142.32 to $143.95. Analyst Commentary Hit game launches, particularly Grow a Garden, have driven unprecedented user engagement and bookings growth, significantly surpassing prior expectations and industry records.
BILI
US$22.74
Bilibili
7D
-9.3%
1Y
57.2%

AI And Mobile Gaming Expansion Will Open New Revenue Opportunities

Bilibili’s consensus price target increased modestly as analysts cited robust user engagement, strong advertising revenue growth, and better-than-expected profitability driven by lower expenses, though valuation is now seen as fair after recent gains, raising the target from $26.57 to $27.54. Analyst Commentary Near-term game revenue is expected to decline due to a high prior-year base and limited catalysts from major new game launches in H2 2025.
SATS
US$50.87
EchoStar
7D
85.0%
1Y
159.9%

LEO Satellite Constellation Will Expand Global Connectivity

Despite a weaker revenue growth outlook and a higher future P/E multiple, analyst sentiment has strengthened, driving EchoStar's consensus price target up from $39.50 to $45.21. What's in the News EchoStar agreed to sell its 3.45 GHz and 600 MHz spectrum licenses (50 MHz nationwide) to AT&T for approximately $23 billion, subject to regulatory approval.
TMUS
US$251.20
T-Mobile US
7D
-2.7%
1Y
23.1%
VZ
US$43.96
Verizon Communications
7D
-2.2%
1Y
6.1%
GOOGL
US$207.14
Alphabet
7D
2.8%
1Y
25.8%
META
US$754.10
Meta Platforms
7D
0.3%
1Y
45.3%
RDDT
US$219.43
Reddit
7D
-3.8%
1Y
271.9%
T
US$28.56
AT&T
7D
-1.4%
1Y
45.3%
PSKY
US$15.84
Paramount Skydance
7D
17.5%
1Y
50.6%
SE
US$188.29
Sea
7D
5.0%
1Y
128.7%
CMCSA
US$33.68
Comcast
7D
-0.6%
1Y
-16.3%
DIS
US$117.65
Walt Disney
7D
1.2%
1Y
29.4%
SPOT
US$696.47
Spotify Technology
7D
-3.2%
1Y
105.2%
NFLX
US$1,226.09
Netflix
7D
1.0%
1Y
76.2%