Telstra (ASX:TLS) Valuation in Focus as Market Eyes New Tech Strategy Unveiled at Paris Conference

Telstra Group (ASX:TLS) is attracting attention ahead of its presentations at the Network X 2025 & NGON conference in Paris, where executives will outline the company’s latest broadband connectivity and media plans. Investors are watching how these initiatives could influence Telstra’s valuation and competitive standing.

See our latest analysis for Telstra Group.

Telstra’s share price has climbed 19.6% so far this year and sits at A$4.82. Anticipation around upcoming technology presentations has added to recent momentum. Over the longer term, the company’s strong performance is even more evident, with a 29.94% one-year total shareholder return and a 114.8% return over five years. While recent sessions brought modest movement, excitement about new growth plans and ongoing industry transformation highlight growing investor confidence.

If Telstra’s strategy shift caught your attention, now is the perfect time to broaden your search and discover fast growing stocks with high insider ownership

With Telstra’s shares sitting near recent highs and optimism surrounding its growth plans, investors are now faced with a key question: Is there still value to unlock here, or has the market already priced in the next chapter?

Most Popular Narrative: 1.5% Undervalued

Telstra's latest close of A$4.82 sits just below the fair value set by the most popular narrative, hinting the stock could still hold some hidden value. The difference is marginal, and upcoming strategy shifts add intrigue to this competitive pricing.

Telstra's ongoing investment in expanding and modernizing its core mobile and fixed network, demonstrated by the rollout of 5G Advanced, intercity fibre projects, and satellite-to-mobile services, positions the company to benefit from surging mobile data consumption, proliferation of connected devices, and the anticipated explosion in demand from IoT, AR/VR, and cloud-enabled applications. These trends are likely to drive sustained revenue growth and justify premium pricing.

Read the complete narrative.

Curious why the fair value almost matches today's price? There is a bold set of growth and margin expectations behind this call, plus a future profit multiple that could surprise you. Want to see the model that's setting the bar? Unlock the secret assumptions inside the full narrative now.

Result: Fair Value of $4.89 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, if fixed-line revenues keep shrinking or if competition in mobile intensifies, the upbeat outlook on Telstra's growth could quickly cool off.

Find out about the key risks to this Telstra Group narrative.

Build Your Own Telstra Group Narrative

If you have a different perspective or want to draw your own conclusions from the numbers, you can craft a unique view in just minutes with Do it your way.

A great starting point for your Telstra Group research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.

Looking for more investment ideas?

Don’t let opportunity pass you by. Elevate your investing strategy by targeting unique trends and sectors using the tailored screeners below.

• Amplify your income potential by tapping into these 18 dividend stocks with yields > 3% yielding over 3% for more rewarding payouts in your portfolio.
• Break into tomorrow’s hottest sector with these 24 AI penny stocks fueling the rapid advancement of artificial intelligence and automation.
• Capitalize on market pricing gaps by tracking these 870 undervalued stocks based on cash flows poised for gains based on strong underlying cash flows.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com