Telecom Argentina S.A (TEO) AI Stock Analysis

Telecom Argentina S.A., along with its subsidiaries, delivers comprehensive telecommunications services within Argentina and globally. The company provides local, domestic, and international long-distance telephone calls, alongside supplementary features such as call waiting, caller ID, and voice mail. Under its Personal brand, it offers mobile voice communication, high-speed mobile Internet access, content downloads, and online streaming, while also retailing handsets, modems, and smartwatches. Furthermore, Telecom Argentina supplies dedicated Internet access, virtual private networks, traditional IP links, mobile backhaul links, and cable television programming across its network.

Between FY2020 and FY2025, Telecom Argentina generated a 5-year revenue CAGR of 56.5%, with annual revenue moving from $2.58T in FY2021 to $8.33T in FY2025 despite a 29.9% decline in FY2024. Profitability fluctuated over this period, shifting from net income of $8.66B in FY2021 to -$1.41T in FY2022, $1.01T in FY2024, and -$170.01B in FY2025. Gross margin expanded to 75.4% in FY2025, while operating margin turned positive at 10.3%. In the trailing twelve months, revenue reached $8.93T with a profit margin of 8.9%. In the latest quarter ended June 30, 2026, revenue increased 0.4% year-over-year while quarterly earnings expanded 439.1%.

As of June 30, 2026, Telecom Argentina held $956.69B in cash and short-term investments against total debt of $6.01T, leaving net debt at $5.06T. Shareholders' equity stood at $8.83T, corresponding to a debt-to-equity ratio of 0.68 and a current ratio of 0.58. Operating cash flow reached $2.18T in FY2025, yielding $601.69B in free cash flow. Capital expenditures consumed $1.58T in FY2025, while the company distributed $23.63B in dividends and completed $17.49B in share buybacks.

Telecom Argentina trades at an enterprise value of $9.75B and a market capitalization of $5.37B. Its trailing P/E of 9.7x and forward P/E of 5.5x sit below the medians of 16.2x and 14.1x for the median of its US-listed Communication Services peers. Its EV/EBITDA multiple of 3.9x also trades below the peer median of 10.0x, while its price-to-sales ratio of 1.0x compares to 0.8x for peers. Over the past year, the stock returned 66.6% versus 16.8% for the S&P 500, and its 5-year return reached 187.0% compared to 83.0% for the S&P 500.

Telecom Argentina provides an annualized forward dividend of $0.04 per share, resulting in a dividend yield of 0.35% and a payout ratio of 31.8%. The company has paid dividends for 16 consecutive years and achieved a 5-year annualized dividend growth rate of 1.8%. Its most recent ex-dividend date was November 24, 2025.

Wall Street analyst ratings consist of 1 Strong Buy, 3 Buys, 0 Holds, and 1 Sell. The mean price target of $17.07 implies 36.9% upside compared to the last closing price of $12.47. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $1.75 on revenue of $6.93B. For the subsequent fiscal year, analysts forecast EPS of $0.91 and revenue of $7.04B. Telecom Argentina has beaten EPS estimates in 3 of the last 4 quarters, and its next earnings release is scheduled for November 9, 2026.

This page is an AI-written research summary of Telecom Argentina S.A (TEO). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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