Telecom Argentina Stet - France Telecom S.A. TEO

13.02 (0.36) (2.69%) as of 25 Sep
Market cap
$1.7B
P/E
11.2×
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 0.52
Total sells 0.52
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — 1 — — —
Sell — — — — — — — — — — 1 —
Insider Ownership 80.04%

Capital & Financial Ratios

Market Cap 1,680.00
Revenue 7,156.73
Net Income 560.08
Free Cash Flow 950.20
Net Debt 3,252.71
Current Ratio 0.58
Debt/Equity 0.63
P/E ratio 11.16
P/S ratio 0.78
P/B ratio 0.90
Past 5Y EPS Growth —
This Y EPS Growth 699.05%
Next Y EPS Growth (43.70%)
Next 5Y EPS Growth (29.80%)
in millions of $

Dividends

Payout Ratio 0.78
Annual Dividend Rate 0.21
Annual Dividend Yield 0.00%
total individual payouts
2024 0.20
0.20
2023 0.21
0.21
2022 0.27
0.27
2021 0.40
0.40
2019 0.33
0.33
0.29
0.70
2018 2.30
1.51
0.79
2017 1.14
1.14
2016 0.71
0.25
0.45
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 1,078 387 634 670
Receivables 673 375 767 716
Inventory 120 66 64 61
Other — — — —
1,871 830 1,467 1,467
2023 2024 2025 Q'26
Payables 1,356 489 887 761
ST’ Debt 2,141 1,180 1,293 775
Other 98 49 175 123
4,206 2,154 3,071 2,542
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 4.21% 9.24% 5.87%
Cash Flow 9.92% 5.81% 5.02%
Earnings 0.00% 0.00% 0.00%
Book Value 11.30% 0.23% (3.71%)

Revenue

Mar Jun Sep Dec Year
’26 1,650 1,791 — — —
’25 1,227 1,721 1,652 2,063 6,663
’24 821 942 1,081 1,708 4,551
’23 1,117 1,081 1,100 4,526 7,825
’22 1,103 1,079 1,097 2,336 5,615
’21 933 937 991 1,606 4,468
’20 1,023 962 918 1,379 4,283
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 536 663 — — —
’25 246 372 419 872 1,909
’24 205 156 165 366 893
’23 276 300 431 1,339 2,347
’22 345 298 323 681 1,648
’21 311 286 335 433 1,365
’20 263 437 284 455 1,439
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 210 209 — — —
’25 77 139 228 302 746
’24 120 37 115 194 466
’23 (42) 382 236 15 590
’22 132 141 129 306 708
’21 144 114 153 157 568
’20 78 288 149 153 668
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 1.04 0.30 — — —
’25 0.20 (0.36) (0.36) 0.19 (0.32)
’24 1.87 0.15 (0.04) 0.64 2.58
’23 0.34 0.04 0.23 (2.16) (2.28)
’22 0.51 0.08 (3.49) (0.62) (3.80)
’21 0.23 (0.27) 0.06 0.19 0.21
’20 0.10 (0.03) (0.11) (0.13) (0.19)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.8
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
14.03 17.83 13.31 8.53 6.22 4.39 3.72 4.08 5.52 6.43

Analyst estimates 2026–2028

Powerpack
Low Price
19.99 40.19 39.92 18.55 12.35 6.90 6.59 8.87 14.79 15.54
High Price
15,970 15,396 25,343 23,728 23,254 22,587 21,729 21,262 19,987 27,818
Employees
0 0 0 0 0 0 0 0 0 0
Revenue/Emp
3,610 3,945 5,966 4,906 4,283 4,468 5,615 7,825 4,551 6,663
Revenue
85.58% 88.43% 94.25% 95.47% 96.31% 95.07% 95.26% 94.61% 95.24% 96.53%
Gross Margin
379 702 96 213 45 454 (1,788) (2,234) 1,587 (153)
EBT
10.50% 17.80% 1.61% 4.34% 1.04% 10.17% (31.84%) (28.55%) 34.86% (2.30%)
EBT Margin
271 467 197 (80) (72) 104 (1,583) (949) 1,137 (116)
Net Income
420 418 1,172 1,216 1,167 1,410 1,919 2,676 1,444 1,639
Depreciation
18.62 20.35 13.85 11.39 9.94 10.37 13.04 18.17 10.57 15.47
Revenue/Sh
1.39 2.39 0.34 (0.17) (0.19) 0.21 (3.80) (2.28) 2.58 (0.32)
Earnings/Sh
3.97 6.02 3.50 3.94 3.34 3.17 3.83 5.45 2.07 4.43
Cash Flow/Sh
(3.95) (3.64) (3.50) (2.44) (1.79) (1.85) (2.18) (4.08) (0.99) (2.70)
Capex/Sh
0.02 2.39 0.00 1.50 1.55 1.32 1.64 1.37 1.08 1.73
Free CF/Sh
6.94 7.44 18.87 14.89 12.82 13.41 14.53 19.81 14.13 12.97
Book Value/Sh
194 194 431 431 431 431 431 431 431 431
Shares
13.04 15.72 311.20 0.00 0.00 24.29 0.00 0.00 4.81 0.00
PE Ratio
0.97 1.83 1.12 1.00 0.66 0.49 0.40 0.39 1.19 0.75
PS Ratio
2.59 5.01 0.82 0.76 0.51 0.38 0.36 0.35 0.89 0.90
PB Ratio
1.08 1.92 1.55 1.53 1.24 1.05 0.98 1.28 1.80 1.31
EV/Sales
1,283.36 16.38 (5,413.47) 11.59 7.96 8.24 7.75 17.00 17.62 11.69
EV/FCF
769 1,168 1,506 1,696 1,439 1,365 1,648 2,347 893 1,909
Op' Cash Flow
(766) (705) (1,508) (1,049) (771) (798) (940) (1,757) (427) (1,163)
Capex
3 463 (2) 647 668 568 708 590 466 746
FCF
(64) (226) (709) (729) (750) (1,055) (1,350) (2,334) (1,324) (1,604)
Working Cap'
806 739 2,816 3,146 2,843 2,803 3,613 8,087 3,166 4,349
Total Debt
421 361 2,522 2,608 2,487 2,481 3,240 7,008 2,779 3,716
Net Debt
1,346 1,442 8,126 6,414 5,522 5,775 6,257 8,533 6,088 5,587
Sh' Equity
7.25% 13.71% 2.25% (0.72%) (0.72%) 0.83% (12.99%) (5.74%) 6.78% (1.07%)
ROA
18.79% 25.35% 4.43% 2.27% 2.25% (0.22%) (14.95%) (1.91%) (1.14%) 2.42%
ROIC
16.50% 33.06% 3.93% (1.25%) (1.36%) 1.61% (26.60%) (13.24%) 15.23% (2.33%)
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Telecom Argentina Stet - France Telecom S.A. peers in Telecom Services

All 55 Telecom Services stocks →

Telecom Argentina Stet - France Telecom S.A. (TEO) key facts

  • Telecom Argentina Stet - France Telecom S.A. (TEO) is a Telecom Services company in the Communication Services sector, traded in the US as an ADR.
  • Telecom Argentina Stet - France Telecom S.A.’s revenue for fiscal 2025 (year ended December 2025) was ARS 6.7 billion, up 46.4% from fiscal 2024.
  • As of September 25, 2026, TEO traded at $13.02, a market capitalization of $1.7 billion.
  • Return on equity was −2.33% and debt-to-equity 0.63.

Source: company filings (standardised) and stockrow calculations.

Telecom Argentina Stet - France Telecom S.A. (TEO) Latest News

News by impact score

Fine-tune

12 Aug

4

Telecom Argentina SA posted record EBITDA margins with strong operational results in Q2 2026 earnings call. Record EBITDA margins indicate major profitability gains that can shift investor views and company trajectory.

3 transcript

Telecom Argentina Stet - France Telecom S.A. (TEO) released Q2 earnings call highlights covering financial performance, operational metrics and forward outlook. Q2 earnings details can shift near-term sentiment and valuation but rarely alter long-term strategy.

10 Aug

3

Cablevisión Holding announces first half and second quarter 2026 financial results. Earnings release updates financial performance of Cablevisión Holding linked to Telecom Argentina operations.

7 Aug

3

Telecom Argentina S.A. announced consolidated results for the first half and second quarter of fiscal year 2026. Earnings releases deliver financial metrics that influence short-term stock valuation and investor sentiment.

15 May

4

Telecom Argentina SA (TEO) posted robust revenue growth in Q1 2026 driven by higher service revenues and subscriber gains across mobile and broadband segments. Strong Q1 revenue expansion signals improved operating momentum that can lift near-term financial results and investor sentiment.

14 May

4

Telecom Argentina (TEO) qualifies as a new strong buy stock due to undervaluation, robust growth in fiber and mobile segments, improving financials, and favorable market position in Argentina. Bullish analyst endorsement highlights strategic strengths poised to drive significant stock appreciation and investor interest.

11 May

4

Telecom Argentina S.A. announced consolidated results for the first quarter of fiscal year 2026 (1Q26). Quarterly earnings releases directly impact financial performance metrics and market valuation for Telecom Argentina.

3

Cablevisión Holding announced its first quarter 2026 results, relevant to Telecom Argentina Stet - France Telecom S.A. (TEO) due to ownership ties. Q1 2026 results from key subsidiary Cablevisión Holding moderately influence TEO's financial performance and market sentiment.

16 Mar

4

Telecom Argentina SA (TEO) reported robust revenue growth in Q4 2025 earnings call highlights, navigating operational challenges while emphasizing strategic advancements. Robust Q4 2025 revenue growth highlights strong financial performance poised to significantly enhance Telecom Argentina's market trajectory and investor confidence.

11 Mar

4

Telecom Argentina Stet - France Telecom S.A. (TEO) Q4 earnings call highlights financial results, strategic initiatives, operational performance, and forward guidance. Q4 earnings call highlights detail financial outcomes and strategic direction, poised to significantly sway investor sentiment and stock trajectory.

4

Telecom Argentina (TEO) released its Q4 earnings snapshot. Q4 earnings snapshots significantly affect financial performance and investor sentiment.

10 Mar

4

Cablevisión Holding announced its full-year and fourth quarter 2025 financial results. Cablevisión Holding's full-year and Q4 2025 results represent major financial disclosures for a key affiliate of Telecom Argentina, likely influencing its valuation and investor sentiment.

4

Telecom Argentina S.A. announced consolidated annual results for FY25 and fourth quarter results for 4Q25. Annual and quarterly earnings announcements significantly impact financial performance, stock price, and investor sentiment.

1 Dec

3

Telecom Argentina (TEO) has recently signaled a 'golden cross,' a technical indicator suggesting potential upward momentum in its stock price. This pattern occurs when a stock's short-term moving average crosses above its long-term moving average, often interpreted as a bullish signal by traders. Analysts are now considering whether this development presents a buying opportunity for investors, as it may indicate a positive shift in market sentiment towards the company. The golden cross signal may influence investor sentiment and stock performance, but its overall effect is expected to be limited.

10 Nov

4

Cablevisión Holding reported its financial results for the nine months and third quarter of 2025, highlighting key metrics such as revenue growth and profitability. The company experienced an increase in subscribers and improved operational efficiency, contributing to a positive outlook for future performance. Management emphasized strategic initiatives aimed at enhancing customer experience and expanding service offerings in a competitive market. Significant revenue growth and strategic initiatives indicate a strong potential for future performance and market positioning.

3 earnings

Cablevisión Holding reported its financial results for the nine months and third quarter of 2025, highlighting key performance metrics and operational developments. The results indicate trends in revenue, expenses, and overall profitability, reflecting the company's position in the telecommunications market. Specific figures and comparisons to previous periods were provided, showcasing growth or challenges faced during this timeframe. Financial results can moderately influence investor sentiment and operational strategies.

3

Telecom Argentina S.A. reported its consolidated results for the nine-month period ending September 30, 2025, and the third quarter of fiscal year 2025. The company highlighted key financial metrics, including revenue growth and operational performance, reflecting its strategic initiatives and market positioning. The results indicate a positive trajectory in the competitive telecommunications landscape, with a focus on enhancing customer experience and expanding service offerings. The reported financial results indicate moderate growth and operational improvements that may influence market sentiment and performance.

14 Aug

4

Telecom Argentina SA (TEO) reported strong revenue growth in Q2 2025 despite facing various challenges. The company highlighted its strategic initiatives aimed at enhancing customer experience and expanding its service offerings. Key performance metrics showed resilience in the face of market pressures, indicating a positive outlook for future growth. Management emphasized ongoing investments in technology and infrastructure to maintain competitive advantage. Strong revenue growth and strategic initiatives indicate significant potential for future performance improvement.

13 Aug

3

Telecom Argentina reported its Q2 earnings, revealing a significant increase in revenue driven by growth in mobile and broadband services. The company highlighted improvements in operational efficiency and customer acquisition strategies. Despite challenges in the competitive landscape, Telecom Argentina's financial performance showed resilience, with a positive outlook for future quarters. The earnings report reflects the company's ongoing efforts to enhance its service offerings and adapt to market demands. The earnings report indicates moderate growth and operational improvements that may influence financial performance but are balanced by competitive challenges.

11 Aug

3

Cablevisión Holding reported its financial results for the first half and second quarter of 2025, highlighting key performance metrics and strategic initiatives. The company demonstrated growth in revenue and subscriber base, driven by enhanced service offerings and market expansion. Management provided insights into future plans aimed at sustaining momentum and addressing competitive pressures in the telecommunications sector. The financial results indicate moderate growth and strategic initiatives that may influence the company's competitive positioning.

3

Telecom Argentina S.A. reported its consolidated results for the first half and second quarter of fiscal year 2025, highlighting key financial metrics and operational performance. The company demonstrated growth in revenue and subscriber base, reflecting its strategic initiatives and market positioning. Management provided insights into future expectations and ongoing projects aimed at enhancing service delivery and customer satisfaction. The reported financial results indicate moderate growth and operational improvements that may influence market sentiment and performance.

16 May

3

Scotiabank raised the price target for Telecom Argentina (TEO) to $8.20 from $4.50 while maintaining an Underperform rating. This adjustment follows insights into the impact of Telefonica's acquisition by Telecom, according to the analyst's report. The price target adjustment reflects a moderately noticeable influence on Telecom Argentina's financial performance due to the acquisition's implications.

12 May

3

Telecom Argentina reported its Q1 earnings, showcasing a notable increase in revenue driven by growth in mobile and broadband services. The company highlighted improvements in operational efficiency and customer acquisition strategies. Despite challenges in the competitive landscape, Telecom Argentina remains optimistic about future growth prospects, supported by ongoing investments in technology and infrastructure. The earnings report indicates moderate growth and operational improvements, which may positively influence financial performance but are balanced by competitive challenges.

3

Telecom Argentina S.A. reported its consolidated results for the first quarter of fiscal year 2025, highlighting key financial metrics and operational performance. The company experienced fluctuations in revenue and expenses, reflecting ongoing market conditions and strategic initiatives. Management provided insights into future expectations and challenges, emphasizing their commitment to enhancing service offerings and customer satisfaction. Financial performance and operational insights indicate a moderately noticeable influence on the company's trajectory.

29 Mar

4

Telecom Argentina SA (TEO) is experiencing a significant decline in 2025 due to a combination of factors including increased competition, regulatory challenges, and economic instability in Argentina. The company's financial performance has been adversely affected, leading to concerns among investors about its future prospects. Analysts predict that unless strategic measures are implemented, TEO may struggle to regain its market position. Increased competition and regulatory challenges are likely to significantly impact Telecom Argentina's future performance and market position.

21 Mar

4

Argentina's presidential office has suspended Telecom Argentina's acquisition of Telefonica's local unit, citing concerns over potential market concentration. The $1.245 billion deal, announced in February, is part of Telefonica's strategy to reduce its Latin American exposure. President Javier Milei's government aims to prevent monopoly formation, and the suspension will remain until further analysis is conducted. This decision follows a recommendation from the National Commission for the Defense of Competition, which highlighted the merger's impact on market fairness. Telecom Argentina, partially owned by Clarin Group, plans to continue investing in telecom infrastructure, focusing on 5G and fiber optic networks. The suspension of the acquisition could significantly alter Telecom Argentina's strategic direction and market position.

4

Argentina's presidential office has suspended Telecom Argentina's acquisition of Telefonica's local unit, citing concerns over excessive market concentration. The government claims the merger could result in a 61% market share in mobile services, 69% in fixed lines, and up to 80% in residential internet in certain areas. This decision follows a recommendation from the National Commission for the Defense of Competition. Telecom Argentina, partially owned by Clarin Group, has stated it will cooperate with authorities and provide necessary information for further analysis. The suspension of the merger could significantly impact Telecom Argentina's market position and future growth prospects.

7 Mar

4

Telecom Argentina S.A. has completed regulatory filings with ENACOM and CNDC regarding its acquisition of Telefónica Móviles Argentina S.A., as announced on February 24, 2025. The filings are part of compliance with applicable regulations. Telecom Argentina is a leading telecommunications provider in Argentina, offering various services including fixed-line telephony, cellular, and internet services. As of December 31, 2024, the company had over 2.15 billion shares outstanding. The acquisition of Telefónica Móviles Argentina S.A. represents a significant strategic move that could alter Telecom Argentina's market position and investor sentiment.

28 Feb

3

Telecom Argentina announced the filing of its 2024 Annual Report on Form 20-F with the U.S. SEC, which includes audited financial statements for the year ended December 31, 2024. The report is accessible on the company's website and the SEC's webpage. Telecom Argentina provides various telecommunications services in Argentina, Paraguay, and Uruguay. As of December 31, 2024, the company had 2,153,688,011 shares outstanding. Shareholders can request a hard copy of the Form 20-F free of charge. The filing of the annual report and financial statements may moderately influence investor sentiment and financial performance.

27 Feb

4

Telecom Argentina S.A. reported a net income of P$1,033,252 million for FY24, a significant recovery from a loss in FY23, primarily due to foreign exchange gains. Consolidated revenues decreased by 7.7% to P$4,137,596 million, with service revenues showing a smaller decline of 6.4%. Mobile subscribers increased to 21.6 million, while broadband accesses fell to 4.0 million. Operating income before depreciation remained stable at 28.2% of revenues. The company reduced net financial debt by 36.9% to P$2,524,923 million. Significant investments were made in expanding services and modernizing infrastructure. A merger with Telefónica Móviles Argentina was announced, further consolidating its market position. The acquisition of Telefónica Móviles Argentina and significant financial recovery indicate a major strategic move that could significantly alter the company's trajectory.

stockrow.com/TEO · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com