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TickerTalks›$TEO
TETEO

Telecom Argentina S.A.

Strong FundamentalsStrong FundamentalsRevenue growing 31% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (3 mentions/wk)
$TEO·$5.6B·Telecommunications Services·Communication Services
$12.08-7.2%YTD+20.0%1Y+63.2%
Price updated 14h ago·X counts updated 2d ago
TETEO
$TEOTelecom Argentina S.A.
$12.08-7.22%3 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $TEO on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

3X posts · last 7 days
Sep 11Sep 27

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TEO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-29

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Telecom Argentina is up 20% YTD on Q1 revenue growing 31% — the Argentine-macro trade is coiled at 55% of range as Milei reforms progress.

Telecom Argentina is a $5.6B-cap Argentine telecom incumbent whose earnings power has caught up with the Argentine-macro reform cycle.

  • Up 20% year to date and 63% over the last twelve months, at 55% of its 52-week range and 11% below the 50-day moving average.
  • Q1 revenue ARS 2.36T grew 31% year over year at 76% gross margin and 35% operating margin, EPS ARS 1478 (local terms).
  • Q4 revenue ARS 2.71T grew 111% year over year — the inflation-adjusted growth trajectory is very strong.
  • Trailing P/E 25, ROIC 7%, and free-cash-flow yield 8% — reasonable multiples with strong cash generation.
  • Debt-to-equity 0.73 and beta 0.37 — moderate leverage with low correlation to broader tape.
  • Three surprises of 4-773% magnitude reflect the local inflation dynamics.
  • Analyst-covered next-year consensus is ARS 2554 EPS on ARS 10.5T revenue.

November 9 earnings (est. $0.32 EPS in ADR terms) will show whether the Argentine telecom recovery continues and whether operating margin holds.

What to watch: November 9 print — revenue growth trajectory in inflation-adjusted terms, operating margin trend, and any updated commentary on ARPU and mobile-subscriber base.

On the calendar: 2026-11-09 — Q3 earnings

no sentiment sampleadr

Read the AI verdict on $TEO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Argentina's largest integrated telecom operator providing fixed, mobile, broadband, and cable TV services across the country.

Industry overviewAI analysisGenerated by AI from underlying data

Where Telecommunications Services sits in its cycle right now — and what that implies for $TEO.

Telecommunications Services · Communication Services

No material change from last week — ASTS securities fraud class action adds litigation overhang to the satellite-direct-to-cellular thesis.

What this means for $TEO

Neutral — Argentina's largest integrated telecom operator providing fixed, mobile, broadband, and cable TV services across the country.

Industry benchmark

18-name peer basket
+4.0%YTD
+17.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
25.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
17.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
8.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
5.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
61.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 7, 2026$0.28$0.27+4.6%
Q1 2026May 12, 2026$1.04$0.28+271.4%
Q4 2025Mar 10, 2026$0.19$0.02+773.2%
Q3 2025Nov 10, 2025$-0.36$-0.49+26.5%
Next earningsMon, Nov 9·consensus EPS $0.32

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.36T+30.5%76.4%34.9%$1478.10$299.5B
Q4 FY25$2.71T+110.6%76.3%-31.9%$275.70$236.2B
Q3 FY25$2.07T+110.1%74.5%31.4%$-465.15$298.6M
Q2 FY25$1.91T+60.2%75.7%29.5%$-413.75$-66.0M

Forward consensus

3-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$10.47T$10.14T – $10.48T$2554.26$2400.72 – $2707.793
FY27$10.71T$10.64T – $10.76T$1437.96$1068.20 – $1787.183
FY28$11.37T$11.02T – $11.86T$2226.20$2136.73 – $2350.851

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.55%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-10.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 182.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.375-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 20Gonzalez Baruki Luis AlbertoDirector188.5K sh$524KBuyJun 2Urricelqui Alejandro AlbertoDirector38.9K sh$522K

See when $TEO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 11 other (11 6-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Telecom Argentina Stet - France Telecom Q2 Earnings Call Highlightsmarketbeat.com·48d agoTelecom Argentina S.A. (TEO) Q2 2026 Earnings Call Prepared Remarks Transcriptseekingalpha.com·48d agoCablevisión Holding Announces Its First Half and Second Quarter 2026 Resultsnewsfilecorp.com·50d agoTelecom Argentina S.A. announces consolidated results for the first half ("1H26") and second quarter of fiscal year 2026 ("2Q26")²gurufocus.com·53d agoTelecom Argentina S.A. announces consolidated results for the first half ("1H26") and second quarter of fiscal year 2026 ("2Q26")²prnewswire.com·53d ago

More in Telecommunications Services

Peers in the same group — one click to compare setups, fundamentals, and chatter.

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Voices on X · last 7 days

No standout posts about $TEO on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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