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Telecom Argentina Stet - France Telecom S.A. (TEO)
NYSE:TEO
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Telecom Argentina (TEO) AI Stock Analysis

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TEO

Telecom Argentina

(NYSE:TEO)

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Outperform 70 (OpenAI - 5.2)
Rating:70Outperform
Price Target:
$14.50
▲(6.07% Upside)
Action:Reiterated
Date:08/18/26
The score is primarily supported by attractive valuation (moderate P/E and very high dividend yield) and improving TTM profitability. Offsetting this, financial performance is tempered by historical earnings volatility and weak cash conversion, while technical indicators are mixed with limited momentum.
Positive Factors
Improved Profitability
Strong service growth and elevated EBITDA margins indicate improved operating leverage and customer monetization. If sustained, these gains can strengthen earnings capacity and provide more resources for network investment and competitive positioning.
Negative Factors
Mobile Customer Attrition
The decline in the core Argentine mobile base threatens recurring revenue scale and may increase retention or acquisition costs. Persistent prepaid disconnections could weaken network utilization and offset growth from broadband, television and TMA.
Read all positive and negative factors
Positive Factors
Negative Factors
Improved Profitability
Strong service growth and elevated EBITDA margins indicate improved operating leverage and customer monetization. If sustained, these gains can strengthen earnings capacity and provide more resources for network investment and competitive positioning.
Read all positive factors

Telecom Argentina (TEO) vs. SPDR S&P 500 ETF (SPY)

Telecom Argentina Business Overview & Revenue Model

Company Description
Telecom Argentina S.A., operating through its subsidiaries, delivers a comprehensive array of telecommunications services both within Argentina and across international borders. Its offerings span traditional fixed-line telephony, encompassing loc...
How the Company Makes Money
Telecom Argentina primarily generates revenue by selling recurring telecommunications and digital services under subscription and usage-based plans across multiple lines of business. A major portion comes from mobile services, where customers pay ...

Telecom Argentina Financial Statement Overview

Summary
Profitability has improved materially in the TTM period (positive net margin and strong operating/EBITDA margins) with revenue growth, but results have been volatile across years. Balance sheet leverage appears manageable with improved debt-to-equity, yet absolute debt has risen. Cash flow is positive and growing, but cash conversion is weak (operating cash flow below net income and free cash flow only about one-third of net income).
Income Statement
72
Positive
Balance Sheet
66
Positive
Cash Flow
60
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue9.69T8.33T4.14T2.06T4.94T2.58T
Gross Profit7.38T6.28T3.03T1.51T3.65T1.89T
EBITDA4.01T2.34T2.91T175.33B238.59B1.18T
Net Income729.62B-170.01B1.01T-257.73B-1.41T8.66B
Balance Sheet
Total Assets19.26T16.62T10.94T11.93T5.38T2.10T
Cash, Cash Equivalents and Short-Term Investments956.69B791.81B351.90B617.89B150.80B59.67B
Total Debt6.01T4.31T3.09T4.83T1.55T556.43B
Total Liabilities10.33T9.64T5.41T7.04T2.85T1.03T
Stockholders Equity8.83T6.86T5.43T4.72T2.48T1.05T
Cash Flow
Free Cash Flow1.07T601.69B417.29B441.70B620.82B327.01B
Operating Cash Flow3.07T2.18T811.50B1.77T1.45T788.80B
Investing Cash Flow-2.44T-3.51T-383.42B-1.63T-1.12T-698.31B
Financing Cash Flow-559.14B1.31T-405.62B-275.46B-310.58B-123.12B

Telecom Argentina Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price13.67
Price Trends
50DMA
13.57
Negative
100DMA
12.91
Positive
200DMA
12.36
Positive
Market Momentum
MACD
-0.09
Positive
RSI
42.93
Neutral
STOCH
19.96
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For TEO, the sentiment is Neutral. The current price of 13.67 is above the 20-day moving average (MA) of 13.60, above the 50-day MA of 13.57, and above the 200-day MA of 12.36, indicating a neutral trend. The MACD of -0.09 indicates Positive momentum. The RSI at 42.93 is Neutral, neither overbought nor oversold. The STOCH value of 19.96 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for TEO.

Telecom Argentina Risk Analysis

Telecom Argentina disclosed 48 risk factors in its most recent earnings report. Telecom Argentina reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Telecom Argentina Peers Comparison

Overall Rating
UnderperformOutperform
Sector (60)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
83
Outperform
$3.60B87.324.15%14.60%-94.13%
71
Outperform
$14.65B15.0713.16%8.52%-3.37%-27.49%
70
Outperform
$5.98B12.359.66%0.33%33.24%
69
Neutral
$4.20B9.0824.22%8.17%-1.72%-18.30%
69
Neutral
$4.67B11.587.05%4.01%16.11%2.43%
60
Neutral
$48.67B4.58-11.27%4.14%2.83%-41.78%
* Communication Services Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TEO
Telecom Argentina
13.14
4.20
47.00%
TLK
PT Telekomunikasi Indonesia Tbk
14.99
-3.74
-19.98%
PHI
PLDT
19.38
-2.45
-11.21%
TKC
Turkcell Iletisim
5.46
-0.48
-8.05%
VEON
VEON
59.38
0.68
1.16%

Telecom Argentina Corporate Events

Telecom Argentina Reports Mid-2026 Results and Streamlines Digital Portfolio
Aug 10, 2026
Telecom Argentina has filed a Form 6-K for August 2026, presenting unaudited condensed consolidated financial statements and an operating and financial review as of June 30, 2026. The filing reflects recent corporate changes, including the January...
Telecom Argentina Swings to Profit and Lifts Investment on Strong 1H26 Results
Aug 7, 2026
On August 7, 2026, Telecom Argentina reported consolidated results for the first half and second quarter of 2026, showing that 1H26 consolidated revenues reached P$5,075,511 million, of which P$4,888,908 million were service revenues, up 16.0% yea...
Telecom Argentina Names Manuel García Diez as New CFO Effective August 3, 2026
Jul 22, 2026
On July 22, 2026, Telecom Argentina S.A. announced that its Board of Directors had appointed Manuel García Diez as Chief Financial Officer, with his tenure to begin on August 3, 2026. The decision, disclosed to the Argentine securities regula...
Telecom Argentina Gets Conditional Antitrust Approval for Telefónica Móviles Deal
Jun 18, 2026
On June 18, 2026, Telecom Argentina reported that Argentina’s Antitrust Tribunal has conditionally approved its planned acquisition of exclusive control over Telefónica Móviles Argentina and its subsidiaries. The decision follows a...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 18, 2026