Telecom Argentina Stet – France Telecom (NYSE:TEO) Releases Earnings Results, Beats Expectations By $0.04 EPS

Telecom Argentina Stet – France Telecom (NYSE:TEO) released its earnings results on Wednesday. The utilities provider reported $0.19 earnings per share for the quarter, topping analysts’ consensus estimates of $0.15 by $0.04, Zacks reports. Telecom Argentina Stet – France Telecom had a negative net margin of 2.55% and a negative return on equity of 2.64%. The firm had revenue of $1.56 billion for the quarter, compared to the consensus estimate of $1.53 billion.

Here are the key takeaways from Telecom Argentina Stet – France Telecom’s conference call:

• Telecom completed the acquisition and consolidation of TMA (10 months in 2025), with TMA contributing nearly $1.9 billion in revenues and over $0.4 billion in EBITDA, taking pro forma revenues to $6.1 billion and pro forma EBITDA to $1.8 billion.
• Profitability improved materially: consolidated EBITDA margin rose to over 30.3% in constant currency (31.7% nominal), while Telecom excluding TMA reached 33.7%, and would be ~32% excluding higher severance run-rate at TMA.
• CapEx accelerated to ~ARS 1.5 trillion (~$1.0 billion) with a record FTTH rollout (over 1 million homes passed) and expanded 5G footprint (1,000+ sites), prioritizing fiber and 5G network deployment.
• Balance sheet strengthened despite the acquisition: net debt of ~$3.2 billion implies ~1.7x net-debt/EBITDA pro forma, cash >$0.5 billion, free cash flow >$0.6 billion, and extended average debt life to over five years (including a $600M 10?year note).
• Reported consolidated net loss of ~ARS 145 million in FY2025 versus net income of ~ARS 1.4 trillion in FY2024, driven by FX exchange losses as inflation dynamics and peso moves reduced the prior-period FX gains.

Telecom Argentina Stet – France Telecom Stock Performance

NYSE:TEO traded down $0.40 during mid-day trading on Thursday, reaching $11.89. The company’s stock had a trading volume of 18,924 shares, compared to its average volume of 279,705. The company has a current ratio of 0.52, a quick ratio of 0.50 and a debt-to-equity ratio of 0.56. The stock has a market cap of $5.12 billion, a P/E ratio of -33.95 and a beta of 1.26. The firm’s fifty day moving average price is $11.71 and its two-hundred day moving average price is $10.52. Telecom Argentina Stet – France Telecom has a 12-month low of $6.43 and a 12-month high of $13.81.

Hedge Funds Weigh In On Telecom Argentina Stet – France Telecom

Hedge funds and other institutional investors have recently modified their holdings of the company. XTX Topco Ltd purchased a new position in shares of Telecom Argentina Stet – France Telecom during the 4th quarter valued at about $189,000. Millennium Management LLC raised its stake in Telecom Argentina Stet – France Telecom by 160.8% during the 4th quarter. Millennium Management LLC now owns 125,593 shares of the utilities provider’s stock worth $1,458,000 after acquiring an additional 77,437 shares during the period. EFG International AG bought a new stake in Telecom Argentina Stet – France Telecom during the 4th quarter worth approximately $58,000. State of Wisconsin Investment Board purchased a new position in Telecom Argentina Stet – France Telecom during the fourth quarter valued at approximately $302,000. Finally, Marshall Wace LLP bought a new position in shares of Telecom Argentina Stet – France Telecom in the fourth quarter worth approximately $1,969,000.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on TEO. Weiss Ratings reiterated a “sell (d-)” rating on shares of Telecom Argentina Stet – France Telecom in a research note on Monday, December 29th. Zacks Research raised Telecom Argentina Stet – France Telecom from a “strong sell” rating to a “hold” rating in a research report on Monday, February 23rd. One analyst has rated the stock with a Buy rating, two have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Telecom Argentina Stet – France Telecom presently has a consensus rating of “Reduce” and an average price target of $11.57.

Telecom Argentina Stet – France Telecom Company Profile

Telecom Argentina Stet – France Telecom (NYSE:TEO) is an integrated telecommunications provider based in Buenos Aires, Argentina. Originally formed through the 1990 privatization of the state-owned Empresa Nacional de Telecomunicaciones (ENTel), the company was initially backed by Italian state carrier STET and French operator France Télécom. Since its listing on the New York Stock Exchange under the ticker TEO, Telecom Argentina has evolved into one of the country’s principal communications groups, offering a comprehensive portfolio of voice and data services.

The company’s core business activities span fixed-line telephony, mobile services, broadband internet and digital television.