Telecommunication Services

Telefonica

Telefonica Confirms 2026 Guidance

2026 Mobile World Congress in Barcelona Highlights AI Technology Advancements

Telefonica Brazil shareholders approve reduction of 4 billion reais in capital

Nokia Deploys Edge Data Center Network Solutions for Telefonica

Telefonica and Others Reach Agreement to Acquire Netomnia

Telefónica Tech Launches Digital Identity Management Platform for the Insurance Industry

Telefonica Requests SEC Reporting Obligation Waiver

Telefonica Considers Acquiring Vodafone Spain

Goldman Sachs Analyst Reiterates Buy Rating on Telefonica

FactSet Raises EPS Estimates for Telefonica in 2025

Mexican Tax Authority Accuses Telefonica of Owing $248 Million in Taxes

Telefonica Plans to Cut 5,500 Jobs for Digital Transformation

Telefonica expects positive cash flow impact from 2026

Barclays analyst maintains hold rating for Telefonica with a target price of 4 euros

US Bank Downgrades Telefonica, America Movil Proceeds with Chile Acquisition Alone

TEF Extends Partnership with NOK to Modernize German RAN, Accelerate 5G Rollout and Drive AI-based Network Automation by 2030

Telefonica Plans to Cut at Least 5,040 Jobs

Telefonica Signs Broadcasting Rights Agreement With UEFA

Four UK Mobile Operators Face Dozens of Billions of Pounds in Customer Charge Lawsuits

Telefonica Brasil Approves R$340 Million in Dividends

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TELFY

Analyst Andrew Lee of Goldman Sachs maintains a Buy rating on Telefonica with a price target of €4.50, citing improved core-market momentum and strong performance in Spain. The company shows solid revenue and EBITDA growth, particularly in Spain, and a positive outlook for Brazil and Germany. Free cash flow exceeded expectations, supporting 2026 guidance and potential upward revisions to EBITDA estimates.

- Goldman Sachs analyst Andrew Lee maintains a buy rating for Telefónica with a target price of €4.50, offering a 55% discount on TipRanks.  
- The rationale for the rating includes better-than-expected first-quarter performance and significant growth momentum in core markets, particularly in Spain, which is experiencing strong revenue and EBITDA growth due to successful strategies.  
- Improved free cash flow, phased capital expenditures, and reaffirmed guidance for 2026 and beyond enhance confidence in the company's ability to meet targets, allowing room for potential EBITDA adjustments.

Tip Ranks

TELEFONICA SA SPON ADR EACH REP 1 ORD SHS

Goldman Sachs

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Andrew Lee Reiterates Buy Rating on Improved Core-Market Momentum, Stronger Spain Performance, and Solid Cash Flow Supporting 2026 Guidance

Telefonica (TEF) Q1: adjusted net profit €482M, EBITDA €2.84B, revenue €8.13B. Posted net loss €411M from Latin America disposals. Revenue and EBITDA rose; net debt fell; 2026 outlook confirmed.12Telefonica SA (TEF) confirmed it will pay a 2026 dividend but gave no details on amount, record date or payment date. Traders note dividend confirmation amid pending specifics.3Telefonica (TEF) says Hispam exit nearly complete; strategy shifts to B2B and digital services as main growth drivers—key for traders tracking revenue mix and regional exposure.4

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SPDR S&P Telecom

Key facts: Telefonica Q1 €482M; 2026 div. affirmed; Hispam exit near

Telefonica shares rose 5.1% to 4.01 euros after reporting first-quarter revenue of 8.13 billion euros, exceeding expectations. Revenue in Spain grew 2%, while Brazil saw a 7.4% increase. Adjusted earnings before interest, taxes, depreciation, and amortization rose to 2.84 billion euros, surpassing forecasts. The company reported a net loss of 411 million euros, an improvement from a 1.30 billion euro loss a year earlier. Under CEO Marc Murtra, Telefonica is focusing on growth and has reduced its Latin American exposure, including acquiring U.K.-based Netomnia.

MorningStar

Telefonica Brasil - ADR WI

Telefonica Shares Rise After Revenue, Adjusted Earnings Beat Expectations

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BURBY

Telefonica is on track to meet full-year expectations after a narrower net loss and higher revenue. Burberry's sales rose 5% amid a turnaround plan. Cisco plans to restructure, costing up to $1 billion. StubHub reported a profit due to strong ticket demand. Cerebras Systems aims to raise $5.55 billion in the largest U.S. IPO this year. Fervo Energy's shares soared in its trading debut. Amazon is replacing Rufus with Alexa for Shopping. Rivian's robotics company raised $400 million. McDonald's is naming a stadium in Chicago, and Equinox and Orla are merging to create an $18.5 billion gold miner.

- Telefonica is on track to meet its full-year guidance after reporting a narrower net loss and increased revenue in Q1.  
- Burberry's sales rose 5% as its turnaround efforts take effect amid challenging market conditions.  
- Cisco plans to undergo a restructuring that will cost up to $1 billion as part of its all-in AI push.

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Burberry

Dow Jones Top Company Headlines at 3 AM ET: Telefonica to Meet Guidance After Net Loss Narrows | Burberry ...

Telefónica SA reported a narrower net loss of 411 million euros in Q1, down from 1.30 billion euros a year ago, with adjusted EBITDA rising 1.3% to 2.84 billion euros. Revenues increased by 0.4% to 8.127 billion euros. The company maintained its fiscal 2026 outlook, projecting 1.5% to 2.5% growth in revenues and adjusted EBITDA, and confirmed a dividend of 0.15 euro per share for 2025 and 2026.

rttnews

Telefónica Q1 Loss Narrows, Adj. EBITDA Rises; Confirms FY26 Outlook

Barclays has raised its price target for Telefónica SA from €3.8 to €4.0, citing favorable foreign exchange movements and stronger expectations for Brazil operations. The brokerage updated its model to reflect the appreciation of the Brazilian real against the euro and removed Mexico from forecasts after Telefónica's $450 million business sale. While revenue estimates for 2026 and 2027 were lowered by about 3%, EBITDA forecasts remained stable. Barclays maintains an Equal Weight rating, noting Brazil as a key growth driver but warns of elevated leverage and intense competition in Spain.

Investing

Barclays

This Spanish stock gets price target boost from Barclays on Brazil tailwinds

Kepler Capital analyst Javier Borrachero has maintained a Hold rating on Telefonica, setting a price target of €4.00. The stock closed at €3.80. The analyst consensus also reflects a Hold rating with an average price target of €3.78, indicating a potential downside of -0.60%. Barclays similarly maintained a Hold rating with a €4.00 target.

Telefonica Deutschland Holding AG

Telefonica (0TDE) Receives a Hold from Kepler Capital

Telecom equipment manufacturers and cellular providers are facing economic challenges due to rising component costs and shrinking customer budgets. Global telecom capital expenditures are projected to decline by 2% in 2026, prompting companies like Verizon and Telefonica to reduce spending. The semiconductor supply chain shift towards AI hardware has led to significant cost inflation, impacting profitability. To navigate these pressures, the industry is prioritizing software automation and transitioning to advanced autonomous networks, despite the challenges posed by the 6G transition and high costs of AI integration.

Telefonica(TEF.US)