TELEFONICA SA-SPON ADR (TEF) Forecast, Price Target & Analyst Ratings

NYSE:TEF • US8793822086

Current stock price

3.81 USD
-0.04 (-1.04%)
At close:
3.8 USD
-0.01 (-0.26%)
After Hours:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for TELEFONICA SA-SPON ADR (TEF).

Forecast Snapshot

Consensus Price Target

Price Target
$4.64
+ 21.81% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
Feb 26, 2026
Period
Q4 / 2025
EPS Estimate
-€0.05
Revenue Estimate
9.6B
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
53.75%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$4.64
Upside
+ 21.81%
From current price of $3.81 to mean target of $4.64, Based on 32 analyst forecasts
Low
$3.70
Median
$4.61
High
$6.00

Price Target Revisions

1 Month
-1.73%
3 Months
-9.98%

Price Target Summary

32 Wall Street analysts provided a forecast for the next 12 months for TEF. The average price target is 4.64 USD. This implies a price increase of 21.81% is expected in the next year compared to the current price of 3.81.
The average price target has been revised downward by 9.98% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

TEF Current Analyst RatingTEF Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 5 10 15

Analyst Ratings History

TEF Historical Analyst RatingsTEF Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 10 20 30

Analyst Ratings Consensus

ChartMill Buy Consensus
53.75%
TEF was analyzed by 32 analysts. The buy percentage consensus is at 54. So analysts seem to be rather neutral about TEF.
In the previous month the buy percentage consensus was at a similar level.
TEF was analyzed by 32 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2025-12-01CitigroupReiterate Neutral
2021-11-23BerenbergDowngrade Buy -> Hold
2021-10-15BarclaysDowngrade Equal-Weight -> Underweight

Next Earnings Forecast Details

Next Earnings Details

Release Date
Feb 26, 2026
Period
Q4 / 2025
EPS Estimate
-€0.05
Revenue Estimate
9.6B
Revenue Q2Q
-10.29%
EPS Q2Q
-179.12%
Number of Analysts
3

Next Earnings Revisions

Revenue (1 Month)
-0.41%
Revenue (3 Months)
0.46%
EPS (1 Month)
-139.83%
EPS (3 Months)
-136.43%

Next Earnings Summary

TEF is expected to report earnings on 2/26/2026. The consensus EPS estimate for the next earnings is -0.05 USD and the consensus revenue estimate is 9.60B USD.
The next earnings revenue estimate has been revised upward by 0.46% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2025 - 2030

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2022 2023 2024 2025 2026 2027 2028 2029 2030
Revenue
YoY % growth
TEF revenue by date.TEF revenue by date.
39.993B
1.82%		40.652B
1.65%		41.315B
1.63%		36.758B
-11.03%		37.048B
0.79%		37.625B
1.56%		37.753B
0.34%		38.637B
2.34%		40.006B
3.54%
EBITDA
YoY % growth
TEF ebitda by date.TEF ebitda by date.
N/A
-27.34%		N/A
-2.95%		N/A
6.91%		11.821B
-10.85%		12.015B
1.64%		12.37B
2.95%		12.829B
3.71%		12.877B
0.37%		13.563B
5.33%
EBIT
YoY % growth
TEF ebit by date.TEF ebit by date.
3.392B
30.51%		2.425B
-28.51%		4.578B
88.78%		4.246B
-7.25%		4.445B
4.69%		5.27B
18.56%		4.784B
-9.22%		3.371B
-29.54%		N/A
Operating Margin
TEF operating margin by date.TEF operating margin by date.
8.48%5.97%11.08%11.55%12.00%14.01%12.67%8.72%N/A
EPS
YoY % growth
TEF eps by date.TEF eps by date.
N/A
-0.44%		0.36
9.72%		0.40
11.11%		0.25
-37.45%		0.32
29.53%		0.37
13.14%		0.42
14.94%		N/AN/A

All data in EUR

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q4 / 25 Q1 / 26 Q2 / 26 Q3 / 26
EPS
Q2Q % growth		-0.05
-179.12%		0.09
13.62%		0.11
58.71%		0.11
23.44%
Revenue
Q2Q % growth		9.6B
-10.29%		9.158B
-0.68%		9.275B
3.60%		9.267B
3.45%
EBITDA
Q2Q % growth		2.064B
-40.69%		2.95B
0.85%		3.097B
22.46%		3.178B
3.25%
EBIT
Q2Q % growth		134.36M
-94.74%		1.027B
-8.06%		1.173B
-40.27%		1.211B
-0.49%

All data in EUR

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

TEF Yearly Revenue VS EstimatesTEF Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 10B 20B 30B 40B 50B
TEF Yearly EPS VS EstimatesTEF Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 0.2 0.4 0.6

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
-2.86%
EPS Next 5 Year
1.32%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
-3.08%
Revenue Next 5 Year
-1.34%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
40.69%
EBIT Next 5 Year
23.72%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

TELEFONICA SA-SPON ADR / TEF Forecast FAQ

What is the average price target for TELEFONICA SA-SPON ADR (TEF) stock?

32 analysts have analysed TEF and the average price target is 4.64 USD. This implies a price increase of 21.81% is expected in the next year compared to the current price of 3.81.

Can you provide the upcoming earnings date for TELEFONICA SA-SPON ADR?

TELEFONICA SA-SPON ADR (TEF) will report earnings on 2026-02-26, after the market close.

Can you provide the consensus estimates for TELEFONICA SA-SPON ADR next earnings?

The consensus EPS estimate for the next earnings of TELEFONICA SA-SPON ADR (TEF) is -0.05 USD and the consensus revenue estimate is 9.60B USD.

What is the consensus rating for TELEFONICA SA-SPON ADR (TEF) stock?

The consensus rating for TELEFONICA SA-SPON ADR (TEF) is 53.75 / 100 . This indicates that analysts generally have a neutral outlook on the stock.