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TEO

Telecom ArgentinaC
NYSE / Telecommunication Services
Last Price
Quote time unavailable
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Current thesis
Second-quarter margin expansion and modest underlying service-revenue growth suggest operating efficiencies may be durable. The company reported lower real net financial debt at June 30, but stronger conviction requires evidence that TMA remedies and elevated capital spending do not erode cash returns [#PR-2026-08-07].
Posture
Mixed
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta +0.0.
What can break
Consolidated revenue comparisons benefit from two additional months of TMA contribution; underlying service-revenue growth was substantially slower [#PR-2026-08-07].
Momentum
47
Value
67
Sentiment
43
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $11.25 · Bull $15.70 · Bear $8.00Analysis 2026-10-02; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-23 • Vendor: Data Vendor v1
Scores
As of 2026-10-23 • Model: HYBRID_IC_RP
AI Memo
As of 2026-10-02 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-10-23

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-23. Definitions

Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $16.78
Why
Momentum47 · Δ7d +3.2
Value67 · Δ7d +0.0
Sentiment43 · Δ7d -2.2
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.

Confirming evidence

  • • Value remains the lead driver in the composite, 7D delta +0.0.

Contradictions & invalidation

  • • Consolidated revenue comparisons benefit from two additional months of TMA contribution; underlying service-revenue growth was substantially slower [#PR-2026-08-07].
  • • First-half capital spending reached 18.6% of revenue, up from 14.4%, potentially constraining free cash flow [#PR-2026-08-07].
  • • Consolidated growth is acquisition-skewed, prepaid-line cleanup obscures subscriber trends, and peso appreciation was a major contributor to first-half net income.

Catalyst clock

2026-11-15

Test whether margin gains persist without acquisition-driven growth

Lead driver: Value · See fundamentals
Momentum
47
8% active weight
Current posture
7d trendFlat
Δ7d
+3.2
Δ21d
-1.1
Value
67
47% active weight
Current posture
7d trendFlat
Δ7d
+0.0
Δ21d
-0.4
Sentiment
43
45% active weight
Current posture
7d trendSoftening
Δ7d
-2.2
Δ21d
-18.0
Why this grade

Composite grade C. Momentum 47.1 / Value 67.3 / Sentiment 42.8

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-10-02. Scenario method

B+
Bull case
25%
Probability
Target price
$15.70
Analysis reference price unavailable
Analysis 2026-10-02 · RankAlpha Sentiment Codex
Most likely
B
Base case
45%
Probability
Target price
$11.25
Analysis reference price unavailable
Analysis 2026-10-02 · RankAlpha Sentiment Codex
B-
Bear case
30%
Probability
Target price
$8.00
Analysis reference price unavailable
Analysis 2026-10-02 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-10-23
Market Cap
$5.91B
Beta
0.95
Shares Out
125.61M
P/E (TTM) · Derived
-148.5
P/S (TTM)
-
P/FCF (TTM)
3.13
Rev YoY
+9.1%
EPS YoY
-179.7%
Gross Margin
+29.9%
Op Margin
+9.4%
Net Debt
$2.43B
Current Ratio
0.58
As of 2026-10-23 • Updated nightlySource: Internal modelMethods & Data