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Telstra Corporation Limited (AU:TLS)
ASX:TLS
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Telstra Corporation Limited (TLS) Price & Analysis

560 Followers

TLS Stock Chart & Stats

AU$5.39
AU$0.01(0.25%)
At close: 4:00 PM EST
AU$5.39
AU$0.01(0.25%)

Bulls Say, Bears Say

Bulls Say
Industry‑leading Network QualityConsistently top-ranked network quality is a durable competitive moat that supports higher ARPU, customer retention and premium contract wins. Superior resilience and 5G optimisation reduce churn risks and underpin long‑term B2B and consumer pricing power and revenue stability.
Strong Cash Generation & Capital ReturnsRobust cash earnings and disciplined capital returns create durable shareholder optionality while maintaining an A‑band credit profile. Reliable cashflow supports dividends, buybacks and targeted capex, enabling reinvestment in strategic growth without immediate balance sheet stress.
Progress On Aura Intercity Fibre InfraCoAdvancing a large intercity fibre build creates a long‑lived revenue stream with targeted mid‑teens IRR. InfraCo scale should strengthen wholesale positioning and margin profile from FY28, diversifying revenue and improving long‑term cash generation once routes commercialise.
Bears Say
Fixed Enterprise And DAC WeaknessDeclines in Fixed Enterprise and DAC indicate structural demand or pricing pressure in higher‑margin business lines. Persistent weakness here risks long‑term revenue diversification and margin sustainability, requiring sustained product rationalisation and commercial investment to restore growth.
Free Cash Flow Decline And Rising LeverageA near 29% drop in FCF growth plus higher leverage reduces strategic flexibility for capex, buybacks or dividends. Sustained lower FCF raises refinancing and rating risk when funding large projects like Aura, forcing tighter capital allocation and potential trade‑offs on long‑term growth initiatives.
Spectrum Renewal Cost UncertaintyMaterial regulatory ambiguity around spectrum pricing creates the risk of a large, unexpected capital charge. A significant renewal bill would compress returns, force reprioritisation of network investments or pricing decisions, and represent a structural regulatory tailwind rather than a transitory issue.

Telstra Corporation Limited News

TLS FAQ

What was Telstra Corporation Limited’s price range in the past 12 months?
Telstra Corporation Limited lowest share price was AU$4.38 and its highest was AU$5.46 in the past 12 months.
    What is Telstra Corporation Limited’s market cap?
    Telstra Corporation Limited’s market cap is AU$60.46B.
      When is Telstra Corporation Limited’s upcoming earnings report date?
      Telstra Corporation Limited’s upcoming earnings report date is Aug 13, 2026 which is in 119 days.
        How were Telstra Corporation Limited’s earnings last quarter?
        Telstra Corporation Limited released its earnings results on Feb 18, 2026. The company reported AU$0.099 earnings per share for the quarter, the consensus estimate of AU$0.099 by AU$0.
          Is Telstra Corporation Limited overvalued?
          According to Wall Street analysts Telstra Corporation Limited’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Telstra Corporation Limited pay dividends?
            Telstra Corporation Limited pays a Semiannually dividend of AU$0.095 which represents an annual dividend yield of 3.91%. See more information on Telstra Corporation Limited dividends here
              What is Telstra Corporation Limited’s EPS estimate?
              Telstra Corporation Limited’s EPS estimate is 0.11.
                How many shares outstanding does Telstra Corporation Limited have?
                Telstra Corporation Limited has 11,237,206,000 shares outstanding.
                  What happened to Telstra Corporation Limited’s price movement after its last earnings report?
                  Telstra Corporation Limited reported an EPS of AU$0.099 in its last earnings report, expectations of AU$0.099. Following the earnings report the stock price went up 3.642%.
                    Which hedge fund is a major shareholder of Telstra Corporation Limited?
                    Currently, no hedge funds are holding shares in AU:TLS
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Telstra Corporation Limited

                      Telstra Group Limited provides telecommunications and information services to businesses, governments, and individuals in Australia and internationally. It operates in four segments: Telstra Consumer and Small Business, Telstra Enterprise, Networks and IT, and Telstra InfraCo. The company offers telecommunication, media and technology products and services in Australia using mobile and fixed network technologies, as well as operates call centers, retail stores, a dealership network, digital channels, distribution systems and Telstra Plus customer loyalty program. It also provides network capacity and management, unified communications, cloud, security, industry solutions, integrated and monitoring services to government and large enterprise and business customers; wholesale services, including voice and data; and telecommunication products and services to other carriers, carriage service providers, and internet service providers, as well as builds and manages digital platforms. In addition, the company operates the fixed passive network infrastructure, including data centers, exchanges, poles, ducts, pits and pipes, and fiber network; provides wholesale customers with access to network infrastructure; provides long-term access to components of infrastructure under the infrastructure services agreement; designs and constructs fiber, exchanges, and other infrastructure; and operates the passive and physical mobile tower assets owned or operated by the Amplitel Pty Ltd. The company was formerly known as Telstra Corporation Limited and changed its name to Telstra Group Limited in November 2022. Telstra Group Limited was founded in 1901 and is based in Melbourne, Australia.

                      Telstra Corporation Limited (TLS) Earnings & Revenues

                      TLS Company Deck

                      TLS Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call highlighted a number of clear financial and operational positives: healthy reported and underlying earnings growth, strong cash earnings and EPS expansion, an increased interim dividend and enlarged buyback, meaningful progress on the strategic Aura fibre build, tangible tech and AI efficiency gains, and recognition for network quality. Offsetting these strengths were pockets of product and regional weakness (nbn SIO losses, Fixed Enterprise/DAC pressure), International one‑offs and expected H2 headwinds, ongoing cost items in Mobile (remediation, satellite and redundancy impacts), spectrum renewal uncertainty, and some service/resilience issues tied to device/LEO dynamics. Overall, the positives (strong earnings, cash flow, capital returns, strategic infrastructure progress and technology-driven efficiencies) outweigh the operational and regulatory risks called out in the call.View all AU:TLS earnings summaries

                      TLS Stock 12 Month Forecast

                      Average Price Target

                      AU$5.28
                      ▼(-2.12% Downside)
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8,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 8, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":4.88,"date":1756684800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 11,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 14, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":4.753,"date":1759276800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 12,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 49, \t&nbsp;</span>\n    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