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Telstra Corporation Limited (AU:TLS)
ASX:TLS

Telstra Corporation Limited (TLS) Price & Analysis

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TLS Stock Chart & Stats

AU$5.34
AU$0.01(0.25%)
At close: 4:00 PM EST
AU$5.34
AU$0.01(0.25%)

Bulls Say, Bears Say

Bulls Say
Market-leading Network QualityConsistently top-ranked network quality is a durable competitive advantage that supports customer retention, premium ARPU, and enterprise contract wins. High resilience and recognised performance reduce churn and underpin long-term revenue stability across consumer and business segments.
Strong Cash Generation And Disciplined Capital ReturnsRobust cash earnings, a stable leverage target and lower cost of debt give Telstra durable financial flexibility to fund Aura, maintain dividends and buybacks, and sustain investment without immediate refinancing risks, supporting long-term shareholder returns and credit profile.
Strategic InfraCo (Aura) Fibre Build With Attractive IRRBuilding intercity fibre creates structural revenue growth and a differentiated asset base. A targeted mid‑teens IRR and phased rollout through FY27–FY28 point to durable incremental EBITDA and wholesale opportunity that can deepen Telstra's infrastructure moat over multiple years.
Bears Say
Fixed Broadband SIO Losses And Revenue WeaknessOngoing nbn SIO attrition and negative revenue growth erode a core recurring revenue base. Structural exposure to NBN wholesale economics and consumer churn pressures can persistently constrain top-line growth and limit cross-sell upside unless churn is materially addressed.
Free Cash Flow Decline And Rising LeverageA near‑30% drop in free cash flow growth and rising leverage reduce reinvestment headroom and increase sensitivity to higher capex or shocks. Lower FCF conversion limits flexibility for dividends, buybacks or unforeseen costs, raising execution risk on strategic investments over the medium term.
Spectrum Renewal Uncertainty And Potential Large CostRegulatory dispute over spectrum renewal pricing creates a structural cost overhang that could materially increase capital requirements or force trade‑offs in network investment, pricing or returns. This regulatory uncertainty can persistently affect margins and strategic planning.

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$4.12 and its highest was AU$5.37 in the past 12 months.
    What is Telstra Corporation Limited’s market cap?
    Telstra Corporation Limited’s market cap is AU$59.77B.
      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 140 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 11,254,937,500 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$5.30
                      ▼(-0.77% Downside)
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<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 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":4.104,"date":1743465600000,"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 14,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":4.364,"date":1746057600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n           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8,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":4.739,"date":1754006400000,"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 8,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 7, \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 8,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 7, \t&nbsp;</span>\n        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