Telephone and Data Systems, Inc.

Telephone and Data Systems, Inc.

TDSยทNYSE

$39.19

+0.72%
Communication ServicesTelecommunications Services

Telephone and Data Systems, Inc., a telecommunications company, provides communications services in the United States. It operates through two segments: UScellular and TDS Telecom. The company offers wireless solutions to consumers and business and government customers, including a suite of connected Internet of things (IoT) solutions, and software applications for monitor and control, business automation/operations, communication, fleet and asset management, smart water solutions, private cellular networks and custom, and end-to-end IoT solutions; wireless priority services and quality priority and preemption options; smartphones and other handsets, tablets, wearables, mobile hotspots, routers, and IoT devices; and accessories, such as cases, screen protectors, chargers, and memory cards, as well as consumer electronics, including audio, home automation and networking products. It also provides replace and repair services; Trade-In program through which it buys customers' used equipment; internet connections and all-home WI-FI services; TDS TV+, an integrated cloud television platform that offers video content; local and long-distance telephone service, VoIP, and enhanced services; and broadband, IP-based services, and hosted voice and video collaboration services. The company sells its products through retail sales, direct and indirect sales, third-party retailers, and independent agents, as well as through ecommerce and telesales. As of December 31, 2021, it offers its services to customers 5 million wireless connections, and 1.2 million wireline and cable connections. The company was incorporated in 1968 and is headquartered in Chicago, Illinois.

At a Glance

Live Snapshot
Market Cap$4.17B
EPS-0.6600
P/E Ratio-59.38
Earnings Date07/30/2026
tds

Telephone and Data Systems, Inc. Street Expectations Map

TDS ยท NYSE

Wall Street analysts project that TDS stock may decline over the coming 12 months. The consensus 1-year price target stands at 27.67, with estimates ranging from a low of 16.00 to a high of 51.00.

Lowest Target
16.00
-59.17%
Consensus Target
27.67
-29.40%
Highest Target
51.00
30.14%

The consensus 1-year price target stands at 27.67, with estimates ranging from a low of 16.00 to a high of 51.00.

Analyst Consensus Analysis

Upside Potential

-29.4%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

Analyst Agreement

126.5% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

0.51x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

Extreme uncertainty: Massive dispersion in price targets reflects fundamental disagreement on business trajectory. This could signal transformation, disruption, or complex valuationโ€”requires deep sector expertise and contrarian mindset.

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Telephone and Data Systems, Inc. Forward Estimates of Revenue

TDS ยท NYSE
Latest Revenue
1.23B
FY 2025
Avg Estimate
1.28B
FY 2026
Estimate Range
1.27B - 1.30B
Analyst Spread

Forward Growth Analysis

Projected Growth+4.4%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Telephone and Data Systems, Inc. Forward Estimates of Net Income

TDS ยท NYSE
Latest Net Income
-6.24M
FY 2025
Avg Estimate
66.33M
FY 2026
Estimate Range
-9.71M - 120.01M
Analyst Spread

Forward Growth Analysis

Projected Growth+1163.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread196%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Telephone and Data Systems, Inc. Forward Estimates of EPS

TDS ยท NYSE
Latest EPS
-0.66
FY 2025
Avg Estimate
$0.50
FY 2026
Estimate Range
$-0.09 - $1.05
Analyst Spread

Forward Growth Analysis

Projected Growth+176.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread226%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Telephone and Data Systems, Inc. Forward Estimates of EBIT

TDS ยท NYSE
Latest EBIT
201.63M
FY 2025
Avg Estimate
36.46M
FY 2026
Estimate Range
36.17M - 37.04M
Analyst Spread

Forward Growth Analysis

Projected Growth-81.9%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Telephone and Data Systems, Inc. Forward Estimates of EBITDA

TDS ยท NYSE
Latest EBITDA
553.51M
FY 2025
Avg Estimate
262.33M
FY 2026
Estimate Range
260.25M - 266.50M
Analyst Spread

Forward Growth Analysis

Projected Growth-52.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Telephone and Data Systems, Inc. Forward Estimates of SG&A Expense

TDS ยท NYSE
Latest SG&A Expense
0.00
FY 2025
Avg Estimate
422.97M
FY 2026
Estimate Range
419.62M - 429.69M
Analyst Spread

Forward Growth Analysis

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Telephone and Data Systems, Inc. Insider Positioning

TDS ยท NYSE

During the last 12 months, insiders have sold $18.48M worth of TDS shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

5.8K

244.06K

Net Activity

-244K

-$244K

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

17.1K

666.83K

Net Activity

-667K

-$667K

9-12 Months

Bought

0

0.00

Sold

456.5K

17.57M

Net Activity

-17.6M

-$17.57M

Top Buyers

No buying activity

Top Sellers

1
VVL

Villacrez Vicki L

Director, Officer: Executive Vice President & Cfo

158.7K sharesโ€ข3 transactions

$6.15M

2
CLTJ

Carlson Leroy T Jr

Director, Officer: Vice Chair

111.8K sharesโ€ข1 transactions

$4.27M

3
HJR

Hanley Joseph R

Officer: Svp-Strategy & Corp Dev

68.8K sharesโ€ข1 transactions

$2.62M

4
KAJ

Kroll Anita J

Officer: Vp, Controller & Cao

55.5K sharesโ€ข5 transactions

$2.17M

5
CDW

Chambers Douglas W

Officer: President Of A Subsidiary

42.0K sharesโ€ข1 transactions

$1.62M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $18.48M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$244K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.