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Deutsche Telekom shares rise on strong Q3, raised guidance

Published 11/14/2024, 07:26 PM
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Investing.com -- Deutsche Telekom's (ETR:DTEGn) shares climbed following its third-quarter results, driven by a strong performance in key financial metrics, particularly EBITDA after leases (EBITDAaL), which exceeded market expectations by 2%.

At 6:24 am (1124 GMT), Deutsche Telekom was trading 4% higher at €28.950.

This beat was primarily driven by robust growth in Germany, where EBITDAaL expanded by 3.5%, up from 1% in the previous quarter. 

This growth offset slight underperformance in the mobile sector, which saw a deceleration in service revenue.

Deutsche Telekom’s revised guidance also played a vital role in lifting investor sentiment. 

The company raised its 2024 Group EBITDAaL target to about €43 billion from a prior estimate of €42.9 billion, underpinned by a favorable outlook in both the U.S. and European markets. 

“We are positive on longer-term fundamentals for DT, with the stock offering defensive growth (EPS of >11% pa) and shareholder returns of >4% pa (3.0% dividend yield and 1.4% buyback),” said analysts at UBS in a note.

Analysts at Morgan Stanley (NYSE:MS) noted that the strengthening of T-Mobile US (NASDAQ:TMUS), which saw a 12% increase in value over the past month, contributed positively to Deutsche Telekom's overall valuation.

Organic service revenue growth remained solid at 3.8%, continuing the steady trajectory observed earlier in the year. 

The results indicate that Deutsche Telekom is effectively managing headwinds in specific segments, such as mobile services, while capitalizing on opportunities in broadband and fixed-line services.

Morgan Stanley forecasted a potential consensus upgrades, which could further bolster the stock’s appeal.

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