Telefonica Aims for M&A to Expand European Telecoms' Perspective
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 08 2025
0mins
Source: Reuters
Telefonica's Strategic Shift: CEO Marc Murtra is planning to sell Spanish-speaking Latin American assets to fund acquisitions in Europe, targeting markets in Germany, the UK, Spain, and Brazil, while maintaining the company's investment-grade credit rating.
Regulatory Landscape and Market Fragmentation: Murtra argues for the need to consolidate Europe's fragmented telecom market, suggesting that easing merger regulations could lead to improved network quality and strategic investments, especially in light of geopolitical tensions and the need for technological autonomy in Europe.
Analyst Views on LBTYA
Wall Street analysts forecast LBTYA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LBTYA is 13.93 USD with a low forecast of 11.00 USD and a high forecast of 21.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
1 Buy
5 Hold
1 Sell
Hold
Current: 10.520
Low
11.00
Averages
13.93
High
21.00
Current: 10.520
Low
11.00
Averages
13.93
High
21.00
About LBTYA
Liberty Global Ltd. is an international provider of broadband Internet, video, fixed-line telephony and mobile communications services to residential customers and businesses in Europe and are an active investor in the infrastructure, content and technology industries. It also provides technology solutions and finance services. The Company's segments include Liberty Telecom, Liberty Growth and Liberty Services. Liberty Telecom includes converged broadband, video and mobile communications businesses. Liberty Growth invests, grows and rotates capital into scalable businesses across the technology, media/content, sports and infrastructure industries with a portfolio of approximately 70 companies and various funds, including stakes in companies like ITV, Televisa Univision, Plume, EdgeConneX and AtlasEdge, as well as its controlling interest in the Formula E racing series. Liberty Services offers technology and finance service platforms offered by its centralized functions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
