Zacks Industry Outlook Spotlights America Movil, Telia, and TIM
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 19 2025
0mins
Source: NASDAQ.COM
Industry Challenges: The Zacks Wireless Non-US industry faces high capital expenditures, margin erosion, and supply-chain disruptions due to geopolitical conflicts, while healthy demand for connectivity is expected to benefit the sector in the long run.
Investment Trends: Companies like América Móvil, Telia Company, and TIM S.A. are focusing on upgrading their networks and diversifying from legacy services to capitalize on the growing demand for wireless and fiber connectivity, particularly with the rise of IoT and 5G.
Market Performance: Despite current challenges, the Zacks Wireless Non-US industry has outperformed the S&P 500 and the broader technology sector over the past year, with significant stock gains for key players.
Stock Recommendations: América Móvil, Telia, and TIM are highlighted as strong investment options, with América Móvil and TIM receiving a Zacks Rank of #1 (Strong Buy) due to their robust growth prospects and recent stock performance.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy AMX?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on AMX
Wall Street analysts forecast AMX stock price to fall
2 Analyst Rating
0 Buy
2 Hold
0 Sell
Hold
Current: 25.610
Low
19.50
Averages
19.50
High
19.50
Current: 25.610
Low
19.50
Averages
19.50
High
19.50
About AMX
America Movil SAB de CV is a Mexico-based company primarily involved in the telecommunications-services sector. The Company’s scope of activities revolves around telecommunications solutions related to mobile and fixed-line voice services, including airtime, local, domestical, and international long-distance operations, as well as network interconnection services. Furthermore, the Firm is engaged in both wireless and fixed data operations, Internet-access services, as well as Pay TV, which stands for solutions associated with pay per view, programming, and advertising. Additionally, The Company’s business includes services related to providing video, audio, and media, via the Internet to the end user, as well as other services related to the telecommunications-related industries. The activities offered by the Company cover approximately 20 countries across Latin America, Europe, the United States, and more.
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.
Amex Exploration Completes Oversubscribed Private Placement
- Final Tranche Completed: Amex Exploration Inc. has completed its final tranche of the private placement, issuing 4,581,567 common shares at C$4.50 each, raising an additional C$20,617,051.50, reflecting strong investor confidence in the company's prospects.
- Total Proceeds of C$79.7 Million: With the completion of this final tranche alongside the first tranche and non-brokered placement, Amex has raised a total of C$79,685,775, which will fund the company's bulk sampling program and the development of the Perron Gold Project, enhancing its financial strength.
- Strategic Investor Participation: The common shares in this tranche were purchased by strategic investor Eldorado Gold Corporation, which now holds approximately 26.90% of the company post-placement, indicating a long-term investment commitment to Amex.
- Regulatory Compliance: The private placement was conducted in accordance with Canadian securities laws and is subject to final acceptance by the TSX Venture Exchange, ensuring the company's compliance and transparency in capital markets.
See More
Amex Exploration Removed from Restriction by National Bank of Canada
- Restriction Lifted: Amex Exploration (AMX.V) has been removed from restriction by National Bank of Canada, a decision that may enhance its market liquidity and boost investor confidence.
- Market Reaction: Following the lifting of the restriction, the company's stock trading is expected to normalize, potentially attracting more investor interest and driving up share prices.
- Opportunities Ahead: With the restriction lifted, Amex Exploration has the chance to reassess its financing strategies, which could accelerate project development and resource exploration.
- Strategic Implications: This change signifies progress in the company's relationship with financial institutions, potentially laying the groundwork for future financing and partnerships.
See More
Major Wall Street Rating Changes on Monday
- F5 Rating Upgrade: Evercore ISI upgraded F5 from In Line to Outperform, raising the price target to $475, indicating a potential 31% upside, which highlights the company's positioning as a high-single-digit revenue and low-double-digit EPS compounder.
- VF Corp Double Upgrade: Williams Trading upgraded VF Corp from Sell to Buy, increasing the price target from $14 to $19, reflecting a positive momentum in Vans, particularly driven by the LX Old Skool Pearlized Pack, suggesting strong investor interest.
- Viking Holdings Upgrade: Wells Fargo upgraded Viking Holdings from Equal Weight to Overweight, raising the price target from $79 to $109, emphasizing that despite the Iran conflict, the fundamentals of the cruise company's core business continue to improve and accelerate.
- Arm's Strong Performance: Bernstein initiated coverage on Arm with an Outperform rating, noting that the business relies on three revenue streams, indicating a robust economic model that scales with customer volume and silicon complexity.
See More
Market Valuation Hits 20-Year High Amid Inflation Fears
- Market Valuation Surge: The Schiller PE metric indicates that after a week of significant gains, the market is now at its highest valuation since the dot-com crash, reflecting investor concerns about future economic prospects.
- Treasury Yields Spike: The 30-year Treasury yield hit its highest level in nearly 20 years at 5.12%, while the 10-year note finished at 4.60%, indicating heightened inflation fears that may compel the Federal Reserve to raise rates in the near future.
- Small-Cap Stocks Hit Hard: The Russell 2000 index fell 2.44% to close at 2,793 on Friday, highlighting the vulnerability of small-cap stocks amid market volatility, which may lead investors to reassess their risk appetite.
- Commodity Market Turmoil: Gold and silver prices dropped 2.26% and 8.61% respectively, reflecting investor fears of potential rate hikes that diminished the appeal of safe-haven assets, further exacerbating market uncertainty.
See More
América Móvil Files Annual Report for 2025
- Annual Report Filing: América Móvil (AMX) has filed its annual report for the fiscal year ended December 31, 2025, with the SEC, CNBV, and BMV, ensuring compliance with regulatory requirements and enhancing transparency.
- User Base: As of December 31, 2025, América Móvil boasts 331 million wireless subscribers and 79 million fixed revenue-generating units in Latin America and Europe, demonstrating its strong market presence and share in the telecommunications sector.
- Report Access: Investors can access the English and Spanish versions of the annual report via the SEC, BMV, and CNBV websites, while shareholders may request a hard copy of the complete financial statements free of charge, thereby enhancing shareholder rights to information.
- Forward-Looking Statements: The press release contains forward-looking statements reflecting AMX management's views on future performance and business developments, acknowledging various risks and uncertainties, which indicates the company's proactive outlook despite potential challenges.
See More
América Móvil Q1 Earnings Analysis
- Revenue Growth: América Móvil's Q1 revenue increased by 2.1% year-over-year to 236.8 billion pesos, with service revenue up 0.6%, equipment revenue up 7.4%, and other revenue soaring by 107.9%, indicating strong performance in the Latin American market.
- Net Income Surge: The company's net income reached 23.4 billion pesos in Q1, a 25.1% increase, primarily driven by a 12.7% rise in operating profit and a 9.9% reduction in financing costs, showcasing effective management in cost control and profitability.
- EBITDA Performance: The EBITDA margin stood at 39.9%, among the highest levels seen in recent years, reflecting the company's operational leverage, with EBITDA growth outpacing service revenue, indicating healthy business development.
- User Growth Strategy: The company added approximately 3 million postpaid mobile subscribers in the quarter, mainly from Brazil and Mexico, while prepaid subscribers slightly declined, reflecting a strategic pivot towards higher ARPU users.
See More
Amex Exploration Completes Oversubscribed Private Placement
- Final Tranche Completed: Amex Exploration Inc. has completed its final tranche of the private placement, issuing 4,581,567 common shares at C$4.50 each, raising an additional C$20,617,051.50, reflecting strong investor confidence in the company's prospects.
- Total Proceeds of C$79.7 Million: With the completion of this final tranche alongside the first tranche and non-brokered placement, Amex has raised a total of C$79,685,775, which will fund the company's bulk sampling program and the development of the Perron Gold Project, enhancing its financial strength.
- Strategic Investor Participation: The common shares in this tranche were purchased by strategic investor Eldorado Gold Corporation, which now holds approximately 26.90% of the company post-placement, indicating a long-term investment commitment to Amex.
- Regulatory Compliance: The private placement was conducted in accordance with Canadian securities laws and is subject to final acceptance by the TSX Venture Exchange, ensuring the company's compliance and transparency in capital markets.
See More
Amex Exploration Removed from Restriction by National Bank of Canada
- Restriction Lifted: Amex Exploration (AMX.V) has been removed from restriction by National Bank of Canada, a decision that may enhance its market liquidity and boost investor confidence.
- Market Reaction: Following the lifting of the restriction, the company's stock trading is expected to normalize, potentially attracting more investor interest and driving up share prices.
- Opportunities Ahead: With the restriction lifted, Amex Exploration has the chance to reassess its financing strategies, which could accelerate project development and resource exploration.
- Strategic Implications: This change signifies progress in the company's relationship with financial institutions, potentially laying the groundwork for future financing and partnerships.
See More
Major Wall Street Rating Changes on Monday
- F5 Rating Upgrade: Evercore ISI upgraded F5 from In Line to Outperform, raising the price target to $475, indicating a potential 31% upside, which highlights the company's positioning as a high-single-digit revenue and low-double-digit EPS compounder.
- VF Corp Double Upgrade: Williams Trading upgraded VF Corp from Sell to Buy, increasing the price target from $14 to $19, reflecting a positive momentum in Vans, particularly driven by the LX Old Skool Pearlized Pack, suggesting strong investor interest.
- Viking Holdings Upgrade: Wells Fargo upgraded Viking Holdings from Equal Weight to Overweight, raising the price target from $79 to $109, emphasizing that despite the Iran conflict, the fundamentals of the cruise company's core business continue to improve and accelerate.
- Arm's Strong Performance: Bernstein initiated coverage on Arm with an Outperform rating, noting that the business relies on three revenue streams, indicating a robust economic model that scales with customer volume and silicon complexity.
See More
Market Valuation Hits 20-Year High Amid Inflation Fears
- Market Valuation Surge: The Schiller PE metric indicates that after a week of significant gains, the market is now at its highest valuation since the dot-com crash, reflecting investor concerns about future economic prospects.
- Treasury Yields Spike: The 30-year Treasury yield hit its highest level in nearly 20 years at 5.12%, while the 10-year note finished at 4.60%, indicating heightened inflation fears that may compel the Federal Reserve to raise rates in the near future.
- Small-Cap Stocks Hit Hard: The Russell 2000 index fell 2.44% to close at 2,793 on Friday, highlighting the vulnerability of small-cap stocks amid market volatility, which may lead investors to reassess their risk appetite.
- Commodity Market Turmoil: Gold and silver prices dropped 2.26% and 8.61% respectively, reflecting investor fears of potential rate hikes that diminished the appeal of safe-haven assets, further exacerbating market uncertainty.
See More
América Móvil Files Annual Report for 2025
- Annual Report Filing: América Móvil (AMX) has filed its annual report for the fiscal year ended December 31, 2025, with the SEC, CNBV, and BMV, ensuring compliance with regulatory requirements and enhancing transparency.
- User Base: As of December 31, 2025, América Móvil boasts 331 million wireless subscribers and 79 million fixed revenue-generating units in Latin America and Europe, demonstrating its strong market presence and share in the telecommunications sector.
- Report Access: Investors can access the English and Spanish versions of the annual report via the SEC, BMV, and CNBV websites, while shareholders may request a hard copy of the complete financial statements free of charge, thereby enhancing shareholder rights to information.
- Forward-Looking Statements: The press release contains forward-looking statements reflecting AMX management's views on future performance and business developments, acknowledging various risks and uncertainties, which indicates the company's proactive outlook despite potential challenges.
See More
América Móvil Q1 Earnings Analysis
- Revenue Growth: América Móvil's Q1 revenue increased by 2.1% year-over-year to 236.8 billion pesos, with service revenue up 0.6%, equipment revenue up 7.4%, and other revenue soaring by 107.9%, indicating strong performance in the Latin American market.
- Net Income Surge: The company's net income reached 23.4 billion pesos in Q1, a 25.1% increase, primarily driven by a 12.7% rise in operating profit and a 9.9% reduction in financing costs, showcasing effective management in cost control and profitability.
- EBITDA Performance: The EBITDA margin stood at 39.9%, among the highest levels seen in recent years, reflecting the company's operational leverage, with EBITDA growth outpacing service revenue, indicating healthy business development.
- User Growth Strategy: The company added approximately 3 million postpaid mobile subscribers in the quarter, mainly from Brazil and Mexico, while prepaid subscribers slightly declined, reflecting a strategic pivot towards higher ARPU users.
See More
