TSE:T

Telus Corp (T.TO)

13.74
-0.02 (0.11%)
as of Aug 6, 2026, 3:31:24 pm Market Open.
1397 watching
0
Investor Insights
star iconAug 6, 2026, 12:00 am

This summary was created by AI, based on 82 opinions in the last 12 months.

Telus Corp currently faces significant challenges, as reflected in the mixed reviews from various experts. Many analysts express concern about the company's high debt levels, issues with dividend sustainability, and the overall lack of growth in the telecommunications sector due to competitive pricing pressures. The recent dividend cut and the strategic pause in future dividend growth have raised questions about the company's financial health and ability to maintain its appeal to income-focused investors. While some see the potential for a turnaround, especially with a new CEO and asset monetization plans, others are skeptical about the stock's prospects and the likelihood of significant recovery in the near term. Overall, investors are advised to proceed cautiously, with many suggesting a focus on dividends while closely monitoring cash flow and debt levels.

consensus icon
Consensus
Cautious
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Valuation
Undervalued
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Similar
Rogers,RCI.B
SELL
Hasn't liked the telcos, but if you have to own one, this would be it. Lots of competition on the wireless side. Trades at a lower multiple than the rest. Prefers Rogers (RCI.B-T).
TOP PICK
Last quarter wasn't great and the stock got really hit. Has under performed the group and is a great value play. She is looking for this quarter to be much better. Will be re-capitalizing their balance sheet, so that will look better. To roll out their GSM system, it will only take about $450 million of capX, which is really good.
TOP PICK
Only 4 or 5 big names in the space. Asset class you have to own. BCE is going away. All that market cap will come back to telecom space. Dividend has room to increase, not expensive.
HOLD
Has come down to virtually A market multiple. Definitely Hold and may very well be a Buy
BUY
Its growth engine has been the cellular phone side. There is now uncertainty as to whether the government will license out a 4th provider. Trading where it is because the talk of the leveraged buyout is now over.
DON'T BUY
Has been Canada's growth telecom vehicle and continues to be. Have the best management and the best balance sheet. 2 problems are valuation, which is starting to come out of the stock and competition.
COMMENT
Stumbled last quarter but a first rate company. Growth outlook is superior to Manitoba Tel (MBT-T).
DON'T BUY
Recently broke a key support level this month. Has been in a downward trend for the last few months. Market had expected this company would be taken out similar to BCE (BCE-T) but that didn't happen.
BUY
Feels this offers better value Rogers (RCI.B-T). Will have to develop world phone capability at pretty significant capital cost.
DON'T BUY
His model price is $44.93. Reported and reduced their earnings estimates. There is a -17% differential on this one.
HOLD
Has fallen because 1) the takeover premium in the telco sector is now gone and 2) last quarter came out with some really choppy earnings. Had a higher than expected churn on their mobile, higher acquisition costs and barely beat estimates. Telcos don't have the bundling ability like the cables.
TOP PICK
Been severely punished in the last couple of weeks as a result of BCE, no mergers/acquisitions and also the 2nd quarter was a bit of a disappointment. Thinks they will regain ground in the 3rd and 4th quarters. Fundamentals for the wireless business is still good.
BUY
Globally Telcos are lagging cable companies. Better bundles are with cable. Also been under pressure because of concerns they will bid for BCE. This is unlikely so it may be an opportunity. Have a great cash position with the possibility of increased dividend or stock buyback.
COMMENT
Had a sharp correction because of a possible merger with BCE. That is off the table now. 2nd quarter was not good. An exceptionally well-run company. Has been growing consistently and will continue to do so. Long-term, an excellent stock.
HOLD
Hit recently because of disappointing earnings. Looks like it's a one-time deal. Jury is still out, but he is giving it the benefit of the doubt because of the sector. Would not hold this much below $54.
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