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    Tele2 (OM:TEL2 B) Just Gave Investors Something To Think About

    Simply Wall St·10/31/2026 04:45:59
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    Tele2 (OM:TEL2 B) just posted third quarter and nine month results, with both sales and net income higher than a year earlier, drawing fresh attention to how the stock reflects these earnings.

    The fresh earnings update has landed against a share price of SEK159.6, with a modest gain on the day and a year to date share price return of 2.77%, while total shareholder return over one, three and five years of 12.91%, 131.17% and 95.67% respectively indicates that investors have already rewarded Tele2 for its longer term delivery far more than recent trading might suggest.

    Scan how Tele2’s latest earnings compare with those of its peers and see which telecom players are showing similar momentum with the 199 high quality undervalued stocks.

    Tele2 now trades close to recent highs, and analyst targets together with an implied intrinsic value suggest a wide fair value band. Is the current SEK159.6 price near the middle of that range or at an extreme?

    Most Popular Narrative: 8% Undervalued

    On the prevailing narrative, Tele2 carries a fair value of about SEK174 per share, which sits above the latest SEK159.6 close and frames the stock as modestly discounted rather than mispriced at either extreme.

    Ongoing cost efficiency and AI driven transformation, including the completed reduction of around 650 positions and close to 350 supplier renegotiations together with expanding use of automation and agentic coding, is expected to keep supporting EBITDAaL margins and earnings. Sustained low CapEx to sales of 10 to 11% alongside nationwide 5G coverage in Sweden and external recognition for network quality suggests limited incremental investment needs, which supports equity free cash flow and net margin stability.

    See why 12 investors see Tele2 as 8% undervalued.

    Result: Fair Value of SEK174.32 (UNDERVALUED)

    Still, the Tele2 story can wobble if Swedish consumer broadband pressure persists or if further cost and AI gains prove harder to extract than expected.

    Find out about the key risks to this Tele2 narrative.

    Next Steps

    Mixed feelings about Tele2 so far. If you want to move beyond the headline takeaways and weigh those trade offs yourself, start with the 4 key rewards and 4 important warning signs.

    Looking for more investment ideas beyond Tele2?

    If Tele2 has your attention but you want a wider watchlist, you can use these focused stock ideas to pressure test your thinking and help avoid leaving potential opportunities on the table.