Communication Services
Companies that provide communication services using fixed-line networks or those that provide wireless access and services. This sector also includes companies that provide internet services such as access, navigation, and internet-related software and services.
Featured
Latest Company Reports
- 3635Koei Tecmo Holdings Co Ltd
Koei Tecmo's Long-Term Profitability to Improve on Stronger Development and a Steadier Game Pipeline
- Rating
- Price
- ¥1,724.50
- Fair Value
- LOCK|!S
- Uncertainty
- LOCK|#$gx
- Economic Moat
- LOCK|yWj$
- Capital Allocation
- LOCK|jyST$c
- VZVerizon Communications Inc
Verizon Is Regaining Momentum in the Wireless Market
- Rating
- Price
- $43.93
- Fair Value
- vg
- Uncertainty
- LOCK|n$V
- Economic Moat
- LOCK|l<$Yt
- Capital Allocation
- LOCK|G?%yCk
- 9602Toho Co Ltd
Godzilla Minus Zero to Test Toho's Global Distribution Push
- Rating
- Price
- ¥1,697.00
- Fair Value
- LOCK|X%
- Uncertainty
- LOCK|Rl@!
- Economic Moat
- LOCK|Yrm#
- Capital Allocation
- LOCK|X<&j!Kt
- SPOTSpotify Technology SA
Spotify Should Remain the Leader in Subscription Audio as the Industry Matures and Evolves With AI
- Rating
- Price
- $555.45
- Fair Value
- ^?!
- Uncertainty
- LOCK|?R
- Economic Moat
- LOCK|^h%$C
- Capital Allocation
- LOCK|<S$mQqx
- CMCSAComcast Corp Class A
Comcast Is Making Progress in a Tough Competitive Environment, but We Expect a Long Road to Recovery
- Rating
- Price
- $21.84
- Fair Value
- %$w
- Uncertainty
- LOCK|yXyCm
- Economic Moat
- LOCK|H#Y<X
- Capital Allocation
- LOCK|>yhtS#v
- TELIATelia Company AB
Elia Delivers in Sweden While Norway and Finland Show Signs of Repair
- Rating
- Price
- SEK 47.89
- Fair Value
- ^R
- Uncertainty
- LOCK|#Q#Tb
- Economic Moat
- LOCK|N^#
- Capital Allocation
- LOCK|k#fg^f@
- AMXAmerica Movil SAB de CV ADR - Series B
America Movil Continues to Dominate Latin American Telecom
- Rating
- Price
- $24.06
- Fair Value
- ?>
- Uncertainty
- LOCK|b^&h
- Economic Moat
- LOCK|#Y%T
- Capital Allocation
- LOCK|#$f<$t
- METAMeta Platforms Inc Class A
Meta is a Social Media Behemoth with a Rising Profile in AI
- Rating
- Price
- $620.19
- Fair Value
- %V$
- Uncertainty
- LOCK|D&^
- Economic Moat
- LOCK|%#
- Capital Allocation
- LOCK|$@Fq^G^
- TAT&T Inc
AT&T's Convergence Strategy Is Gaining Steam but at High Cost
- Rating
- Price
- $20.94
- Fair Value
- yd<
- Uncertainty
- LOCK|HhQ
- Economic Moat
- LOCK|>^?Y<
- Capital Allocation
- LOCK|^<k
- NFLXNetflix Inc
Mature Business Means Slower Growth, but Netflix Remains the Clear Leader in Subscription Streaming
- Rating
- Price
- $62.52
- Fair Value
- <bG
- Uncertainty
- LOCK|sz
- Economic Moat
- LOCK|??m@Q
- Capital Allocation
- LOCK|nLZ!pLF%
- ZGZillow Group Inc Class A
Zillow: Improving Rental Business Sets the Firm Up for Greener Days Ahead
- Rating
- Price
- $33.18
- Fair Value
- S&
- Uncertainty
- LOCK|C#
- Economic Moat
- LOCK|qp
- Capital Allocation
- LOCK|v$>!yf
- SKYDSkydance Corp Ordinary Shares - Class B
With Warner in the Fold, Skydance Now Must Realize Its Expected Synergies and Reduce Debt
- Rating
- Price
- $7.75
- Fair Value
- $XQ
- Uncertainty
- LOCK|d& P%$?
- Economic Moat
- LOCK|&$
- Capital Allocation
- LOCK|WH
- 9468Kadokawa Corp
Initiating Coverage of Kadokawa With JPY 2,600 Fair Value Estimate
- Rating
- Price
- ¥3,704.00
- Fair Value
- LOCK|S%
- Uncertainty
- LOCK|WbT
- Economic Moat
- LOCK|J?
- Capital Allocation
- LOCK|<HZ
- 4816Toei Animation Co Ltd
Initiating Coverage of Toei Animation With JPY 3,500 Fair Value Estimate and Wide Moat Rating
- Rating
- Price
- ¥3,060.00
- Fair Value
- LOCK|!j%
- Uncertainty
- LOCK|w$s
- Economic Moat
- LOCK|l&
- Capital Allocation
- LOCK|>Z>W<s#
- TMUST-Mobile US Inc
With SpaceX Upping the Ante, We've Increased Our T-Mobile Uncertainty Rating
- Rating
- Price
- $146.83
- Fair Value
- LOCK|dw
- Uncertainty
- LOCK|v>
- Economic Moat
- LOCK|VbLx
- Capital Allocation
- LOCK|rHZVjW$
Largest Stocks in the Communication Services Sector
|
1-Day Chart
|
Name
|
Industry
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|---|
| Alphabet Inc Class C
GOOG
| Internet Content & Information | LOCK|r^%XDjn | LOCK|g#K | $4T | |||
| Meta Platforms Inc Class A
META
| Internet Content & Information | LOCK|&&dV?@? | LOCK|Qj$ | $2T | |||
| Netflix Inc
NFLX
| Entertainment | LOCK|FJ&><W>$ | LOCK|V%@!D | $260B | |||
| The Walt Disney Co
DIS
| Entertainment | LOCK|!W#!cr | LOCK|%Ln | $190B | |||
| Verizon Communications Inc
VZ
| Telecom Services | LOCK|H<QZpQ | LOCK|!<rDn | $182B | |||
| T-Mobile US Inc
TMUS
| Telecom Services | LOCK|@tWPW%d | LOCK|kT&@@ | $158B | |||
| AT&T Inc
T
| Telecom Services | LOCK|z$ | LOCK|#>^!G | $141B | |||
| Spotify Technology SA
SPOT
| Internet Content & Information | LOCK|bw@N#@< | LOCK|@vTt | $114B | |||
| AppLovin Corp Ordinary Shares - Class A
APP
| Advertising Agencies | LOCK|m$ZcFL | LOCK|s#sJd | $88B | |||
| Comcast Corp Class A
CMCSA
| Telecom Services | LOCK|#L$c#$g | LOCK|VZ#Z@ | $78B |
More in Communication Services
Netflix Earnings: Growth Fears Are Real, but Shares Look Attractive
We maintain our fair value estimate for Netflix stock.
Verizon Stock Is Up 10% This Year. Is It Still a Buy Ahead of Earnings?
As competitive threats loom, here’s what we’ll be looking for.
Meta Stock Is Up 9% This Year. Is It Still a Buy Ahead of Earnings?
We’ll be watching Muse agent adoption, revenue growth, and more.
Netflix Stock Is Down 22% This Year. Is it a Buy Ahead of Earnings?
We’re looking at news on advertising revenue, operating margins, and more in Netflix’s earnings report.
Stock Sector Outlooks: Morningstar’s Top Q4 Picks Across the Market
Morningstar analysts provide their sector outlooks and views on the best stocks to buy.
33 Undervalued Stocks to Buy Before the Market Shifts Again
Here’s the new list of Morningstar’s top analyst picks for the fourth quarter of 2026.
Communication Services: The Transition to Streaming Platforms Is Progressing Well at Many Legacy Media Firms
Disney and Comcast are among our favored stocks in the sector.
Why This Strategist Is Wary of Entertainment Stocks
Streaming, AI, and changing consumer habits are putting pressure on the industry’s long-term dynamics.
Alphabet: Gemini 4 Argon Launch Brings Alphabet Back to the Frontier Model Race
We still believe that the market is underestimating Alphabet’s full-stack artificial intelligence opportunity and see shares as undervalued.
Meta: Meta Launches Enterprise Offering to Open Up Another Way to Monetize AI Investments
The market’s negative reaction to the announcement signals that investors, much like us, are not super excited about Meta’s prospects in the enterprise market.
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