Analyst Consensus ?
ConsensusHold23 ratings
Bullish1147.8%
Neutral939.1%
Bearish313.1%
América Móvil, S.A.B. de C.V. · AMX · FY2025 Q2 · Calendar Q3 2025
América Móvil: Postpaid and broadband growth offset regulatory risks
The quarter supports a constructive operating trajectory: postpaid and broadband demand drove strong growth while management maintained its capex framework. The thesis is tempered by regulatory uncertainty, competition, litigation, and the need to sustain Brazil’s migration toward postpaid.
Reported Before market openNYSECommunication Services
$72.53B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.38
Consensus $0.44
EPS surprise
-13.8%
Reported versus consensus
Reported revenue
$12.54B
Consensus $12.66B
Revenue surprise
-0.9%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-0.9%
Event window
SPY move
+0.0%
Same window
Abnormal move
-0.9%
Stock minus SPY
Volume
1.4×
Versus trailing sessions
Subsequent drift
+11.9%
Up to 20 sessions
AMXSPY benchmark
Ask FN2 about AMX FY2025 Q2
Transcript, numbers and history already loaded
Why did AMX fall 0.9% after missing EPS estimates in FY2025 Q2?What changed in AMX's guidance and outlook in FY2025 Q2?Give me the bull and bear case for AMX after FY2025 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Management’s tone shifted from cautious to confident versus the prior analysis. Growth broadened through strong Brazil postpaid additions and Mexico broadband expansion, while capex remained controlled and the Mexican telecom law became a more explicit operating risk.
Guidance delta
Maintained: full-year capex was expected at MXN 6.7–6.8 billion, below MXN 7 billion.
Key takeaways
- Revenue grew 13.8% year over year, supported by postpaid mobile and broadband expansion.
- Mobile subscribers increased by 1.7 million, including 1.4 million Brazil postpaid additions.
- The new Mexican telecom law, Colombia litigation, and competition remain key watch items.
Management priorities
- Continue network investment within the MXN 6.7–6.8 billion capex target.
- Expand Mexico broadband fiber and streaming offerings.
- Grow postpaid revenue through the Nubank partnership and focus on Brazil corporate and SME customers.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$24.29Previous close
$19.5Low
$26.03Average
$35High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 22, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| JP Morgan | Overweight | Neutral | Upgrade | Aug 18, 2026 |
| Scotiabank | Sector Perform | Sector Perform | Maintain | May 27, 2026 |
| UBS | Buy | Buy | Maintain | Apr 23, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Oct 6, 2025 |
| Citigroup | Neutral | Buy | Downgrade | Sep 10, 2025 |
| HSBC | Buy | Hold | Upgrade | Apr 14, 2025 |
| Jefferies | Buy | Hold | Upgrade | Feb 16, 2024 |
| B of A Securities | Buy | Neutral | Upgrade | Oct 5, 2023 |
| New Street Research | Buy | Neutral | Upgrade | May 16, 2023 |
| LightShed Partners | Neutral | Neutral | Maintain | Mar 24, 2023 |
| Barclays | Overweight | Overweight | Maintain | Oct 17, 2022 |
| Piper Sandler | Buy | Neutral | Upgrade | Sep 20, 2022 |
| Itau BBA | Market Perform | Outperform | Downgrade | Oct 6, 2021 |
| Bradesco | Neutral | Neutral | Maintain | Nov 26, 2018 |
| Bank of America | Buy | Buy | Maintain | Aug 7, 2018 |
| Deutsche Bank | Hold | Hold | Maintain | Jun 25, 2018 |
| Morgan Stanley | Overweight | Equal Weight | Upgrade | Aug 10, 2017 |
| Credit Suisse | Neutral | Neutral | Maintain | Jul 10, 2017 |
| BTIG Research | Neutral | Neutral | Maintain | Jun 22, 2016 |
| Macquarie | Neutral | Outperform | Downgrade | Nov 17, 2015 |
| RBC Capital | Underperform | Underperform | Maintain | Apr 27, 2015 |
| BBVA | Underperform | Outperform | Downgrade | Aug 14, 2013 |
| Bernstein | Underperform | Underperform | Maintain | Apr 15, 2013 |
Named analyst price targets
Upside is calculated against the persisted previous close $24.29. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Banco Santander | Analyst unavailable | $27 | $23.22 | +11.2% | Aug 13, 2026 |
| New Street | Chris Hoare | $35 | $26.79 | +44.1% | Jun 17, 2026 |
| Scotiabank | Andres Coello | $20.8 | $25.94 | -14.4% | May 27, 2026 |
| Goldman Sachs | Analyst unavailable | $31.8 | $26.59 | +30.9% | May 18, 2026 |
| UBS | Leonardo Olmos | $31.5 | $26.15 | +29.7% | Apr 23, 2026 |
| UBS | Analyst unavailable | $30 | $23.76 | +23.5% | Feb 24, 2026 |
| Banco Santander | Analyst unavailable | $22 | $21.38 | -9.4% | Dec 12, 2025 |
| Goldman Sachs | Analyst unavailable | $24.3 | $22.27 | +0.0% | Oct 22, 2025 |
| Scotiabank | Analyst unavailable | $19.5 | $22.22 | -19.7% | Oct 16, 2025 |
| UBS | Analyst unavailable | $23.6 | $21.56 | -2.8% | Oct 16, 2025 |
| UBS | Leonardo Olmos | $19.6 | $17.59 | -19.3% | May 21, 2025 |
| Scotiabank | Andres Coello | $17.3 | $16.54 | -28.8% | Oct 16, 2024 |
| Scotiabank | Andres Coello | $17.8 | $16.75 | -26.7% | Sep 20, 2024 |
| Citigroup | Andrés Cardona | $20.5 | $16.44 | -15.6% | Sep 3, 2024 |
| Scotiabank | Andres Coello | $18.9 | $18.17 | -22.2% | Jul 17, 2024 |
| Scotiabank | Andres Coello | $19 | $16.84 | -21.8% | Jun 25, 2024 |
| Scotiabank | Andres Coello | $19.6 | $16.95 | -19.3% | Jun 14, 2024 |
| Goldman Sachs | Vitor Tomita | $22 | $19.2 | -9.4% | Apr 29, 2024 |
| Scotiabank | Andres Coello | $17.2 | $18 | -29.2% | Apr 25, 2024 |
| Jefferies | Alex Wright | $22.22 | $18.24 | -8.5% | Feb 16, 2024 |
| Banco Santander | Felipe Cheng | $26 | $19.86 | +7.0% | Nov 16, 2022 |
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Start freeCompany context
Snapshot as of publicationAmérica Móvil, S.A.B. de C.V. (AMX) stands as a prominent telecommunications conglomerate, extending its services across Latin America and into various international markets. The company's diverse portfolio includes both mobile and fixed-line voice communication, covering local, national, and international calls, along with essential network interconnection facilities. It delivers an extensive range of data solutions, such as operating data centers, providing data administration, and offering hosting services for both individual consumers and corporate entities. A broad spectrum of value-added offerings is also available, encompassing internet access, various messaging options, wireless entertainment, and customized corporate services. These offerings further extend to data transmission, email, real-time chat, streaming media, and interactive applications.…
Historical context
All AMX earningsCommunication Services peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| META Meta Platforms, Inc. | FY2026 Q3 · Calendar Q4 2026 | -41.4% | +0.5% | Meta’s Q3 growth stayed strong as Muse scaled, but costs rose |
| T-PA AT&T Inc. | FY2026 Q3 · Calendar Q4 2026 | +8.0% | — | AT&T pairs fiber growth with lower planned capital spending |
| TBB AT&T Inc. 5.35% GLB NTS 66 | FY2026 Q3 · Calendar Q4 2026 | +8.0% | -0.8% | AT&T raises guidance as fiber and connectivity growth accelerates |
| T AT&T Inc. | FY2026 Q3 · Calendar Q4 2026 | +8.0% | -6.4% | AT&T: Strong connectivity growth, higher EPS outlook, execution risks remain |
| T-PC AT&T Inc. | FY2026 Q3 · Calendar Q4 2026 | +8.0% | +2.9% | AT&T raises EPS outlook as fiber and connectivity growth accelerate |
Latest beats and misses
Who reports nextBeat on EPS
Missed on EPS
- METAFY2026 Q3 · October 21, 2026-41.4% EPS+0.5% move
- LVSFY2026 Q3 · October 21, 2026-20.9% EPS-1.7% move
- MCOFY2026 Q3 · October 21, 2026-2.6% EPS+1.2% move
- CCIFY2026 Q3 · October 21, 2026-2.5% EPS-3.1% move
- PACFY2026 Q3 · October 20, 2026-2.2% EPS+7.1% move
- AGNCZFY2026 Q3 · October 19, 2026-0.6% EPS+0.3% move
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:55.686058+00:00
- Polygon adjusted daily market bars · 2026-10-22T06:20:43.375579+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-22T06:20:43.372856+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-22. For educational purposes only; not investment advice.