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/AMX
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America Movil SAB de CV

America Movil SAB de CV

AMX
$26.27USD↑+0.50%+0.13 today

MARKET CAP

71.0B

P/E (TTM)

18.0x

FWD P/E

13.9x

DAY RANGE

$26 – $27

52W RANGE

$17
$28

AI Summary

Stalk
Buy NowMedium

AMX remains in a Stage 2 advancing corrective reset, holding above the rising 50 DMA and 200 DMA with short-term EMAs repairing above. The medium-term structure is Bullish, and short-term pullbacks into the 9/21 EMA zone have shown no exhaustion, offering a favorable entry. Execution should focus on buying shallow pullbacks into the rising EMA area above the 50 DMA. Key risks include failure to hold EMA support, extended sideways consolidation, and transition into a Stage 3 distribution phase.

  • ↑Forecasts call for 9.4% annual EPS growth and 3.7% revenue rise amid digital investments
  • ↑Q4 2025 added 2.5 million wireless subs, postpaid up 8.4% YoY driving ARPU
  • ↓MVNOs’ promotional pricing pressures ARPU and margins across prepaid services
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

América Móvil (NYSE: AMX) is a leading telecommunications provider in Latin America, offering mobile, fixed-line, and broadband services across multiple countries. The company is strategically positioned in the rapidly evolving telecom landscape, investing in fiber and expanding its service offerings to capture key market opportunities, particularly in mobile broadband and enterprise solutions.

Bull says

  • ↑Forecasts call for 9.4% annual EPS growth and 3.7% revenue rise amid digital investments
  • ↑Q4 2025 added 2.5 million wireless subs, postpaid up 8.4% YoY driving ARPU
  • ↑2026 CapEx of ~$7 billion and $1.4 billion buybacks balance growth and returns
  • ↑Q1 2026 revenue 237 bn pesos (+2.1% YoY) and net income 23.4 bn pesos (+25% YoY)
  • ↑EBITDA margin at 40% with net debt/EBITDA 1.41x indicates solid leverage
  • ↑Expanding fiber network in Mexico, Colombia and Brazil to boost broadband share

Bear says

  • ↓MVNOs’ promotional pricing pressures ARPU and margins across prepaid services
  • ↓New Mexican registration rules could temporarily slow new activations
  • ↓Peso volatility hinders revenue stability and can dent profit margins
  • ↓Prepaid revenues remain sensitive to macro slowdowns and consumer spending
  • ↓Net debt/EBITDA of 1.41x requires disciplined cash flow management
  • ↓Low liquidity and declining institutional ownership limit share attractiveness

Investment themes with AMX

Mexico↑ +0.16%

Nearshoring hub driving manufacturing and consumer growth

EWW · CX · GMBXF

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-06-2026bullish

Transcript signals

Bull points

  • First quarter revenue was up 2.1% in Mexican peso terms to $237 billion pesos, with service revenue up 0.6%, equipment revenue 7.4%, and other revenue 108%, including the proceeds of a federal ruling in Chile on account of a dispute around self-contained rights.
  • EBITDA increased nearly twice the peso revenue at 3.8%.
  • At constant exchange rates, revenue rose 6%, 6.1% on the back of a 4.6% increase in service revenue and 11.3% in equipment revenue, driving an 8% expansion in EBITDA.

Bear points

  • Our financial debt, which was 137 billion pesos at the end of March, has increased by 2.5 billion pesos since the end of December.
Read full transcript analysis ›