Investing.com -- Barclays' European Telecom Services report keeps its sector view at "neutral." It estimates a c4-7% five-year revenue risk (8-13% at EBITDA level) from Agentic AI and satellite competition. After cutting terminal growth assumptions, five stocks remain Overweight, with price targets (PTs) reduced by 5-10%. Still guessing which stocks will beat the market? Our AI portfolio updates monthly and is outperforming the S&P 500 by 118%. See this month's list » Deutsche Telekom Barclays calls DTE "a core holding in European telecoms". It is exposed to the US market, which has a more supportive regulatory and competitive environment than Europe, and in Germany it is seen as well placed given its premium positioning. The broker estimates a 5.
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