Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
AMERICA MOVIL SAB DE CV (AMX)
NYSECommunication ServicesTelecommunications ServicesSnapshot 2026-11-04
$25.11+0.32%
Close 2026-11-05 · 1-day change
NYSECommunication ServicesTelecommunications ServicesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Oct 4, 2026.
Next-FY EPS estimate change · 30 days
36.95 → 36.92 EPS · FY ending Dec 31, 2027 · 5 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 5 to 5; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for AMX yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
EBITDA growth outpaces revenue growth | EBITDA growth outpaces revenue growth, indicating operational strength. | Intact | EBITDA growth does not exceed revenue growth by 3% | EBITDA margin: 41.53% FY2026-Q3; GAAP. Published target: >=3% EBITDA growth above revenue growth. Target period is not explicitly aligned with this observation. Sep 30, 202641.531182 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a communications-sector investment with moderate risk and a headwind from the broader sector backdrop. Its current long-term thesis is insufficiently established because the evidence does not provide enough recent financial-performance history.
The valuation label recently changed from unavailable to fair, but the evidence gives no peer comparison or specific account of market expectations. Fragility is rated low, with no flagged conditions suggesting concentrated fragility.
Near-term earnings miss risk is described as low, at 19%, though AMX has had a deep miss in its recent history and earnings surprises are trending down. The evidence is too limited to establish a broader fundamental trajectory.
A Fed rate-cutting cycle from the current 3.88% rate could support communications-sector sentiment. Sector momentum also depends on whether VZ, TMUS, and T continue beating earnings and guiding higher, or instead miss and guide lower.
Over the next 1 to 3 years, the thesis remains insufficiently supported by company-specific financial evidence, while sector signals are important swing factors. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A supporting condition in AMERICA MOVIL SAB DE CV's published investment case. The stated target is Positive analyst upgrades. |
| Improving |
| Analyst upgrades do not occur |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Subscriber growth remains strong | America Movil shows strong subscriber growth, which supports future revenue. | Intact | Subscriber growth falls below 5% YoY | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Oct 4, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$2.09 → $36.92 · observed estimates
$1016.64B → $1003.85B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $2.09 | $1,016,642,151,840 | 7 / 16 |
| 2026-07-25 | $2.10 | $1,019,272,898,230 | 7 / 16 |
| 2026-07-26 | $2.10 | $1,019,272,898,230 | 7 / 16 |
| 2026-07-27 | $2.10 | $1,019,272,898,230 | 7 / 16 |
| 2026-07-28 | $2.10 | $1,019,272,898,230 | 7 / 16 |
| 2026-07-29 | $2.10 | $1,019,594,430,650 | 7 / 16 |
| 2026-07-30 | $2.10 | $1,019,594,430,650 | 7 / 16 |
| 2026-07-31 | $2.10 | $1,019,557,243,150 | 7 / 16 |
| 2026-08-01 | $2.10 | $1,019,557,243,150 | 7 / 16 |
| 2026-08-02 | $2.10 | $1,019,557,243,150 | 7 / 16 |
| 2026-08-03 | $2.10 | $1,019,557,243,150 | 7 / 16 |
| 2026-08-04 | $2.10 | $1,019,090,251,520 | 7 / 16 |
| 2026-08-05 | $2.10 | $1,019,090,251,520 | 7 / 16 |
| 2026-08-06 | $2.10 | $1,019,090,251,520 | 7 / 16 |
| 2026-08-07 | $37.22 | $1,025,304,576,902 | 5 / 9 |
| 2026-08-08 | $2.10 | $1,019,090,251,520 | 7 / 16 |
| 2026-08-09 | $2.10 | $1,019,090,251,520 | 7 / 16 |
| 2026-08-10 | $2.10 | $1,019,090,251,520 | 7 / 16 |
| 2026-08-11 | $2.10 | $1,019,090,251,520 | 7 / 16 |
| 2026-08-12 | $2.10 | $1,019,090,251,520 | 7 / 16 |
| 2026-08-13 | $2.10 | $1,019,090,251,520 | 7 / 16 |
| 2026-08-14 | $37.22 | $1,025,304,576,902 | 5 / 9 |
| 2026-08-15 | $37.22 | $1,025,304,576,902 | 5 / 9 |
| 2026-08-16 | $37.22 | $1,025,304,576,902 | 5 / 9 |
| 2026-08-17 | $37.22 | $1,025,304,576,902 | 5 / 9 |
| 2026-08-18 | $37.22 | $1,025,304,576,902 | 5 / 9 |
| 2026-08-19 | $37.22 | $1,025,304,576,902 | 5 / 9 |
| 2026-08-20 | $38.23 | $1,048,553,946,718 | 5 / 9 |
| 2026-08-21 | $38.21 | $1,048,010,049,049 | 5 / 9 |
| 2026-08-22 | $38.21 | $1,048,010,049,049 | 5 / 9 |
| 2026-08-23 | $38.21 | $1,048,010,049,049 | 5 / 9 |
| 2026-08-24 | $38.21 | $1,048,010,049,049 | 5 / 9 |
| 2026-08-25 | $38.29 | $1,050,144,489,068 | 5 / 9 |
| 2026-08-26 | $38.26 | $1,049,433,009,062 | 5 / 9 |
| 2026-08-27 | $38.26 | $1,049,433,009,062 | 5 / 9 |
| 2026-08-28 | $38.26 | $1,049,433,009,062 | 5 / 9 |
| 2026-08-29 | $38.17 | $1,046,942,829,040 | 5 / 9 |
| 2026-08-30 | $38.17 | $1,046,942,829,040 | 5 / 9 |
| 2026-08-31 | $38.03 | $1,043,029,689,006 | 5 / 9 |
| 2026-09-01 | $38.12 | $1,045,519,869,028 | 5 / 9 |
| 2026-09-02 | $38.17 | $1,046,764,959,039 | 5 / 9 |
| 2026-09-03 | $38.38 | $1,049,337,397,738 | 5 / 9 |
| 2026-09-04 | $38.51 | $1,052,725,808,778 | 5 / 9 |
| 2026-09-05 | $38.51 | $1,052,725,808,778 | 5 / 9 |
| 2026-09-06 | $38.51 | $1,052,725,808,778 | 5 / 9 |
| 2026-09-07 | $38.51 | $1,052,725,808,778 | 5 / 9 |
| 2026-09-08 | $38.56 | $1,054,152,508,163 | 5 / 9 |
| 2026-09-09 | $38.53 | $1,053,439,158,470 | 5 / 9 |
| 2026-09-10 | $38.54 | $1,053,617,495,893 | 5 / 9 |
| 2026-09-11 | $38.59 | $1,054,865,857,855 | 5 / 9 |
| 2026-09-12 | $38.17 | $1,044,262,174,844 | 5 / 9 |
| 2026-09-13 | $38.17 | $1,044,262,174,844 | 5 / 9 |
| 2026-09-14 | $38.17 | $1,044,262,174,844 | 5 / 9 |
| 2026-09-15 | $38.17 | $1,044,439,649,721 | 5 / 9 |
| 2026-09-16 | $38.02 | $1,039,707,176,889 | 5 / 9 |
| 2026-09-17 | $38.02 | $1,039,707,176,889 | 5 / 9 |
| 2026-09-18 | $38.02 | $1,039,707,176,889 | 5 / 9 |
| 2026-09-19 | $38.02 | $1,039,707,176,889 | 5 / 9 |
| 2026-09-20 | $37.97 | $1,038,280,477,503 | 5 / 9 |
| 2026-09-21 | $37.19 | $1,016,953,738,741 | 5 / 9 |
| 2026-09-22 | $37.29 | $1,019,644,458,596 | 5 / 9 |
| 2026-09-23 | $37.35 | $1,021,356,926,084 | 5 / 9 |
| 2026-09-24 | $37.35 | $1,021,356,926,084 | 5 / 9 |
| 2026-09-25 | $36.74 | $1,004,704,081,745 | 5 / 9 |
| 2026-09-26 | $36.73 | $1,004,514,486,970 | 5 / 9 |
| 2026-09-27 | $36.80 | $1,006,351,832,704 | 5 / 9 |
| 2026-09-28 | $37.32 | $1,020,700,710,035 | 5 / 9 |
| 2026-09-29 | $37.80 | $1,033,819,333,341 | 5 / 9 |
| 2026-09-30 | $37.80 | $1,033,819,333,341 | 5 / 9 |
| 2026-10-01 | $37.38 | $1,022,180,423,781 | 5 / 9 |
| 2026-10-02 | $37.39 | $1,022,617,618,908 | 5 / 9 |
| 2026-10-03 | $36.91 | $1,008,193,318,857 | 5 / 9 |
| 2026-10-04 | $36.92 | $1,008,536,844,351 | 5 / 9 |
| 2026-10-05 | $36.95 | $1,009,314,091,660 | 5 / 9 |
| 2026-10-06 | $37.26 | $1,017,664,094,020 | 5 / 9 |
| 2026-10-07 | $37.26 | $1,017,664,094,020 | 5 / 10 |
| 2026-10-08 | $37.66 | $1,028,759,831,916 | 5 / 10 |
| 2026-10-09 | $37.64 | $1,028,020,116,057 | 5 / 10 |
| 2026-10-10 | $37.64 | $1,028,020,116,057 | 5 / 10 |
| 2026-10-11 | $37.24 | $1,017,294,236,091 | 5 / 10 |
| 2026-10-12 | $37.30 | $1,018,910,599,118 | 5 / 10 |
| 2026-10-13 | $36.95 | $1,009,168,792,710 | 5 / 10 |
| 2026-10-14 | $37.65 | $1,021,026,687,708 | 5 / 10 |
| 2026-10-15 | $37.35 | $1,012,722,205,131 | 5 / 10 |
| 2026-10-16 | $37.31 | $1,011,784,666,059 | 5 / 10 |
| 2026-10-17 | $37.31 | $1,011,784,666,059 | 5 / 10 |
| 2026-10-18 | $37.31 | $1,011,784,666,059 | 5 / 10 |
| 2026-10-19 | $37.14 | $1,007,124,640,884 | 5 / 10 |
| 2026-10-20 | $37.27 | $1,010,666,260,017 | 5 / 10 |
| 2026-10-21 | $37.19 | $1,010,133,134,795 | 5 / 9 |
| 2026-10-22 | $36.69 | $996,914,197,532 | 5 / 9 |
| 2026-10-23 | $36.62 | $995,051,154,741 | 5 / 9 |
| 2026-10-24 | $36.62 | $995,051,154,741 | 5 / 9 |
| 2026-10-25 | $36.64 | $995,964,496,636 | 5 / 9 |
| 2026-10-26 | $36.64 | $995,964,496,636 | 5 / 9 |
| 2026-10-27 | $36.64 | $995,964,496,636 | 5 / 9 |
| 2026-10-28 | $36.92 | $1,003,796,458,602 | 5 / 9 |
| 2026-10-29 | $36.77 | $999,694,002,334 | 5 / 9 |
| 2026-10-30 | $36.36 | $988,505,485,240 | 5 / 9 |
| 2026-10-31 | $36.36 | $988,505,485,240 | 5 / 9 |
| 2026-11-01 | $36.36 | $988,505,485,240 | 5 / 9 |
| 2026-11-02 | $36.36 | $988,505,485,240 | 5 / 9 |
| 2026-11-03 | $36.48 | $991,862,040,369 | 5 / 9 |
| 2026-11-04 | $36.92 | $1,003,849,969,658 | 5 / 9 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 8 Buy / Strong Buy · 5 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 1 recorded
0 raises · 0 cuts · 0 unchanged · 1 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.