We recently published a list of Why These 15 Telecom Stocks Are Surging In 2025. In this article, we are going to take a look at where IHS Holding Ltd (NYSE:IHS) stands against other telecom stocks that are surging in 2025.
The telecom sector has seen many ups and downs in the past few years. Post-COVID, these stocks declined even more due to the inflation wave and the subsequent interest rate hikes. Telecommunication companies usually have significant debt on their balance sheets due to infrastructure CapEx, and they were among the hardest hit.
However, rates are now slowly coming down, and these stocks are also starting to bottom out and turn a corner. Many telecom stocks are still profitable and pay dividends. Falling bond yields are making them even more attractive. It’s a good idea to keep tabs on which telecom stocks are spearheading the gains so far this year.
Methodology
For this article, I screened the best-performing telecom stocks year-to-date.
I will also mention the number of hedge fund investors in these stocks. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
20 Largest Telecom Companies in The World by Revenue
IHS Holding Ltd (NYSE:IHS)
Number of Hedge Fund Holders In Q4 2024: 17
IHS Holding Ltd (NYSE:IHS) is an independent owner of shared telecommunications infrastructure that serves mobile operators in emerging markets like Nigeria, Sub-Saharan Africa, the Middle East, and Latin America.
The stock is up significantly so far in 2025 as IHS reported strong Q4 2024 results with revenue at $437.8 million. It exceeded expectations of $423.27 million. Adjusted EBITDA and cash flow metrics also surpassed guidance.
The company provided optimistic guidance for 2025 and projected revenue between $1.68 billion and $1.71 billion (12% organic growth) and adjusted EBITDA between $960 million and $980 million.
The company also announced plans to build approximately 500 new towers in 2025, signaling continued growth in its core markets.
Plus, IHS completed the sale of its 70% stake in IHS Kuwait Limited for $230 million in December 2024.
The consensus price target of $7.75 implies 46.4% upside.
IHS stock is up 82.36% year-to-date.
Overall, IHS ranks 1st on our list of telecom stocks that are surging in 2025. While we acknowledge the potential of IHS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than IHS but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.
