Greenland Capital Management ve 2. čtvrtletí snížila podíl v T-Mobile US o 46,5 % a prodala 13 975 akcií. Po transakci držela 16 086 akcií v hodnotě 2,698 milionu USD.
Greenland Capital Management LP decreased its position in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 46.5% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 16,086 shares of the Wireless communications provider’s stock after selling 13,975 shares during the quarter. Greenland Capital Management LP’s holdings in T-Mobile US were worth $2,698,000 as of its most recent SEC filing.
A number of other large investors also recently made changes to their positions in TMUS. BlackRock Inc. acquired a new position in T-Mobile US in the 2nd quarter valued at $6,625,275,000. Price T Rowe Associates Inc. MD increased its position in T-Mobile US by 30.6% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 27,795,065 shares of the Wireless communications provider’s stock worth $5,643,511,000 after buying an additional 6,516,968 shares during the period. State Street Corp lifted its holdings in shares of T-Mobile US by 4.3% during the fourth quarter. State Street Corp now owns 25,281,709 shares of the Wireless communications provider’s stock worth $5,133,198,000 after buying an additional 1,047,624 shares in the last quarter. Capital International Investors lifted its holdings in shares of T-Mobile US by 8.2% during the fourth quarter. Capital International Investors now owns 14,847,697 shares of the Wireless communications provider’s stock worth $3,014,754,000 after buying an additional 1,121,409 shares in the last quarter. Finally, Invesco Ltd. boosted its position in shares of T-Mobile US by 10.5% in the fourth quarter. Invesco Ltd. now owns 8,730,485 shares of the Wireless communications provider’s stock valued at $1,772,638,000 after acquiring an additional 827,381 shares during the period. Institutional investors own 42.49% of the company’s stock.
T-Mobile US Price Performance Shares of NASDAQ TMUS opened at $181.52 on Monday. The company has a debt-to-equity ratio of 1.48, a quick ratio of 0.83 and a current ratio of 0.92. T-Mobile US, Inc. has a 52 week low of $165.66 and a 52 week high of $255.74. The stock has a market capitalization of $194.71 billion, a P/E ratio of 19.01, a PEG ratio of 1.17 and a beta of 0.34. The stock’s fifty day moving average is $181.32 and its 200 day moving average is $192.31.
T-Mobile US (NASDAQ:TMUS – Get Free Report) last posted its quarterly earnings data on Thursday, July 23rd. The Wireless communications provider reported $2.99 earnings per share for the quarter, topping the consensus estimate of $2.59 by $0.40. The business had revenue of $22.79 billion during the quarter, compared to analysts’ expectations of $22.95 billion. T-Mobile US had a net margin of 11.45% and a return on equity of 20.16%. T-Mobile US’s revenue was up 7.9% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.84 earnings per share. Sell-side analysts forecast that T-Mobile US, Inc. will post 10.82 earnings per share for the current fiscal year. T-Mobile US Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 28th will be given a $1.02 dividend. The ex-dividend date is Friday, August 28th. This represents a $4.08 annualized dividend and a dividend yield of 2.2%. T-Mobile US’s payout ratio is presently 42.72%.
Analysts Set New Price Targets Several equities analysts recently commented on TMUS shares. KeyCorp decreased their price target on shares of T-Mobile US from $260.00 to $250.00 and set an “overweight” rating on the stock in a research note on Friday, July 24th. Morgan Stanley cut their price objective on shares of T-Mobile US from $260.00 to $230.00 and set an “overweight” rating for the company in a report on Tuesday, July 7th. Wells Fargo & Company decreased their target price on shares of T-Mobile US from $170.00 to $169.00 and set an “equal weight” rating on the stock in a research report on Friday, July 24th. Weiss Ratings cut shares of T-Mobile US from a “hold (c+)” rating to a “hold (c)” rating in a report on Monday, June 15th. Finally, Scotiabank dropped their price target on shares of T-Mobile US from $263.00 to $243.00 and set a “sector outperform” rating for the company in a research report on Wednesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and eight have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $252.08.
Get Our Latest Stock Analysis on TMUS
Key Stories Impacting T-Mobile US Here are the key news stories impacting T-Mobile US this week:
Positive Sentiment: Activist investor Elliott Investment Management reportedly opposes a potential merger involving Deutsche Telekom and is urging the parent company to pursue alternative ways to increase shareholder value. The report could support T-Mobile’s investment case by reducing merger-related uncertainty and keeping the focus on shareholder returns. T-Mobile Stock Rises on Report Elliott Opposes Deutsche Telekom Merger Positive Sentiment: Jessica Uhl will join T-Mobile as CFO designate in mid-September and brings senior finance experience from Shell and GE Vernova. Her global operating background may strengthen the company’s financial leadership as T-Mobile continues investing in its wireless network and growth initiatives. T-Mobile US Sets Up CFO Handover With Jessica Uhl Joining In September Neutral Sentiment: The transition is planned well in advance: current CFO Peter Osvaldik will remain in the role until February 2027 and work with Uhl during an extended handover. The overlap reduces execution risk, although investors may still be evaluating how Uhl’s priorities will differ from the current finance strategy. T-Mobile CFO Peter Osvaldik to Step Down in February 2027 Negative Sentiment: The CFO succession announcement may be contributing to near-term pressure on TMUS, as leadership changes can create uncertainty around capital allocation, financial targets and the company’s longer-term strategy, even when the transition is orderly. This comes despite T-Mobile’s recent earnings beat and year-over-year revenue growth. T-Mobile Announces Planned Chief Financial Officer Transition T-Mobile US Profile (Free Report)
T-Mobile US is a national wireless carrier that provides mobile voice, messaging and data services to consumers, businesses and wholesale customers across the United States, Puerto Rico and the U.S. Virgin Islands. The company operates a nationwide mobile network and offers device sales, equipment financing and support services through retail stores, online channels and distribution partners. T-Mobile positions its products around bundled service plans, device offerings and value-added features for both individual and enterprise customers.
Product offerings include postpaid and prepaid wireless plans under the T-Mobile and Metro by T-Mobile brands, as well as connectivity solutions for small and large businesses.
Further Reading Five stocks we like better than T-Mobile US AI Token Costs Are Changing the Hardware vs. Software Debate 3 ETFs That Could Move as Rate Expectations Shift 3 Stocks With September Catalysts Investors Shouldn’t Ignore Ollie’s Bargain Outlet Stock Falls on Weak Comps Despite Margin Gains Want to see what other hedge funds are holding TMUS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for T-Mobile US, Inc. (NASDAQ:TMUS – Free Report).
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T-Mobile oznámila, že Jessica Uhl nastoupí v polovině září jako CFO designate a v únoru 2027 nahradí Petera Osvaldika ve funkci finančního ředitele. Osvaldik poté přejde do role strategického poradce až do plánovaného odchodu 1. července 2027.
Jessica Uhl Appointed CFO Designate; To Succeed Peter Osvaldik as Chief Financial Officer in February 2027
Peter Osvaldik to Continue as CFO Through a Transition Period Before Assuming a Strategic Advisor Role Until His Planned July 1, 2027 Retirement
BELLEVUE, Wash.--(BUSINESS WIRE)--T-Mobile US, Inc. (NASDAQ: TMUS) today announced that Jessica Uhl will join the company as CFO Designate and succeed Peter Osvaldik as Chief Financial Officer in February 2027, as part of the company’s long-term leadership succession planning. The announcement follows Osvaldik’s previous one-year contract extension to support the CEO transition.
Uhl, former Chief Financial Officer of Shell and most recently President of GE Vernova, will join T-Mobile as CFO Designate effective mid-September. Uhl will work alongside current Chief Financial Officer Peter Osvaldik during an extended transition period and will succeed him as CFO in February 2027. Osvaldik will then assume a Strategic Advisor role until his planned retirement from T-Mobile at the conclusion of his contract on July 1, 2027.
Uhl brings extensive financial and strategic leadership experience from a 30-year career leading large-scale global businesses and prudently allocating capital. As CFO of Shell, one of the world’s largest and most complex enterprises, she oversaw financial strategy, capital markets execution and investor relations across a business operating in more than 70 countries. She developed and led emerging businesses across Shell’s diverse portfolio, spanning infrastructure, commodity and consumer markets.
Most recently, as President of GE Vernova, Uhl oversaw corporate development, strategy, ventures research and development, as well as the company’s generative AI program. Her experience leading through transformation, allocating capital at scale, scaling new businesses and deploying emerging technologies, positions her to partner with T-Mobile’s leadership team as the company advances its next era of disruption, profitable growth and innovation.
“I am thrilled to welcome Jessica to T-Mobile,” said Srini Gopalan, President and CEO of T-Mobile. “She brings deep financial and strategic acumen, capital allocation expertise and an innovative growth mindset that is a perfect fit for T-Mobile’s next era. Jessica has a distinguished track record leading complex businesses, effectively balancing strategic investments with financial and operational discipline. After a thorough search process, I am confident Jessica is the right leader to help shape our growth agenda as CFO, and I am grateful she and Peter will collaborate through an extended transition period to ensure continuity and a seamless succession.”
Osvaldik joined T-Mobile in 2016 and has served as Chief Financial Officer since 2020. He will continue as CFO through February 2027, when he will assume a Strategic Advisor role until his planned retirement. The transition is designed to provide continuity across T-Mobile’s financial organization, investor and capital markets relationships, and broader strategic priorities, while enabling a seamless transfer of leadership and institutional knowledge. Osvaldik’s tenure as CFO has been defined by disciplined financial stewardship, consistent financial outperformance, and an unwavering commitment to T-Mobile’s mission.
“Peter’s legacy at T-Mobile is extraordinary,” added Gopalan. “Over more than a decade with the company, his financial rigor, strategic clarity and care for our mission have helped build T-Mobile into the dynamic, innovative and customer-obsessed company it is today. The strong financial foundation Peter has solidified will help propel T-Mobile into its next chapter of growth and expansion. I am deeply grateful for Peter’s partnership and his continued commitment to T-Mobile, from extending his contract to support my transition to CEO to helping ensure continuity as we welcome Jessica and prepare for our next chapter. We wish him the very best in his well-earned retirement.
“T-Mobile is entering a period of extraordinary opportunity,” Gopalan concluded. “We have a long growth runway to continue our leadership in consumer wireless by bringing America’s Best Network to more customers in small markets and rural areas and winning network seekers; accelerating our growth beyond consumer wireless to broadband, T-Mobile for Business and new adjacencies; and further strengthening the customer differentiation that defines this company. Jessica will be a critical strategic and operational partner as we execute with focus, scale our ambitions and create lasting value for customers, employees and shareholders.”
T-Mobile reaffirms its previously stated 2026 financial guidance and maintains its capital return program and long-term financial framework.
About T-Mobile US, Inc.
T-Mobile US, Inc. (NASDAQ: TMUS) is America’s supercharged Un-carrier, delivering an advanced 4G LTE and transformative nationwide 5G network that will offer reliable connectivity for all. T-Mobile’s customers benefit from its unmatched combination of value and quality, unwavering obsession with offering them the best possible service experience, and undisputable drive for disruption that creates competition and innovation in wireless, broadband and beyond. Based in Bellevue, Wash., T-Mobile provides services through its subsidiaries and operates its flagship brands, T-Mobile and Metro by T-Mobile. For more information, please visit https://www.t-mobile.com.
Forward-Looking Statements
This release includes “forward-looking statements” within the meaning of the U.S. federal securities laws. Any statements that are not historical facts are forward-looking. These forward-looking statements are based on our current expectations, forecasts, and assumptions, and involve a number of risks and uncertainties. Actual results could differ materially from those stated or implied in forward-looking statements. Investors should not place undue reliance on any forward-looking statements. T-Mobile undertakes no obligation to update forward-looking statements as a result of new information, future events, or otherwise.
T-Mobile v americkém státě Washington zruší 77 pracovních míst a uzavře několik prodejen. Škrty zasáhnou Bellevue, regionální obchody i vzdálené pozice.
(BigStock Photo) T-Mobile is cutting 77 jobs across Washington state, trimming staff across its Bellevue headquarters, regional retail stores, and remote roles, according to a new state filing.
The layoffs are expected to occur between Sept. 21 and Nov. 18, according to the Worker Adjustment and Retraining Notification from the Washington Employment Security Department.
The workforce reductions span frontline, regional, and corporate roles, eliminating positions ranging from retail mobile experts and account care specialists to principal systems architects and senior directors at the wireless carrier.
In addition to 63 newly disclosed job cuts, the filing includes 14 workers whose previously announced departures were deferred to this fall.
Beyond corporate offices, the cuts will result in permanent store closures across Washington. Locations expected to close include retail sites in Seattle (45th & Stone Way), Bothell, Kennewick, Tacoma, Vancouver, and Yakima.
“Like all businesses, we’re constantly looking at where we allocate our resources so we can invest in the areas that matter the most to our customers,” a T-Mobile spokesperson said in an emailed statement. “That means making adjustments where needed while continuing to hire in areas that support our priorities, strengthen our momentum and help us keep changing the industry through innovation.”
The spokesperson pointed to a broader retail pivot aimed at concentrating its store footprint toward company-operated locations integrated with digital tools like its T-Life app, rather than third-party dealer operations.
“Changes to third-party dealer-operated locations do not affect T-Mobile employees,” the spokesperson added. “In most cases, T-Mobile retail employees can apply for positions in other locations or relocate if there is a change to their current store.”
A subset of the latest cuts stems from facility relocations, where some employees were offered transfer opportunities, according to the filing.
The company previously cut 393 workers in Washington in February.
Editor’s note: A previous version of this story incorrectly stated that a T-Mobile store in Bellingham would be closing. That information came from an error in the WARN filing.
Bank of Nova Scotia purchased a new position in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 296,063 shares of the Wireless communications provider’s stock, valued at approximately $49,659,000.
Other large investors also recently bought and sold shares of the company. Main Street Group LTD purchased a new stake in shares of T-Mobile US in the first quarter valued at approximately $25,000. JDM Financial Group LLC boosted its stake in T-Mobile US by 114.0% during the fourth quarter. JDM Financial Group LLC now owns 122 shares of the Wireless communications provider’s stock worth $25,000 after buying an additional 65 shares during the last quarter. Swiss RE Ltd. acquired a new position in T-Mobile US during the fourth quarter worth $29,000. Paladin Partners LLC purchased a new stake in T-Mobile US in the 2nd quarter valued at $25,000. Finally, Turning Point Benefit Group Inc. grew its holdings in T-Mobile US by 3,825.0% in the 4th quarter. Turning Point Benefit Group Inc. now owns 157 shares of the Wireless communications provider’s stock valued at $32,000 after buying an additional 153 shares in the last quarter. Hedge funds and other institutional investors own 42.49% of the company’s stock.
T-Mobile US Stock Performance Shares of TMUS stock opened at $183.04 on Monday. T-Mobile US, Inc. has a 1-year low of $165.66 and a 1-year high of $261.25. The firm has a market cap of $196.34 billion, a PE ratio of 19.17, a price-to-earnings-growth ratio of 1.03 and a beta of 0.33. The company has a 50-day moving average of $181.42 and a two-hundred day moving average of $193.97. The company has a debt-to-equity ratio of 1.48, a current ratio of 0.92 and a quick ratio of 0.83.
T-Mobile US (NASDAQ:TMUS – Get Free Report) last posted its earnings results on Thursday, July 23rd. The Wireless communications provider reported $2.99 earnings per share for the quarter, beating the consensus estimate of $2.59 by $0.40. T-Mobile US had a net margin of 11.45% and a return on equity of 20.16%. The firm had revenue of $22.79 billion during the quarter, compared to the consensus estimate of $22.95 billion. During the same quarter last year, the firm earned $2.84 EPS. The firm’s revenue for the quarter was up 7.9% on a year-over-year basis. On average, analysts predict that T-Mobile US, Inc. will post 10.73 EPS for the current year. T-Mobile US Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 28th will be paid a dividend of $1.02 per share. The ex-dividend date of this dividend is Friday, August 28th. This represents a $4.08 annualized dividend and a yield of 2.2%. T-Mobile US’s dividend payout ratio is presently 42.72%.
Analyst Upgrades and Downgrades Several research analysts have recently commented on TMUS shares. Wall Street Zen upgraded T-Mobile US from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. Scotiabank dropped their price objective on shares of T-Mobile US from $263.00 to $243.00 and set a “sector outperform” rating for the company in a report on Wednesday, July 15th. Bank of America upgraded shares of T-Mobile US from a “neutral” rating to a “buy” rating and set a $220.00 price objective for the company in a research report on Monday, July 6th. Morgan Stanley decreased their target price on shares of T-Mobile US from $260.00 to $230.00 and set an “overweight” rating on the stock in a report on Tuesday, July 7th. Finally, KeyCorp dropped their price target on shares of T-Mobile US from $260.00 to $250.00 and set an “overweight” rating for the company in a research note on Friday, July 24th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $252.08.
Get Our Latest Stock Analysis on T-Mobile US
About T-Mobile US (Free Report)
T-Mobile US is a national wireless carrier that provides mobile voice, messaging and data services to consumers, businesses and wholesale customers across the United States, Puerto Rico and the U.S. Virgin Islands. The company operates a nationwide mobile network and offers device sales, equipment financing and support services through retail stores, online channels and distribution partners. T-Mobile positions its products around bundled service plans, device offerings and value-added features for both individual and enterprise customers.
Product offerings include postpaid and prepaid wireless plans under the T-Mobile and Metro by T-Mobile brands, as well as connectivity solutions for small and large businesses.
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T-Mobile ve 2. čtvrtletí zvýšil tržby ze služeb o 9 % na 19,0 mld. USD a tržby z postpaid služeb o 13 % na 15,9 mld. USD. Více než 60 % nových zákazníků volí prémiové tarify.
Key Takeaways T-Mobile's service revenues rose 9% to $19.0B, while postpaid service revenues jumped 13% to $15.9B.More than 60% of customers on new accounts are choosing premium tiers, supporting ARPA growth.T-Mobile's focus on network quality and customer experience is helping drive acquisition and retention. T-Mobile, US, Inc. (TMUS - Free Report) is benefiting from sustained momentum in its service business. In the second quarter of 2026, total service revenues increased 9% year over year to $19 billion, while postpaid service revenues jumped 13% to $15.9 billion.
A major contributor is the continuous expansion of T-Mobile’s postpaid account base. Postpaid accounts reached 34.7 million in the second quarter, up from 31.5 million a year earlier. The acquisitions of UScellular and Metronet have also increased the number of customers. The company also reports that postpaid average revenue per account rose to $152.91, up 2% year over year. There are several factors driving the ARPA. Continued adoption of 5G broadband is raising customers per account. Its business vertical is benefiting from the growing demand for 5G Advanced networks and associated enterprise solutions.
Another positive factor is customer migration toward higher-value plans. Management said more than 60% of customers on new accounts are selecting premium rate-plan tiers. This is also supporting ARPA growth.
The company’s strong focus on improving network and customer experience remains an important driver for customer acquisition and retention. Its customer-centric approach is also evident from the company’s recent disaster response efforts. It has proactively deployed network resources, backup power and connectivity solutions to support its customers during harsh weather conditions. Such initiatives can strengthen customer trust and boost retention. These factors are driving the service revenue growth.
How Are Competitors Faring?The company faces competition from AT&T, Inc. (T - Free Report) and Verizon Communications, Inc. (VZ - Free Report) . In the second quarter of 2026, AT&T added more than 1 million Advanced Connectivity customers, including 646,000 Internet net adds and 432,000 postpaid phone net adds. Advanced home Internet revenues rose 27.3% year over year, and 42.5% of advanced home Internet customers also had an AT&T postpaid wireless plan. AT&T continues to invest in fiber and fixed wireless to expand advanced Internet reach and deepen household convergence with wireless.
Verizon continues to broaden its addressable market through fiber expansion and broadband growth, while strengthening convergence opportunities. In second-quarter 2026, Verizon added 348,000 broadband subscribers, including continued contributions from fixed wireless access and fiber, increasing total fixed wireless access and fiber broadband connections to approximately 17.1 million.
TMUS’ Price Performance, Valuation & EstimatesT-Mobile has declined 28% over the past year against the industry’s growth of 74.7%.
Image Source: Zacks Investment Research
Going by the price/earnings ratio, the company’s shares currently trade at 14.68, lower than the 37.54 for the industry.
Image Source: Zacks Investment Research
TMUS’ earnings estimates for 2026 and 2027 have increased over the past 60 days.
Image Source: Zacks Investment Research
T-Mobile currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Bank of New York Mellon ve 2. čtvrtletí získala nový podíl v T-Mobile US za zhruba 839,2 mil. USD a drží 0,47 % firmy. Koupila 5 003 243 akcií. T-Mobile US zároveň oznámila čtvrtletní EPS 2,99 USD, nad odhadem 2,59 USD.
Bank of New York Mellon Corp bought a new stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 5,003,243 shares of the Wireless communications provider’s stock, valued at approximately $839,194,000. Bank of New York Mellon Corp owned 0.47% of T-Mobile US as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors have also recently made changes to their positions in the stock. Sandro Wealth Management LLC bought a new stake in shares of T-Mobile US in the second quarter worth approximately $1,872,000. Focus Partners Advisor Solutions LLC bought a new stake in T-Mobile US in the 2nd quarter worth approximately $1,788,000. State of Wyoming bought a new stake in T-Mobile US in the 2nd quarter worth approximately $124,000. ABN AMRO Bank N.V. purchased a new stake in T-Mobile US during the 2nd quarter valued at $909,000. Finally, Summit Asset Management LLC purchased a new stake in T-Mobile US during the 2nd quarter valued at $205,000. Hedge funds and other institutional investors own 42.49% of the company’s stock.
T-Mobile US Price Performance NASDAQ TMUS opened at $181.22 on Friday. The business’s fifty day moving average is $181.54 and its 200 day moving average is $194.06. T-Mobile US, Inc. has a fifty-two week low of $165.66 and a fifty-two week high of $261.25. The company has a debt-to-equity ratio of 1.48, a quick ratio of 0.83 and a current ratio of 0.92. The company has a market capitalization of $194.39 billion, a PE ratio of 18.98, a price-to-earnings-growth ratio of 1.03 and a beta of 0.33.
T-Mobile US (NASDAQ:TMUS – Get Free Report) last issued its quarterly earnings results on Thursday, July 23rd. The Wireless communications provider reported $2.99 EPS for the quarter, topping analysts’ consensus estimates of $2.59 by $0.40. T-Mobile US had a return on equity of 20.16% and a net margin of 11.45%.The business had revenue of $22.79 billion during the quarter, compared to analysts’ expectations of $22.95 billion. During the same quarter in the prior year, the business posted $2.84 earnings per share. The business’s quarterly revenue was up 7.9% on a year-over-year basis. Sell-side analysts predict that T-Mobile US, Inc. will post 10.73 earnings per share for the current year. T-Mobile US Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 28th will be issued a $1.02 dividend. This represents a $4.08 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Friday, August 28th. T-Mobile US’s dividend payout ratio is currently 42.72%.
Analysts Set New Price Targets A number of equities analysts have recently issued reports on the company. Barclays dropped their price target on T-Mobile US from $230.00 to $215.00 and set an “overweight” rating on the stock in a research note on Friday, July 24th. Deutsche Bank Aktiengesellschaft reduced their price objective on T-Mobile US from $300.00 to $285.00 and set a “buy” rating for the company in a research report on Thursday, April 30th. Scotiabank dropped their target price on T-Mobile US from $263.00 to $243.00 and set a “sector outperform” rating on the stock in a research report on Wednesday, July 15th. UBS Group reduced their price target on shares of T-Mobile US from $255.00 to $235.00 and set a “buy” rating for the company in a research report on Friday, July 24th. Finally, The Goldman Sachs Group reiterated a “buy” rating on shares of T-Mobile US in a research note on Wednesday, April 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat.com, T-Mobile US currently has an average rating of “Moderate Buy” and a consensus target price of $252.08.
Check Out Our Latest Report on T-Mobile US
T-Mobile US Profile (Free Report)
T-Mobile US is a national wireless carrier that provides mobile voice, messaging and data services to consumers, businesses and wholesale customers across the United States, Puerto Rico and the U.S. Virgin Islands. The company operates a nationwide mobile network and offers device sales, equipment financing and support services through retail stores, online channels and distribution partners. T-Mobile positions its products around bundled service plans, device offerings and value-added features for both individual and enterprise customers.
Product offerings include postpaid and prepaid wireless plans under the T-Mobile and Metro by T-Mobile brands, as well as connectivity solutions for small and large businesses.
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T-Mobile odhalil čínské hackery Salt Typhoon v síti a fyzicky přestřihl kabel k napadenému systému, čímž zabránil širšímu průniku. Podle Bloombergu tak unikl rozsáhlému narušení.
Image Credits:Gabby Jones / Bloomberg / Getty Images New reporting from Bloomberg revealed how cybersecurity staff at U.S. phone provider T-Mobile identified and expelled Chinese hackers from its network in 2024 during a spate of industry-wide intrusions by Beijing aimed at stealing customer data.
The hacks were carried out by a Chinese government-backed hacking group called Salt Typhoon. The campaign compromised hundreds of phone companies, internet giants, and data center providers with the goal of collecting phone records and information about senior U.S. government officials, including then-presidential candidates. Hacked companies included AT&T, Verizon, satellite phone network Viasat, and network infrastructure giants Charter and Windstream.
By and large, T-Mobile escaped a widescale breach of its network by catching the activity early — and resorted to physically cutting the cable to a compromised system, per Bloomberg.
The publication said T-Mobile’s cyber staff spent months looking for suspected hackers in its network without success. Eventually, the company found unusual behavior on one of its systems coming from another router belonging to a different telecom company, which T-Mobile did not name.
After identifying the breach, T-Mobile’s cybersecurity chief, Jeff Simon, told Bloomberg that he and three others drove to the nearby Bellevue, Washington, data center, found the compromised system, pulled out a set of scissors, and snipped the cable connecting the box to the outside world.
We’ve reached out to T-Mobile for more information, and we’ll update this story if we hear back.
Act Two Investors LLC ve 2. čtvrtletí nakoupila nový podíl v T-Mobile US za zhruba 25,341,000 USD. Fond drží 151 082 akcií a jde o jeho 6. největší pozici v portfoliu.
Act Two Investors LLC purchased a new stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 151,082 shares of the Wireless communications provider’s stock, valued at approximately $25,341,000. T-Mobile US comprises approximately 5.1% of Act Two Investors LLC’s holdings, making the stock its 6th biggest position.
Other hedge funds have also recently added to or reduced their stakes in the company. JDM Financial Group LLC raised its position in T-Mobile US by 114.0% during the fourth quarter. JDM Financial Group LLC now owns 122 shares of the Wireless communications provider’s stock valued at $25,000 after acquiring an additional 65 shares in the last quarter. Main Street Group LTD bought a new stake in T-Mobile US in the first quarter worth approximately $25,000. Paladin Partners LLC acquired a new position in shares of T-Mobile US during the 2nd quarter worth $25,000. Dunhill Financial LLC acquired a new position in shares of T-Mobile US during the 2nd quarter worth $27,000. Finally, Swiss RE Ltd. bought a new position in shares of T-Mobile US during the 4th quarter valued at $29,000. Institutional investors and hedge funds own 42.49% of the company’s stock.
Wall Street Analyst Weigh In Several research firms recently issued reports on TMUS. Bank of America raised shares of T-Mobile US from a “neutral” rating to a “buy” rating and set a $220.00 price objective for the company in a research note on Monday, July 6th. Benchmark cut their target price on T-Mobile US from $295.00 to $280.00 and set a “buy” rating on the stock in a report on Friday, July 24th. DZ Bank reissued a “buy” rating on shares of T-Mobile US in a report on Wednesday, May 6th. Barclays cut their price objective on T-Mobile US from $230.00 to $215.00 and set an “overweight” rating on the stock in a research note on Friday, July 24th. Finally, Sanford C. Bernstein restated a “neutral” rating on shares of T-Mobile US in a report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat.com, T-Mobile US presently has a consensus rating of “Moderate Buy” and a consensus price target of $252.08.
Get Our Latest Report on T-Mobile US Insider Transactions at T-Mobile US In other news, COO Jon Freier sold 4,799 shares of the company’s stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $190.00, for a total transaction of $911,810.00. Following the completion of the transaction, the chief operating officer directly owned 217,168 shares in the company, valued at $41,261,920. The trade was a 2.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.32% of the stock is owned by company insiders.
T-Mobile US Stock Up 1.5% T-Mobile US stock opened at $182.75 on Wednesday. The company has a debt-to-equity ratio of 1.48, a current ratio of 0.92 and a quick ratio of 0.83. T-Mobile US, Inc. has a fifty-two week low of $165.66 and a fifty-two week high of $261.56. The firm has a fifty day moving average price of $181.70 and a two-hundred day moving average price of $194.22. The firm has a market cap of $196.03 billion, a price-to-earnings ratio of 19.14, a P/E/G ratio of 1.03 and a beta of 0.33.
T-Mobile US (NASDAQ:TMUS – Get Free Report) last issued its quarterly earnings results on Thursday, July 23rd. The Wireless communications provider reported $2.99 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.59 by $0.40. The company had revenue of $22.79 billion for the quarter, compared to the consensus estimate of $22.95 billion. T-Mobile US had a return on equity of 20.16% and a net margin of 11.45%.The firm’s revenue was up 7.9% compared to the same quarter last year. During the same period last year, the business posted $2.84 earnings per share. As a group, analysts forecast that T-Mobile US, Inc. will post 10.73 earnings per share for the current year.
T-Mobile US Announces Dividend The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 28th will be paid a dividend of $1.02 per share. The ex-dividend date is Friday, August 28th. This represents a $4.08 annualized dividend and a yield of 2.2%. T-Mobile US’s dividend payout ratio is presently 42.72%.
T-Mobile US Company Profile (Free Report)
T-Mobile US is a national wireless carrier that provides mobile voice, messaging and data services to consumers, businesses and wholesale customers across the United States, Puerto Rico and the U.S. Virgin Islands. The company operates a nationwide mobile network and offers device sales, equipment financing and support services through retail stores, online channels and distribution partners. T-Mobile positions its products around bundled service plans, device offerings and value-added features for both individual and enterprise customers.
Product offerings include postpaid and prepaid wireless plans under the T-Mobile and Metro by T-Mobile brands, as well as connectivity solutions for small and large businesses.
Further Reading Five stocks we like better than T-Mobile US The AI Boom Is Turning This Cable Maker Into a Stock to Watch A Star Investor Just Trimmed Amazon—Here’s What It means Wendy’s Deal Buzz May Give Fast-Food Investors a New Reason to Look Home Depot Analysts See a Path to $375 and Beyond
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Nokia spouští s Nvidia a T-Mobile první komerční AI-RAN platformu pro 6G; komerční dostupnost je plánována na konec roku 2027. Cílí na více než 100% zlepšení spektrální efektivity do roku 2028.
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The artificial intelligence-radio access network (AI-RAN) thesis is moving from presentations to real-world implementation, and Nokia (NYSE:NOK | NOK Price Prediction) is now at the center of this development. With Nvidia (NASDAQ:NVDA) Aerial platform pairing with Nokia radio software and T-Mobile (NASDAQ:TMUS) serving as a marquee field-trial partner, investors are trying to price a technology transition that has already lifted Nokia stock 149.3% over the past year.
Why the Nvidia and T-Mobile Trials Matter Nokia’s tie-up with Nvidia, anchored by Nvidia’s roughly $1 billion investment and about a 2.9% stake, integrates Nvidia’s AI compute into Nokia’s radio access portfolio for AI-native 6G. T-Mobile is a lead trial partner, with work extending through Nokia’s AI-RAN Center in Dallas. Commercial availability is targeted for late 2027, so this is a multiyear build, not a next-quarter catalyst.
CEO Justin Hotard framed the launch pointedly on the Q2 call: “Last week we launched the industry’s first commercial AI-RAN platform, which will help customers unlock more from their networks, including more than 100% spectral efficiency gains by 2028.” A GPU-based AI-RAN targeting double spectrum capacity is the pitch operators like T-Mobile are stress-testing.
The Numbers Behind the Narrative Q2 2026 results gave the thesis fundamental support. Nokia posted revenue of $5.48 billion (approx. €4.8 billion), up 5.92% year over year, and EPS of $0.08 versus $0.07 expected. The AI & Cloud line more than doubled, reaching €446 million ($508.96 million), with Q2 order intake of roughly $3.2 billion (€2.8 billion).
Hotard added: “Demand remains strong, while supply continues to be the main industry constraint, prompting our customers to place longer-term orders.” Optical Networks grew 19% and IP Networks 15%, both fueled by hyperscaler and telco buildouts adjacent to the AI-RAN story.
What Investors Are Paying For At $10.32 a share, Nokia trades at roughly 24x forward earnings, with an analyst target price of $15.02. Full-year 2026 guidance calls for comparable operating profit of €2.1 billion to €2.6 billion, tracking above the midpoint.
The Risks The bull case has some caveats. Ericsson (NASDAQ:ERIC) is running its own AI-in-RAN pilots with AT&T (NYSE:T) and T-Mobile, some without GPUs at all, which challenges Nokia’s compute-heavy architecture. Retail enthusiasm is already cooling, with Reddit sentiment sliding from 78 bullish on earnings day to 52 neutral this week. Free cash flow swung to negative €732 million ($835 million) in the quarter on restructuring charges. Shares are down 17.0% over the past month.
What to Watch Next The signal for investors is order conversion. Hotard expects about half of Q2 orders to convert to revenue over the next 12 months. If the Nvidia and T-Mobile trials produce measurable spectral efficiency gains, Nokia’s AI-RAN pitch will gain proof points ahead of the commercialization window.
Contact [email protected] for any questions or corrections.
Manažeři Nokie v posledních měsících nakoupili desítky tisíc akcií, zatímco firma rozšiřuje AI partnerství s Nvidií. Nvidia do projektu vložila 1 miliardu USD jako strategickou investici za upisovací cenu 6,01 USD za akcii.
When senior leaders at Nokia (NOK -1.57%) start writing six-figure checks for their own stock, I pay attention. Over the past few months, a handful of Nokia executives and board members have quietly accumulated tens of thousands of shares, even as the stock has already enjoyed a strong run on the back of its artificial intelligence ambitions. Given who sits on the other side of those AI plans -- Nvidia (NVDA -0.10%) with a billion-dollar strategic investment -- this feels more like a deliberate bet than a casual perk.
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In late May, Nokia disclosed that Victoria Hanrahan, chief of staff to the CEO, bought 44,682 Nokia shares in two New York Stock Exchange transactions at an average price of about $15.81 per share, a purchase worth just over $700,000. Then, on July 24, the company filed a managers' transaction report showing three more insiders buying: senior manager Patrik Hammarén acquired 43,293 shares in Helsinki at around 8.44 euros, board member Timo Ihamuotila picked up 60,000 shares across multiple European venues at roughly 8.45 euros, and senior manager Pallavi Mahajan bought 62,000 shares on the NYSE at about $9.55. These are not token purchases. They are meaningful personal commitments at prices that reflect the new, AI-focused Nokia rather than a turnaround bargain.
Image source: Getty Images.
The backdrop for that buying spree is Nokia's decision to tie its future networks directly to Nvidia's AI hardware. In October 2025, Nokia and Nvidia announced a strategic partnership to pioneer an AI platform for 6G, with Nvidia committing a $1 billion equity investment at a subscription price of $6.01 per share. The collaboration does two important things. First, it adds Nvidia-powered, commercial-grade AI RAN products to Nokia's existing radio access network portfolio, giving carriers a way to launch AI native 5G Advanced and 6G networks on Nvidia's new Aerial RAN Computer platforms. Second, it expands the partnership into data center switching and AI networking, combining Nokia's SR Linux software with Nvidia's Spectrum X Ethernet platform to optimize traffic inside AI clusters.
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Nokia is integrating AI into its process Nokia is not just licensing a logo here. It is rearchitecting its base stations around Nvidia silicon. In a detailed announcement, Nokia laid out plans for AI RAN base stations that run all RAN processing on Nvidia GPUs, with no separate accelerator, and for Cloud RAN solutions that use the Grace CPU Superchip for higher-layer processing, while Nokia's in-line Layer 1 accelerator handles the physical layer. T-Mobile U.S. (TMUS +3.75%) has already agreed to trial these AI RAN designs in its networks, starting in 2026, which gives Nokia a real-world proving ground rather than a purely lab-based story.
Behind the hardware, Nokia is building an AI RAN ecosystem. At Mobile World Congress 2025, it announced an AI RAN center in Dallas that will enable partners like KDDI, SoftBank, and T-Mobile to develop and test AI-powered radio networks under realistic conditions, with the goal of shaping a platform-as-a-service model for operators. The idea is that carriers will eventually be able to host AI workloads at the edge of their networks, using Nokia's anyRAN architecture to share compute between radio and AI applications, cutting costs and opening new revenue streams.
For me, this is where the insider buying starts to make sense. Nokia is positioning itself as the glue between mobile networks and the AI infrastructure that Nvidia is building. It is not trying to compete with Nvidia's GPUs or large language models. Instead, it is trying to become the default way those models reach phones, cars, and factories over 5G and 6G. If that strategy works, Nokia's AI story will be less about selling boxes and more about selling intelligent, programmable network platforms.
SpaceX plánuje se Starlink Mobile získat „poměrně dost“ zákazníků od AT&T, Verizon a T-Mobile díky lepší síti. Musk uvedl, že služba má odstartovat na konci příštího roku.
‘100 Times Better’ Network“We have 65 MHz of bandwidth available to us through the EchoStar spectrum, which gives a massive increase in capability,” Musk said on SpaceX’s conference call.
“Another way to look at it is we will also probably 10x the number of satellites. So simplifying, you could look at the Starlink Mobile leveraging the next-generation satellite and the EchoStar spectrum as being 100 times better — 10 times 10 — than what we’ve got right now.”
Musk added that the upgraded network will support “voice and video calls over Signal and WhatsApp,” and pointed to reliability as a key selling point.
“We will eliminate dead zones, leveraging basically the satellites in orbit. It’ll be better during any sort of natural disaster because, surprisingly, even though space movies make space look super dangerous, it’s a pretty quiescent environment,” he said.
Eyeing the Big Three’s $600 BillionOn the revenue opportunity, Musk sized up the incumbent carriers: “The big three in the United States — AT&T, Verizon and T-Mobile — roughly between them, $600 billion a year. And I anticipate us to be able to acquire quite a few of their customers because I think our service will be better.”
Musk said SpaceX will “start to fly the satellites next year” with service launching “end of next year.”
Legacy Carriers SlipT-Mobile US (NASDAQ:TMUS), which already has a direct-to-cell partnership with SpaceX, was down 2.77% to $172.30.
SpaceX stock was down 8.09% at $115.19 following the conference call Tuesday.
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T-Mobile US zvýšila výhled upraveného volného peněžního toku na rok 2026 na 18,4 až 18,8 miliardy USD. Tržby ze služeb vzrostly o 9 % a upravená EBITDA o 12 %.
Key Takeaways TMUS posted double-digit postpaid service revenue growth and higher core adjusted EBITDA this quarter.T-Mobile raised 2026 adjusted free cash flow guidance and reaffirmed service revenue and EBITDA outlook.TMUS continued expanding fixed wireless broadband and fiber ventures to support long-term growth. T-Mobile US, Inc. (TMUS - Free Report) delivered another solid quarterly performance, driven by healthy subscriber growth, expanding service revenues and improving profitability. Management also raised its adjusted free cash flow guidance for the year, reinforcing confidence in the company's operating momentum. While the stronger outlook supports the long-term investment case, investors should continue monitoring competitive pressures and execution risks before becoming more aggressive on the stock.
TMUS' Earnings Show Broad-Based StrengthT-Mobile reported broad-based strength across its second-quarter results, highlighted by double-digit growth in postpaid service revenue, higher core adjusted EBITDA and continued expansion in average revenue per account (ARPA). Management noted postpaid service revenue increased 13% year over year, while total service revenues rose 9%, reflecting the strength of the company's recurring wireless business. Core adjusted EBITDA climbed 12%, supported by subscriber growth and operating leverage. The company also reported 2% year-over-year ARPA growth, with more than 60% of customers joining new accounts selecting premium plans.
Image Source: Zacks Investment Research
Recurring service revenues remain the foundation of T-Mobile's business model. Continued postpaid account additions, improving customer mix and expanding broadband adoption provide greater visibility into future revenue and cash flow generation.
Higher Cash Flow Changes the OutlookThe most notable development from the quarter was management's decision to raise its adjusted free cash flow guidance. T-Mobile now expects adjusted free cash flow of $18.4 billion to $18.8 billion for 2026, an increase of $200 million at the midpoint, primarily reflecting lower expected cash income taxes. The company also reaffirmed its outlook for approximately $77 billion in service revenues and $37.1 billion to $37.5 billion in core adjusted EBITDA for the year.
Higher cash generation strengthens T-Mobile's financial flexibility. It supports continued network investment, spectrum opportunities, dividend payments and share repurchases while allowing management to maintain a disciplined capital allocation strategy.
Image Source: Zacks Investment Research
Broadband Expansion Adds Another Growth EngineWireless remains T-Mobile's core business, but broadband is becoming an increasingly important contributor to long-term growth.
Management highlighted continued momentum in fixed wireless broadband, describing it as one of the industry's fastest-growing offerings. The company also continues expanding through fiber joint ventures, which broaden its addressable market while complementing its wireless franchise. Executives noted that fiber deployments and fixed wireless are designed to work together by expanding customer reach while efficiently utilizing network capacity. Enterprise services also remain an attractive opportunity as T-Mobile continues investing in advanced 5G capabilities and AI-enabled network services.
Competition Still Demands ExecutionDespite the favorable operating trends, investors should not overlook the challenges facing the business.
Competition from Verizon Communications Inc. (VZ - Free Report) and AT&T Inc. (T - Free Report) remains intense, with promotional activity continuing across the U.S. wireless market. T-Mobile has emphasized competing through network quality and overall customer value rather than materially increasing device subsidies, but aggressive pricing from competitors could still pressure margins and subscriber economics over time.
Investors should also monitor integration of acquired assets, including UScellular operations, as well as the company's leverage and continued capital spending requirements. Successful execution across these initiatives will remain essential to sustaining earnings growth and cash flow expansion.
How TMUS Rating Signals Support the ThesisTMUS currently carries a Zacks Rank #3 (Hold), reflecting a balanced near-term investment outlook. The stock also benefits from favorable Value Score and Growth Score, while a more moderate Momentum Score suggests earnings estimate revisions and price momentum are less compelling than those typically associated with the strongest buy candidates. Under the Zacks framework, the Style Scores complement the Zacks Rank, supporting a measured investment approach rather than an aggressive bullish stance.
T-Mobile's stronger earnings, higher free cash flow outlook and expanding broadband business reinforce the company's attractive long-term fundamentals. At the same time, competitive intensity, integration execution and financial commitments continue to justify a balanced investment view that aligns with the current Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
T-Mobile po výsledcích hospodaření za 2. čtvrtletí nejprve klesl o 10,75 %, protože výhled počítá s pomalejším růstem přírůstků zákaznických účtů a výnosů. Následně ale vzrostl o 5,67 %, když firma zvýšila výhled upraveného volného cash flow na 18,4 až 18,8 miliardy USD.
T-Mobile (TMUS -0.56%) investors saw some serious volatility last week. On Thursday, July 23, the wireless carrier reported second-quarter results in which profit came in ahead of Wall Street's expectations while revenue landed just shy of them. The stock fell 10.75% to $170.42. Then on Friday, July 24, shares turned around and rose 5.67% to close at $180.09.
Two wild sessions, one report, and a nearly $10-per-share gap between their closing verdicts. Clearly, investors are having a hard time making up their mind about the stock. With the stock now sitting about 31% below its 52-week high of $261.56, at about 14 times forward earnings, it's worth sorting out what is going on with the underlying business.
Image source: Getty Images.
What the selling was about The second quarter itself held up fine. Total revenue rose about 8% year over year to $22.8 billion. Service revenue (the recurring monthly billings that matter most for a carrier) grew 9% to $19.0 billion. The company added 277,000 postpaid accounts in the period, with average revenue per account up 2% from a year ago.
The discomfort came from the outlook. Management told investors to expect only about 250,000 postpaid account additions in the third quarter, a step down from the second quarter's pace. The cause is a deliberate one. T-Mobile is migrating customers onto its newer rate plans, and it expected that shift to cost it some smaller accounts along the way as the migration plays out.
"As part of our full-year plan and guidance, we anticipated our Q3 rate plan modernization would result in a temporary elevated account churn profile," said chief financial officer Peter Osvaldik in the company's second-quarter earnings call. He noted the impact is concentrated in accounts with fewer lines, so the effect on phone customers leaving is smaller.
There is also a mild slowdown built into the revenue guide. After 9% service revenue growth in the second quarter, management expects about 6% growth in the third quarter and 8% for the full year, at approximately $77 billion.
A slightly soft revenue quarter plus a slower quarter ahead was enough for a market that had priced the stock for clean execution. That was the logic behind Thursday's selling.
The case the rebound made But look at what management actually did with its guidance. Not only did T-Mobile hold its full-year target of 950,000 to 1,050,000 postpaid account additions (it has already delivered almost 500,000 in the first half), but it also raised its cash outlook. The company now expects adjusted free cash flow of $18.4 billion to $18.8 billion this year, an increase of $200 million at the midpoint, helped by lower cash taxes. Core adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) is still expected to grow about 10% at the midpoint of its range.
The quality signals underneath held up, too. Management said more than 60% of customers on new accounts are choosing its premium plans, and that customers switching to T-Mobile carry monthly bills about 20% higher than those of customers leaving.
In other words, the quarter that spooked the market came with its profit engine intact, its full-year targets unchanged or better, and its cash forecast moving higher.
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Now set that against the price. At a market capitalization of about $193 billion, the midpoint of that free cash flow guidance works out to a yield of nearly 10% on the whole company.
The stock's forward price-to-earnings ratio of about 14 also sits well below its trailing multiple of about 19, which is another way of saying earnings are expected to grow into the price quickly. For a business growing service revenue 9% and paying a 2.3% dividend yield on top, that is arguably a modest ask.
So which trading session had it right?
I think the rebound did. What disappointed on Thursday was slower account growth and a revenue line that still grew 8%. What didn't change was everything the investment case rests on: service revenue growth, EBITDA growth of about 10%, and a raised cash forecast. With that said, if the churn from the plan migration worsens, I'd revisit. Until then, T-Mobile looks like a growth business trading at a value multiple.
T-Mobile (TMUS - Free Report) came out with quarterly earnings of $3.13 per share, beating the Zacks Consensus Estimate of $2.49 per share. This compares to earnings of $2.84 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +25.70%. A quarter ago, it was expected that this wireless carrier would post earnings of $2.06 per share when it actually produced earnings of $2.7, delivering a surprise of +31.07%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
T-Mobile, which belongs to the Zacks Wireless National industry, posted revenues of $22.79 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.21%. This compares to year-ago revenues of $21.13 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
T-Mobile shares have lost about 6% since the beginning of the year versus the S&P 500's gain of 9.6%.
What's Next for T-Mobile?While T-Mobile has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for T-Mobile was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.87 on $23.19 billion in revenues for the coming quarter and $10.53 on $94 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Wireless National is currently in the bottom 18% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, ATN International (ATNI - Free Report) , has yet to report results for the quarter ended June 2026.
This provider of telecommunications services is expected to post quarterly earnings of $0.12 per share in its upcoming report, which represents a year-over-year change of +150%. The consensus EPS estimate for the quarter has been revised 14.3% lower over the last 30 days to the current level.
ATN International's revenues are expected to be $183.2 million, up 1.1% from the year-ago quarter.
T-Mobile čeká ve 2. čtvrtletí vyšší tržby 22,8 miliardy USD, ale zisk na akcii má klesnout na 2,52 USD. Táhne ho růst paušálních zákazníků a broadbandu, proti tomu stojí vyšší promo výdaje a náklady.
Key Takeaways TMUS is expected to post higher Q2 revenue on postpaid subscriber gains and broadband growth.TMUS expanded business and value offerings with SuperBroadband and a Mint Mobile Internet bundle.T-Mobile faces pressure from competition, higher promotional spending and rising operating expenses. T-Mobile, US, Inc. (TMUS - Free Report) is set to report second-quarter 2026 results on July 23, before the opening bell. In the trailing four quarters, the company delivered an earnings surprise of 12.27%, beating estimates on all occasions.
The wireless service provider is expected to witness year-over-year revenue growth, driven by steady postpaid subscriber additions, growing broadband adoption and continued demand for premium wireless services. However, intense competition, higher promotional spending and increased operating expenses are likely to have weighed on the bottom line.
Factors at PlayDuring the quarter, T-Mobile introduced SuperBroadband, a next-generation business Internet solution that integrates wireless, fiber and satellite connectivity with managed network services. The launch is expected to have contributed to second-quarter 2026 revenues by broadening the company's enterprise connectivity portfolio, attracting new business customers and increasing adoption of integrated broadband solutions.
T-Mobile's increased focus on the small business segment is likely to have provided an additional boost to revenues in the quarter under review. Stronger demand for its business wireless plans and connectivity solutions is expected to have expanded its business customer base and raised average revenue per account.
During the to-be-reported quarter, T-Mobile strengthened its value-focused offerings by expanding Mint Mobile's portfolio with a $45 Home Internet and Wireless Bundle. The new bundle is likely to have encouraged customer additions, accelerated home Internet adoption and enhanced T-Mobile's position in the value broadband market.
T-Mobile also launched the new motorola razr lineup during the quarter with attractive promotional offers and financing options. This is expected to have supported revenue growth by stimulating smartphone upgrades, attracting new wireless subscribers and increasing device sales across its retail and online channels.
Despite top-line growth, T-Mobile's earnings are expected to have declined in the June quarter due to higher promotional spending, elevated device subsidies associated with smartphone launches, and increased customer acquisition costs amid intense competition. Continued investments in expanding its 5G and broadband infrastructure are also likely to have raised operating expenses and depreciation costs.
Overall ExpectationsFor the June quarter, the Zacks Consensus Estimate for total revenues is pegged at $22.8 billion, indicating an improvement from the year-ago quarter’s reported figure of $21.1 billion. The consensus estimate for adjusted earnings per share is pegged at $2.52, indicating a decline from $2.84 reported a year ago.
Earnings WhispersOur proven model does not conclusively predict an earnings beat for T-Mobile for the second quarter. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. However, that is not the case here.
Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, is -7.23%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: T-Mobile carries a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.
Other Stocks to ConsiderHere are some other stocks you may want to consider, as our model shows that these, too, have the right combination of elements to post an earnings beat this season:
Silicon Motion Technology Corporation (SIMO - Free Report) has an Earnings ESP of +7.68% and sports a Zacks Rank #1 at present. It is set to release its second-quarter 2026 numbers on July 29.
The Earnings ESP for Celestica Inc. (CLS - Free Report) is +1.86%, and it carries a Zacks Rank of 2 at present. The company is scheduled to report second-quarter 2026 numbers on July 27.
The Earnings ESP for Monolithic Power Systems, Inc. (MPWR - Free Report) is +1.08%, and it carries a Zacks Rank of 2 at present. The company is slated to report second-quarter 2026 numbers on July 30.
T-Mobile US čelí obavám trhu ze satelitů, ale zůstává chráněný díky 5G, přímé dohodě se SpaceX a schválené výměně licencí s Grain Management. Bank of America ho navíc zvýšila na Buy s cílovou cenou 220 USD.
Institutional capital is gripped by a narrative that space-based internet will dismantle traditional telecommunications. Low-Earth-orbit satellite constellations, championed by SpaceX's NASDAQ: SPCX Starlink, are being rapidly deployed, prompting analysts to cut their ratings and price targets for legacy carriers. The sheer speed of the Starlink launch schedule creates an illusion that ground-based networks will soon be obsolete.
The market is treating this shift as a systemic threat to all broadband and wireless operators, punishing the telecom sector indiscriminately. However, fear often outpaces logic, creating pockets of opportunity for investors willing to examine the actual science behind network infrastructure.
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Grounded Reality: Separating 5G Fact From Space FictionT-Mobile US Today
$187.89 -0.52 (-0.27%)
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52-Week Range$165.66▼
$261.56Dividend Yield2.17%
P/E Ratio19.97
Price Target$255.76
Lumping a pure-play wireless operator like T-Mobile US NASDAQ: TMUS into the same risk category as legacy wireline and cable operators reveals a fundamental mispricing.
While dying wireline infrastructure faces genuine existential pressure from satellite alternatives, terrestrial 5G networks operate on entirely different physical and economic realities.
T-Mobile does not carry the burden of decaying copper phone lines or unprofitable media spin-offs.
The current technical weakness in the telecom sector provides a window to evaluate T-Mobile as an asset generating robust free cash flow while the broader market remains distracted by satellite hype.
Expanding the Signal: Spectrum Swaps and Direct-to-Device DealsThink about the physics of data transmission. Low-Earth orbit satellites provide an excellent solution for rural bandwidth gaps, offering connectivity where laying fiber is economically unviable. However, these satellites lack the localized infrastructure to handle the concentrated data consumption of high-density metropolitan areas. The physics of latency and bandwidth make satellite internet a non-threat to urban 5G networks.
T-Mobile commands an untouchable mid-band 5G spectrum moat that easily handles the density of urban data consumption. The Federal Communications Commission recently approved T-Mobile's authorization to exchange 800 MHz licenses for 600 MHz spectrum with Grain Management. This swap fortifies the firm's low-band coverage, which is critical because low-frequency signals travel further and penetrate thick concrete buildings in cities with far greater efficiency. This allows T-Mobile to expand its rural footprint and reinforce urban density without demanding new capital expenditures.
Positioning Starlink solely as a competitor also misrepresents T-Mobile's strategic positioning. The company maintains a direct-to-device partnership with SpaceX. This alliance inherently hedges the disruption risk that exposes AT&T NYSE: T and Verizon NYSE: VZ. By integrating satellite connectivity to eliminate dead zones for existing mobile customers, T-Mobile is co-opting the technology rather than fighting it.
Ground Troops: T-Mobile's Strategic B2B AssaultConsumer wireless is a saturated, highly competitive market. For years, T-Mobile operated as a loss leader, using aggressive keep-and-switch promotions to steal market share from the legacy duopoly. The network advantage is now sustaining organic retention, allowing management to quietly implement restrictions on those expensive consumer acquisition offers. The focus has shifted from subscriber land grabs toward expanding average revenue per user and protecting operating margins.
To find the next leg of heavy growth, T-Mobile is pivoting aggressively toward enterprise clients. The recent appointment of Chris Sambar as Chief Enterprise Officer illustrates this ambition. Sambar replaces veteran executive Mike Katz, bringing a specific and dangerous pedigree to the role. Having architected AT&T's FirstNet and scaled enterprise B2B sales, Sambar's arrival signals a direct assault on the lucrative corporate connectivity and Internet of Things total addressable market. T-Mobile wants to power fleet tracking, smart cities, and automated manufacturing hubs.
To support this enterprise push, the board elevated Chief Technology Officer John Saw to oversee a newly integrated unit combining engineering, IT, and cybersecurity. Consolidating infrastructure command under a single leader minimizes operational bloat and streamlines deployments ahead of capital expenditure cycles for artificial intelligence and the new 6G spectrum. Enterprise clients demand rigorous cybersecurity integration alongside their connectivity, and this internal restructuring aligns with the requirements of high-margin corporate contracts.
Gravity-Defying Margins: Arbitrage in a Panicked SectorThe broad satellite panic recently prompted Bernstein to issue downgrades and price target cuts across the entire telecom space, citing subscriber cannibalization. Conversely, Bank of America upgraded T-Mobile from Neutral to Buy and set a new $220 price target, which represents a more than 15% profit gap from current trading levels.
Current Price$188.00High Forecast$310.00Average Forecast$255.76Low Forecast$170.00T-Mobile US Stock Forecast Details
Morgan Stanley explicitly noted that T-Mobile's back-book pricing remains roughly 10% below peers, while slightly adjusting its price target to $230.
The back-book pricing metric shows that T-Mobile still has a vital cushion. At 10% below its peers, it can raise prices on legacy plans to drive revenue growth while reducing the risk of customer churn to competitors.
T-Mobile's underlying financial health supports a premium valuation. The company delivered Q1 2026 quarterly earnings of $2.27 per share, beating consensus estimates by 26 cents, alongside aggressive top-line revenue growth of 10.6% year over year.
T-Mobile trades at a trailing price-to-earnings ratio of 2, with a forward multiple compressing to about 18.
A PEG ratio of 1.11 indicates that earnings growth is largely keeping pace with valuation premiums.
Profitability ratios demonstrate remarkable operational efficiency for a capital-intensive business, marked by a return on equity of 19.47% and a net margin of 11.65%. T-Mobile also yields a 2.2% dividend, comfortably supported by $22.46 per share in cash flow.
Investors should always weigh the realities of the balance sheet. Telecom operators carry heavy leverage, and T-Mobile is no exception, sporting a debt-to-equity ratio of 1.58. A quick ratio of 0.97 indicates that liquid assets closely match short-term obligations. While T-Mobile is positioned far better than peers burdened by aging copper lines, its capital structure requires flawless execution in a higher-for-longer interest rate environment.
Staying Grounded: Capitalizing on Misguided Orbital FearsThe market often struggles to separate sector threats from idiosyncratic strengths. Low-Earth orbit broadband will certainly alter the economics of rural internet service providers and legacy wireline companies. However, it is not likely to replace the terrestrial 5G infrastructure required to power mobile devices and enterprise networks in major economic hubs.
T-Mobile is leveraging strategic spectrum swaps, a direct SpaceX partnership, and key executive poaching to aggressively capture B2B market share. Generating $88.31 billion in annual sales with accelerating post-paid phone adds, T-Mobile is operating from a position of profound strength. Investors seeking to capitalize on unwarranted sector sympathy might view the current $188 price level as a discounted entry point for this structurally insulated wireless operator ahead of the July 23 earnings report.
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