Wall Street analysts expect T-Mobile (TMUS - Free Report) to post quarterly earnings of $2.86 per share in its upcoming report, which indicates a year-over-year increase of 10.4%. Revenues are expected to be $23.31 billion, up 6.2% from the year-ago quarter.
Over the last 30 days, there has been an upward revision of 0.2% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.
Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock.
While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight.
Bearing this in mind, let's now explore the average estimates of specific T-Mobile metrics that are commonly monitored and projected by Wall Street analysts.
The average prediction of analysts places 'Revenues- Total service revenues' at $19.32 billion. The estimate indicates a change of +5.9% from the prior-year quarter.
The combined assessment of analysts suggests that 'Revenues- Equipment revenues' will likely reach $3.70 billion. The estimate indicates a change of +6.9% from the prior-year quarter.
Analysts' assessment points toward 'Revenues- Other revenues' reaching $246.39 million. The estimate indicates a year-over-year change of -1.8%.
Analysts predict that the 'Revenues- Service revenues- Prepaid revenues' will reach $2.49 billion. The estimate indicates a change of -5.3% from the prior-year quarter.
Analysts expect 'Revenues- Wholesale and other service revenues' to come in at $727.27 million. The estimate suggests a change of -0.9% year over year.
Analysts forecast 'Revenues- Service revenues- Postpaid revenues' to reach $16.10 billion. The estimate suggests a change of +8.2% year over year.
According to the collective judgment of analysts, 'Total postpaid accounts' should come in at 34.95 million. Compared to the present estimate, the company reported 33.98 million in the same quarter last year.
The consensus estimate for 'Postpaid ARPA' stands at $154.16 . Compared to the present estimate, the company reported $149.44 in the same quarter last year.
View all Key Company Metrics for T-Mobile here>>>
Over the past month, T-Mobile shares have recorded returns of -4% versus the Zacks S&P 500 composite's -1.2% change. Based on its Zacks Rank #3 (Hold), TMUS will likely exhibit a performance that aligns with the overall market in the upcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Akcie AT&T, Verizon a T-Mobile v pátečním obchodování před otevřením trhu klesly: AT&T o 4,6 %, Verizon o 4 % a T-Mobile o 5 % po zprávě, že SpaceX jedná o přístupu k nejméně 80 000 vysílacích stanic v USA.
Shares of AT&T, Verizon and T-Mobile fell in premarket trading on Friday after a report said SpaceX was in talks with cellular infrastructure companies to secure access to at least 80,000 sites across the United States.
AT&T stock fell about 4.6%, Verizon declined around 4%, and T-Mobile dropped approximately 5% before the market opened.
SpaceX stock was up over 2%.
Bloomberg reported that SpaceX aims to secure a minimum of 80,000 cell sites and is negotiating with at least one major cellular infrastructure company, citing people familiar with the discussions.
The agreements could help the Elon Musk-led company establish a fourth nationwide wireless carrier, intensifying competition for the country's established telecom providers.
One company involved in the discussions is Crown Castle, which, alongside American Tower and Vertical Bridge Holdings, ranks among the largest owners of cellular towers in the US.
Crown Castle shares rose nearly 9% in premarket trading, while American Tower gained more than 6%. Bloomberg said the potential deals could be worth billions of dollars.
Wireless carriers typically lease space on cellular towers to install equipment that transmits signals across their networks.
Sharing tower infrastructure is generally more cost-effective than building and maintaining individual sites.
SpaceX's reported push to secure thousands of locations could therefore create a significant business opportunity for tower operators as the company assembles the infrastructure needed to compete in the US wireless market.
Asked during an earnings conference call on Wednesday whether Crown Castle was discussing leases with SpaceX, Amazon.com or other satellite-based telecom providers, Chief Executive Officer Chris Hillabrant said, "You can assume that we're talking to all parties."
He declined to discuss specific customers.
Hillabrant also described SpaceX's recent acquisition of low-band spectrum as a "huge milestone" in its ability to provide broad mobile coverage.
Tower operators' shares had already climbed after news of SpaceX's spectrum purchase earlier this month, reflecting investor expectations that the company could require substantial ground infrastructure to deploy its wireless services.
Musk has made clear his ambition to turn SpaceX into a standalone wireless carrier, using its Starlink satellite network and newly acquired spectrum to challenge established mobile operators.
SpaceX recently secured Federal Communications Commission approval to launch 15,000 satellites designed to provide mobile connectivity directly to phones.
Combined with its spectrum holdings and terrestrial infrastructure, the satellites could help the company build a more comprehensive wireless service.
"We will be building out our terrestrial networks so there's broad-based connectivity anywhere that SpaceX and Starlink are allowed to operate," Musk said during SpaceX's earnings call this week.
Satellite launches and spectrum acquisition "will pave the way for Starlink Mobile to become a major mobile carrier in the US," he said.
SpaceX has also said it plans to use home internet equipment to emit mobile signals around customers' installations.
However, research firm MoffettNathanson LLC has noted that these locations are not necessarily where infrastructure is needed to ensure consistent network coverage.
Securing access to existing cellular tower sites could help address that challenge, although the scale, cost and timing of any agreements remain unclear.
Akcie T-Mobile po pátečním propadu o více než 13 % vzrostly o 3 % na 152,65 USD poté, co Starlink oznámil rozšíření spektra pro satelitní mobilní pokrytí.
Starlink's spectrum grab sent T-Mobile to its worst single-day crash since going public, and the partial rebound raises a harder question about whether satellite competition is already baked into carrier valuations or just getting started.
T-Mobile (NASDAQ:TMUS | TMUS Price Prediction) stock is up 3% to $152.65 in afternoon trading, recovering part of the worst one-day loss in its history as a public company. Meanwhile, Verizon (NYSE:VZ) stock is up 2% to $42.43, tracking T-Mobile shares higher at a slower pace. AT&T (NYSE:T) stock is up 0.8% to $22.36 as well, representing the smallest gain among the three carriers.
For contrast, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.1% to $777.88. Notably, SpaceX (NASDAQ:SPCX) stock, whose Starlink unit set off the carrier selloff, is up 0.7% to $163.73.
Starlink’s Spectrum Push Sparked a Record Selloff
On October 9, Starlink said it’s adding up to 14 megahertz of paired spectrum in the 800 MHz band. SpaceX founder Elon Musk said the move was the last critical piece of the spectrum puzzle needed for SpaceX to provide complete phone coverage in America. T-Mobile shares fell more than 13% that Friday, Stocktwits reported, the largest single-session decline since the company went public in 2013, as the other large carriers closed lower.
The shared recovery points to a review of Friday’s selling, since the spectrum plan itself is unchanged. That gain recovers only a fraction of Friday’s damage.
Towers Versus Satellites in the Wireless Race
Verizon, AT&T and T-Mobile own licensed spectrum along with the towers and equipment that put it to work, and in rural markets, coverage is the main reason customers choose one carrier over another. That model depends on heavy, ongoing investment in physical infrastructure, which is the barrier a satellite network would try to bypass.
SpaceX reaches phones from orbit through Starlink Direct to Cell, which connects existing 4G Long-Term Evolution (LTE) handsets in places without ground coverage. Any spectrum SpaceX acquires would feed a network with no towers behind it, a far smaller physical presence than the carriers maintain.
T-Mobile stock is down 23% so far this year, so the satellite worry hit shares that were already under pressure. This earlier weakness makes it harder to isolate how much of the current discount stems from satellite risk alone.
Overreaction or Early Warning for Carriers?
For T-Mobile, the bearish case is easy to see. A satellite operator holding its own spectrum could compete for subscribers in rural areas, where coverage drives the choice of carrier. That threat doesn’t need to arrive soon to compress the multiple now, since share prices tend to discount long-dated risks early.
On the other hand, the bullish case holds that a decline of Friday’s size, tied to a capability still in development, already prices in a competitor that hasn’t launched a consumer plan. On that view, the burden of proof sits with SpaceX, which still has to show it can turn spectrum into a priced, marketed phone service.
What to Watch Next
The key question for T-Mobile is whether SpaceX files for the regulatory approvals a consumer wireless service would require. A filing like that would convert a capability on paper into a process with a regulatory timeline, giving the carriers a clearer sense of when competition could reach their customers.
At the end of the day, investors should keep their T-Mobile share positions measured until SpaceX’s regulatory path comes into focus, since Friday showed how quickly one headline can reset sector valuations.
Contact [email protected] for any questions or corrections.
SummaryT-Mobile is rated BUY with Moderate–High Confidence, offering 30–40% upside to a $220 YE2028 fair value.TMUS trades at ~9.7x 2026E adj. FCF, with a 2.8% dividend yield and robust share buybacks supporting per-share value creation.Growth is moderating, but TMUS remains the industry leader in cash flow growth, leveraging network advantages and efficiency initiatives.Key risks include intensifying competition, rising churn, and the need for disciplined capital allocation amid elevated debt levels. Getty Images
Summary BUY | Confidence: Moderate to High (75%)
T-Mobile (TMUS) closed trading at $167.65 per share (+1.04% on the day) as of market close today, October 7, 2026.
While TMUS no longer screens as cheap versus peers (nor
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SpaceX kupuje od společnosti Grain Management celostátní portfolio spektra v pásmu 800 MHz, což má Starlink Mobile otevřít cestu k tomu, aby se stal významným americkým mobilním operátorem.
Space Exploration Technologies Corp (NASDAQ:SPCX) announced a deal to acquire low-band spectrum from Grain Management Thursday. News of the deal has stocks of U.S. mobile carriers trading lower as SpaceX could become a major competitor moving forward.
• SpaceX stock is moving in positive territory. What’s pushing SPCX stock higher?
The Spectrum DealSpaceX is acquiring the nationwide 800 MHz spectrum portfolio from Grain Management for an undisclosed amount.
"We announced an agreement to acquire a nationwide low-band spectrum license portfolio that will pave the way for Starlink to become a major mobile carrier in the US. With this new spectrum and our Gen2 constellation, Starlink Mobile can ensure Americans have access to high-speed mobile broadband no matter where they are," SpaceX tweeted.
In a blog post, SpaceX said the acquisition addressed a key technical gap for Starlink Mobile to become a major U.S. mobile carrier.
SpaceX said when it receives final FCC approval, Starlink Mobile will deploy and connect devices everywhere.
The company highlighted that the new low-band spectrum will help Starlink Mobile signal penetrate walls and other obstacles.
"Starlink Mobile can now become the first network operator to deploy both satellite and terrestrial spectrum. One network that provides Americans with a reliable service indoors, outdoors, in cellular dead zones, and everywhere between."
SpaceX CEO Elon Musk shared the news on social media and said this is a "very big deal."
Read Next
Telecommunications Stocks FallSpaceX stock is up 2.56% to $164.68 in after-hours trading Thursday.
Shares of mobile carrier companies falling after hours significantly are:
AT&T (NYSE:T): -7.92%
Verizon Communications (NYSE:VZ): -6.90%
T-Mobile US (NASDAQ:TMUS): -6.78%
Read Next
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Key Takeaways Verizon is joining AT&T and T-Mobile in a venture using satellites to expand wireless coverage.VZ will use direct-to-device satellite services to provide backup connectivity during disruptions.Common technical standards could improve compatibility, innovation and efficient spectrum use. Verizon Communications (VZ - Free Report) has entered into a joint venture with AT&T Inc. (T - Free Report) and T-Mobile US, Inc. (TMUS - Free Report) to expand wireless coverage and reduce mobile dead zones across the United States. The partnership will use satellite connectivity to help provide mobile service to rural, remote and underserved areas where traditional networks have limited reach.
Through this venture, Verizon will complement its existing network with satellite connectivity, helping users stay connected when traditional mobile service is unavailable. Its focus on direct-to-device services will let compatible devices connect to satellite networks while providing backup connectivity during natural disasters or other network disruptions. The initiative is expected to reduce coverage gaps, improve reliability and provide more satellite service options.
The partnership will help Verizon adopt common technical standards that improve compatibility among devices, operating systems and satellite networks, making it easier to introduce new connectivity services. It could also encourage competition and innovation in satellite services, support more efficient use of licensed spectrum and help the company improve network performance while enhancing the overall service experience.
Existing carrier-satellite agreements will remain in place, allowing Verizon to continue its independent connectivity initiatives alongside the new venture. This will give the company an additional platform to extend coverage, strengthen network reliability and provide greater connectivity across the United States.
How Are Competitors Advancing?Verizon faces competition from Lumen Technologies, Inc. (LUMN - Free Report) and Optimum Communications, Inc. (OPTU - Free Report) . Lumen is expanding its fiber network to support growing demand for high-speed connectivity from businesses and data centers. The company is improving its infrastructure to increase capacity and support cloud computing, AI and other data-intensive applications. These investments are helping Lumen improve network performance and provide more reliable connectivity across key markets.
Optimum is strengthening its fiber footprint to bring high-speed broadband to more homes and businesses. The company is advancing its infrastructure to support higher data usage and improve service performance. Optimum is investing in network upgrades to support the growing use of cloud, streaming and other data-intensive services.
VZ’s Price Performance, Valuation & EstimatesVerizon’s shares have gained 10.8% over the past year compared with the industry’s growth of 119.6%.
Image Source: Zacks Investment Research
From a valuation standpoint, Verizon trades at a forward price-to-earnings ratio of 8.77, significantly below the industry average of 37.6.
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Earnings estimates for 2026 have remained static at $5.03 per share, while the same for 2027 have increased 0.2% to $5.30 over the past 60 days.
Image Source: Zacks Investment Research
Verizon stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
T-Mobile i Verizon zvýšily výhled na rok 2026, ale s odlišnou strategií: T-Mobile sází na růst zákazníků, Verizon na dividendový výnos. T-Mobile navíc zvýšil schválený program návratu kapitálu na 18,2 miliardy USD.
T-Mobile and Verizon both raised 2026 guidance, but they are chasing completely opposite strategies to win the same industry. Which approach actually holds up depends on what kind of investor is doing the judging.
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T-Mobile US (NASDAQ:TMUS | TMUS Price Prediction) and Verizon (NYSE:VZ) raised 2026 guidance in late July earnings. T-Mobile asks investors to pay for subscriber and market share increases. Verizon asks them to collect a large dividend while its turnaround plays out.
Premium Plans Lift T-Mobile as Verizon Stops Buying Customers At T-Mobile, postpaid service revenue rose 12.6% to $15.85 billion. More than 60% of new customers chose premium plans. Port-in ARPAs ran about 20% above port-outs. The UScellular deal opens rural markets where T-Mobile holds 24% of homes. CEO Srini Gopalan: “We’re just getting started.”
Verizon cut device subsidies. Wireless equipment revenue fell nearly 20% and total revenue slid 0.7%. Postpaid phone net additions reached 184,000, versus a 9,000 loss a year earlier. Churn improved to 0.92%. CEO Dan Schulman: “The era of just the free handset, that’s gone right now.” Fiber connections reached 10.9 million, up 43.3%.
Business Driver T-Mobile Verizon Growth Engine Postpaid wireless, 5G broadband Fiber, combined packages 2026 Capex About $10.0B $16.0B to $16.5B Buybacks Power T-Mobile While Dividends Anchor Verizon T-Mobile raised its 2026 shareholder return authorization to $18.2 billion from $14.6 billion and bought back $2.2 billion in the quarter. Shares are down 17.64% this year. With a yield of only 2.52%, the stock depends on growth.
Verizon’s 6.08% yield comes from a $0.7075 quarterly dividend. Buybacks are limited at $4.5 billion. After the Frontier deal, net unsecured debt rose to 2.5x adjusted EBITDA from 2.2x. Shares are up 18.41% year to date.
Lens T-Mobile Verizon Forward P/E 12x 9x Hold Ratings 5 15 Verizon Must Turn Discipline Into Revenue by Year-End Verizon expects mobility and broadband service revenue growth to speed up to about 3% in Q3 and 4% in Q4. Wireless ARPA fell 1.4% to $168.35. At T-Mobile, watch whether service revenue growth holds near the 6% forecast for Q3.
Matching Each Carrier to the Investor It Fits T-Mobile suits growth investors seeking subscriber increases. Analysts agree, with 9 Strong Buy and 14 Buy ratings. Postpaid churn rising to 0.99% warrants caution.
Verizon fits income investors. Its Hold ratings suggest Wall Street wants proof the turnaround works. If ARPA keeps falling, the dividend story weakens. If T-Mobile’s churn keeps rising, its higher valuation becomes harder to justify.
Contact [email protected] for any questions or corrections.
AT&T, T-Mobile a Verizon jmenovaly Paula Rotha dočasným šéfem nového společného podniku pro satelitní mobilní pokrytí. Cílem je rozšířit signál v nedostatečně pokrytých oblastech a omezit mrtvé zóny.
AT&T (T.N), T-Mobile (TMUS.O) and Verizon (VZ.N) have appointed wireless industry veteran Paul Roth as interim chief executive of their new joint venture aimed at expanding satellite-enabled mobile coverage, the companies said on Thursday.
The largest U.S. wireless companies said the venture -- first announced in May -- seeks to expand coverage in underserved areas across the U.S and end nearly all dead zones without mobile service. The plan also aims to ensure redundant connectivity during natural disasters and improved network performance using so-called "direct to device" satellite technology.
Some analysts also suggest the joint venture could be defensive, citing Elon Musk's SpaceX.
SpaceX's (SPCX.O) ambition to build a full-fledged mobile service rattled investors in the U.S. wireless sector after the company in August outlined plans that could eventually pit Starlink against the three major U.S. telecoms.
SpaceX acquired 65 megahertz of wireless spectrum from EchoStar (ECHO.O) for $19.6 billion through two deals announced last year, giving Starlink airwaves to expand into mobile services.
SpaceX President Gwynne Shotwell said in August the company will build the infrastructure needed to make Starlink "a true mobile service" and expects to win "quite a few" customers from the Big Three wireless carriers.
AT&T, Verizon and T-Mobile have invested hundreds of billions of dollars over three decades to acquire spectrum licenses, build their networks, and attract and retain customers.
FCC Chair Brendan Carr told Reuters earlier this year Starlink will have the ability on its own or in partnership with traditional carriers to address the dead zones.
The FCC on Wednesday moved to release more spectrum to boost in-home satellite broadband.
"Making next-gen satellite broadband faster and more reliable will not only benefit current subscribers, but also enhance competition for all consumers -- putting downward pressure on prices in the home-internet marketplace," Carr said.
Under its partnership with T-Mobile, SpaceX uses Starlink satellites to provide direct-to-cell connectivity for compatible smartphones outside traditional cell coverage.
Array Digital ve 2. čtvrtletí zvýšila tržby z pronájmu lokalit meziročně o 95 % na 53,2 mil. USD. Dohoda s T-Mobile vyžaduje pronájem nejméně 2 015 dalších věží na dobu nejméně 15 let.
Key Takeaways AD's site rental revenues surged 95% year over year to $53.2 million in the second quarter.AD's T-Mobile deal requires leases on at least 2,015 more towers for a minimum of 15 years.Array Digital's colocations rose to 4,362 at June-end, while tower tenancy improved to 0.98. Array Digital Infrastructure, Inc. (AD - Free Report) is undergoing a major transformation after divesting its wireless operations, positioning itself as a pure-play digital infrastructure provider centered on its tower portfolio. The transition is strengthening recurring revenues and creating opportunities for margin expansion.
Tower Business Picks Up SteamArray owned 4,456 towers across 19 states at the end of second-quarter 2026. The company plans to grow its tower business primarily through additional colocations and amendments to existing sites, which should generate incremental revenue without requiring proportionate increases in operating costs.
Momentum is already visible. Second-quarter site rental revenues surged 95% year over year to $53.2 million, supported by the Master License Agreement (MLA) signed with T-Mobile US Inc. (TMUS - Free Report) . The agreement requires T-Mobile to lease space on at least 2,015 additional Array towers for a minimum of 15 years and extends leases on roughly 600 existing colocations.
Tower operating metrics are also moving in the right direction. Colocations increased sequentially to 4,362 at June-end from 4,290 at March-end, while the tower tenancy rate improved to 0.98 from 0.96. Increasing tenancy should be particularly important because adding tenants to existing infrastructure can support attractive incremental economics and improve tower cash flow.
Spectrum Monetization Lends SupportSpectrum monetization provides substantial financial flexibility. Array has already completed major spectrum transactions with AT&T, T-Mobile and Verizon and continues to pursue monetization of its remaining spectrum assets, primarily C-Band.
Array also expects margins to improve as it evolves from an infrastructure base built to support a wireless operator into a standalone tower company. Management is targeting ground-lease optimization, including acquiring land interests where economically attractive, while reducing costs associated with maintaining the tower portfolio.
Price PerformanceArray has declined 33.1% over the past year against the industry’s growth of 95.5%, outperforming peers like Gogo Inc. (GOGO - Free Report) and Cogent Communications Holdings, Inc. (CCOI - Free Report) . GOGO has lost 74.1%, while CCOI is down 80.6% over this period.
One-Year AD Stock Price Performance
Image Source: Zacks Investment Research
End NoteArray's transition toward a tower-focused model appears encouraging. Long-duration T-Mobile leases provide improved revenue visibility, while rising colocations, cost optimization and spectrum monetization offer avenues for stronger cash generation.
Sequential tenancy gains and higher site rental revenue support the operating transition. Spectrum sales have added liquidity, while the company returned capital through a special dividend. Consequently, the stock appears to be an enticing investment option in the volatile market.
Array currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
T-Mobile zavádí AutoPilot a Dynamic CX s AI, aby 5G síť reagovala rychleji na změny a lépe zvládala špičky. Testy ukázaly, že AutoPilot umí reagovat zhruba za polovinu času.
Key Takeaways T-Mobile is launching AutoPilot and Dynamic CX to make its 5G network more adaptive.AutoPilot uses intent-based AI to adjust networks in real time, responding in about half the time.Backup power and transport paths helped maintain network continuity during Winter Storm Fern. T-Mobile US, Inc. (TMUS - Free Report) has enhanced the resilience and intelligence of its 5G network with new artificial intelligence (AI)-powered capabilities to help the network respond faster to changing conditions. The company is launching advanced AutoPilot capabilities and rolling out Dynamic CX nationwide as part of its broader network modernization efforts.
Built into T-Mobile’s Self-Organizing Network (SON), AutoPilot uses intent-based AI automation to identify and make real-time network adjustments as conditions change, with recent testing showing it can respond in about half the time. Dynamic CX complements this capability by using AI to anticipate demand during major events and automatically optimize network performance, helping the company manage changing traffic patterns and maintain service quality as demand increases.
The company is investing in physical resilience, with hybrid generators helping keep network sites operational up to 50% longer during extended power outages, while additional backup transport paths allow traffic to move through alternative routes if one connection is disrupted. Its SON technology also supported network continuity during Winter Storm Fern, helping keep sites online for more than 250,000 additional minutes across over 30 states and enabling more than 30,000 antenna adjustments to extend coverage.
Together, these AI-driven technologies and infrastructure investments are expected to help T-Mobile build a more adaptive and resilient 5G network for customers, businesses and public-safety organizations.
How Are Competitors Advancing in Network Improvement?T-Mobile faces stiff competition from AT&T Inc. (T - Free Report) and Verizon Communications, Inc. (VZ - Free Report) . AT&T is deploying 600 MHz spectrum and advanced Ericsson radios to improve wireless coverage, capacity and performance. The company is using AI-based technologies to improve network operations and respond to changing conditions. AT&T has launched a dedicated 5G standalone core for FirstNet to support reliable public-safety communications.
Verizon is expanding its fiber infrastructure to support growing broadband and AI-related connectivity needs. The company is developing solutions that provide scalable connectivity for enterprise customers. Verizon is using AI-enabled tools to improve network performance and respond more quickly to disruptions.
TMUS’ Price Performance, Valuation & EstimatesT-Mobile has plunged 30.4% over the past year against the industry’s growth of 94.9%.
Image Source: Zacks Investment Research
From a valuation standpoint, T-Mobile trades at a forward price-to-sales ratio of 1.82, below the industry tally of 7.92.
Image Source: Zacks Investment Research
TMUS’ earnings estimates for 2026 have increased 1.2% to $10.82 per share over the past 60 days, while the same for 2027 have risen 1.2% to $13.39.
Image Source: Zacks Investment Research
T-Mobile currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
BELLEVUE, Wash.--(BUSINESS WIRE)--T-Mobile US, Inc. (NASDAQ: TMUS) (“T-Mobile” or “the Company”) announced today that the Company’s Board of Directors (the “Board”) has declared a cash dividend of $1.17 per share on its issued and outstanding shares of common stock, an increase of $0.15 per share or 15% from the previous quarter. The dividend is payable on December 10, 2026 to stockholders of record as of the close of business on November 25, 2026.
About T-Mobile
As the supercharged Un-carrier, T-Mobile US, Inc. (NASDAQ: TMUS) is powered by an award-winning nationwide 5G Advanced network that connects more people, in more places, than ever before. With T-Mobile’s unique value proposition of best network, best value and best experiences, the Un-carrier is redefining connectivity and fueling competition while continuing to drive the next wave of innovation in wireless, broadband and beyond. Headquartered in Bellevue, Wash., T-Mobile provides services through its subsidiaries and operates its flagship brands, T-Mobile, Metro by T-Mobile and Mint Mobile. For more information, visit https://www.t-mobile.com.
Wall Street přeceňuje dopad zvýšení sazeb Fedu na T-Mobile: z jeho 86,9 miliardy USD dluhu je jen 1 miliarda USD navázaná na SOFR. Většina dluhu má pevný kupon a firma má silný cash flow.
Wall Street's quick math on T-Mobile's rate hike exposure produces a frightening number, but that number depends on a reading of the debt stack that the actual quarterly filing does not support.
The Federal Reserve raised its target range on September 17, 2026, moving the upper bound from 3.75% to 4.00%. T-Mobile US (NASDAQ:TMUS | TMUS Price Prediction) fell 5.57% to $166.45.
The tempting shortcut is to multiply the carrier’s $86.9 billion in total debt excluding tower obligations by the quarter-point hike to arrive at roughly $212 million of extra annual interest.
That number is a hypothetical exercise, not a company forecast or anything T-Mobile will actually pay. The real exposure sits in the debt note of the quarterly report, and it looks very different once you read it.
Why the $212 Million Hypothetical Falls Apart Most of T-Mobile’s borrowings are senior notes with fixed coupons that do not reset when the Fed moves, so interest on that portion is contractually locked until maturity.
Only a $1 billion loan tied to SOFR is separately identified as floating, and the revolving credit facility carried no balance at quarter-end. Applying a 25 basis point move across the entire $86.9 billion ignores that structure.
Even the SOFR piece does not move point-for-point with the target rate. The 10-year sits at 4.94 and the 30-year at 5.29, which is where the real bill arrives when fixed-rate notes mature and refinance.
Cash Flow That Swallows the Difference Quarterly interest expense was $1.012 billion in Q4 2025. T-Mobile absorbs this because operating cash is enormous. Management raised adjusted free cash flow guidance to between $18.4 and $18.8 billion for 2026.
CFO Peter Osvaldik called the Q2 result an “industry-leading free cash flow margin of 25%”, and the company generated $4.8 billion of free cash flow in the quarter. An incremental refinancing tick is a rounding issue against that base.
Rivals Verizon Communications (NYSE:VZ) and AT&T (NYSE:T) carry larger debt with similar fixed-rate, staggered-maturity structures, so the same arithmetic overstates their sensitivity too. T-Mobile grew Core Adjusted EBITDA 12% to $9.54 billion in Q2, while peers grind through slower service-revenue growth.
CEO Srini Gopalan, who took over from Mike Sievert in late 2025, called the quarter “another strong quarter of execution.” The relative earnings power makes T-Mobile’s leverage less menacing than the headline suggests.
Bull and Bear Case for TMUS Stock The bull case rests on that cash engine and the $18.2 billion 2026 stockholder return authorization. The stock is down 28.61% over one year and trades at a forward P/E of 13x against an analyst target of $243.38.
The bear case is refinancing at today’s 5.29 thirty-year yield plus credit spread, plus integration costs and a maturity wall. The decisive variable is whether long-end yields stay elevated as T-Mobile’s fixed-rate notes come due, rather than the quarter-point move that prompted the math.
Contact [email protected] for any questions or corrections.
T-Mobile US vidí další růst v broadbandu, podnikových službách a AI, přičemž CFO Peter Osvaldik plánuje odchod na konci své smlouvy v polovině roku 2027. Firma zároveň míří na 15 milionů 5G broadband zákazníků a 3 až 4 miliony fiber zákazníků do roku 2030.
AST SpaceMobile Stock Soared 12%—This Was the CatalystT-Mobile US NASDAQ: TMUS executives said the company sees continued growth opportunities in wireless, broadband, business services and newer adjacencies, while maintaining that potential competitive threats from satellite providers and industry convergence offerings have not altered its strategy.
Speaking at Citi’s communications and infrastructure conference, Chief Financial Officer Peter Osvaldik also discussed his planned retirement at the end of his contract in mid-2027. Osvaldik said he had first discussed stepping away from corporate work about three and a half years ago and wants to focus on family and philanthropy.
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Dodging Deutsche Telekom: T-Mobile's Strategic WinOsvaldik said the company extended his tenure by a year during its CEO transition and that he believes the business is positioned for its next phase of growth. He said his successor, Jessica, brings capital-allocation experience, operational leadership experience from GE Vernova and a focus on artificial intelligence adoption. No last name was provided during the discussion.
Growth outlook centered on network and broadband Osvaldik said T-Mobile’s strategy remains focused on delivering network quality, value and customer experience. He identified “network seekers” as a key opportunity, estimating there are roughly 20 million consumer-family and business accounts for which network quality is the primary reason for selecting a wireless provider.
3 Stocks Standing Out and 2 Losing Momentum as the Tech Rally CracksThe company also sees room to expand in smaller and rural markets. Osvaldik said those markets represent about 40% of the U.S. population, while T-Mobile’s share in those areas was approximately 24%, including the impact of the UScellular acquisition.
T-Mobile continues to target business and government customers through its T-Mobile for Business unit. Osvaldik cited a recent deployment with the PGA as an example of how network slicing and quality-of-service capabilities can address operational needs beyond basic connectivity.
Broadband remains another major growth area. Osvaldik said T-Mobile has grown its broadband base to nearly 10 million subscribers over the past five to six years, with fixed wireless representing the largest portion. The company has guided for 15 million 5G broadband subscribers and 3 million to 4 million fiber subscribers by 2030.
Chief Commercial Officer André Almeida said fixed wireless and fiber should be viewed as complementary offerings rather than competing products. He said fiber customers can free fixed-wireless capacity for additional subscribers in other areas, while the company evaluates fiber investments based on expected shareholder returns rather than a target number of homes passed.
Almeida said T-Mobile’s latest fixed-wireless routers and network improvements have brought average Wi-Fi download speeds close to fiber levels. He said the technology’s improvement has broadened the potential customer base beyond the lower end of the broadband market.
Convergence and financial-services initiatives Almeida said T-Mobile does not view convergence—the bundling of wireless and broadband—as a standalone force reshaping the market. He said that despite broad availability of converged offers in the United States over the past several years, T-Mobile has continued to lead in mobile and broadband subscriber growth, service-revenue growth and ARPA expansion.
He cited the company’s reported second-quarter results, including 277,000 net account additions, 2% year-over-year ARPA growth and 3.7% organic ARPA growth. Almeida also said T-Mobile had led the industry in broadband net additions for 18 consecutive quarters.
Osvaldik highlighted financial services as a potential adjacency, saying the company’s customer relationships, distribution footprint and T-Life app—whose monthly active user base he said totals 30 million—could lower customer-acquisition costs relative to financial technology startups. He said the company’s co-branded credit-card launch with Capital One has been among Capital One’s most successful co-branded launches.
Looking further ahead, Osvaldik said the company sees potential in “physical AI,” where edge-network capabilities could help connected devices process data with lower latency than cloud-based alternatives. He said this could expand the addressable market for network providers over the 2030 to 2035 period.
Rate-plan changes, AI and capital allocation Chief Operating Officer Jon Freier said T-Mobile’s recent rate-plan actions, which migrated customers from older 3G- and 4G-era plans to current 5G plans, proceeded as expected. He said the effort created some temporary churn and was reflected in the company’s third-quarter expectation for 250,000 overall postpaid account net additions.
Freier said the company introduced 36-month equipment installment plans through its Experience 2.0 plans, lowering monthly device payments compared with 24-month financing. He also said T-Mobile launched EIP Flex in August to reduce upfront costs for prime and near-prime customers switching to the carrier.
On customer care, Freier said T-Mobile has completed 55% of its goal to reduce inbound customer-care calls by 75%, using artificial intelligence and the T-Life app. He said the company remains on track toward the target and has recorded higher customer satisfaction scores.
Freier also said the UScellular integration remains on track. He said T-Mobile is targeting $1.2 billion in year-two synergies, including $950 million of operating-expense savings and $250 million of capital-expenditure savings.
Osvaldik said T-Mobile does not anticipate a step change in network capital expenditures before the natural 6G investment cycle toward the end of the decade. He said the company plans to retain its existing disciplined capital-allocation approach for potential spectrum investments, share repurchases and other uses of capital.
Satellite competition Osvaldik said T-Mobile does not view SpaceX’s Starlink as a significant wireless competitive threat, arguing that direct-to-device satellite services face physical limitations in signal strength and indoor coverage. He said T-Mobile has no interest in offering Starlink an MVNO arrangement.
He said satellite broadband may be more viable in deep-rural and suburban-fringe locations, while T-Mobile continues to expand broadband from urban and denser suburban areas. Osvaldik said this leaves cable operators facing competitive pressure from both directions.
Executives said the company expects its network position, broadband expansion, customer experience initiatives and emerging businesses to support service-revenue growth, EBITDA growth and free-cash-flow growth, although Osvaldik did not provide new multiyear financial guidance.
About T-Mobile US (NASDAQ:TMUS)T-Mobile US, Inc NASDAQ: TMUS is a wireless communications company that provides mobile voice, messaging and data services to consumers, businesses and government customers in the United States. Its offerings include postpaid and prepaid wireless plans, connected devices, smartphones, accessories and related communications services.
The company operates its consumer business primarily under the T-Mobile and Metro by T-Mobile brands. It also provides fixed wireless broadband, which uses its wireless network to deliver internet access to homes and businesses, as well as specialized connectivity services for connected devices and other applications.
T-Mobile US operates a nationwide wireless network, including a broad 5G network, and serves customers throughout the United States, including Puerto Rico and the U.S.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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T-Mobile US uvedl, že jeho 5G standalone síť je klíčovým rozdílem a podpoří růst fixed wireless access na 15 milionů zákazníků do roku 2030. Firma také cílí na zdvojnásobení širokopásmového připojení během příštích čtyř let.
AST SpaceMobile Stock Soared 12%—This Was the CatalystT-Mobile US NASDAQ: TMUS CEO and President Srini Gopalan outlined the carrier’s growth strategy, network investments and capital-allocation priorities at the Goldman Sachs Communacopia + Technology Conference, emphasizing what he described as the company’s “best network, best value, and best experience” positioning.
Gopalan, who said he has been associated with the company for nearly a decade, said the depth of T-Mobile’s competitive advantages has stood out during his first year as CEO. He characterized those advantages as a combination of a broad growth portfolio and company culture.
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Dodging Deutsche Telekom: T-Mobile's Strategic WinIn consumer wireless, Gopalan pointed to T-Mobile’s 5G standalone deployment, which began in late 2020, as a key network differentiator. He said the company’s second-quarter port-in customers had average revenue per user that was 20% higher than port-out customers, while premium-plan adoption among new customers was in the 60% range compared with a mid-30% range for its base.
“We are ruthlessly single-minded focused on building the best network and enhancing it,” Gopalan said.
Device Financing and Customer Growth 3 Stocks Standing Out and 2 Losing Momentum as the Tech Rally CracksAddressing the company’s shift toward more flexible device financing, Gopalan said T-Mobile is seeking to reduce upfront friction for qualified customers by offering zero-down device purchases and incorporating taxes and fees into equipment installment plans. The move to 36-month installment plans reflects longer device life cycles, he said.
Gopalan said the company evaluates promotions and subsidies through customer lifetime value, or CLV. He said CLV increased by double digits in the second quarter, adding that the company expects customers to bear a greater portion of device costs as handset prices rise.
On postpaid accounts, Gopalan declined to provide intra-quarter guidance but said the company felt positive about its performance against its full-year outlook for 950,000 to 1.05 million postpaid account net additions. T-Mobile had reached 500,000 net additions at the midpoint of the year, he said.
He also cited a year-over-year decline of 85 basis points in churn during the prior quarter and said the company remains focused on both customer volume and value.
Broadband, Enterprise and New Growth Areas Gopalan said fixed wireless access remains a major growth opportunity, with T-Mobile having raised its 2030 guidance to 15 million fixed wireless customers from 12 million previously. Combined with an expected 3 million to 4 million fiber customers, he said the company is targeting a doubling of its broadband business over the next four years.
He described fixed wireless as T-Mobile’s highest-NPS product and said the latest routers can provide speeds that are higher than fiber when customers connect through Wi-Fi routers, while acknowledging that fixed wireless is not technically identical to fiber service.
T-Mobile’s fiber business has approached 20% penetration in the first 12 months after entering certain greenfield markets, according to Gopalan. He said fiber and fixed wireless are largely complementary offerings, with limited overlap. When a fixed-wireless customer moves to fiber, he said, capacity becomes available for another fixed-wireless customer.
In business services, Gopalan said T-Mobile holds roughly 10% to 12% share among larger businesses and sees substantial room to expand. He also highlighted potential demand from physical and edge artificial intelligence applications, including manufacturing, robotics, drones and other connected devices that require low-latency connectivity.
Gopalan said T-Mobile is piloting edge-AI capabilities at scale with Figure AI and believes its 5G standalone network can support a growing market for edge inference and low-latency wireless services.
AI and Culture Initiatives Internally, T-Mobile is deploying AI primarily to improve customer experience rather than solely reduce costs, Gopalan said. The company remains on track toward a previously stated target of reducing calls by 75%, with AI supporting proactive customer communications and service-agent tools.
He cited $2.7 billion in value associated with the company’s AI initiatives, including customer care, software coding, network investment decisions and a personalized marketing effort called IntentCX.
Gopalan also described several workforce programs intended to reinforce T-Mobile’s culture. The company plans to invest more than $100 million over the next several years in its Magenta AI Institute, designed to prepare employees for AI-related changes. Under its Frontline Connect initiative, 750 managers at the director level and above will spend two days with frontline employees and must make commitments intended to improve frontline work experiences.
T-Mobile has also announced a performance-based, multiyear $12,000 grant for all employees, representing close to a $1 billion investment, according to Gopalan.
Capital Allocation and Leadership Transition On capital allocation, Gopalan said T-Mobile’s framework has not changed. The company targets leverage of 2.5 times, evaluates strategic investments such as spectrum, and then determines shareholder returns based on remaining cash flow.
He said T-Mobile believes it has sufficient spectrum capacity to support its wireless and fixed-wireless growth plans. Its outlook for 15 million fixed-wireless customers assumes no incremental spectrum purchases or spectral-efficiency gains, he said.
Gopalan also discussed the planned CFO transition, saying Peter Osvaldik had intended to leave around mid-2026 before agreeing to remain through the CEO transition. The timing later shifted toward summer 2027. Gopalan said the company selected Jessica as its incoming CFO, citing her experience managing Shell’s complex portfolio, retail operations and capital allocation.
For wholesale revenue, Gopalan said 2025 and 2026 are expected to be trough years as Dish and TracFone business rolls off, partly offset by advertising and new MVNO relationships, including cable-focused business offerings. He said T-Mobile does not see value in pursuing an MVNO agreement with a low-earth-orbit satellite operator.
Regarding satellite direct-to-cell service, Gopalan said T-Mobile views the technology as complementary for remote and edge-use cases rather than as a substitute for terrestrial wireless networks, citing signal-strength and capacity limitations.
About T-Mobile US (NASDAQ:TMUS)T-Mobile US, Inc NASDAQ: TMUS is a wireless communications company that provides mobile voice, messaging and data services to consumers, businesses and government customers in the United States. Its offerings include postpaid and prepaid wireless plans, connected devices, smartphones, accessories and related communications services.
The company operates its consumer business primarily under the T-Mobile and Metro by T-Mobile brands. It also provides fixed wireless broadband, which uses its wireless network to deliver internet access to homes and businesses, as well as specialized connectivity services for connected devices and other applications.
T-Mobile US operates a nationwide wireless network, including a broad 5G network, and serves customers throughout the United States, including Puerto Rico and the U.S.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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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.
See Also Five stocks we like better than T-Mobile US VIG, VYM, and VYMI: Which Vanguard Dividend ETF Is Right for You? 3 Closed-End Funds to Maximize Dividend Payments Rocket Lab’s Sell-Off Is Fading—Is It Finally Safe to Buy? $27 Billion in Buybacks: 3 Stocks Betting Their Strong Runs Aren’t Over 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 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.
Recommended Stories Five stocks we like better than T-Mobile US 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future 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 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.
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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%)
As of 12:19 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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.
Should You Invest $1,000 in T-Mobile US Right Now?Before you consider T-Mobile US, you'll want to hear this.
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