Bank of Nova Scotia trimmed its position in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 49.7% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 173,004 shares of the Wireless communications provider’s stock after selling 171,071 shares during the period. Bank of Nova Scotia’s holdings in T-Mobile US were worth $36,336,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also modified their holdings of the company. JDM Financial Group LLC increased its holdings in shares of T-Mobile US by 114.0% during the 4th quarter. JDM Financial Group LLC now owns 122 shares of the Wireless communications provider’s stock worth $25,000 after purchasing an additional 65 shares during the period. Main Street Group LTD acquired a new position in T-Mobile US during the first quarter worth $25,000. Swiss RE Ltd. acquired a new stake in shares of T-Mobile US during the 4th quarter worth about $29,000. Turning Point Benefit Group Inc. raised its stake in shares of T-Mobile US by 3,825.0% in the fourth quarter. Turning Point Benefit Group Inc. now owns 157 shares of the Wireless communications provider’s stock valued at $32,000 after acquiring an additional 153 shares during the last quarter. Finally, Sachetta LLC boosted its stake in T-Mobile US by 52.9% in the first quarter. Sachetta LLC now owns 159 shares of the Wireless communications provider’s stock worth $33,000 after purchasing an additional 55 shares in the last quarter. Institutional investors and hedge funds own 42.49% of the company’s stock.
Analysts Set New Price Targets TMUS has been the topic of several research analyst reports. Arete Research increased their price target on shares of T-Mobile US from $295.00 to $300.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. JPMorgan Chase & Co. restated a “buy” rating on shares of T-Mobile US in a report on Tuesday, May 19th. DZ Bank reissued a “buy” rating on shares of T-Mobile US in a research report on Wednesday, May 6th. Oppenheimer upgraded shares of T-Mobile US from a “market perform” rating to an “outperform” rating and set a $260.00 price objective on the stock in a research note on Wednesday, April 29th. Finally, UBS Group cut their target price on shares of T-Mobile US from $300.00 to $255.00 and set a “buy” rating for the company in a research note on Monday, June 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $252.88.
View Our Latest Analysis on T-Mobile US
Insider Transactions at T-Mobile US In other news, insider Michael J. Katz sold 5,000 shares of T-Mobile US stock in a transaction on Friday, May 1st. The shares were sold at an average price of $195.81, for a total transaction of $979,050.00. Following the transaction, the insider owned 181,930 shares in the company, valued at approximately $35,623,713.30. The trade was a 2.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, COO Jon Freier sold 4,799 shares of T-Mobile US stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $190.00, for a total value of $911,810.00. Following the completion of the transaction, the chief operating officer directly owned 217,168 shares in the company, valued at approximately $41,261,920. This represents a 2.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.32% of the company’s stock.
T-Mobile US News Summary Here are the key news stories impacting T-Mobile US this week:
Positive Sentiment: T-Mobile beat second-quarter profit expectations, with adjusted EPS of $2.99, helped by strong service revenue and customers moving to higher-priced premium plans. Positive Sentiment: The company raised its full-year free cash flow outlook, which is a key bullish signal for investors because it supports dividends, buybacks, and financial flexibility. Positive Sentiment: T-Mobile continued its share repurchase program, including a multibillion-dollar buyback tranche, reinforcing management’s confidence in cash generation. Positive Sentiment: Several analysts remain constructive even after trimming price targets, with multiple firms still rating the stock Buy or Overweight. T-Mobile US Trading Up 5.7% Shares of T-Mobile US stock opened at $180.09 on Friday. The firm’s 50-day moving average price is $184.53 and its two-hundred day moving average price is $195.66. The company has a market capitalization of $194.89 billion, a price-to-earnings ratio of 18.86, a PEG ratio of 1.01 and a beta of 0.33. The company has a quick ratio of 0.97, a current ratio of 0.92 and a debt-to-equity ratio of 1.48. T-Mobile US, Inc. has a 12-month low of $165.66 and a 12-month high of $261.56.
T-Mobile US (NASDAQ:TMUS – Get Free Report) last announced its quarterly earnings data on Thursday, July 23rd. The Wireless communications provider reported $2.99 EPS 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 business had revenue of $22.79 billion during the quarter, compared to the consensus estimate of $22.95 billion. During the same period in the previous year, the business earned $2.84 earnings per share. The company’s revenue was up 7.9% on a year-over-year basis. On average, analysts forecast that T-Mobile US, Inc. will post 10.53 earnings per share for the current fiscal year.
T-Mobile US Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 28th will be given a dividend of $1.02 per share. This represents a $4.08 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date is Friday, August 28th. T-Mobile US’s dividend payout ratio is currently 42.72%.
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.
Featured Articles Five stocks we like better than T-Mobile US AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits 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).
Receive News & Ratings for T-Mobile US Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for T-Mobile US and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINEBank of Nova Scotia Boosts Position in ATI Inc. $ATI
NEXT HEADLINE »Bank of Nova Scotia Cuts Stake in Roivant Sciences Ltd. $ROIV
Arrowstreet Capital Limited Partnership reduced its position in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 33.6% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,131,123 shares of the Wireless communications provider’s stock after selling 572,717 shares during the period. Arrowstreet Capital Limited Partnership owned approximately 0.10% of T-Mobile US worth $237,570,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Main Street Group LTD bought a new position in T-Mobile US in the 1st quarter worth about $25,000. JDM Financial Group LLC boosted its position in shares of T-Mobile US by 114.0% during the 4th 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 during the last quarter. Swiss RE Ltd. purchased a new position in shares of T-Mobile US during the fourth quarter worth about $29,000. Turning Point Benefit Group Inc. grew its holdings in shares of T-Mobile US by 3,825.0% during the fourth quarter. Turning Point Benefit Group Inc. now owns 157 shares of the Wireless communications provider’s stock worth $32,000 after purchasing an additional 153 shares in the last quarter. Finally, Sachetta LLC grew its stake in T-Mobile US by 52.9% in the 1st quarter. Sachetta LLC now owns 159 shares of the Wireless communications provider’s stock worth $33,000 after buying an additional 55 shares in the last quarter. 42.49% of the stock is currently owned by hedge funds and other institutional investors.
T-Mobile US Stock Performance NASDAQ:TMUS opened at $180.09 on Friday. The company has a debt-to-equity ratio of 1.48, a quick ratio of 0.97 and a current ratio of 0.92. 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 market cap of $194.89 billion, a PE ratio of 18.86, a price-to-earnings-growth ratio of 1.01 and a beta of 0.33. The business has a 50 day moving average price of $184.53 and a 200-day moving average price of $195.66.
T-Mobile US (NASDAQ:TMUS – Get Free Report) last issued its earnings results on Thursday, July 23rd. The Wireless communications provider reported $2.99 EPS for the quarter, topping 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 net margin of 11.45% and a return on equity of 20.16%. The firm’s revenue for the quarter was up 7.9% on a year-over-year basis. During the same period in the previous year, the firm earned $2.84 earnings per share. Equities research analysts predict that T-Mobile US, Inc. will post 10.53 earnings per share for the current year.
T-Mobile US Dividend Announcement 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 issued a dividend of $1.02 per share. This represents a $4.08 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Friday, August 28th. T-Mobile US’s dividend payout ratio is currently 42.72%.
Key Headlines Impacting T-Mobile US Here are the key news stories impacting T-Mobile US this week:
Positive Sentiment: T-Mobile beat second-quarter profit expectations, with adjusted EPS of $2.99, helped by strong service revenue and customers moving to higher-priced premium plans. Positive Sentiment: The company raised its full-year free cash flow outlook, which is a key bullish signal for investors because it supports dividends, buybacks, and financial flexibility. Positive Sentiment: T-Mobile continued its share repurchase program, including a multibillion-dollar buyback tranche, reinforcing management’s confidence in cash generation. Positive Sentiment: Several analysts remain constructive even after trimming price targets, with multiple firms still rating the stock Buy or Overweight. Analyst Upgrades and Downgrades Several research firms have recently weighed in on TMUS. DZ Bank restated a “buy” rating on shares of T-Mobile US in a research report on Wednesday, May 6th. UBS Group dropped their price target on T-Mobile US from $300.00 to $255.00 and set a “buy” rating for the company in a research note on Monday, June 22nd. TD Cowen cut their price objective on T-Mobile US from $261.00 to $260.00 and set a “buy” rating for the company in a report on Friday. Scotiabank reduced their price objective 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. Finally, Benchmark decreased their price objective on T-Mobile US from $295.00 to $280.00 and set a “buy” rating on the stock in a report on Friday. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, T-Mobile US has a consensus rating of “Moderate Buy” and an average target price of $252.88.
Read Our Latest Stock Report on TMUS
Insider Transactions at T-Mobile US In other T-Mobile US news, insider Andre Almeida bought 5,097 shares of T-Mobile US stock in a transaction dated Friday, May 1st. The shares were purchased at an average cost of $196.18 per share, with a total value of $999,929.46. Following the completion of the purchase, the insider owned 44,850 shares of the company’s stock, valued at approximately $8,798,673. This represents a 12.82% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Michael J. Katz sold 5,000 shares of the company’s stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $195.81, for a total value of $979,050.00. Following the transaction, the insider owned 181,930 shares of the company’s stock, valued at approximately $35,623,713.30. This represents a 2.67% decrease in their position. The SEC filing for this sale provides additional information. 0.32% of the stock is currently owned by company insiders.
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.
Read More Five stocks we like better than T-Mobile US AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits 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).
Receive News & Ratings for T-Mobile US Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for T-Mobile US and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINEBank of Nova Scotia Cuts Holdings in Parker-Hannifin Corporation $PH
NEXT HEADLINE »Aristotle Capital Management LLC Reduces Position in Cullen/Frost Bankers, Inc. $CFR
Three telecom giants reported Q2 earnings over three days, and now that the market has had time to digest, a theme is emerging in the sector.
One positive trend from the trio of reports last week is that telecommunications companies are no longer paying up for growth through promotions or subsidization. All three companies grew earnings per share (EPS) year over year (YOY) in Q2, indicating stronger retention economics and subscriber growth. Additionally, all three increased shareholder returns through buybacks and dividends, a signal to the market that management thinks it's sitting on a cheap stock.
To choose a winner from Q2, we’ll need to break down the earnings reports in greater detail. Despite earnings, subscriber, and cash flow growth, not every stock responded the same way after its release. The sector as a whole might be its healthiest in years, but not every carrier is capturing upside in the same way.
Get AT&T alerts:
AT&T: Q2 Metrics Show Convergence Thesis Unlocking New Growth OpportunitiesOverall MarketRank™100th Percentile
Analyst RatingModerate Buy
Upside/Downside21.3% Upside
Short Interest LevelHealthy
Dividend StrengthStrong
News Sentiment0.77 Insider TradingN/A
Proj. Earnings Growth9.48%
See Full Analysis
Shares of AT&T Inc. NYSE: T popped more than 3% following its July 22 earnings release, driven by rapid growth and low churn as its services converge. In its Q2 2026 results, the company reported a clear EPS beat and a slight revenue miss, but the underlying numbers are the true driver of the reaction. AT&T added 432,000 postpaid phone subscribers and 646,000 internet subscribers, with more than 147,000 being new accounts, not just extra lines. Home internet service is a key area, with revenue growing 27% year-over-year (YOY), and management expects fiber internet to reach more than 40 million households by the end of the year.
Another bullish beacon is the impressively low churn rates in Q2 despite carrier price increases. Postpaid wireless churn declined to 0.86% YOY, indicating that fewer than 1% of customers cancel their plans each month. Additionally, 42% of home internet customers now subscribe to AT&T wireless, supporting the ‘convergence’ thesis of selling wireless and internet services to the same households. The Q2 metrics show that this strategy is not only driving growth and earnings but also decreasing churn rates.
Management reaffirmed full-year EPS guidance of $2.25 to $2.35 and free cash flow guidance of $18 billion while committing to $45 billion in shareholder returns through 2028. The share repurchase program was increased from $8 billion to $10 billion, as CEO John Stankey cited improved cash flow and the stock's value (10.29 times forward earnings). If there’s one fly in the ointment, it’s the dividend, which has remained frozen at $1.11 annually since 2022 and continues to be stagnant despite the capital return commitments.
T-Mobile US Inc. NASDAQ: TMUS is only one of three to sell off following its Q2 2026 earnings release, which might seem odd given that it beat EPS estimates by more than 15% and raised adjusted free cash flow guidance to a range of $18.4 billion to $18.8 billion. But while the company grew subscribers above consensus, the 277,000 total postpaid net accounts additions represented a 13% YOY decline.
T-Mobile doesn’t publish phone churn rates (only account churn rates), but management prepared the market for a weak Q3 due to “rate plan modernization,” i.e., price hikes. Q3 postpaid net account guidance of just 250,000 adds likely triggered the sell-off. Disappointing results following a strong start to the year in Q1, and the market punished the missteps.
It should be noted that despite the weak subs and troublesome guidance, the earnings growth does appear real. Average revenue per account (ARPA) grew 2% to $152.91, and management guided full-year ARPA to 2.5% to 3%. T-Mobile is deliberately trading volume for monetization, accepting lower subscriber growth in exchange.
Verizon: The Cash Flow King Posts Biggest Upside SurpriseOverall MarketRank™93rd Percentile
Analyst RatingHold
Upside/Downside8.0% Upside
Short Interest LevelHealthy
Dividend StrengthStrong
News Sentiment0.71 Insider TradingN/A
Proj. Earnings Growth6.02%
See Full Analysis
Verizon Communications Inc. NYSE: VZ called the game this quarter thanks to a massive subscriber beat and guidance raise. Expectations were high coming into the Q2 2026 report, but the company surpassed EPS projections (6.6% YOY growth) despite a roughly 2.5% revenue miss vs. consensus. However, the most impressive numbers were the subscriber metrics. Verizon added 184,000 postpaid phone nets in Q2, smashing the consensus expectation of 106,000 and a swift reversal from Q2 2025 when the company lost phone subscribers. The company also added 348,000 broadband subs, bringing the total first-half adds over one million. Phone churn improved 84 basis points, an impressive feat when paired with lower acquisition and retention costs.
Management expects mobility and broadband service revenue to grow 3% in Q3 and 4% in Q4, and boosted full-year EPS estimates to $4.99 to $5.04 and free cash flow estimates to $21.9 billion to $22.1 billion. The cash influx strengthened Verizon’s industry-best dividend, which now yields 6.25% and absorbs only about 31% of free cash flow. Verizon also has a 20-year track record of dividend payout increases, making it the most shareholder-friendly of the major telecoms.
If Verizon’s report contained a red flag, it's that the record profitability and cash flow sit on declining revenue. Management expects revenue growth to pick up in the second half of the year, but this guidance projection is now the most crucial for any of the three major telecoms. A strong Q3 is needed to confirm which trajectory is real.
Should You Invest $1,000 in AT&T Right Now?Before you consider AT&T, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and AT&T wasn't on the list.
While AT&T currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
Robotics and automation are rapidly becoming essential infrastructure across healthcare, manufacturing, logistics, and many other industries.
"Physical AI" is coming to the United States, and there are four ways that investors can gain exposure to this new robotics revolution. Plus, learn which seven companies are most positioned to benefit as intelligent robots enter the workforce.
BELLEVUE, Wash.--(BUSINESS WIRE)--This summer, one of the world's largest sporting events brought millions of fans, international travelers and extraordinary network demand to communities across the United States. Months before the first match kicked off, T-Mobile (NASDAQ: TMUS) engineers, field technicians, emergency response and operations teams were preparing T-Mobile's network not just for unprecedented demand, but for constant change. Powered by AI, T-Mobile's Dynamic CX platform, working.
T-Mobile US Inc. (NASDAQ:TMUS) on Thursday reported mixed second-quarter results.
T-Mobile reported adjusted earnings of $2.99 per share, topping the analyst consensus estimate of $2.58, according to Benzinga Pro. Revenue increased to $22.79 billion from $21.13 billion a year earlier but missed the Street estimate of $22.94 billion.
T-Mobile reaffirmed its full-year outlook for postpaid net account additions of 950,000 to 1.05 million. The company continues to expect core adjusted EBITDA, which excludes lease revenues, of $37.1 billion to $37.5 billion.
T-Mobile raised its forecast for net cash provided by operating activities, including net payments related to the UScellular merger, to $28.4 billion to $28.8 billion, from its prior outlook of $28.1 billion to $28.7 billion.
T-Mobile shares rose 0.9% to $171.95 in pre-market trading.
These analysts made changes to their price targets on T-Mobile following earnings announcement.
Keybanc analyst Brandon Nispel maintained the stock with an Overweight rating and lowered the price target from $260 to $250. Benchmark analyst Matthew Harrigan maintained the stock with a Buy and lowered the price target from $295 to $280. Considering buying TMUS stock? Here’s what analysts think:
Photo via Shutterstock
Market News and Data brought to you by Benzinga APIs
Index Dow Jones -0,97 % na 51711,65 b. S&P 500 -1,21 % na 7408,3 b. Nasdaq Composite -2,15 % na 25137,69 b.
Obchodní den končí v USA v červeném. Široký index S&P 500 odepisuje 1,2 % pod tlakem poklesů v sektoru komunikačních služeb a zbytné spotřeby. V komunikační službách se negativní sentiment propsal do akcií Alphabet, které po kvartálních výsledcích odepisují 6,89 %. Rudá barva se prolila i do telekomunikačních služeb, kde reportoval T-Mobile US (- 10,75 %). Ten se chce v následujícím kvartálu zaměřit na vyšší výnosy z každého zákazníka a méně řešit přírůstky nových klientů. Vedení očekává slabší přírůstky a společnost se snaží převádět zákazníky na dražší tarify, což by mohlo vést k dočasnému úbytku zákazníků. Za minulý kvartál firma meziročně zvýšila čistý zisk o 5 % a díky silnému cash flow byl zvýšen celoroční výhled na USD 18,4 -18,8 mld. Zveřejněný zisk na akcii USD 2,99 překonal odhady trhu.
Nedařilo se ani aerolinkám. American Airlines Group (- 8,35 %) klesá kvůli slabšímu výhledu. Společnosti v uplynulém kvartálu významně rostla cena leteckého paliva. I když se zvýšené náklady povedlo částečně přesunout na zákazníka, tak trh negativně reaguje na zvýšený tlak na marže do budoucna. Management očekává v dalším kvartálu ztrátu až do výše USD 0,1 na akcii. V reportu za minulý kvartál dosáhl zisk na akcii na USD 0,15.
Kladně končí sektor průmyslu. GE Vernova posílila o 4,69 % a o 10,54 % posílil Lockheed Martin.
Z indexu Dow Jones posílila třetina titulů na čele s Honeywell Technologies (5,7 %).
Komoditní trhy se soustředí na černé zlato. Futures na ropu Brent se nyní obchodují těsně pod hranicí USD 100 a WTI při růstu o 5,3 % překonává cenovku USD 91,5.
Index S&P 500 -1,21 % na 7408,3 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Průmysl +1,8 % Komunikační služby -5,2 % Zdravotní péče +1,3 % Zbytná spotřeba -5,1 % Energie +0,6 % Nezbytná spotřeba -1,1 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Lockheed Martin Corp (LMT) +11 % Tesla (TSLA) -15 % Allegion (ALLE) +10 % T-Mobile US (TMUS) -11 % United Rentals (URI) +10 % Rollins (ROL) -9,3 % Thermo Fisher Scientific (TMO) +8,7 % Dover Corp (DOV) -7,8 % Quest Diagnostics (DGX) +8,6 % Alphabet (GOOGL) -7,1 %
Marek Kameništiak
Fio banka, a.s.
Prohlášení
T-Mobile US, Inc. (TMUS) Q2 2026 Earnings Call July 23, 2026 7:30 AM EDT
Company Participants
Quan Yao - Senior Vice President of Investor Relations
Srinivasan Gopalan - CEO, President & Director
Peter Osvaldik - Executive VP & CFO
John Saw - President of Technology & CTO
André Almeida - Chief Broadband, Enterprise & Emerging Business Officer
Jon Freier - Chief Operating Officer
Conference Call Participants
Sean Diffley - Morgan Stanley, Research Division
Michael Funk - BofA Securities, Research Division
Craig Moffett - MoffettNathanson LLC
John Hodulik - UBS Investment Bank, Research Division
Peter Supino - Wolfe Research, LLC
Kannan Venkateshwar - Barclays Bank PLC, Research Division
Kutgun Maral - Evercore ISI Institutional Equities, Research Division
Michael Ng - Goldman Sachs Group, Inc., Research Division
Sebastiano Petti - JPMorgan Chase & Co, Research Division
Bryan Kraft - Deutsche Bank AG, Research Division
Samuel McHugh - BNP Paribas, Research Division
Presentation
Operator
Good morning. [Operator Instructions] I would now like to turn the conference over to Cathy Yao, Senior Vice President of Investor Relations for T-Mobile U.S.. Please go ahead.
Quan Yao
Senior Vice President of Investor Relations
Good morning. Welcome to T-Mobile's Second Quarter 2026 Earnings Call. Joining me on our call today are Srini Gopalan, our President and CEO; Peter Osvaldik, our CFO; as well as other members of the leadership team.
During this call, we will make forward-looking statements, which involve risks and uncertainties that may cause actual results to differ materially. We encourage you to review the risk factors set forth in our SEC filings. Our earnings release, investors factbook and other documents related to our results, as well as reconciliations between GAAP and non-GAAP results discussed on this call can be found on our Investor Relations website.
With that, let me now turn it over to Srini.
Srinivasan Gopalan
CEO, President & Director
Thanks, Cathy, and good morning, everyone. We're here in New
Key Takeaways T-Mobile beat Q2 earnings and revenue estimates on strong service revenue growth and higher postpaid ARPA.TMUS grew postpaid service revenues 12.6% and raised its 2026 operating cash flow and free cash flow outlook.TMUS generated higher EBITDA and cash flow despite rising operating costs and continued network investments. T-Mobile US, Inc. (TMUS - Free Report) reported second-quarter 2026 earnings of $3.13 per share, beating the Zacks Consensus Estimate of $2.49 by 25.7%. Total revenues of $22.79 billion also edged past the consensus mark of $22.74 billion by 0.21% and increased 7.9% year over year.
The strong performance reflected continued growth in service revenues, expanding postpaid average revenue per account (ARPA) and solid customer additions. Postpaid ARPA increased 2% year over year to $152.91, underscoring the company's ability to deepen customer relationships and drive higher monetization.
TMUS Benefits From Service Revenue ExpansionT-Mobile generated total service revenues of $18.98 billion in the second quarter, up 8.9% from the year-ago period. Postpaid service revenues climbed 12.6% year over year to $15.85 billion, supported by higher average postpaid accounts following the UScellular and Metronet acquisitions as well as higher postpaid ARPA.
Total revenues increased 7.9% year over year to $22.79 billion despite a sequential decline from the first quarter, reflecting lower equipment sales. Equipment revenues increased modestly from the prior-year quarter as a richer mix of high-end smartphones offset lower unit volumes, while service revenues continued to be the primary growth engine.
T-Mobile Strengthens Customer MetricsTMUS reported postpaid net account additions of 277,000 during the quarter compared with 318,000 a year ago. Total postpaid accounts increased to 34.7 million from 31.5 million in the prior-year quarter, highlighting continued expansion of the subscriber base despite slower net additions.
Postpaid account churn was 0.99% compared with 0.92% a year ago, primarily reflecting a higher mix of broadband-only accounts. Meanwhile, ARPA rose to $152.91 from $149.87, benefiting from higher fee revenue, increased customers per account, broader adoption of tax and fee-exclusive plans and continued growth in broadband and business accounts.
TMUS Faces Higher Operating CostsOperating expenses increased to $17.30 billion from $15.92 billion in the prior-year quarter. Higher costs of services, equipment sales, selling, general and administrative expenses, and depreciation and amortization all contributed to the increase.
Despite elevated expenses, profitability remained resilient. Net income rose modestly to $3.24 billion from $3.22 billion a year earlier, while diluted earnings per share increased 5.3% year over year to $2.99. Results included the impact of UScellular merger-related costs, including accelerated depreciation, net of tax, amounting to $146 million, or $0.14 per share.
T-Mobile Delivers Healthy Cash GenerationCore adjusted EBITDA increased 11.7% year over year to $9.54 billion, reflecting continued operating leverage as service revenues expanded. Net cash provided by operating activities rose 7.3% year over year to $7.5 billion, demonstrating the company's ability to translate revenue growth into cash generation.
Adjusted free cash flow improved 4.4% year over year to $4.8 billion despite higher capital spending. Cash purchases of property and equipment, including capitalized interest, increased 12.8% to $2.7 billion as the company continued investing in network expansion and integration initiatives. During the quarter, T-Mobile returned $3.3 billion to shareholders through $2.2 billion of share repurchases and $1.1 billion in dividends.
TMUS Raises Cash Flow Outlook for 2026Management reaffirmed its expectation for postpaid net account additions between 950,000 and 1.05 million for 2026 while maintaining its Core Adjusted EBITDA guidance in the range of $37.1 billion to $37.5 billion.
The company raised its outlook for net cash provided by operating activities to $28.4-$28.8 billion from the prior range of $28.1-$28.7 billion. Adjusted free cash flow guidance was also increased to $18.4-$18.8 billion from the previous outlook of $18.1-$18.7 billion, reflecting management's confidence in sustained service revenue growth, disciplined execution and continued cash generation.
TMUS’ Zacks RankTMUS currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Upcoming ReleasesArista Networks Inc. (ANET - Free Report) is scheduled to release second-quarter 2026 earnings on Aug. 8. The Zacks Consensus Estimate for earnings is pegged at 89 cents per share, suggesting growth of 21.92% from the year-ago reported figure.
Arista has a long-term earnings growth expectation of 19.86%. The company delivered an average earnings surprise of 8.31% in the last four reported quarters.
Amphenol Corporation (APH - Free Report) is set to release second-quarter 2026 earnings on July 29. The Zacks Consensus Estimate for earnings is pegged at $1.19 per share, implying growth of 46.91% from the year-ago reported figure.
Amphenol has a long-term earnings growth expectation of 24.01%. The company delivered an average earnings surprise of 14.08% in the last four reported quarters.
Corning Incorporated (GLW - Free Report) is set to release second-quarter 2026 earnings on July 28. The Zacks Consensus Estimate for earnings is pegged at 76 cents per share, implying growth of 26.67% from the year-ago reported figure.
Corning has a long-term earnings growth expectation of 23.89%. The company delivered an average earnings surprise of 2.41% in the last four reported quarters.
SummaryT-Mobile delivered a strong Q2 earnings report, beating on postpaid net adds and net income, and raising free cash flow guidance.TMUS faces investor concerns over forced plan migrations and minor revenue shortfalls, but pricing power and strategic spectrum acquisitions remain intact.Despite cable competitors' wireless growth, TMUS's triopoly position and network investments support continued broadband share gains.I see no flashing red lights; the recent sell-off appears disconnected from fundamentals, and I remain long TMUS.4.06K Followers
Analyst’s Disclosure: I/we have a beneficial long position in the shares of TMUS, VZ either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
U.S. stocks traded lower midway through trading, with the S&P 500 falling over 1% on Thursday.
The Dow traded down 0.92% to 51,738.04 while the NASDAQ declined 2.03% to 25,169.19. The S&P 500 also fell, dropping, 1.16% to 7,412.12.
Leading and Lagging Sectors
Industrials shares jumped by 2% on Thursday.
In trading on Thursday, communication services stocks fell by 5.2%.
Top Headline
T-Mobile US Inc. (NASDAQ:TMUS) stock fell around 5% on Thursday after the wireless carrier reported second-quarter results that beat earnings expectations but missed on revenue.
T-Mobile reported adjusted earnings of $2.99 per share, topping the analyst consensus estimate of $2.58, according to Benzinga Pro. Revenue increased to $22.79 billion from $21.13 billion a year earlier but missed the Street estimate of $22.94 billion.
Equities Trading UP
Equities Trading DOWN
Commodities
In commodity news, oil traded up 6.8% to $92.74 while gold traded down 2.6% at $4,044.80.
Silver traded down 4% to $57.915 on Thursday, while copper fell 1.8% to $6.3740.
Euro zone
European shares were lower today. The eurozone’s STOXX 600 fell 1%, while Spain’s IBEX 35 Index dipped 1.3% London’s FTSE 100 fell 0.6%, Germany’s DAX declined 1.2%, while France’s CAC 40 tumbled 1.6%.
Asia Pacific Markets
Asian markets closed mixed on Thursday, with Japan’s Nikkei 225 gaining 0.46%, Hong Kong’s Hang Seng index surging 1.28%, China’s Shanghai Composite rising 0.25% and India’s BSE Sensex falling 0.47%.
Economics
U.S. initial jobless claims US fell by 22,000 to 187,000 in the week ending July 18, compared to market estimates of 212,000. The Chicago Fed National Activity Index climbed to -0.02 in June from -0.19 in the previous month. Photo via Shutterstock
Market News and Data brought to you by Benzinga APIs
Royalty Management Holding Corp (NASDAQ:RMCO) said a company it holds a royalty stake in, ReElement Technologies, has closed new financing that will fund an expansion of operations and increase revenue flowing to Royalty Management under an existing royalty agreement.
ReElement, which operates critical mineral refining facilities in Noblesville and Marion, Indiana, processes end-of-life recycled materials, virgin ores and manufacturing byproducts into magnet-grade rare earth elements and other critical minerals for the electrification, defense and technology sectors using a chromatographic separation platform.
The financing includes a $25 million investment from the US Department of War to accelerate ReElement's production of critical minerals for defense and commercial use, in addition to a previously closed investment from private equity firm Transition Equity Partners.
Royalty Management holds an intellectual property development program with ReElement, under which it provides capital for developing patents and refining technologies in exchange for an ongoing royalty on resulting sales. The company said the new capital raised by ReElement to expand operations is expected to increase revenues tied to refining technologies covered under that program.
"ReElement has consistently demonstrated that their novel rare earth and critical mineral refining methods are the next generation of how the world looks at this industry, especially from a cost-competitive and purity standpoint," said Thomas Sauve, CEO of Royalty Management. "We are excited about having this relationship where Royalty can help provide the technology advancements in partnership with ReElement to help them continue to drive process and efficiency."
Separately, Royalty Management said its board has set a record date of September 30, 2026 for its next quarterly cash dividend. Shareholders of record on that date will receive a payment of $0.0025 per share, payable October 10, 2026.
T-Mobile US Inc (NASDAQ:TMUS, XETRA:TM5) shares fell about 5% in early trade on Thursday after the wireless carrier reported second quarter results that topped Wall Street expectations on earnings but narrowly missed revenue estimates.
The company reported adjusted earnings per share of $2.99 for the quarter, ahead of analyst expectations of about $2.55.
Revenue came in at $22.79 billion, slightly below the consensus estimate of $22.95 billion.
T-Mobile added 277,000 net postpaid accounts during the quarter, exceeding expectations for 259,000 additions, though the figure declined 13% year over year. Postpaid average revenue per account (ARPA) rose 2% from a year earlier to $152.91.
Service revenue increased 9% year over year to $19 billion, while postpaid service revenue grew 13% to $15.9 billion. Net income was $3.2 billion, up 1% from the prior-year period, while diluted earnings per share increased 5% to $2.99.
The company highlighted continued customer momentum, including a record wireless Net Promoter Score (NPS) of 46, which it described as the highest score for a major U.S. carrier based on HarrisX survey data.
“Q2 marked another strong quarter of execution as we continued making meaningful progress toward our ambitious 2026 and 2027 objectives, including achieving our highest-ever wireless NPS score of 46,” T-Mobile CEO Srini Gopalan said.
Gopalan added that the company’s strategy remained focused on combining network quality, value and customer experience to support growth across wireless, broadband and other businesses.
T-Mobile also raised its full-year adjusted free cash flow outlook, now expecting a range of $18.4 billion to $18.8 billion.
Despite the earnings beat and higher free cash flow forecast, investors focused on the slight revenue shortfall and the sequential slowdown in postpaid account additions, weighing on shares following the results.
T-Mobile (TMUS - Free Report) reported $22.79 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 7.9%. EPS of $3.13 for the same period compares to $2.84 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $22.74 billion, representing a surprise of +0.21%. The company delivered an EPS surprise of +25.7%, with the consensus EPS estimate being $2.49.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how T-Mobile performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Total postpaid accounts: 34.7 million versus the three-analyst average estimate of 34.69 million.Postpaid ARPA: $152.91 versus $153.10 estimated by three analysts on average.Postpaid phone churn: 1% versus the two-analyst average estimate of 0.9%.Revenues- Total service revenues: $18.98 billion versus $18.76 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +8.9% change.Revenues- Equipment revenues: $3.52 billion versus $3.57 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +2.5% change.Revenues- Other revenues: $284 million versus the five-analyst average estimate of $257.46 million. The reported number represents a year-over-year change of +11.4%.Revenues- Service revenues- Prepaid revenues: $2.47 billion versus $2.51 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -6.4% change.Revenues- Service revenues- Postpaid revenues: $15.85 billion versus the four-analyst average estimate of $15.86 billion. The reported number represents a year-over-year change of +12.6%.Revenues- Wholesale and other service revenues: $657 million versus the three-analyst average estimate of $658.49 million. The reported number represents a year-over-year change of -8.4%.View all Key Company Metrics for T-Mobile here>>>
Shares of T-Mobile have returned +5.6% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
T-Mobile US Inc (NASDAQ:TMUS, XETRA:TM5) shares fell about 5% in early trade on Thursday after the wireless carrier reported second quarter results that topped Wall Street expectations on earnings but narrowly missed revenue estimates.
The company reported adjusted earnings per share of $2.99 for the quarter, ahead of analyst expectations of about $2.55.
Revenue came in at $22.79 billion, slightly below the consensus estimate of $22.95 billion.
T-Mobile added 277,000 net postpaid accounts during the quarter, exceeding expectations for 259,000 additions, though the figure declined 13% year over year. Postpaid average revenue per account (ARPA) rose 2% from a year earlier to $152.91.
Service revenue increased 9% year over year to $19 billion, while postpaid service revenue grew 13% to $15.9 billion. Net income was $3.2 billion, up 1% from the prior-year period, while diluted earnings per share increased 5% to $2.99.
The company highlighted continued customer momentum, including a record wireless Net Promoter Score (NPS) of 46, which it described as the highest score for a major U.S. carrier based on HarrisX survey data.
“Q2 marked another strong quarter of execution as we continued making meaningful progress toward our ambitious 2026 and 2027 objectives, including achieving our highest-ever wireless NPS score of 46,” T-Mobile CEO Srini Gopalan said.
Gopalan added that the company’s strategy remained focused on combining network quality, value and customer experience to support growth across wireless, broadband and other businesses.
T-Mobile also raised its full-year adjusted free cash flow outlook, now expecting a range of $18.4 billion to $18.8 billion.
Despite the earnings beat and higher free cash flow forecast, investors focused on the slight revenue shortfall and the sequential slowdown in postpaid account additions, weighing on shares following the results.
Key Takeaways T added over 1 million Advanced Connectivity customers in second-quarter 2026.Fiber added 367,000 customers, while advanced home Internet connections rose 29.5%.Promotions, legacy declines and heavy network investment continue to pressure AT&T's outlook. AT&T Inc. (T - Free Report) is trying to show that a cleaner connectivity model can still produce steady growth. The stock story now rests less on media optionality and more on execution in fiber, 5G and bundled Internet-wireless services.
That focus gives investors a clearer operating thesis. It also leaves T exposed to promotional wireless competition, legacy copper declines and the capital intensity needed to keep expanding network reach.
AT&T Resets Around Advanced ConnectivityAT&T has moved away from a broader media and video structure. The divestiture of media assets and the sale of its Video business sharpened the company’s focus on core connectivity services.
Effective first-quarter 2026, the company realigned reporting around Advanced Connectivity, Legacy and Latin America. Advanced Connectivity generated about 90% of operating revenues in that quarter and now houses domestic 5G, fiber-based wireless, advanced home Internet, business fiber and related services.
T Builds Growth Through Fiber and WirelessThe growth case starts with customer additions. In second-quarter 2026, AT&T reported more than 1 million Advanced Connectivity net additions, including 646,000 Internet net additions and 432,000 postpaid phone net additions.
Fiber remained central to that momentum, with 367,000 net additions. Fixed wireless added 279,000 customers, while advanced home Internet connections rose 29.5% year over year. Convergence is another lever. About 42.5% of advanced home Internet customers also had an AT&T postpaid wireless plan, and management has indicated that converged households churn at roughly half the rate of standalone accounts.
AT&T Sees Edge and Open RAN as LeversAT&T is also positioning the network for heavier edge and artificial intelligence-related traffic. Dense fiber, 5G backhaul and spectrum depth are expected to support lower-latency workloads and stronger uplink performance over time.
The company has cited more than 20 metro multi-access edge computing zones and more than 150 active private 5G and edge trials. Verizon Communications Inc. (VZ - Free Report) remains a relevant peer because AT&T’s wireless pricing and network investments are judged against other national carriers. T-Mobile US Inc. (TMUS - Free Report) is another key reference point for subscriber growth and promotional intensity in postpaid wireless.
Open radio access network deployment is part of the cost story. AT&T aims to deploy Open RAN for 70% of wireless network traffic across open-capable platforms by late 2026, using the effort to lower long-run network costs and reduce reliance on single vendors.
T Still Faces Pricing and Legacy PressureWireless growth does not remove pricing risk. The U.S. market remains highly competitive, and promotions, plan incentives and converged discounts can limit per-product monetization even as AT&T adds subscribers.
Legacy erosion remains another drag. In second-quarter 2026, Legacy operating revenues declined 25.9% year over year, while Legacy EBITDA fell 45.5% as cost reductions lagged customer migrations.
Older business services are also pressuring results. Business Transitional and Other revenues within Advanced Connectivity fell 16.6% year over year, showing that the cleanup of copper-based and transitional services still affects reported growth and margins.
How AT&T’s Hold Signal Fits the SetupAT&T remains a balanced stock story. Fiber, wireless and convergence support the income and valuation case, but promotional pressure, legacy declines and heavy investment needs keep the setup from looking like a simple growth call.
The stock currently carries a Zacks Rank #3 (Hold). That rank points to a neutral short-term earnings-revision backdrop rather than a high-conviction buy signal.
The Style Scores tell a similar mixed story. AT&T has a Value Score of A, Growth Score of D, Momentum Score of F and VGM Score of C. The strong value mark supports the valuation argument, while weaker growth and momentum scores suggest investors may need patience as the company works through the next stage of its connectivity reset.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Hostilities heating up in the Strait of Hormuz are taking spot oil prices up 4-5% and pre-market futures down precipitously. With the Yemeni Houthis now involved bombing Saudi oil tankers and repeated U.S. air strikes in Iran, WTI oil prices have risen +4% to over $91 per barrel (/bbl) and Brent crude is up +5% to nearly $100/bbl.
The Dow, as a result, is down -560 points at this hour. The S&P 500 is -83 and the tech-heavy Nasdaq is -450. The small-cap Russell 2000 is -27 points at this hour. This, despite mostly positive data in earnings reports yesterday afternoon from Texas Instruments (TXN - Free Report) , Southwest Airlines (LUV - Free Report) and most especially Alphabet (GOOGL - Free Report) . All these stocks are down in today’s pre-market trading session.
Jobless Claims Back to 1960s Lows: 187K, 1.796MPrior to the Covid pandemic, which pushed jobless claims up to record highs in the first half of 2020, we saw Weekly Jobless Claims reduce to lows not seen since Jimi Hendrix was on the album charts (album charts? ask your parents) in the late 1960s. We’re back there again this morning: Initial Jobless Claims reached 187K for last week, well below the 212K expected and the slightly upwardly revised 209K the previous week.
For Continuing Claims, more of the same: 1.796 million is below the downwardly revised 1.798 million from the prior week, the lowest print since the week of May 30th, which included the Memorial Day holiday. A year ago, we were well above 1.9 million longer-term jobless claims (without ever hitting the psychologically important 2 million jobless claims), but we haven’t touched 1.9 million at all in 2026 so far.
Q2 Earnings Results at a GlanceThe world’s largest airline, American Airlines (AAL - Free Report) , posted a whopping +400% positive earnings surprise this morning, swinging to a positive earnings result from a year ago to $0.15 per share. Revenues of $16.74 billion also beat estimates, by a decidedly less eye-popping +0.22%, but up big from the $14.39 billion reported in the year-ago quarter. Fuel costs in upcoming quarters is weighing on the share price this morning, however.
T-Mobile U.S. (TMUS - Free Report) shares are trading down -5% at this hour, despite reporting a +25.7% earnings beat to $3.13 per share this morning, well ahead of the $2.84 per share posted in the year-ago quarter. Revenues came in at $22.79 billion, a +0.21% improvement from estimates and the $21.13 billion from Q2 2025.
Investment bank Blackstone (BX - Free Report) shares are flattish this morning — considered good news in the current trading climate — after surpassing earnings expectations by +14.3% to $1.52 per share. Revenues surprised by a solid +12.7% to $3.8 billion in the quarter. Shares are still down -20% year to date, but it’s nice to see the stock not being further gutted in this morning’s selloff.
Aerospace and defense giant Lockheed Martin (LMT - Free Report) shares are up in today’s pre-market by +5.5%, partly on increased tensions in the Middle East which may push up demand for military operation products and services, and partly on a strong Q2 performance. Earnings of $7.94 per share outpaced estimates by +9.97%, up from the $7.29 per share reported a year ago. Revenues of $20.06 billion beat forecasts by +3.26% this morning.
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.
No Space For Panic: T-Mobile Shrugs Off The Starlink ThreatT-Mobile US NASDAQ: TMUS executives said the company delivered another strong quarter in the second quarter of 2026, citing postpaid account growth, higher service revenue, broadband momentum and improving customer satisfaction as key drivers of the business.
President and CEO Srini Gopalan described the quarter as “extraordinary,” saying the company continued to execute on a strategy built around “the best network, the best value, and the best experience all in one place.” He pointed to a record net promoter score of 46, which he said was the highest NPS in wireless among the three largest U.S. carriers.
Get T-Mobile US alerts:
The SpaceX IPO Frenzy Is Creating 2 Very Different Bets“This differentiation is why we outgrow the industry time and time again, and we did it again in Q2,” Gopalan said.
Postpaid Growth and Revenue Momentum T-Mobile said it added 277,000 postpaid net accounts during the quarter. Gopalan said the company continued to gain postpaid household share across the top 100 markets as well as in smaller markets and rural areas.
AST SpaceMobile’s June Launch Plan Puts Its 2026 Satellite Goal Back in FocusHe highlighted smaller markets and rural areas as a significant opportunity, noting that they represent about 40% of the population and that T-Mobile has “just 24% total share of households” in those areas. He also said the integration of UScellular, which T-Mobile acquired last year, is “going great.”
Gopalan said postpaid average revenue per account rose 2% year over year, while customer lifetime values increased by “healthy double digits” from a year earlier. He added that port-in ARPAs continued to exceed port-out ARPAs by about 20%, and that more than 60% of customers on new accounts selected premium plans.
Financially, Gopalan said postpaid service revenue rose 13% year over year, total service revenue increased 9%, and core adjusted EBITDA grew 12%. He also cited an “industry-leading free cash flow margin of 25%.”
Guidance Reaffirmed, Free Cash Flow Outlook Raised CFO Peter Osvaldik said the second-quarter performance “reinforces” T-Mobile’s full-year outlook. The company continues to expect postpaid account net additions of 950,000 to 1,050,000 for 2026.
Osvaldik said T-Mobile expects roughly 250,000 postpaid account additions in the third quarter, reflecting a temporary increase in account churn tied to a planned rate plan modernization. He said the effect on postpaid phone churn is expected to be lower because the impact is concentrated more in accounts with fewer lines.
T-Mobile’s key guidance points included:
Full-year service revenue of approximately $77 billion, representing 8% growth. Third-quarter service revenue of approximately $19.3 billion, up 6% year over year. Postpaid ARPA growth of 2.5% to 3% for the year. Full-year core adjusted EBITDA of $37.1 billion to $37.5 billion, representing 10% growth at the midpoint. Third-quarter core adjusted EBITDA of approximately $9.4 billion, up 8% year over year. Full-year cash capital expenditures of approximately $10 billion. The company raised its adjusted free cash flow guidance by $200 million at the midpoint to a range of $18.4 billion to $18.8 billion, which Osvaldik said was primarily driven by lower cash income taxes.
Osvaldik also said T-Mobile repurchased an incremental $2.5 billion of stock in the second quarter and through July 17. Since beginning its share repurchase program in late 2022, he said the company has repurchased 253 million shares and reduced total shares outstanding to 1.07 billion.
Broadband, Fiber and Network Investments Gopalan said T-Mobile’s 5G broadband product remains a major growth area and has “rapidly become a premium broadband offering.” He said the company’s latest generation router, combined with its network, delivers download speeds roughly equivalent to fiber-to-the-home when both are used over Wi-Fi, which he said is how most customers experience broadband.
In response to analyst questions, Osvaldik said total broadband additions were in the “upper 400,000 range” for the quarter and that the company again saw strong ARPUs. Executives reiterated that fixed wireless access is operated under a “fallow capacity model,” in which T-Mobile uses available network capacity after accounting for expected mobile usage.
Gopalan and President of Marketing, Strategy and Products André Almeida said the company does not view low Earth orbit satellite broadband as a near-term threat to its fixed wireless product. Almeida said two-thirds of T-Mobile’s broadband customers are in the top 100 markets, where satellite capacity is more constrained, and said the company’s broadband net promoter score is higher than other broadband categories, including fiber.
On fiber, Almeida said T-Mobile’s joint ventures are performing in line with expectations. He said the company is reaching close to 20% penetration within the first 12 months of deploying fiber in each area. Gopalan emphasized that T-Mobile is “not chasing some vanity number of homes passed” and is focused on creating equity value.
Pricing, Device Subsidies and Customer Value Asked about the balance between volume growth and pricing, Gopalan said T-Mobile evaluates the trade-off through customer lifetime value. He said the company is carefully balancing subscriber volume and value creation, supported by improved network perception and stronger customer economics.
Osvaldik added that, excluding the effects of acquisitions and the company’s fiber joint venture, postpaid ARPA grew 3.7% year over year in the second quarter. He said that showed “the underlying strength of the business.”
On device subsidies, Gopalan said T-Mobile is not moving away from subsidies entirely, but is broadening its value proposition beyond “purely a free phone.” He said smartphone prices are rising because of memory price increases and that T-Mobile does not intend to increase subsidy levels, meaning customers will have to pay more for devices.
Gopalan also highlighted customer engagement initiatives, including the 10-year anniversary of T-Mobile Tuesdays and the company’s “Member Month” campaign. He said T-Life ended the quarter with more than 30 million monthly active users.
Spectrum, AI and Satellite Strategy T-Mobile executives repeatedly emphasized future spectrum opportunities, including Upper C-band and 2.7 GHz spectrum expected in 2027 and 2028. Osvaldik said the company is maintaining a capital envelope that considers those opportunities, which he said could further strengthen network leadership and create additional 5G broadband capacity.
Gopalan said the company views upcoming spectrum availability as a chance to “drive further differentiation and cement our network leadership.” He compared the moment to T-Mobile’s earlier decision to lead in 5G standalone deployment.
President of Technology John Saw said T-Mobile has not seen a material surge in mobile network traffic from AI workloads, noting that much current AI demand is concentrated in wireline transport networks and data centers. Still, he said the company has prepared for future AI traffic through 5G Advanced capabilities such as uplink carrier aggregation, uplink MIMO and transmit switching.
On direct-to-device satellite service, Gopalan said satellite connectivity remains complementary to T-Mobile’s cellular network, accounting for only a very small share of usage. He said the company continues to progress toward a long-form agreement for a direct-to-device joint venture and expects most future activity to be sourced through that venture, while still allowing individual operators to have agreements with other parties.
About T-Mobile US (NASDAQ:TMUS)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.
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].
Should You Invest $1,000 in T-Mobile US Right Now?Before you consider T-Mobile US, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and T-Mobile US wasn't on the list.
While T-Mobile US currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
The AI wave will soon hit public markets with Anthropic and OpenAI set to go public later this year. However, you don't have to wait to invest. This report shows seven AI stocks that you can buy today while the big model providers get ready to go public.
ABN Amro Investment Solutions lifted its holdings in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 19.3% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 51,624 shares of the Wireless communications provider’s stock after acquiring an additional 8,367 shares during the quarter. ABN Amro Investment Solutions’ holdings in T-Mobile US were worth $10,843,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors have also recently added to or reduced their stakes in TMUS. Norges Bank acquired a new position in shares of T-Mobile US during the fourth quarter worth about $1,335,918,000. Price T Rowe Associates Inc. MD grew its stake in shares of T-Mobile US by 30.6% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 27,795,065 shares of the Wireless communications provider’s stock valued at $5,643,511,000 after buying an additional 6,516,968 shares in the last quarter. Dodge & Cox grew its stake in shares of T-Mobile US by 65.2% in the fourth quarter. Dodge & Cox now owns 6,185,972 shares of the Wireless communications provider’s stock valued at $1,256,000,000 after buying an additional 2,442,450 shares in the last quarter. Viking Global Investors LP raised its holdings in shares of T-Mobile US by 81.7% during the 2nd quarter. Viking Global Investors LP now owns 2,845,316 shares of the Wireless communications provider’s stock valued at $677,925,000 after buying an additional 1,279,422 shares during the period. Finally, Amundi raised its holdings in shares of T-Mobile US by 44.6% during the 3rd quarter. Amundi now owns 4,109,084 shares of the Wireless communications provider’s stock valued at $924,380,000 after buying an additional 1,266,808 shares during the period. 42.49% of the stock is owned by hedge funds and other institutional investors.
Analyst Ratings Changes A number of research firms have weighed in on TMUS. Bank of America upgraded T-Mobile US from a “neutral” rating to a “buy” rating and set a $220.00 price target for the company in a report on Monday, July 6th. Wells Fargo & Company started coverage on shares of T-Mobile US in a research note on Wednesday, July 8th. They set an “equal weight” rating and a $170.00 price objective on the stock. Moffett Nathanson raised shares of T-Mobile US from a “neutral” rating to a “buy” rating and set a $254.00 target price on the stock in a research report on Wednesday, April 8th. Wall Street Zen upgraded shares of T-Mobile US from a “sell” rating to a “hold” rating in a research note on Saturday, May 2nd. Finally, Oppenheimer upgraded shares of T-Mobile US from a “market perform” rating to an “outperform” rating and set a $260.00 target price for the company in a research note on Wednesday, April 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat.com, T-Mobile US presently has an average rating of “Moderate Buy” and a consensus price target of $254.56.
View Our Latest Research Report on T-Mobile US
Insider Transactions at T-Mobile US In other T-Mobile US news, insider Michael J. Katz sold 5,000 shares of the firm’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $195.81, for a total value of $979,050.00. Following the transaction, the insider owned 181,930 shares of the company’s stock, valued at $35,623,713.30. This trade represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, COO Jon Freier sold 4,799 shares of the firm’s stock in a transaction dated 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. This represents a 2.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.32% of the company’s stock.
T-Mobile US Price Performance TMUS stock opened at $190.94 on Thursday. The stock’s 50 day moving average is $184.99 and its two-hundred day moving average is $195.97. T-Mobile US, Inc. has a 52-week low of $165.66 and a 52-week high of $261.56. The company has a market capitalization of $206.64 billion, a PE ratio of 20.31, a P/E/G ratio of 1.13 and a beta of 0.33. The company has a quick ratio of 0.97, a current ratio of 1.09 and a debt-to-equity ratio of 1.58.
T-Mobile US (NASDAQ:TMUS – Get Free Report) last released its quarterly earnings results on Tuesday, April 28th. The Wireless communications provider reported $2.27 earnings per share for the quarter, topping analysts’ consensus estimates of $2.01 by $0.26. The business had revenue of $23.11 billion during the quarter, compared to the consensus estimate of $22.98 billion. T-Mobile US had a net margin of 11.65% and a return on equity of 19.47%. The business’s quarterly revenue was up 10.6% compared to the same quarter last year. During the same quarter last year, the company earned $2.58 earnings per share. Analysts predict that T-Mobile US, Inc. will post 10.53 earnings per share for the current fiscal year.
T-Mobile US Announces Dividend The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 28th will be issued a dividend of $1.02 per share. This represents a $4.08 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend is Friday, August 28th. T-Mobile US’s dividend payout ratio is 43.40%.
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.
Featured Articles Five stocks we like better than T-Mobile US Could Truth API Become Trump Media’s First Meaningful Revenue Driver? Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying Moog Is More Than a Missile Maker, and Wall Street Is Noticing A Boring Dividend Growth Strategy Becomes a Solid Defensive Play 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).
Receive News & Ratings for T-Mobile US Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for T-Mobile US and related companies with MarketBeat.com's FREE daily email newsletter.
BELLEVUE, Wash.--(BUSINESS WIRE)--T-Mobile US, Inc. (NASDAQ: TMUS): Continued Strong Account Growth and Deepening Customer Relationships Fueled by Widening Differentiation Postpaid Average Revenue Per Account (“ARPA”) of $152.91 grew 2% year-over-year Postpaid net account additions of 277 thousand decreased 13% year-over-year Translating Strong Account Growth into Durable and Profitable Financial Growth Service revenues of $19.0 billion grew 9% year-over-year, industry-leading growth(1) Postpai.
T-Mobile raised its forecast for annual adjusted free cash flow on Thursday and beat quarterly profit estimates, fueled by customer migration to pricier premium plans.
HomeIndustriesTelecommunicationsEarnings ResultsEarnings ResultsThe wireless carrier has focused on amassing ‘higher quality accounts’ after introducing new plans last yearJuly 23, 2026, 6:39 a.m. ET
T-Mobile reported a profit beat for the second quarter. Photo: Joe Raedle/Getty ImagesT-Mobile just raised its cash-flow guidance for the year after what its CFO called a “rinse-and-repeat” quarter of positive performance.
Second-quarter profit surpassed the consensus view, with T-Mobile TMUS posting $3.2 billion on the bottom line, or $2.99 in earnings per share. That was up 5% from a year before and ahead of FactSet consensus expectations for $2.59 in EPS.
BELLEVUE, Wash.--(BUSINESS WIRE)--Samsung's newest Galaxy devices deserve the best wireless experience to match. T-Mobile (NASDAQ: TMUS) today announced Samsung's full summer lineup — the new Galaxy Z Fold8 Ultra, Galaxy Z Fold8, Galaxy Z Flip8, Galaxy Watch9 and Galaxy Watch Ultra2 — is coming to T-Mobile with pre-orders starting today and availability on August 7. Only at T-Mobile can customers get more from Samsung's newest devices — with America's Best Network and industry-leading plans pac.
Aeris Resources Ltd (ASX:AIS, OTC:ARSRF) has more than quadrupled Ore Reserves at its Tritton Operations in central New South Wales, strengthening the foundation for a long-life, multi-mine copper hub centred on the project’s existing processing infrastructure.
Tritton’s Ore Reserve now stands at 10 million tonnes grading 1.7% copper, 0.38 g/t gold and 10 g/t silver, containing around 180,000 tonnes of copper, 130,000 ounces of gold and 3.2 million ounces of silver.
This compares with just 37,000 tonnes of contained copper in the previous reserve estimate and represents more than five years of mill feed at the operation’s current processing capacity.
Mineral Resources have also increased by 70% to 33 million tonnes at 1.7% copper, 0.32 g/t gold and 9 g/t silver, containing approximately 540,000 tonnes of copper.
Constellation and Mallee Bull drive reserve growth Maiden underground Ore Reserves led the reserve expansion at the Constellation and Mallee Bull deposits.
Constellation contributed 3.8 million tonnes containing about 62,000 tonnes of copper, complementing its existing open-pit reserve and supporting the potential for a longer-life mining operation.
Mallee Bull added a maiden reserve of 2.7 million tonnes at 2.4% copper, containing around 66,000 tonnes of copper. The deposit was added to Aeris’ portfolio through the acquisition of Peel Mining Ltd (ASX:PEX), alongside the Wirlong deposit.
Together, Mallee Bull and Wirlong contributed about 200,000 tonnes of contained copper to Tritton’s Mineral Resource inventory, including roughly 160,000 tonnes classified in the higher-confidence indicated category.
Aeris executive chair André Labuschagne said the enlarged inventory had established “a strong foundation for a long-life, multi-mine copper operation” centred on the Tritton processing plant.
Exploration delivers organic growth Aeris also recorded material resource growth at Avoca Tank and Budgerygar after tripling underground diamond drilling during FY26.
The Avoca Tank Mineral Resource increased by 180% as drilling extended high-grade mineralisation at depth and along strike.
Budgerygar’s Ore Reserve increased by 317% after mining depletion compared with December 2024, reflecting successful resource conversion drilling and mine planning.
Nine of Tritton’s 10 known deposits remain open down-dip, supporting further exploration potential. Aeris plans around 85,000 metres of underground drilling across the operation during FY27.
Updated mine plan ahead The revised Mineral Resources and Ore Reserves will feed into an updated life-of-mine plan and production target for Tritton, expected in the first half of FY27.
At Mallee Bull, Aeris will continue optimising the mine plan and production schedule while advancing feasibility studies, ore transport assessments, permitting work and planning for an exploration decline.
Further drilling at Constellation will target conversion of inferred resources, while metallurgical test work will examine opportunities to improve oxide recoveries and potentially bring production forward.
About Aeris Resources Aeris Resources is an Australian mid-tier copper and gold producer operating the Tritton Copper Operations in New South Wales and the Cracow Gold Operations in Queensland.
The company also holds a pipeline of development and exploration assets and is pursuing a hub-and-spoke strategy at Tritton, using established processing infrastructure to support multiple surrounding ore sources.
In its upcoming report, T-Mobile (TMUS - Free Report) is predicted by Wall Street analysts to post quarterly earnings of $2.52 per share, reflecting a decline of 11.3% compared to the same period last year. Revenues are forecasted to be $22.76 billion, representing a year-over-year increase of 7.7%.
Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 2.4% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.
Before a company reveals its earnings, it is vital to take into account any changes in earnings projections. These revisions play a pivotal role in predicting the possible reactions of investors toward the stock. Multiple empirical studies have consistently shown a strong association between trends in earnings estimates and the short-term price movements of a stock.
While investors typically use consensus earnings and revenue estimates as a yardstick to evaluate the company's quarterly performance, scrutinizing analysts' projections for some of the company's key metrics can offer a more comprehensive perspective.
In light of this perspective, let's dive into the average estimates of certain T-Mobile metrics that are commonly tracked and forecasted by Wall Street analysts.
Analysts expect 'Revenue- Total service revenues' to come in at $18.79 billion. The estimate indicates a year-over-year change of +7.7%.
Based on the collective assessment of analysts, 'Equipment revenues' should arrive at $3.56 billion. The estimate suggests a change of +3.5% year over year.
The consensus among analysts is that 'Revenue- Other revenues' will reach $255.06 million. The estimate points to a change of 0% from the year-ago quarter.
The average prediction of analysts places 'Revenue- Prepaid revenues' at $2.51 billion. The estimate indicates a change of -5.2% from the prior-year quarter.
It is projected by analysts that the 'Revenue- Postpaid revenues' will reach $15.86 billion. The estimate suggests a change of +12.7% year over year.
According to the collective judgment of analysts, 'Revenue- Wholesale and other service revenues' should come in at $658.49 million. The estimate indicates a year-over-year change of -8.2%.
Analysts forecast 'Total postpaid customer accounts' to reach 34.69 million. The estimate compares to the year-ago value of 31.50 million.
The collective assessment of analysts points to an estimated 'Net customer additions - Total postpaid customers - Postpaid phone customers' of 395.49 thousand. The estimate is in contrast to the year-ago figure of 830.00 thousand.
The combined assessment of analysts suggests that 'Postpaid ARPA' will likely reach $153.10 . The estimate compares to the year-ago value of $149.87 .
View all Key Company Metrics for T-Mobile here>>>
Over the past month, T-Mobile shares have recorded returns of +5.9% versus the Zacks S&P 500 composite's +0.6% 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 >>>> .
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.
On July 20, 2026, we delve into the DCF analysis for T-Mobile US Inc (TMUS), a company that has experienced a mixed price performance over the past year, with a
Wall Street expects a year-over-year decline in earnings on higher revenues when T-Mobile (TMUS - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on July 23, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis wireless carrier is expected to post quarterly earnings of $2.52 per share in its upcoming report, which represents a year-over-year change of -11.3%.
Revenues are expected to be $22.76 billion, up 7.7% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 2.39% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for T-Mobile?For T-Mobile, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -7.23%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that T-Mobile will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that T-Mobile would post earnings of $2.06 per share when it actually produced earnings of $2.70, delivering a surprise of +31.07%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
T-Mobile doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAnother stock from the Zacks Wireless National industry, AT&T (T - Free Report) , is soon expected to post earnings of $0.59 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of +9.3%. Revenues for the quarter are expected to be $32.04 billion, up 3.9% from the year-ago quarter.
The consensus EPS estimate for AT&T has been revised 1.3% higher over the last 30 days to the current level. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +4.83%.
This Earnings ESP, combined with its Zacks Rank #3 (Hold), suggests that AT&T will most likely beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: T-Mobile (TMUS - Free Report) Founded in 1994 and headquartered in Bellevue, WA, T-Mobile US, Inc. is a national wireless service provider. The company offers its services under the T-Mobile, Metro by T-Mobile and Mint Mobile brands. T-Mobile, through its subsidiaries, provides wireless services for branded postpaid and prepaid, and wholesale customers.
TMUS is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 17.52; value investors should take notice.
One analyst revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.03 to $10.68 per share. TMUS boasts an average earnings surprise of +12.3%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, TMUS should be on investors' short list.
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.
Get T-Mobile US alerts:
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.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and T-Mobile US wasn't on the list.
While T-Mobile US currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
The AI boom extends far beyond the biggest tech names. Discover 10 companies supplying the memory, storage, networking, semiconductor manufacturing, and power infrastructure that make AI possible. Learn where the next wave of AI investment opportunities may emerge—and the key risks investors should watch as the global AI buildout accelerates.
On July 13, 2026, we delve into the DCF analysis for T-Mobile US Inc (TMUS), a company that has seen a mixed performance in the market. Over the past year, TMUS
SummaryT-Mobile US remains a Buy as fundamentals strengthen despite recent underperformance and earnings multiple compression.TMUS demonstrates superior revenue growth and margins, trading at a forward PEG of 0.94 versus the sector median of 1.17.Significant leverage and high-interest expenses pose valuation risks, but ongoing debt reduction and share buybacks support the bull case.Continued above-market margins and projected 19% annual bottom-line growth from FY2027 could drive future upside if sustained. Getty Images
While I personally found T-Mobile US (TMUS) recent stock price action disappointing. I don't think that its bull case is over. Quite the opposite, while the earnings multiple has compressed. Its fundamentals have dramatically improved in my opinion.
2.09K Followers
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
T-Mobile's longest-tenured Un-carrier architect is leaving after 28 years, as CEO Srini Gopalan reshapes the carrier's leadership team and brings in a former AT&T executive.
Founder's ClubSwingTraderLeaderboardMarketSurgeeIBDIBD DigitalIBD LiveCustomer Center
My Stock Lists
Email Preferences
Help & Support
Sign Out
Search stocks or keywords
Sections
My IBD
MARKET TREND
STOCK LISTS
STOCK RESEARCH
NEWSECONOMY
VIDEOS & PODCASTS
HOW TO INVESTEDUCATIONAL RESOURCESStoreMy Products
Founder's ClubSwingTraderLeaderboardMarketSurgeeIBDIBD DigitalIBD Live
Recently Searched
Axsome Therapeutics, Exelixis, Incyte Among 20 New Stocks On IBD's Premier Watchlists
Chip Sell-Off Hits Nasdaq As Stock Market Uptrend Wobbles; Sandisk, Intel Give Sell Signals
Tech Weakens But Drugs Back On Top; Eli Lilly, Jazz Pharma, Match.com In Focus Look for Elon Musk's SpaceX (SPCX) to invest some $200 billion over the next five years globally to expand its Starlink communications business, a Morgan Stanley analyst predicted on Wednesday, who also called broadband services the biggest near-term threat to AT&T (T), T-Mobile (TMUS), Verizon Communications (VZ). SpaceX stock has retreated about 7% since the company's initial public offering. "We…
Netflix (NASDAQ:NFLX | NFLX Price Prediction) and T-Mobile US (NASDAQ:TMUS) stocks have both been punished over the past year and bounced sharply last week.
BELLEVUE, Wash.--(BUSINESS WIRE)--MLB All-Star Week returns to Philadelphia for the first time in 30 years as America celebrates its 250th, and T-Mobile (NASDAQ: TMUS) is bringing fans closer to the game they love. From the Automated Ball-Strike (ABS) Challenge System powering pitch reviews to brand-new 5G camera angles at T-Mobile Batting Practice, plus exclusive experiences for fans in the area, America's Best Network is at the heart of it all at Citizens Bank Park from July 10–14. Here's wha.
BELLEVUE, Wash.--(BUSINESS WIRE)--T‑Mobile (NASDAQ: TMUS) today announced that wireless industry veteran Chris Sambar will join the company as Chief Enterprise Officer, effective no later than October 14, 2026. Mr. Sambar will report to T-Mobile CEO Srini Gopalan and will lead T-Mobile's fast-growing SMB, enterprise and government businesses while scaling the company's emerging growth opportunities. Mr. Sambar joins from Public Storage, where he is Chief Operating Officer. He previously spent t.
T-Mobile U.S. Inc (NASDAQ:TMUS) stock is enjoying a 1.4% lift to trade at $180.06 this morning, after landing an upgrade to "buy" from "neutral" at Bank of America. The firm also set a price target of $220, saying investors are overreacting to satellite competition and T-Mobile has the best chance at being unscathed by other U.S. telecom peers.
TMUS tapped a more than 52-week low of $165.66 on June 30 and has shed 26% over the past 12 months. The $170 level has been a floor for shares during the past week, though the descending 50-day moving average has added overhead pressure since April.
Bulls have been flocking to the stock of late. This is per the 50-day call/put volume ratio of 5.67 at the International Securities Exchange (ISE), Chicago Board Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX). This ratio ranks in the 96th percentile of its annual range. Echoing this is TMUS' Schaeffer's put/call open interest ratio (SOIR) of 0.29, which ranks higher than just 8% of readings from the past year.
Short interest has been on the rise, up 25.6% during the past two reporting periods and now accounting for 4.8% of the stock's available float and would take the better part of a week to buy back.
The equity also sports an Schaeffer's Volatility Scorecards (SVS) reading of 75 out of 100. This suggests the stock has realized higher volatility than its options have priced in over the past 12 months.
Futures on the Nasdaq-100 Index (NDX) and S&P 500 Index (SPX) are higher to welcome the first full week of July trading, as chips look to recover from last week's volatile performance. Dow Jones Industrial Average (DJI) futures are trading just below breakeven, cooling off after last week's record-breaking run.
Investors will be watching Wednesday's release of the Federal Reserve's June meeting minutes for additional clues on the central bank's policy outlook. Meanwhile, renewed tensions between Ukraine and Russia are in focus after Ukraine struck a Russian oil refinery with drones over the weekend.
Continue reading for more on today's market, including:
5-minute catchup on last week's wild performance. How our Top Stock Picks are looking at 2026's halfway mark. Plus, Comcast pens a major buyout; sinking cloud stock; and TMUS lands BofA bull note.
5 Things You Need to Know Today The Cboe Options Exchange saw roughly 3.6 million call contracts and 1.9 million put contracts traded on Thursday. The single-session equity put/call ratio fell to 0.53, while the 21-day moving average remained at 0.58. Shares of Comcast Corp (NASDAQ:CMCSA) are moving 0.2% higher before the opening bell, after news that the media conglomerate's U.K.-based Sky unit will purchase competitor ITV for $2.1 billion. CMCSA has been attempting to bounce from its late-June lows near $22, but remain 15% in the red year-to-date. Datadog Inc (NASDAQ:DDOG) is suffering a 4.8% drawdown ahead of the open, after Bernstein downgraded the stock to "market perform" from "outperform." The brokerage did raise its price target to $226 from $180, however, citing hesitation around upcoming earnings and limited AI growth. DDOG is up 91% for 2026. T-Mobile U.S. Inc (NASDAQ:TMUS) stock is enjoying a 1.3% lift in electronic trading, after landing an upgrade to "buy" from "neutral" at Bank of America. TMUS tapped a more than 52-week low of $165.66 on June 30 and has shed 25% over the past 12 months. All eyes are on this week's Fed meeting minutes.
Stocks Struggle for Direction Overseas Asian bourses were a mixed bag today. Japan’s Nikkei and the Shanghai Composite closed marginally lower, while small caps sent the South Korean Kospi down 0.5%. Hong Kong’s Hang Seng gained 0.8%.
Over in Europe, markets are also struggling for direction. London’s FTSE 100 is 0.4% lower at last look, while the French CAC 40 and German DAX are flat.
Arrow symbol glowing amid black arrow symbols on black background. Horizontal composition with copy space. Stock market and finance concept.
getty
Wall Street analysts have one job: predict where companies’ earnings are going in the coming quarter. Sounds simple enough, except said suits aren’t so good at it!
For the most recent earnings season, these forecasting fruit flies buzzed around modeling 12% earnings growth for the quarter. The S&P 500’s companies showed 27% profit growth—more than double what the “experts” predicted in their spreadsheets. They were way off.
So what does it mean when earnings come in at more than double the forecast? It means these companies have plenty of room—and reason—to hand more of that cash back to us. And that matters because over the long run stock prices follow their dividends.
We call this the dividend magnet: a stock’s payout tends to pull its price along with it. When a company cuts its dividend, the stock tanks—that’s the bad scenario. When a company raises its dividend, even at a yearly clip, its price moves at that same rate.
Buy in before the raise, and we lock in a fatter yield. Wait, and the market prices it away.
Which is why I’m watching eight stocks that have raised their payouts by as much as 77% over the past year. Historically these firms declare their raises during the summer months. This is the season to front run.
MORE FOR YOU
The “Hidden” YieldersThe most powerful dividend raisers often come from stocks that many investors overlook because of their thin headline yields. But if the raises continue at a frenetic pace, today’s fractional yields can be tomorrow’s fat paychecks.
Here’s a quick rundown of these mighty mini-payers:
Argan (AGX, 0.3% dividend yield): This construction engineering firm sat on a flat dividend for years—then started hiking in 2023. The payout has doubled in just three years, including a 33.3% boost last year, following an explosion in the bottom line that’s expected to continue this fiscal year and next. Expected dividend announcement: Mid-SeptemberChemed (CHE, 0.5% dividend yield): This bizarre holding company is held up by two major businesses: Roto-Rooter (the plumbing and drain cleaning service) and Vitas Healthcare (a large hospice and palliative care provider). Chemed has been raising its dividend without interruption for the better part of two decades, and it’s still hiking at a rapid clip—it has more than doubled its payout over the past five years and upped the ante by 20% in 2025 despite a pullback in profits. This year and next, the pros expect profits to rebound by double digits. Expected dividend announcement: Early AugustHowmet Aerospace (HWM, 0.2% dividend yield): Earlier this year, this engineered-products maker looked poised to make another semiannual dividend hike in late January—and then it didn’t. It’s not for lack of resources. Net income grew by 23% in 2025, and the pros see 33% growth this year and 20% in 2027. And HWM currently pays out less than 10% of 2026 earnings estimates. If Howmet were to adopt an annual dividend-raise schedule, the next hike would likely come sometime this summer—a year after it declared a 12-cent distribution that was 50% better YoY. Expected dividend announcement: Late JulyComfort Systems (FIX, 0.2% dividend yield): This HVAC specialist has been growing like a weed—its net income nearly doubled in 2025, shares have rocketed 260% higher over the past year, and the current dividend is 77.7% higher than it was a year ago. FIX has raised its dividend multiple times per year since 2021 and has shelled out more cash for seven quarters straight. The pros expect no let-up in bottom-line growth, and with Comfort Systems paying out just 7% of this year’s earnings estimates, there’s no reason to expect any let-up in the distribution. Expected dividend announcement: Late JulyT-Mobile US (TMUS, 2.3% dividend yield): T-Mobile has evolved from a discount carrier into a true U.S. cellular powerhouse, going toe-to-toe with Verizon (VZ) and AT&T (T). Now it’s trying to mirror those telcos’ giant dividends. The company started its program in 2023 and has already pumped up that payout by another 57%. The 2%-plus yield, while bigger than the other companies mentioned, still isn’t much compared to AT&T and Verizon—but T-Mobile is rapidly closing the gap. Expected dividend announcement: Mid-SeptemberNext up, our big dividends that could get even bigger:
Altria Group (MO)
Dividend Yield: 5.7%
2025 Increase: 4%
Projected Q3 Distribution Announcement: Mid- to late August
Altria (MO) is best-known for its Philip Morris USA segment, which is responsible for the Marlboro brand and is far and away the company’s top revenue driver. But between increasingly stiff anti-smoking legislation and very real declines in volumes for years, some investors have given up the industry—and Altria—for dead.
But the company is putting increasing focus on its smokeless products, which include Copenhagen and Skoal smokeless tobacco, On! Oral nicotine pouches, NJOY e-vapor products and—through a joint venture with JT Group called Horizon Innovations—heated tobacco products. Nicotine pouches, for instance, might represent just 10% of the country’s nicotine volumes, but it’s a high-growth segment that’s expanding by about 25% annually. Altria’s hoping to capitalize on this with the national launch of its On! Oral brand and the recent release of higher-strength pouches.
MO has also been helped by its ability to command high prices for its products, as well as moderation in cigarette volume declines. And shares continue to benefit from the pull of its large-but-still growing dividend.
MO Total Returns
Ycharts
Altria is a Dividend King, boasting more than five decades’ worth of uninterrupted dividend increases, so a dividend hike this summer seems like a sure thing. And it routinely makes its hike announcements in late August.
Equity pariah Virtus Investment Partners (VRTS) is a specialized investment manager that provides mutual funds, exchange-traded funds (ETFs), closed-end funds (CEFs), insurance funds, separately managed accounts and more. Rather than a single large brand like Vanguard or Fidelity, Virtus is a partnership of numerous boutique investment advisers under a variety of flags: Voya, Ceredex, InfraCap, and more.
VRTS shares and dividend have largely been tethered to one another, which is what makes the past couple of years stand out.
VRTS Total Returns
Ycharts
Virtus’ troubles aren’t nothing. It’s an actively managed outfit during a time when most major fund providers are racing each other into the low-fee basement. Several of its most important funds have struggled.
But put together both the past few years’ profits and what analysts expect to come, and we’re still looking at an upward trend. Meanwhile, VRTS has almost tripled its quarterly dividend in just five years, from 82 cents per share in 2021 to $2.40 today.
If Virtus keeps the pedal down on the distribution, shares might finally snap out of their funk. We’ll likely find out in mid-August, which is when the company has been announcing its annual raises.
Hess Midstream LP (HESM)
Dividend Yield: 8.3%
2025 Increase: 10%
Projected Q3 Distribution Announcement: Late July
Hess Midstream LP (HESM) is a master limited partnership (MLP) that owns, operates and develops a number of midstream energy assets, primarily located in the Williston Basin area of North Dakota. Those assets include natural gas and natural gas liquid (NGL) pipelines, gas processing facilities, crude oil terminals and gathering pipelines, water gathering pipelines, and more.
In early October 2025, I said HESM’s then-upcoming distribution announcement was a test. Chevron (CVX) closed on its acquisition of Hess (HES) in July, and it was an open question as to whether it would keep intact Hess Midstream’s streak of quarterly distribution hikes, which dates back to the payout’s start in 2017.
HESM Total Returns
Ycharts
Historically, HESM has delivered a drumbeat of 1%-3% quarter-over-quarter raises that have amounted to roughly 10% year-over-year growth. But the company recently pared back its full-year capex guidance and raised its free cash flow outlook, which could result in modestly thicker raises in the quarters to come (though it muddies the potential for growth). Whatever it chooses to do, it’s likely to come in late July.
Brett Owens is Chief Investment Strategist for Contrarian Outlook. For more great income ideas, get your free copy his latest special report: Your Early Retirement Portfolio: Huge Dividends—Every Month—Forever.
There's no denying the two companies could work together as one. T-Mobile's (TMUS +2.63%) mobile phone service doesn't just serve voice customers. These subscribers also use their mobile devices to wirelessly connect to the internet.
T-Mobile even offers stand-alone at-home wireless broadband service, as does Space Exploration Technologies' (SPCX +2.83%), or SpaceX's, Starlink. The two brands are already working together to offer their common customers constant wireless internet access where it isn't readily available from a more mainstream provider.
The counterargument, of course, is cost and complexity. SpaceX is already a satellite-based broadband service, an artificial intelligence infrastructure company, and a space-launch solutions provider. It may also soon own Elon Musk-led electric vehicle maker Tesla (TSLA 7.35%), which is now developing AI-powered robots. Adding a mobile phone brand to the mix will only further loosen its focus.
Image source: Getty Images.
Never mind that acquiring T-Mobile would cost SpaceX in the ballpark of $180 billion, or more. Germany's Deutsche Telekom (DTEGY +3.82%) still owns a little more than half of T-Mobile, and these two outfits are in talks of their own about a 100% tie-up that would create a true international telecom titan.
Still, less reasonable mergers have worked out well enough.
Pros and cons of a T-Mobile merger SpaceX's founder and chief executive, Elon Musk, didn't float the idea. It was actually TD Cowen's Gregory Williams and Wolfe Research's Peter Supino that suggested the possibility at separate times last month.
Today's Change
(
2.83
%) $
4.46
Current Price
$
162.00
Both analysts cited the obvious: These two companies' offerings are complementary. T-Mobile can provide terrestrial broadband access when and where it's possible and cost-effective, and when it's not, Starlink's satellite-based broadband connectivity could take over. Starlink, of course, can do so anywhere on the planet where its satellites are positioned above. It simply needs the permitted bandwidth, which T-Mobile (and Deutsche Telekom) could both chip in for.
Nevertheless, such a pairing faces a handful of significant stumbling blocks that might make it not worth it.
Forcing potential partners into becoming competitors Chief among these potential pitfalls is the competitive conflict that would likely arise.
Both AT&T (T +0.49%) and Verizon (VZ +1.37%) are already working with Starlink rival AST SpaceMobile (ASTS 1.13%) to build satellite-driven mobile broadband businesses. Should SpaceX become a direct rival to these two mobile network operators, the prospect of either partnering with Starlink as a wholesale/infrastructure service provider in the future drops dramatically, limiting SpaceX's access to the roughly one-third of the domestic mobile broadband market currently served by T-Mobile. Presume a similar dynamic exists in and around Deutsche Telekom's service market, too, if it's in play.
It would be better to remain a neutral party, hoping that carriers will eventually look beyond AST SpaceMobile.
Today's Change
(
2.63
%) $
4.56
Current Price
$
177.62
Not the connectivity quality most U.S. consumers are accustomed to Then there's the matter of marketability. It is possible for a mobile device to automatically switch from a terrestrial broadband network to a satellite-managed one. The quality and functionality of these two forms of connectivity are very different, though.
Sending and receiving digital data between a satellite and the surface uses low-band spectrum. It works, but it lacks the bandwidth, capacity, and speed that modern terrestrial 5G networks offer, even with Starlink's current (and ever-growing) network of more than 10,000 satellites. And worse, the more people who use this satellite broadband network, the slower it becomes. That's not the case for most terrestrial networks.
Oh, it's fine when there's no other option. This remote market opportunity, however, is small by definition, simply because most U.S. residents live in well-covered areas and don't need a subpar secondary connection. Moreover, as of the latest tally, Starlink holds only about 6% of the nation's total FCC-licensed spectrum.
From this perspective, the proposed acquisition would be brilliant for SpaceX, as T-Mobile offers exposure to the consumer mobile broadband market. But Starlink doesn't bring much to the table that T-Mobile needs or wants ... including spectrum. This strategic disadvantage would raise the overall cost of acquiring the telecom outfit, if only by giving T-Mobile and/or Deutsche Telekom some additional negotiating leverage.
Likely regulatory roadblocks It would also be naïve to believe regulators would even allow such an acquisition in the first place.
The legal arguments against a merger of Starlink and T-Mobile aren't particularly strong. The FCC's licensing of bandwidth and spectrum to the highest bidder(s) is still intended to be fair and equitable, and combining T-Mobile and Starlink doesn't necessarily eliminate or discourage competition. Nevertheless, the Department of Justice has recently successfully argued against such mergers based on little more than their size and dominance of a business, no matter how deserved or fairly earned that dominance is.
Then there's Elon Musk himself. While once hailed as a sociocultural hero for mainstreaming electric vehicles, he's fallen out of favor on several fronts. Regulators could make things personal, even if not officially so. The doomed legal battle would be a distracting use of time, money, and resources in the meantime.
Just not enough upside So, no -- if the idea is truly on the table, SpaceX arguably shouldn't make its operations even more complicated by entering the mobile service market with limited growth potential just to deepen its roots in a mobile/stationary satellite-broadband business that's already up and running. With more than 12 million paying direct-to-device customers already on board after adding 4.6 million last year alone, Starlink is already achieving some pretty impressive organic growth on its own. It doesn't need to outright own T-Mobile, too. It may even be better served by holding on to its chance to partner with Verizon and AT&T domestically and their counterparts overseas in the future, which would at least partially sidestep its problem with a lack of spectrum
Mostly, though, such a deal invites headaches with little upside for plowing through or paying for them.
When I hear Nokia (NOK 6.62%), I think of the indestructible brick phone my parents owned. And I think about the 2021 meme-stock craze.
But over the past several years, Nokia has been rebuilding itself around three businesses: network infrastructure, optical networking, and enterprise technology. None of that is flashy. But something shifted this year that deserves more attention than it's getting.
Image source: Getty Images.
In May 2026, Nokia and Nvidia (NVDA 1.39%) announced a landmark strategic partnership in which Nvidia will invest $1 billion in Nokia -- at $6.01 per share -- to accelerate what the two companies are calling AI-RAN, a new category of radio access networks built natively for artificial intelligence (AI) workloads. Nvidia becomes a 2.9% shareholder in Nokia as part of the deal. T-Mobile (TMUS +2.63%) also signed on to run field trials of AI-RAN this year.
Think about what that structure implies. Nvidia doesn't write $1 billion checks to legacy companies. It bets on picks-and-shovels plays in markets it believes are about to explode. Nokia is now one of those picks.
Today's Change
(
-6.62
%) $
-0.85
Current Price
$
12.05
The optical angle to consider While the AI-RAN deal grabbed headlines, Nokia's optical networking business may be the more interesting story. The company is bringing a second indium phosphide semiconductor fabrication facility online in San Jose, California, later this year.
Indium phosphide is the substrate that powers high-speed optical transceivers -- the components that physically move data inside AI data centers at the speeds those workloads demand. Nokia builds these in-house. Most of its competitors don't.
That kind of vertical integration is a durable advantage in a supply-constrained market.
Today's Change
(
-1.39
%) $
-2.75
Current Price
$
194.83
Why July 23 matters Nokia is scheduled to report Q2 2026 results on July 23. That report will be the first one where investors can see how the Nvidia partnership is actually showing up in order books and whether the San Jose facility ramp is on schedule. If Nokia delivers on optical growth and provides forward guidance tied to the AI-RAN commercialization timeline, this stock could reprice quickly.
Nokia still carries execution risk from its 2024 acquisition of Infinera, and 6G timelines have a history of slipping. The AI-RAN market is early stage. These are legitimate concerns. But when Nvidia puts a billion dollars behind a thesis and the product pipeline is this deep, dismissing Nokia as a relic starts to look like the bigger mistake.
Nokia has spent years being treated like a punchline. I feel like it's been treated like a meme stock for retail traders who remembered the brand and bet on nostalgia. That trade is over. What's here now is a company with a $1 billion strategic backer, proprietary semiconductor manufacturing, and a seat at the table for the infrastructure build-out that every major AI company depends on.
Micah Zimmerman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool recommends T-Mobile US. The Motley Fool has a disclosure policy.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: T-Mobile (TMUS - Free Report) Founded in 1994 and headquartered in Bellevue, WA, T-Mobile US, Inc. is a national wireless service provider. The company offers its services under the T-Mobile, Metro by T-Mobile and Mint Mobile brands. T-Mobile, through its subsidiaries, provides wireless services for branded postpaid and prepaid, and wholesale customers.
TMUS is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. TMUS has a Growth Style Score of B, forecasting year-over-year earnings growth of 9.6% for the current fiscal year.
Two analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.02 to $10.65 per share. TMUS boasts an average earnings surprise of +12.3%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, TMUS should be on investors' short list.
From One Times Square to the Los Angeles Memorial Coliseum, T-Mobile and America’s Best Network will help people celebrate one of the country’s biggest milestones yet
BELLEVUE, Wash.--(BUSINESS WIRE)--As America counts down to 250, T-Mobile (NASDAQ: TMUS) will join America250, the national nonpartisan organization charged by Congress to lead the commemoration of the signing of the Declaration of Independence, to help American consumers and businesses stay connected and celebrate one of the country’s most historic weekends. As an official sponsor, T-Mobile will bring America’s Best Network and on-site experiences to major celebrations in New York City and Los Angeles, including at One Times Square from July 3-5 and America’s Block Party at the Los Angeles Memorial Coliseum on July 4. And behind the scenes across celebration venues, T-Mobile teams are prepared for the increased connectivity needs that come with major American celebrations.
“America’s 250th is a rare moment to celebrate connection at a national scale, across coasts, time zones, communities and generations,” said Jon Freier, Chief Operating Officer, T-Mobile.
Share“America’s 250th is a rare moment to celebrate connection at a national scale, across coasts, time zones, communities and generations,” said Jon Freier, Chief Operating Officer, T-Mobile. “At T-Mobile, we’ve spent nearly 30 years building for moments like this: families checking in across the country, small businesses serving holiday crowds, communities coming together and people sharing a once-in-a-generation celebration. We’re proud to be part of this uniquely American moment, and we’ll keep building the nation’s Best Network and investing in our country — because connectivity is a crucial part of the infrastructure of modern American life.”
A Coast-to-Coast Countdown at One Times Square
Starting July 3, the Giving 4th Broadcast Benefit Shows at One Times Square will feature a countdown to America’s 250th, with the Times Square Ball dropping eight times to mark midnight across each U.S. time zone ahead of July 4. Programming continues July 4 and July 5 with America’s Block Party in the Sky and a Day of Reflection, where guests can take in city views and participate in commemorative experiences tied to the Declaration of Independence and America250’s national celebration.
T-Mobile will support the One Times Square celebration with special touches for honored military, veteran and first responder guests. Just steps away, at the T-Mobile Times Square Signature Store, T-Mobile will extend the July 4 celebration from 9 a.m. to 6 p.m. with food, music, stories, swag, phone giveaways and sweepstakes — including New York Yankees and World Series tickets.
America’s Block Party at the Los Angeles Memorial Coliseum
On July 4, America250 will present the July 4th Benefit Show at the Los Angeles Memorial Coliseum. Featuring performances by Chris Stapleton, The Smashing Pumpkins, Chaka Khan and Anthony Ramos and hosted by Queen Latifah, the event will bring attendees together for music, giving, fireworks and a drone show.
At the Block Party Village, T-Mobile will join the celebration with a photo booth, games, exclusive member giveaways and more. Inside the Los Angeles Memorial Coliseum, T-Mobile will also spotlight Project 10Million through a video featuring youth from Boys & Girls Clubs of America sharing reflections on giving, leadership, community and service.
America’s Block Party also extends to Summerfest in Milwaukee, where T-Mobile has been supporting music fans as a festival sponsor through Club Magenta, the T-Mobile Stage and other member perks.
Giving Back Throughout July and Beyond
T-Mobile’s America250 participation extends through America Gives, a national initiative to help make the Semiquincentennial a record-setting year of volunteer service. Throughout the month, T-Mobile team members can log their volunteer hours and donations through Magenta Match. Every volunteer hour generates $15 that employees can direct to an eligible nonprofit, and employee donations are matched 1:1 — all contributing to the national America Gives total.
T-Mobile will also support school supply drives that benefit Boys & Girls Clubs of America, virtual volunteer opportunities tied to Project 10Million, first responder hero nominations through Roll Call of Heroes, on-site blood drives and employee-led volunteer events supported by T-Mobile Foundation Volun-T Grants.
America’s Best Network for America’s Biggest Moments
Across America250 celebrations in New York, Los Angeles and communities nationwide, T-Mobile will deliver the network people can count on to stay connected and share these moments together. T-Mobile’s 5G network covers more than 332 million people, including millions in rural communities, with continued investment in 5G Advanced capabilities that help power modern American life.
T-Mobile’s network, emergency response and field operations teams work year-round to prepare for major events, severe weather and emergencies. Through operational readiness planning, real-time network monitoring, AI-powered technologies such as Self-Organizing Network (SON), deployable assets and close coordination with public safety partners, T-Mobile helps support the communications that people, businesses and public safety agencies rely on during both large-scale events and critical situations.
For America250, those efforts include readiness planning across celebration venues, transportation hubs and other high-traffic gathering areas expected to welcome large crowds throughout the holiday weekend.
Celebrating Throughout the Year
T-Mobile’s activations are part of its broader support for America250 and its mission to engage Americans in commemorating the nation’s Semiquincentennial. T-Mobile will continue bringing the America250 partnership to life throughout the anniversary year with America250 integration during MLB® All-Star Week™ and participation in the America Innovates Expo in Washington, D.C., this November.
For more information about T-Mobile, visit T-Mobile.com. To learn more about America250 and its national commemorative efforts, visit America250.org. For more on T-Mobile’s preparedness and response capabilities, visit its Emergency Response hub and follow @TMobileNews on X and Instagram.
Best Mobile Network in the U.S. based on analysis by Ookla of Speedtest Intelligence® data 2H 2025. Ookla trademarks used under license & reprinted with permission.
About T-Mobile
As the supercharged Un-carrier, T-Mobile US, Inc. (NASDAQ: TMUS) is powered by an award-winning 5G 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 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.
About America250
America250 is the national nonpartisan initiative working to engage every American in celebrating and commemorating the Semiquincentennial, the 250th anniversary of the signing of the Declaration of Independence. It is spearheaded by the congressionally-appointed U.S. Semiquincentennial Commission and its sole-supporting nonprofit organization, America250.org, Inc., together known as America250. This multi-year effort kicked off with America’s Invitation on July 4, 2023: a national public engagement campaign inviting all Americans to share their stories and their hopes and dreams for the future of this country. Leading up to July 4, 2026, America250 is working to provide opportunities for all Americans to pause and reflect on our nation’s past, honor the contributions of all Americans, and look to the future we want to create for the next generation and beyond. To learn more, visit America250.org, and follow us on X, Instagram, Facebook, LinkedIn, and TikTok.
SummaryT-Mobile remains a compelling long-term investment despite a double-digit YTD decline and competitive threats.TMUS delivered strong quarterly results: 6% YoY postpaid account growth, 3.9% ARPA growth, and a 10% adjusted FCF yield.The US Cellular acquisition adds valuable spectrum, customers, and towers, reinforcing TMUS's strategic market position.TMUS aggressively returns capital via buybacks and dividends, with a 10% shareholder yield supported by robust FCF and disciplined leverage.The Retirement Forum members get exclusive access to our real-world portfolio. See all our investments here »Sitewide Sale 2026: Get 20% Off JHVEPhoto/iStock Editorial via Getty Images
T-Mobile US, Inc. (TMUS) is worth almost $190 billion; however, the company is down double-digits YTD and down since our last article recommending it, with the continued threat of competition and a competitive industry. Despite all of this, T-Mobile maintains
37.96K Followers
Analyst’s Disclosure: I/we have a beneficial long position in the shares of TMUS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.
Telecom
Starlink’s Mobile Threat: Why Verizon, AT&T, and T-Mobile Are Tanking Today
In this article
The possibility that Elon Musk’s SpaceX could bring a mobile phone to market had investors of telecommunication stocks spooked on Monday.
