T-Mobile US, Inc.

(NASDAQ Global Select)

Top News rankings and signal summaries are processed using AI and may contain errors.

21
Somewhat Bullish +35

What Could T-Mobile Stock Be Worth In Three Years?

Company update Customer growth AI-generated analysis

T-Mobile US (TMUS) shares have declined 30.1% year-to-date through October 15, 2026, trading at a forward P/E of 16.2x compared to a historical average of 21.9x. Despite the stock price drop, the company is demonstrating resilient operational performance with revenue growing 9.7% over the twelve...

Bullish Signals

  • Revenue grew 9.7% in twelve months to June 2026.
  • Added 277,000 postpaid accounts in fiscal Q2 2026.
  • Targets 950k-1.05M net postpaid additions for fiscal 2026.

Bearish Signals

  • Net margins fell to 11.5% by June 2026 from 14.5% in June 2025.
22
Neutral +5

T-Mobile quietly revamps internet plans amid rising pressure

AI-generated analysis

T-Mobile is quietly revamping its fiber and fixed wireless internet plans to address rising customer churn and intensifying competition from rivals like Verizon, AT&T, and smaller broadband providers. During an earnings call on April 28, CEO Srini Gopalan noted that the company added over 500,000...

Bullish Signals

  • T-Mobile added >500k new fiber/wireless customers in early 2026.
  • Spectrum and Comcast losses make T-Mobile an attractive alternative.
  • $45/month 300 Mbps plan replaces 500 Mbps for affordability.
  • Fiber 2 Gig plan removed promotions, keeping $70 price.
  • JV deals with GoNetspeed, Greenlight, i3 enable faster scaling.

Bearish Signals

  • Postpaid churn rose 10 bps year over year.
  • Customer loyalty ranks low: 81% vs Starlink's 91%.
  • T-Mobile must remove voice discounts on fiber plans.
  • Five-year price guarantees allow for future hikes.
  • T-Mobile lags behind rivals acquiring Frontier and Lumen.
  • Analysts see a shift toward smaller ISPs.
23
Neutral -4

T-Mobile (TMUS) Stock: Q1 Earnings Coincide With Merger Rumors and Major Fiber Expansion

AI-generated analysis

T-Mobile (TMUS) shares fell 1.5% on April 21 after Bloomberg reported Deutsche Telekom is preliminarily exploring a full merger, requiring regulatory approval in Germany and the U.S., while the stock has dropped 8.8% year-to-date. Analysts forecast Q1 adjusted EPS of $2.01 against revenues of $22.98...

Bullish Signals

  • T-Mobile launches fiber joint ventures for 1M+ households.
  • Analysts project Q1 adjusted earnings of $2.01/share.
  • Company anticipates adding 393,100 net postpaid customers.

Bearish Signals

  • TMUS shares fell 1.5% on April 21.
  • Deutsche Telekom merger needs US and German approval.
  • T-Mobile declined to comment on corporate speculation.
  • Rivals AT&T and Verizon beat earnings forecasts.
  • Investors fear price competition with major carriers.