T-Mobile USTMUS
TMUS
About: Deutsche Telekom merged its T-Mobile USA unit with prepaid specialist MetroPCS in 2013, and that firm merged with Sprint in 2020, creating the second-largest wireless carrier in the US. T-Mobile now serves 80 million postpaid and 25 million prepaid phone customers, equal to around 30% of the US retail wireless market. The firm entered the fixed-wireless broadband market aggressively in 2021 and now serves 7 million residential and business customers. In addition, T-Mobile provides wholesale services to resellers.
Employees: 70,000
0
Funds holding %
of 7,323 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
120% more first-time investments, than exits
New positions opened: 246 | Existing positions closed: 112
65% more funds holding in top 10
Funds holding in top 10: 31 [Q4 2024] → 51 (+20) [Q1 2025]
16% more capital invested
Capital invested by funds: $109B [Q4 2024] → $126B (+$17.1B) [Q1 2025]
6% more funds holding
Funds holding: 1,638 [Q4 2024] → 1,735 (+97) [Q1 2025]
0.84% less ownership
Funds ownership: 42.23% [Q4 2024] → 41.39% (-0.84%) [Q1 2025]
8% less repeat investments, than reductions
Existing positions increased: 619 | Existing positions reduced: 672
20% less call options, than puts
Call options by funds: $2.16B | Put options by funds: $2.68B
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$200
17%
downside
Avg. target
$257
6%
upside
High target
$285
18%
upside
7 analyst ratings
3 positive
43%
3 neutral
43%
1 negative
14%
RBC Capital Jonathan Atkin | 12%upside $270 | Sector Perform Maintained | 25 Jul 2025 |
JP Morgan Sebastiano Petti | 16%upside $280 | Overweight Maintained | 24 Jul 2025 |
Morgan Stanley Benjamin Swinburne | 18%upside $285 | Overweight Maintained | 24 Jul 2025 |
Keybanc Brandon Nispel | 17%downside $200 | Underweight Downgraded | 9 Jul 2025 |
Redburn Atlantic Steve Malcolm | 6%downside $228 | Neutral Upgraded | 7 Jul 2025 |
Financial journalist opinion
Based on 50 articles about TMUS published over the past 30 days
Positive
Seeking Alpha
1 day ago
T-Mobile: Leading Its Peers, But Growth Might Already Be Priced In (Rating Downgrade)
T-Mobile's Q2 results beat expectations with strong EPS and revenue growth and raised 2025 guidance, outpacing Verizon and AT&T. Acquisitions, fiber expansion, and satellite initiatives are driving long-term growth and increasing market share, especially in underserved areas. Balance sheet strength, ongoing share buybacks, and a low dividend payout ratio support continued double-digit dividend growth and capital returns.
Positive
MarketBeat
3 days ago
T-Mobile Earnings Show You Why This Is a Stock to Hold
Few companies remain unaffected by global and U.S. trade tariff negotiations. However, the ones that operate under a subscription-based business model allow investors (and analysts) to accurately forecast future financials, enabling the stock price to shake off most, if not all, volatility in the market.
Negative
CNBC
6 days ago
Musk's Starlink hit with outage day after rollout of T-Mobile satellite service
Elon Musk's satellite internet service Starlink said it had a "network outage," and is working on a solution. Starlink's service is offered through SpaceX, which is also run by Musk.
Positive
The Motley Fool
6 days ago
Why T-Mobile US Stock Rose on Thursday
Shares of T-Mobile US (TMUS 6.21%) jumped as much as 7.6% higher on Thursday morning, following the release of strong second-quarter results. As of 1:20 p.m.
Positive
Forbes
6 days ago
TMUS Makes Bullish Cross Above Critical Moving Average
In trading on Thursday, shares of T-Mobile US Inc crossed above their 200 day moving average of $238.93, changing hands as high as $251.75 per share. T-Mobile US Inc shares are currently trading up about 5.8% on the day.
Positive
Seeking Alpha
6 days ago
T-Mobile Q2 Earnings: Convergence Changes The Game
T-Mobile's EPS beat, hiked guidance, and two straight quarters of record postpaid and 5G broadband adds pushed my DCF-based fair value up to $287 (15% upside). T-Mobile's 5 G broadband bundle is accelerating net adds, slashing churn, and lifting ARPU without the heavy capex burden AT&T and Verizon carry. Consumer stress and historical precedents keep pricing pressure on the radar, yet T-Mobile's superior network economics and rising cash-flow guidance leave it better equipped than rivals.
Positive
Zacks Investment Research
6 days ago
T-Mobile's Q2 Earnings Beat Estimates on Solid Revenues, Guidance Up
TMUS posts strong second-quarter results with rising revenues, record postpaid growth and a raised 2025 outlook.
Positive
The Motley Fool
6 days ago
T-Mobile US Raises Guidance on Record Q2
T-Mobile US (TMUS 6.01%) reported its Q2 2025 earnings on July 23, 2025, achieving record postpaid net additions, 9% year-over-year postpaid service revenue growth, and raising full-year guidance across multiple financial and operating metrics.
Positive
Barrons
1 week ago
T-Mobile Stock Rises as Carrier Beats Estimates, Raises Guidance
T-Mobile stock popped after the market close.
Neutral
Seeking Alpha
1 week ago
T-Mobile US, Inc. (TMUS) Q2 2025 Earnings Call Transcript
T-Mobile US, Inc. (NASDAQ:TMUS ) Q2 2025 Earnings Conference Call July 23, 2025 4:30 PM ET Company Participants Quan Yao - Senior Vice President of Investor Relations G. Sievert - President, CEO & Director Peter Osvaldik - Executive VP & CFO Srinivasan Gopalan - Chief Operating Officer Michael Katz - President of Marketing, Strategy & Products Callie Field - President of T-Mobile Business Group Ulf Ewaldsson - President of Technology Jon Freier - President of Consumer Group Conference Call Participants John Hodulik - UBS Investment Bank, Research Division Benjamin Swinburne - Morgan Stanley, Research Division Samuel McHugh - BNP Paribas Exane, Research Division Craig Moffett - MoffettNathanson LLC Jonathan Chaplin - New Street Research LLP Gregory Williams - TD Cowen, Research Division Michael Rollins - Citigroup Inc., Research Division Kutgun Maral - Evercore ISI Institutional Equities, Research Division Kannan Venkateshwar - Barclays Bank PLC, Research Division Operator Good afternoon.
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