T-Mobile US (NASDAQ:TMUS) Posts Earnings Results, Misses Estimates By $0.15 EPS

T-Mobile US (NASDAQ:TMUS) released its quarterly earnings data on Wednesday. The Wireless communications provider reported $1.88 earnings per share for the quarter, missing analysts’ consensus estimates of $2.03 by ($0.15), Briefing.com reports. T-Mobile US had a net margin of 13.83% and a return on equity of 19.76%. The company had revenue of $24.33 billion for the quarter, compared to analyst estimates of $24.27 billion. During the same period in the previous year, the firm posted $2.57 earnings per share. The firm’s revenue for the quarter was up 11.3% compared to the same quarter last year.

Here are the key takeaways from T-Mobile US’s conference call:

• Company raised guidance and expects continued strong financial performance, with ~$77B service revenue in 2026 (8% growth), $80.5–81.5B in 2027, 900k–1M postpaid net account additions in 2026, and free cash flow of ~$18–18.7B (2026) rising to ~$19.5–20.5B (2027).
• Management emphasized widening differentiation from a claimed best network position (J.D. Power #1, spectrum advantage, 5G SA lead) and new network-integrated AI features like Live Translate and AI RAN/6G work with NVIDIA to drive share and new services.
• Broadband expansion was accelerated — FWA now targeted at 15 million customers by 2030 (up from prior plans) plus 3–4M fiber customers for a total ~18–19M broadband customers by 2030, all incremental to wireless revenue.
• Digital and AI initiatives (T-Life, IntentCX) are scaling — 73% of upgrades now on T-Life (39% unassisted) and company expects roughly $2.7–3B in run-rate savings by end of 2027 from customer-driven automation and efficiency programs.
• Near-term risks and assumptions include integration and restructuring costs ( ~$1.2–1.3B merger-related cash, ~$450M network optimization, ~$150M workforce charges), a conservative 2.5x leverage assumption (higher modeled cash interest of ~$4.3B in 2026/$5.0B in 2027), and a disclosure shift away from postpaid phone-level metrics to account-level reporting that may complicate some analyst models.

T-Mobile US Trading Up 2.3%

NASDAQ TMUS traded up $4.63 during trading hours on Wednesday, reaching $204.06. The company’s stock had a trading volume of 5,531,753 shares, compared to its average volume of 6,090,291. The stock has a market cap of $228.24 billion, a P/E ratio of 19.72, a P/E/G ratio of 1.09 and a beta of 0.44. T-Mobile US has a 52 week low of $181.36 and a 52 week high of $276.49. The firm has a fifty day simple moving average of $196.50 and a 200-day simple moving average of $219.17. The company has a debt-to-equity ratio of 1.37, a current ratio of 0.89 and a quick ratio of 0.80.

T-Mobile US Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Friday, February 27th will be given a $1.02 dividend. The ex-dividend date is Friday, February 27th. This represents a $4.08 annualized dividend and a yield of 2.0%. T-Mobile US’s dividend payout ratio (DPR) is currently 39.23%.

Insider Buying and Selling at T-Mobile US

In other news, insider Michael J. Katz sold 2,500 shares of the business’s stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $215.91, for a total value of $539,775.00. Following the transaction, the insider directly owned 156,203 shares of the company’s stock, valued at $33,725,789.73. The trade was a 1.58% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director G Michael Sievert sold 22,500 shares of the business’s stock in a transaction on Monday, November 17th. The shares were sold at an average price of $216.97, for a total transaction of $4,881,825.00. Following the transaction, the director owned 308,696 shares in the company, valued at $66,977,771.12. The trade was a 6.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 51,457 shares of company stock valued at $11,149,636. 0.37% of the stock is currently owned by insiders.

Hedge Funds Weigh In On T-Mobile US

Several institutional investors have recently added to or reduced their stakes in the stock. CYBER HORNET ETFs LLC lifted its stake in shares of T-Mobile US by 3.8% during the 3rd quarter. CYBER HORNET ETFs LLC now owns 1,319 shares of the Wireless communications provider’s stock valued at $316,000 after buying an additional 48 shares in the last quarter. Tcfg Wealth Management LLC lifted its position in T-Mobile US by 5.6% during the third quarter. Tcfg Wealth Management LLC now owns 999 shares of the Wireless communications provider’s stock valued at $239,000 after purchasing an additional 53 shares during the last quarter. ICONIQ Capital LLC grew its position in T-Mobile US by 8.1% in the second quarter. ICONIQ Capital LLC now owns 870 shares of the Wireless communications provider’s stock worth $207,000 after acquiring an additional 65 shares in the last quarter. One Capital Management LLC raised its stake in shares of T-Mobile US by 5.5% during the third quarter. One Capital Management LLC now owns 1,366 shares of the Wireless communications provider’s stock worth $327,000 after acquiring an additional 71 shares in the last quarter. Finally, Nicolet Advisory Services LLC lifted its stake in T-Mobile US by 6.0% in the third quarter. Nicolet Advisory Services LLC now owns 1,512 shares of the Wireless communications provider’s stock worth $344,000 after purchasing an additional 86 shares during the last quarter. Institutional investors own 42.49% of the company’s stock.

Analysts Set New Price Targets

A number of analysts recently weighed in on the stock. Royal Bank Of Canada lowered their price target on shares of T-Mobile US from $270.00 to $255.00 and set an “outperform” rating for the company in a report on Friday, January 16th. Oppenheimer lowered shares of T-Mobile US from an “outperform” rating to a “market perform” rating in a report on Friday, November 21st. Barclays reiterated a “buy” rating on shares of T-Mobile US in a report on Tuesday, January 13th. The Goldman Sachs Group reduced their target price on shares of T-Mobile US from $287.00 to $251.00 and set a “buy” rating for the company in a research note on Friday, December 12th. Finally, DZ Bank reaffirmed a “buy” rating on shares of T-Mobile US in a research note on Tuesday, October 28th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have given a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $256.78.

T-Mobile US News Summary

Here are the key news stories impacting T-Mobile US this week:

• Positive Sentiment: T‑Mobile raised its multi‑year growth outlook and emphasized durable differentiation across “Best Network, Best Value, Best Experiences,” signaling stronger future revenue and margin potential. T-Mobile Raises the Bar…
• Positive Sentiment: Company reported industry‑leading customer growth (total postpaid net adds 2.4M; postpaid phone net adds 962k) and revenue up ~11% YoY, supporting longer‑term ARPU/margin upside. T-Mobile Delivers Best-in-Class Customer Results in Q4…
• Positive Sentiment: T‑Mobile unveiled a network‑embedded real‑time AI platform — a potential long‑term differentiator that could drive new services and stickiness without new device sells. America’s Best Network Unleashes Another World First…
• Positive Sentiment: Analysts and commentators are highlighting strong EBITDA/operational momentum that could underpin stock upside if margins expand as guided. T-Mobile’s 10% EBITDA Explosion Could Make Savvy Investors Filthy Rich
• Neutral Sentiment: Earnings figures are mixed across reports — some outlets cite an adjusted beat (~$2.14 vs. ~$2.03 consensus) while others show a lower GAAP figure — creating short‑term confusion but not necessarily changing the growth story. T-Mobile (TMUS) Beats Q4 Earnings and Revenue Estimates
• Negative Sentiment: Several outlets flagged that T‑Mobile added fewer wireless subscribers than some analysts expected amid aggressive competition, which is a key near‑term risk for consensus earnings and multiple expansion. T-Mobile adds fewer wireless subscribers than expected amid intense competition
• Negative Sentiment: Some reports note a GAAP EPS miss and investor discomfort (and conference‑call scrutiny) over subscriber math and one‑time costs (workforce restructuring), which pressured sentiment despite revenue growth. T-Mobile sees huge boom in phone subscribers, but here’s why the stock is falling
• Negative Sentiment: News coverage suggests the market was “spooked” by the miss/softness in certain metrics even as revenue rose — a reminder that execution vs. expectations will drive near‑term share moves. T-Mobile Stock Drops. Why Earnings Are Spooking the Market.

About T-Mobile US

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.