T-Mobile US (NASDAQ:TMUS – Get Free Report) had its price objective lifted by stock analysts at The Goldman Sachs Group from $233.00 to $254.00 in a research report issued to clients and investors on Thursday,MarketScreener reports. The firm currently has a “buy” rating on the Wireless communications provider’s stock. The Goldman Sachs Group’s price target suggests a potential upside of 15.24% from the stock’s current price.
Several other equities analysts have also recently issued reports on the stock. Weiss Ratings cut shares of T-Mobile US from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, January 12th. HSBC raised shares of T-Mobile US from a “hold” rating to a “buy” rating and set a $285.00 price objective on the stock in a research note on Friday, October 24th. Morgan Stanley lowered their target price on T-Mobile US from $280.00 to $260.00 and set an “overweight” rating for the company in a research report on Wednesday, December 10th. Barclays upped their price target on T-Mobile US from $240.00 to $245.00 and gave the company an “overweight” rating in a research report on Thursday. Finally, Scotiabank lowered their price objective on T-Mobile US from $270.50 to $266.00 and set a “sector outperform” rating for the company in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eleven have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $256.13.
Read Our Latest Analysis on TMUS
T-Mobile US Trading Up 5.2%
T-Mobile US (NASDAQ:TMUS – Get Free Report) last announced its quarterly earnings results on Wednesday, February 11th. The Wireless communications provider reported $1.88 EPS for the quarter, missing analysts’ consensus estimates of $2.03 by ($0.15). The firm had revenue of $24.33 billion for the quarter, compared to analyst estimates of $24.27 billion. T-Mobile US had a net margin of 13.83% and a return on equity of 19.76%. The business’s revenue for the quarter was up 11.3% compared to the same quarter last year. During the same period in the previous year, the business posted $2.57 earnings per share. As a group, sell-side analysts predict that T-Mobile US will post 10.37 EPS for the current fiscal year.
Insider Activity at T-Mobile US
In related news, Director Letitia A. Long sold 1,457 shares of the company’s stock in a transaction that occurred on Friday, December 5th. The stock was sold at an average price of $210.32, for a total transaction of $306,436.24. Following the transaction, the director directly owned 5,438 shares of the company’s stock, valued at approximately $1,143,720.16. This represents a 21.13% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director G Michael Sievert sold 22,500 shares of the company’s stock in a transaction that occurred on Monday, November 17th. The stock was sold at an average price of $216.97, for a total value of $4,881,825.00. Following the transaction, the director directly owned 308,696 shares in the company, valued at $66,977,771.12. The trade was a 6.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 51,457 shares of company stock valued at $11,149,636 in the last three months. Corporate insiders own 0.37% of the company’s stock.
Institutional Inflows and Outflows
Several hedge funds have recently modified their holdings of TMUS. Colonial Trust Co SC raised its position in T-Mobile US by 17.7% in the 4th quarter. Colonial Trust Co SC now owns 710 shares of the Wireless communications provider’s stock valued at $144,000 after buying an additional 107 shares during the last quarter. Great Lakes Advisors LLC boosted its holdings in T-Mobile US by 28.0% during the 4th quarter. Great Lakes Advisors LLC now owns 89,925 shares of the Wireless communications provider’s stock worth $18,259,000 after acquiring an additional 19,652 shares during the last quarter. Aviva PLC grew its stake in shares of T-Mobile US by 6.6% in the 4th quarter. Aviva PLC now owns 654,746 shares of the Wireless communications provider’s stock worth $132,940,000 after acquiring an additional 40,286 shares in the last quarter. Sustainable Insight Capital Management LLC raised its holdings in shares of T-Mobile US by 59.4% in the fourth quarter. Sustainable Insight Capital Management LLC now owns 69,477 shares of the Wireless communications provider’s stock valued at $14,107,000 after purchasing an additional 25,900 shares during the last quarter. Finally, Great Valley Advisor Group Inc. lifted its position in shares of T-Mobile US by 69.3% during the fourth quarter. Great Valley Advisor Group Inc. now owns 19,584 shares of the Wireless communications provider’s stock valued at $3,977,000 after purchasing an additional 8,017 shares in the last quarter. Hedge funds and other institutional investors own 42.49% of the company’s stock.
T-Mobile US News Roundup
Here are the key news stories impacting T-Mobile US this week:
- Positive Sentiment: T-Mobile raised its multi-year growth outlook at its Capital Markets Day, emphasizing widening differentiation across network, value and customer experience — a bullish signal for sustained revenue and EBITDA expansion. T-Mobile Raises the Bar — Business Wire
- Positive Sentiment: Company-reported customer metrics showed industry-leading postpaid net additions (2.4M in Q4, 7.8M in 2025) and strong postpaid phone adds, supporting revenue growth and upside to long-term subscriber value. T-Mobile Delivers Best-in-Class Customer Results — Business Wire
- Positive Sentiment: T-Mobile beat consensus on adjusted EPS/revenue in some reports and highlighted stronger postpaid demand and cash flow, which alongside an announced increase in buybacks supports shareholder returns. Quarterly earnings top estimates — Proactive Investors
- Neutral Sentiment: The company announced a proposed euro-denominated senior notes offering to raise proceeds for general corporate purposes (including potential buybacks/dividends) — adds funding optionality but increases leverage and liquidity considerations. Euro-Denominated Senior Notes Offering — Business Wire
- Neutral Sentiment: T-Mobile is pushing new product differentiation — claiming a world-first agentic AI platform and embedding real-time AI into the network, which could drive stickiness and new services but is early-stage for monetization. Real-Time AI Built into the Network — Business Wire
- Negative Sentiment: Some outlets flagged fewer-than-expected wireless subscriber adds and mixed earnings metrics (GAAP vs. adjusted EPS differences, restructuring costs), which spooked investors and highlight near-term margin pressures. Adds Fewer Wireless Subscribers Than Expected — Reuters
- Negative Sentiment: Competitive intensity (AT&T/Verizon fiber and pricing promotions) remains a headwind for near-term subscriber momentum and ARPU improvement. 5G FWA vs. Fiber — SDxCentral
T-Mobile US Company Profile
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.
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