Brokers Issue Forecasts for T-Mobile US FY2026 Earnings

T-Mobile US, Inc. (NASDAQ:TMUS) – Research analysts at Erste Group Bank lifted their FY2026 earnings per share estimates for T-Mobile US in a research note issued on Wednesday, October 21st. Erste Group Bank analyst H. Engel now anticipates that the Wireless communications provider will post earnings per share of $10.90 for the year, up from their previous estimate of $10.88. The consensus estimate for T-Mobile US’s current full-year earnings is $11.17 per share.

TMUS has been the topic of a number of other reports. Raymond James Financial upgraded shares of T-Mobile US from a “market perform” rating to an “outperform” rating and set a $170.00 price target on the stock in a research report on Monday, October 12th. TD Cowen cut their price objective on shares of T-Mobile US from $261.00 to $260.00 and set a “buy” rating for the company in a report on Friday, July 24th. Wolfe Research reissued a “peer perform” rating on shares of T-Mobile US in a research note on Friday, August 14th. Scotiabank decreased their target price on shares of T-Mobile US from $217.00 to $212.00 and set a “sector outperform” rating on the stock in a research note on Friday, October 9th. Finally, Benchmark lowered their target price on T-Mobile US from $295.00 to $280.00 and set a “buy” rating on the stock in a report on Friday, July 24th. One analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $242.21.

T-Mobile US Stock Performance

NASDAQ TMUS opened at $146.83 on Monday. The stock’s 50 day simple moving average is $169.02 and its 200-day simple moving average is $187.64. T-Mobile US has a 1-year low of $143.92 and a 1-year high of $224.75.

T-Mobile US Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Wednesday, November 25th will be paid a dividend of $1.17 per share. This represents a $4.68 dividend on an annualized basis and a yield of 3.2%. This is a boost from T-Mobile US’s previous quarterly dividend of $1.02. The ex-dividend date is Wednesday, November 25th.

Insider Transactions at T-Mobile US

In related news, CAO Daniel James Drobac sold 772 shares of T-Mobile US stock in a transaction that occurred on Thursday, September 10th. The shares were sold at an average price of $178.33, for a total value of $137,670.76. Following the completion of the transaction, the chief accounting officer owned 35,118 shares in the company, valued at approximately $6,262,592.94. The trade was a 2.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 0.32% of the stock is owned by company insiders.

Institutional Investors Weigh In On T-Mobile US

A number of hedge funds have recently added to or reduced their stakes in the business. BlackRock Inc. acquired a new position in shares of T-Mobile US in the second quarter worth $6,625,275,000. Bank of New York Mellon Corp purchased a new stake in shares of T-Mobile US during the second quarter worth $839,194,000. Amundi raised its stake in shares of T-Mobile US by 40.6% in the first quarter. Amundi now owns 3,679,795 shares of the Wireless communications provider’s stock valued at $772,867,000 after acquiring an additional 1,062,643 shares in the last quarter. Bank of America Corp DE acquired a new stake in shares of T-Mobile US in the second quarter valued at $758,977,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in shares of T-Mobile US by 1.1% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 4,076,380 shares of the Wireless communications provider’s stock valued at $683,731,000 after acquiring an additional 43,783 shares in the last quarter. 42.49% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting T-Mobile US

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

• Positive Sentiment: T-Mobile was named the U.S. P3 Mobile Network Test Champion for Q3 2026, ranking first in all 13 measured categories for the second consecutive quarter. The award reinforces the company’s network-quality advantage and could support customer retention and premium pricing. P3 names T-Mobile the Mobile Network Test Champion
• Positive Sentiment: The new T-Mix plans, launching in November, allow customers to allocate plan benefits among options such as Netflix, ESPN, Xbox Game Pass, food delivery and new-device discounts. The customizable structure could broaden T-Mobile’s appeal and increase the value of its bundled offerings. T-Mobile debuts wireless plans with customizable perks
• Neutral Sentiment: Analysts and valuation-focused coverage argue that TMUS may be undervalued after its selloff, citing its growth profile, network leadership and potentially attractive valuation. Investors are likely waiting for earnings and updated guidance to determine whether these strengths can offset competitive concerns. Is T-Mobile US stock undervalued?
• Negative Sentiment: The primary overhang is fear that SpaceX could use satellite connectivity and spectrum assets to challenge traditional wireless carriers. That concern has driven a substantial decline in TMUS and raised questions about future pricing pressure, customer acquisition costs and the durability of T-Mobile’s network advantage. One telecom expert, however, said the selloff may be excessive. T-Mobile stock is in a bear market on SpaceX fears
• Negative Sentiment: Investors are also concerned that T-Mobile’s network expansion, fiber initiatives and increased spending on cybersecurity and AI-related threats could raise capital intensity and weigh on margins. The market is looking to earnings for evidence that subscriber growth and cash flow remain strong enough to justify those investments. AT&T and T-Mobile boost infrastructure investments

About T-Mobile US

T-Mobile US, Inc (NASDAQ: TMUS) is a wireless communications company that provides mobile voice, messaging and data services to consumers, businesses and government customers in the United States, Puerto Rico and the U.S. Virgin Islands. Its offerings include postpaid and prepaid wireless plans, connected devices, broadband internet and other communications services.

The company operates a nationwide wireless network, including 5G services, and sells smartphones, tablets, connected devices and related accessories through retail stores, online channels and third-party distributors.