T-Mobile US, Inc.

T-Mobile US, Inc.

TMUSยทNASDAQ

$181.45

-3.9%
Communication ServicesTelecommunications Services

T-Mobile US, Inc., together with its subsidiaries, provides mobile communications services in the United States, Puerto Rico, and the United States Virgin Islands. The company offers voice, messaging, and data services to 108.7 million customers in the postpaid, prepaid, and wholesale markets. It also provides wireless devices, including smartphones, wearables, and tablets and other mobile communication devices, as well as wireless devices and accessories. In addition, the company offers services, devices, and accessories under the T-Mobile and Metro by T-Mobile brands through its owned and operated retail stores, T-Mobile app and customer care channels, and its websites. It also sells its devices to dealers and other third-party distributors for resale through independent third-party retail outlets and various third-party websites. As of December 31, 2021, it operated approximately 102,000 macro cell and 41,000 small cell/distributed antenna system sites. The company was founded in 1994 and is headquartered in Bellevue, Washington.

At a Glance

Live Snapshot
Market Cap$196.37B
EPS9.7500
P/E Ratio20.84
Earnings Date07/22/2026
tmus

T-Mobile US, Inc. Street Expectations Map

TMUS ยท NASDAQ

Wall Street analysts project that TMUS stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 249.42, with estimates ranging from a low of 220.00 to a high of 285.00.

Lowest Target
220.00
21.25%
Consensus Target
249.42
37.46%
Highest Target
285.00
57.07%

The consensus 1-year price target stands at 249.42, with estimates ranging from a low of 220.00 to a high of 285.00.

Analyst Consensus Analysis

Upside Potential

+37.5%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

26.1% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

tmus

T-Mobile US, Inc. Forward Estimates of Revenue

TMUS ยท NASDAQ
Latest Revenue
88.31B
FY 2025
Avg Estimate
94.42B
FY 2026
Estimate Range
91.85B - 96.18B
Analyst Spread

Forward Growth Analysis

Projected Growth+6.9%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage20 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

tmus

T-Mobile US, Inc. Forward Estimates of Net Income

TMUS ยท NASDAQ
Latest Net Income
10.99B
FY 2025
Avg Estimate
12.75B
FY 2026
Estimate Range
12.58B - 15.18B
Analyst Spread

Forward Growth Analysis

Projected Growth+16.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage20 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread20%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

tmus

T-Mobile US, Inc. Forward Estimates of EPS

TMUS ยท NASDAQ
Latest EPS
9.75
FY 2025
Avg Estimate
$11.52
FY 2026
Estimate Range
$10.72 - $12.94
Analyst Spread

Forward Growth Analysis

Projected Growth+18.2%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage19 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread19%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

tmus

T-Mobile US, Inc. Forward Estimates of EBIT

TMUS ยท NASDAQ
Latest EBIT
18.74B
FY 2025
Avg Estimate
12.49B
FY 2026
Estimate Range
12.15B - 12.73B
Analyst Spread

Forward Growth Analysis

Projected Growth-33.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage20 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

tmus

T-Mobile US, Inc. Forward Estimates of EBITDA

TMUS ยท NASDAQ
Latest EBITDA
32.25B
FY 2025
Avg Estimate
29.58B
FY 2026
Estimate Range
28.77B - 30.13B
Analyst Spread

Forward Growth Analysis

Projected Growth-8.3%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage20 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

tmus

T-Mobile US, Inc. Forward Estimates of SG&A Expense

TMUS ยท NASDAQ
Latest SG&A Expense
22.96B
FY 2025
Avg Estimate
25.08B
FY 2026
Estimate Range
24.39B - 25.54B
Analyst Spread

Forward Growth Analysis

Projected Growth+9.2%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage20 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

tmus

T-Mobile US, Inc. Insider Positioning

TMUS ยท NASDAQ

During the last 12 months, insiders have purchased $2.98M and sold $357.53M worth of TMUS shares, resulting in $354.56M of net selling activity.

3 Months

Bought

5.1K

999.93K

Sold

10.8K

2.11M

Net Activity

-1.1M

-$1.11M

3-6 Months

Bought

0

0.00

Sold

694.1K

150.85M

Net Activity

-150.8M

-$150.85M

6-9 Months

Bought

9.8K

1.98M

Sold

272.2K

62.70M

Net Activity

-60.7M

-$60.72M

9-12 Months

Bought

0

0.00

Sold

590.3K

141.88M

Net Activity

-141.9M

-$141.88M

Top Buyers

1
GS

Gopalan Srini

Director, Officer: President And Ceo

9.8K sharesโ€ข1 transactions

$1.98M

2
AA

Almeida Andre

Officer: Chief Broadband, Ent. & Emerg

5.1K sharesโ€ข1 transactions

$1000K

Top Sellers

1
DTA

Deutsche Telekom Ag

Director, 10 Percent Owner:

746.8K sharesโ€ข97 transactions

$177.15M

2
CRM

Claure Raul Marcelo

Director

550.0K sharesโ€ข1 transactions

$119.66M

3
SGM

Sievert G Michael

Director

185.0K sharesโ€ข7 transactions

$41.74M

4
OP

Osvaldik Peter

Officer: Chief Financial Officer

27.0K sharesโ€ข1 transactions

$5.80M

5
NMW

Nelson Mark Wolfe

Officer: Chief Legal Officer & Gc

18.8K sharesโ€ข3 transactions

$4.16M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $354.56M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.01:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$1.11M

Negative recent trend with net selling. Insiders have reduced positions in recent months, which could signal caution.

Insider Participation

High Selling

5 insider sellers vs. 2 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.