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T-Mobile US, Inc. (TMUS) Stock

T-Mobile US, Inc. Stock Details, Movements and Public Alerts

T-Mobile US (TMUS): The 133 Million Customer Wireless Giant Adding Fiber and Fixed Wireless to Its Growth Story

T-Mobile went from the scrappy third-place US carrier to the industry's growth leader in less than a decade. The Sprint merger in 2020 gave it the spectrum to build America's largest 5G network. Five years later, the results are visible: 132.8 million customers, $81.4 billion in annual revenue, and quarterly postpaid phone additions that consistently beat AT&T and Verizon combined. In Q3 2025, T-Mobile added 1 million postpaid phone subscribers, the biggest third quarter in over a decade. The company is now expanding beyond wireless into home broadband through two channels: fixed wireless access (5G home internet, adding 506,000 customers in Q3) and fiber, following the Metronet acquisition that closed in July 2025. New CEO Srini Gopalan, formerly of Deutsche Telekom's European operations, took the helm in November 2025 to execute this broadband expansion.

52-Week Range

$272.60 - $181.36

-21.10% from high · +18.60% from low

Avg Daily Volume

5,338,934

20-day average

100-day avg: 5,755,311

Fundamentals

Valuation Metrics

P/E Ratio (TTM)

22.12

Near market average

Forward P/E

15.28

Earnings expected to grow

Price to Book

4.02

EV/EBITDA

10.81

EPS (TTM)

$9.71

Price to Sales

2.72

Beta

0.41

Less volatile than market

Q:How is TMUS valued relative to its earnings and growth?
T-Mobile US, Inc. trades at a P/E ratio of 22.12, which is near the market average of approximately 20, suggesting the market views it as fairly valued relative to its earnings. Looking ahead, the forward P/E of 15.28 is lower than the current P/E, indicating analysts expect earnings to grow over the next year.
Q:What is TMUS's risk profile compared to the market?
With a beta of 0.41, T-Mobile US, Inc. is less volatile than the overall market. This means when the market moves up or down by 10%, this stock typically moves less than 10% in the same direction. Lower beta stocks are often preferred by conservative investors seeking stability. The price-to-book ratio of 4.02 shows investors value the company above its book value, which often reflects intangible assets or growth prospects.

Performance & Growth

Profit Margin

12.45%

Operating Margin

18.37%

EBITDA

$32.82B

Return on Equity

18.18%

Return on Assets

5.68%

Revenue Growth (YoY)

11.30%

Earnings Growth (YoY)

-26.60%

Q:How profitable and efficient is TMUS's business model?
T-Mobile US, Inc. achieves a profit margin of 12.45%, meaning it retains $12.45 from every $100 in revenue after all expenses. This represents a solid margin typical of well-run businesses, showing the company can effectively balance revenue generation with cost control. The operating margin of 18.37% reveals how efficiently the company runs its core business operations before interest and taxes. With ROE at 18.18% and ROA at 5.68%, the company generates strong returns on invested capital.
Q:What are TMUS's recent growth trends?
T-Mobile US, Inc.'s revenue grew by 11.30% year-over-year, showing steady progress in growing the business. This positive trajectory indicates the company maintains competitive positioning in its markets. Earnings decreased by 26.60% year-over-year, reflecting the bottom-line impact of business performance. These growth metrics should be evaluated against Telecom Services industry averages for proper context.

Dividend Information

Dividend Per Share

$4.08

Dividend Yield

1.90%

Ex-Dividend Date

Feb 27, 2026

Dividend Date

Mar 12, 2026

Q:What dividend income can investors expect from TMUS?
T-Mobile US, Inc. offers a dividend yield of 1.90%, paying $4.08 per share annually. This modest yield below 2% suggests the company prioritizes growth investments over current income. While the dividend provides some return, investors are likely attracted more by capital appreciation potential than income generation. To receive the next dividend, shares must be purchased before the ex-dividend date of Feb 27, 2026.
Q:How reliable is TMUS's dividend for long-term investors?
The dividend sustainability can be assessed through the payout ratio - T-Mobile US, Inc. pays $4.08 per share in dividends against earnings of $9.71 per share, resulting in a payout ratio of 42.02%. This balanced payout between 30-60% suggests a sustainable dividend policy that allows both shareholder returns and business reinvestment. The dividend appears well-covered by earnings. The next dividend payment is scheduled for Mar 12, 2026.

Company Size & Market

Market Cap

$240.3B

Revenue (TTM)

$88.31B

Revenue/Share (TTM)

$78.29

Shares Outstanding

1.10B

Book Value/Share

$53.48

Asset Type

EQUITY

Q:What is TMUS's market capitalization and position?
T-Mobile US, Inc. has a market capitalization of $240.3B, classifying it as a mega-cap stock (over $200B). These are the largest, most established companies globally, typically offering stability and liquidity but with more modest growth potential. Mega-caps often pay dividends and weather economic downturns better than smaller companies. With 1.10B shares outstanding, the company's ownership is widely distributed. As a major player in the Telecom Services industry, it competes with other firms in this sector.
Q:How does TMUS's price compare to its book value?
T-Mobile US, Inc.'s book value per share is $53.48, while the current stock price is $215.09, resulting in a price-to-book (P/B) ratio of 4.02. This high P/B ratio indicates significant intangible assets, strong brand value, or high growth expectations. Technology and consumer brand companies often trade at elevated P/B ratios due to intellectual property and competitive advantages not reflected on the balance sheet. As EQUITY, this represents a specific type of security.

Analyst Ratings

Analyst Target Price

$268.52

24.84% upside potential

Analyst Recommendations

Strong Buy

9

Buy

12

Hold

8

Sell

0

Strong Sell

0

Q:How reliable are analyst predictions for TMUS?
29 analysts cover TMUS with 72% recommending buy/strong buy ratings. Analyst predictions have mixed reliability - studies show consensus rarely beats market returns consistently. The strong bullish consensus may already be priced in. The consensus target of $268.52 implies 24.8% upside, but targets are often adjusted to follow price moves rather than predict them.
Q:What is the Wall Street consensus on TMUS?
Current analyst recommendations:9 Strong Buy, 12 Buy, 8 Hold, 00The bullish tilt suggests optimism about future prospects, though investors should conduct independent research.Remember that analyst opinions often lag price movements and can be influenced by investment banking relationships.

Fundamentals last updated: Mar 17, 2026, 02:07 AM

Technical Indicators

RSI (14-day)

52.94

Neutral

50-Day Moving Average

$203.62

5.63% above MA-50

200-Day Moving Average

$220.17

-2.31% below MA-200

MACD Line

3.26

MACD Signal

4.41

MACD Histogram

-1.15

Bearish

Q:What does TMUS's RSI value tell investors?
The RSI (Relative Strength Index) for TMUS is currently 52.94, indicating the stock is in neutral territory (40-60 range). Neither buyers nor sellers have clear control, suggesting consolidation or balanced market forces. Combined with the price being above the 50-day moving average, this confirms bullish conditions.
Q:How should traders interpret TMUS's MACD and moving average crossovers?
MACD analysis shows the MACD line at 3.26 below the signal line at 4.41, with histogram at -1.15. This bearish crossover indicates downward pressure. The wide histogram confirms strong momentum. The 50-day MA ($203.62) is below the 200-day MA ($220.17), forming a death cross pattern that often warns of extended weakness. Price is currently between the MAs, suggesting transition.

Indicators last updated: Mar 17, 2026, 12:57 AM

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T-Mobile US (TMUS) Stock Analysis 2025: Complete Investment Guide

From Underdog to Industry Leader

T-Mobile's transformation began under John Legere's 'Un-carrier' strategy in 2013, which eliminated contracts, added international roaming, and undercut competitors on price. Mike Sievert continued the playbook after becoming CEO in 2020, closing the Sprint merger that combined T-Mobile's low-band coverage with Sprint's 2.5 GHz mid-band spectrum. That mid-band spectrum became T-Mobile's decisive advantage: it provides the range to cover wide areas and the bandwidth to deliver speeds that compete with cable internet.

The numbers tell the story. Customer count grew from 86 million in 2019 to 132.8 million in mid-2025. Revenue doubled from $45 billion to $81.4 billion. Postpaid phone additions consistently outpace AT&T and Verizon, and Q3 2025's 1 million postpaid phone adds marked the strongest third quarter in over a decade. New CEO Srini Gopalan, who ran Deutsche Telekom's European operations, took over in November 2025 with a mandate to sustain this momentum while expanding into broadband.

The Broadband Push: Fixed Wireless and Fiber

T-Mobile's growth increasingly comes from home broadband rather than just wireless phones. Fixed wireless access (FWA), which delivers home internet over the 5G network, added 506,000 customers in Q3 2025 alone, up 22% year-over-year. This product competes directly with cable providers like Comcast and Charter by offering comparable speeds at lower prices with simpler installation.

The Metronet acquisition, which closed in July 2025, adds fiber-to-the-home infrastructure to the portfolio. Fiber provides faster, more reliable connections than wireless, serving customers who need higher bandwidth. T-Mobile added 54,000 fiber customers in Q3, bringing total broadband subscribers to 8.8 million across both wireless and fiber. The company targets a combined broadband business that can compete with entrenched cable incumbents across most of the US.

Financial Performance

  • •FY2024 Revenue: $81.4 billion, with continued growth in 2025
  • •Q2 2025 Revenue: $21.13 billion, up 6.9% year-over-year
  • •Postpaid Net Adds (Q2): 830,000 phones, 1.7 million total postpaid (record Q2)
  • •FY2025 Net Add Guidance: 6.1-6.4 million postpaid total, including 2.95-3.10 million phones
  • •Broadband Customers: 8.8 million total (fixed wireless + fiber)
  • •Free Cash Flow: Strong generation supporting share buybacks and dividend growth

Growth Catalysts

  • •Broadband Market Share Gains: Fixed wireless and fiber combined target the $100B+ US broadband market; 8.8M subscribers is still a fraction of the addressable base
  • •Postpaid Phone Growth: Continued share gains from AT&T and Verizon driven by network quality improvements and competitive pricing
  • •Enterprise and Government: T-Mobile is expanding its business-to-business segment, winning larger enterprise contracts that carry higher ARPU and longer contract durations
  • •5G Advanced and Network Monetization: Upcoming 5G-Advanced and eventual 6G capabilities enable new revenue streams from IoT, private networks, and edge computing
  • •Capital Returns: Share buyback program and growing dividend provide shareholder returns alongside business growth

Risks and Challenges

  • •Competitive Response: AT&T and Verizon are investing aggressively in 5G and fiber to defend market share; pricing pressure could compress margins across the industry
  • •Broadband Integration Risk: Metronet acquisition requires integrating fiber operations, which differ from wireless in network management, installation logistics, and customer service
  • •CEO Transition: Leadership change from Sievert to Gopalan introduces execution uncertainty; new CEO must maintain the aggressive growth culture while managing a larger, more complex business
  • •Spectrum and Capex Needs: Maintaining network leadership requires continued spectrum acquisitions and capital expenditure; any spectrum auction or regulatory change could increase costs
  • •Market Saturation: US wireless market approaches saturation at 350+ million connections; growth increasingly comes from taking share rather than market expansion

Competitive Landscape

In wireless, T-Mobile competes directly with AT&T and Verizon in a three-player oligopoly. T-Mobile has been the consistent share gainer since the Sprint merger, adding more postpaid phone customers than both competitors combined in most quarters. The network quality gap has narrowed, but T-Mobile's mid-band spectrum advantage still provides faster average speeds in independent testing.

In broadband, the competitive set expands to include Comcast, Charter, Cox, and regional fiber providers. T-Mobile's fixed wireless service competes on price and convenience (no installation appointment, self-install gateway), while fiber competes on speed and reliability. The combination of both access technologies gives T-Mobile flexibility to serve different customer needs. Cable companies have the advantage of established infrastructure and bundled offerings that include video.

Who Is This Stock Suitable For?

Perfect For

  • ✓GARP (growth at a reasonable price) investors seeking steady double-digit earnings growth with improving capital returns
  • ✓Income-oriented growth investors who value a growing dividend backed by strong free cash flow
  • ✓Telecom sector investors who want exposure to the best-positioned US wireless operator
  • ✓Long-term holders who believe broadband expansion adds a second growth engine to the wireless core

Less Suitable For

  • ✗High-growth seekers (6-7% revenue growth is solid but not hypergrowth)
  • ✗Risk-averse investors uncomfortable with the capital intensity of telecom
  • ✗Those who believe wireless market saturation will slow subscriber growth significantly
  • ✗Investors who prefer pure-play wireless without broadband integration complexity

Investment Thesis

T-Mobile has won the post-Sprint merger period decisively: fastest subscriber growth, strongest network metrics, and improving financial returns. The addition of broadband through fixed wireless and the Metronet fiber acquisition opens a second growth vector that extends the runway beyond wireless phone additions. The 8.8 million broadband customers represent early innings in a market where tens of millions of US households remain underserved by competition to their cable provider.

The transition risk under new CEO Gopalan is real but mitigated by the strong operational foundation Sievert left. Deutsche Telekom's majority ownership provides strategic continuity and access to European operational expertise. The stock trades at a reasonable premium to telecom peers, justified by faster growth and better capital allocation. T-Mobile suits investors looking for a quality compounder in a traditionally slow-growth sector, with the broadband expansion providing optionality that AT&T's fiber build and Verizon's FWA efforts have not matched in customer acquisition pace.

Conclusion

T-Mobile offers the best growth profile in US telecom with a proven track record of execution. The broadband expansion adds a meaningful second growth engine, and the capital return program (buybacks + dividend) supports shareholder value. The stock is appropriate as a core holding for investors who want telecom exposure with above-peer growth and improving returns.
Bull Case
$280 (30% upside) - Broadband scales to 15M+ customers, enterprise revenue accelerates, margins expand, dividend growth attracts income investors
Base Case
$230 (7% upside) - Steady 6-7% revenue growth, broadband adds continue at current pace, share buybacks support EPS growth
Bear Case
$170 (20% downside) - Competitive pricing pressure compresses margins, broadband growth disappoints, CEO transition creates execution gaps

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