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T-Mobile US Inc

T-Mobile US Inc

TMUS
$192.43USD↓-0.22%-0.42 today

MARKET CAP

208.2B

P/E (TTM)

20.1x

FWD P/E

15.8x

DAY RANGE

$190 – $199

52W RANGE

$166
$262

AI Summary

Stalk
StalkMedium

TMUS remains in early, fragile Stage 1 consolidation despite a momentum breakout above recent resistance. Medium-term bias is bullish on evidence of accumulation and EMA support, but price is currently extended above the 9/21/50 EMAs and in overbought territory. Short-term execution is deferred—Stalk—waiting for a disciplined pullback into the EMA support zone near the lower breakout level before engaging.

  • ↑Record Q1 postpaid net additions at 3.3 million shows strong demand.
  • ↑Postpaid service revenue grew 9% YoY to $12.3 billion.
  • ↓Competitive promotional intensity adds spending and squeezes margins.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

T-Mobile US, Inc. (NASDAQ: TMUS) is a leading telecommunications provider in the United States, recognized for its innovative customer service strategies and robust network quality. With a strong focus on expanding its subscriber base through competitive pricing and advanced 5G offerings, T-Mobile is strategically positioned to capture market share across urban and underserved areas. The company's initiatives, including the rollout of T-Satellite services and enhancement of its 5G and broadband services, illustrate its commitment to staying ahead of competitors in a rapidly evolving market.

Bull says

  • ↑Record Q1 postpaid net additions at 3.3 million shows strong demand.
  • ↑Postpaid service revenue grew 9% YoY to $12.3 billion.
  • ↑Postpaid ARPA rose ~4%, highest in eight years, indicating successful upsells.
  • ↑$10 billion CapEx planned for 2026 to expand 5G and broadband reach.
  • ↑Service revenue projected to hit ~$77 billion by 2026, ~8% growth.
  • ↑High balance sheet quality and dividend yield underscore financial strength.

Bear says

  • ↓Competitive promotional intensity adds spending and squeezes margins.
  • ↓Legacy plan phase-outs risk customer dissatisfaction and higher churn.
  • ↓Negative earnings yield and elevated debt raise financial sustainability concerns.
  • ↓Regulatory scrutiny on mergers may constrain strategic acquisitions.
  • ↓Fiber expansion poses integration and synergy execution risks.
  • ↓Weak profitability and growth factor signals suggest delivery challenges.

Investment themes with TMUS

Networking & Connectivity Infrastructure↑ +0.56%

INTC · CIEN · MU
Telecommunications↑ +0.98%

CSCO · VZ · T
High Dividend Yield↑ +0.32%

Companies paying above-average dividends

AVGO · JPM · XOM

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 04-29-2026bullish

Transcript signals

Bull points

  • This quarter is a powerful demonstration that the strategy we outlined for you in February is working.
  • Our industry-leading growth this quarter is a testament to this.
  • One of the largest of these growth opportunities is the 20 million plus families and businesses who are network seekers not currently with T-Mobile.

Bear points

  • Verizon, for example, they lost 127,000 postpaid net accounts, and their ARPA was almost down 2% year over year.
  • AT&T, They just delivered the highest, yet again, the highest year-over-year postpaid phone churn increase in the industry, proving that all the convergence talk is just that, it's talk. But also, more importantly, they had declines in postpaid phone ARPU sequentially and year-over-year.
  • So postpaid account churn is doing exactly what we expected. When you look at the underlying postpaid phone churn, that was pretty stable. It was up about three bips.
Read full transcript analysis ›