NASDAQ:TMUS

T-Mobile US (TMUS)

176.94
-0.15 (0.08%)
as of Aug 4, 2026, 7:21:16 pm Market Open.
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Investor Insights
star iconAug 4, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

T-Mobile US (TMUS-Q) has faced significant share price declines, prompting anticipation for answers in an upcoming earnings report. Market dynamics have shifted towards more aggressive and cyclical stocks, which has impacted demand for previously favored defensive stocks like T-Mobile. Experts highlight potential risks from competitors, particularly Elon Musk's satellite venture, which could compress margins. Despite being recognized as a value stock with projected earnings growth of 19.4% in 2026, the recent rotation away from defensives indicates a challenging environment for T-Mobile unless market sentiment turns bearish again. This combination of factors has resulted in a mixed outlook from analysts.

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Consensus
Negative
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Valuation
Undervalued
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Feb 23/23, Up 32.6%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with TMUS is progressing well.  To remain disciplined, we recommend trailing up the stop (from $159) to $169 at this time.  

BUY

They offer growth. Likes it.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Feb 23/23, Up 25.7%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with TMUS has achieved its target at $180.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $135) to $159.  

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Feb 23/23, Up 13%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with TMUS is progressing well.  To remain disciplined, we recommend trailing up the stop (from $135) to $153 at this time.  

BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

TMUS is reasonably priced at 19X earnings. Growth looks good; EPS has gone from 99c in 2015 to an expected $10.02 next year. 2024 growth vs 2023 is expected at more than 40%. 2025 growth will not be that high but should still be quite decent. Debt is fairly high but cash flow is secure and growing. Certainly we would prefer it over the larger, slow growth incumbents in the sector. There  is no dividend, however, as it focuses on growth. But we would be comfortable owning it. 
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BUY

Today, it announced it is buying Ryan Reynolds' Mint Mobile as well as parent Ultra Mobile, two value-oriented wireless plays. A great deal.

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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

According to Stockchaser Michael O'Reilly, TMUS checks off several boxes: has 113 million customers, is the only American standalone 5G mobile network, and has a deal with Amazon AWS (the #1 cloud service) to provide 5G to their customers. Also consider that TMUS took a leap forward on April 1, 2020 when it officially absorbed Sprint to add their 33.84 postpaid subscribers to T-Mobile's existing 47 million subs.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O’Reilly

We reiterate TMUS, the second largest wireless operator in the US with over 113 million customers operating the country's sole stand-alone 5G network, as a TOP PICK. They just announced a deal with Amazon AWS to provide 5G services to customers.  It trades at 2.6x book.  It has been prudently using some cash reserves to retire debt and buy back shares.  We recommend keeping the stop at $135, looking to achieve $180 -- upside potential over 20%. Yield 0% 

(Analysts’ price target is $180.17)
BUY
It reports Wednesday. They're taking market share from AT&T and Verizon and will continue to.
BUY
It reports Wednesday. They're taking market share from AT&T and Verizon and will continue to.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly This TOP PICK is the second largest wireless operator in the US with over 113 million customers and it operates the country's sole stand-alone 5G network. Recent earnings beat expectations by over 50%. We like that cash reserves are growing once again. We recommend a stop-loss at $135, looking to achieve $177 -- upside potential over 20%. Yield 0% (Analysts’ price target is $177.07)
BUY
Is up 20% this year, the best performer in this sector. The best wireless carrier in the U.S. They were an early adapter of 5G and they remain ahead of their peers and adding subscribers. Their home internet business is growing. They target $5 billion in synergies from the Sprint deal, still, which will fuel growth for years. Trades at only 20x 2023 PE, which cheap vs. growth.
BUY
T-Mobile play away numbers because they are taking away market share from ATT and Verizon, but doesn't carry the baggage of these peers. ATT complains that it's customers are paying their bills late, so costing ATT $100s of million while Verizon pays out alot of dividends. T-Mobile doesn't pay a dividend, so it can reinvest in its services. nor does it raise prices.
BUY
Great network and pricing. Service is good. A favourite of the cool crowd in New York. Will grow slowly and pay a nice dividend.
COMMENT
They report Tuesday. They offer growth in this sector. How many subscribers will they steal from their rivals?
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