Scotiabank Has Lowered Expectations for T-Mobile US (NASDAQ:TMUS) Stock Price

T-Mobile US (NASDAQ:TMUS) had its price target reduced by equities researchers at Scotiabank from $270.50 to $266.00 in a report released on Thursday,MarketScreener reports. The brokerage presently has a “sector outperform” rating on the Wireless communications provider’s stock. Scotiabank’s target price points to a potential upside of 20.68% from the stock’s previous close.

A number of other equities analysts have also commented on the stock. Sanford C. Bernstein reduced their target price on shares of T-Mobile US from $265.00 to $245.00 and set a “market perform” rating on the stock in a research report on Thursday, January 15th. Citigroup reduced their price objective on T-Mobile US from $268.00 to $220.00 and set a “neutral” rating on the stock in a report on Friday, December 19th. Barclays lifted their target price on T-Mobile US from $240.00 to $245.00 and gave the company an “overweight” rating in a research report on Thursday. Oppenheimer downgraded T-Mobile US from an “outperform” rating to a “market perform” rating in a research report on Friday, November 21st. Finally, UBS Group restated a “buy” rating on shares of T-Mobile US in a research note on Wednesday, December 10th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, T-Mobile US has an average rating of “Moderate Buy” and a consensus price target of $256.13.

T-Mobile US Stock Performance

TMUS stock opened at $220.42 on Thursday. T-Mobile US has a twelve month low of $181.36 and a twelve month high of $276.49. The firm has a market cap of $246.54 billion, a price-to-earnings ratio of 21.15, a PEG ratio of 1.10 and a beta of 0.44. The business’s fifty day simple moving average is $196.53 and its two-hundred day simple moving average is $219.11. The company has a quick ratio of 0.80, a current ratio of 0.89 and a debt-to-equity ratio of 1.37.

T-Mobile US (NASDAQ:TMUS) last posted its quarterly earnings results on Wednesday, February 11th. The Wireless communications provider reported $1.88 EPS for the quarter, missing analysts’ consensus estimates of $2.03 by ($0.15). The company had revenue of $24.33 billion during the quarter, compared to the consensus estimate of $24.27 billion. T-Mobile US had a return on equity of 19.76% and a net margin of 13.83%.The company’s revenue for the quarter was up 11.3% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.57 earnings per share. Analysts predict that T-Mobile US will post 10.37 earnings per share for the current year.

Insider Activity at T-Mobile US

In other T-Mobile US news, Director Letitia A. Long sold 1,457 shares of T-Mobile US stock in a transaction on Friday, December 5th. The shares were sold at an average price of $210.32, for a total value of $306,436.24. Following the transaction, the director directly owned 5,438 shares of the company’s stock, valued at approximately $1,143,720.16. The trade was a 21.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director G Michael Sievert sold 22,500 shares of the company’s stock in a transaction on Monday, November 17th. The stock was sold at an average price of $216.97, for a total value of $4,881,825.00. Following the transaction, the director directly owned 308,696 shares in the company, valued at approximately $66,977,771.12. The trade was a 6.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 51,457 shares of company stock valued at $11,149,636 over the last 90 days. Insiders own 0.37% of the company’s stock.

Institutional Investors Weigh In On T-Mobile US

A number of large investors have recently modified their holdings of the business. Allworth Financial LP increased its holdings in shares of T-Mobile US by 14.2% during the 2nd quarter. Allworth Financial LP now owns 6,530 shares of the Wireless communications provider’s stock valued at $1,556,000 after purchasing an additional 810 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. boosted its holdings in T-Mobile US by 4.5% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 450,679 shares of the Wireless communications provider’s stock worth $107,884,000 after buying an additional 19,486 shares in the last quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund grew its position in T-Mobile US by 7.8% during the third quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 204,754 shares of the Wireless communications provider’s stock valued at $49,014,000 after buying an additional 14,800 shares during the period. Associated Banc Corp grew its position in T-Mobile US by 50.6% during the second quarter. Associated Banc Corp now owns 25,903 shares of the Wireless communications provider’s stock valued at $6,172,000 after buying an additional 8,700 shares during the period. Finally, Citizens Financial Group Inc. RI increased its holdings in T-Mobile US by 6.7% in the third quarter. Citizens Financial Group Inc. RI now owns 61,675 shares of the Wireless communications provider’s stock valued at $14,764,000 after buying an additional 3,897 shares in the last quarter. Hedge funds and other institutional investors own 42.49% of the company’s stock.

Key Stories Impacting T-Mobile US

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

• Positive Sentiment: T-Mobile raised its multi-year growth outlook at its Capital Markets Day, emphasizing widening differentiation across network, value and customer experience — a bullish signal for sustained revenue and EBITDA expansion. T-Mobile Raises the Bar — Business Wire
• Positive Sentiment: Company-reported customer metrics showed industry-leading postpaid net additions (2.4M in Q4, 7.8M in 2025) and strong postpaid phone adds, supporting revenue growth and upside to long-term subscriber value. T-Mobile Delivers Best-in-Class Customer Results — Business Wire
• Positive Sentiment: T-Mobile beat consensus on adjusted EPS/revenue in some reports and highlighted stronger postpaid demand and cash flow, which alongside an announced increase in buybacks supports shareholder returns. Quarterly earnings top estimates — Proactive Investors
• Neutral Sentiment: The company announced a proposed euro-denominated senior notes offering to raise proceeds for general corporate purposes (including potential buybacks/dividends) — adds funding optionality but increases leverage and liquidity considerations. Euro-Denominated Senior Notes Offering — Business Wire
• Neutral Sentiment: T-Mobile is pushing new product differentiation — claiming a world-first agentic AI platform and embedding real-time AI into the network, which could drive stickiness and new services but is early-stage for monetization. Real-Time AI Built into the Network — Business Wire
• Negative Sentiment: Some outlets flagged fewer-than-expected wireless subscriber adds and mixed earnings metrics (GAAP vs. adjusted EPS differences, restructuring costs), which spooked investors and highlight near-term margin pressures. Adds Fewer Wireless Subscribers Than Expected — Reuters
• Negative Sentiment: Competitive intensity (AT&T/Verizon fiber and pricing promotions) remains a headwind for near-term subscriber momentum and ARPU improvement. 5G FWA vs. Fiber — SDxCentral

T-Mobile US Company Profile

T-Mobile US is a national wireless carrier that provides mobile voice, messaging and data services to consumers, businesses and wholesale customers across the United States, Puerto Rico and the U.S. Virgin Islands. The company operates a nationwide mobile network and offers device sales, equipment financing and support services through retail stores, online channels and distribution partners. T-Mobile positions its products around bundled service plans, device offerings and value-added features for both individual and enterprise customers.

Product offerings include postpaid and prepaid wireless plans under the T-Mobile and Metro by T-Mobile brands, as well as connectivity solutions for small and large businesses.