Erste Group Bank Predicts T-Mobile US FY2026 Earnings

T-Mobile US, Inc. (NASDAQ:TMUS) – Erste Group Bank lifted their FY2026 earnings estimates for T-Mobile US in a research report issued on Wednesday, October 21st. Erste Group Bank analyst H. Engel now anticipates that the Wireless communications provider will post earnings of $10.90 per share for the year, up from their previous forecast of $10.88. The consensus estimate for T-Mobile US’s current full-year earnings is $11.17 per share.

Several other equities analysts have also weighed in on the stock. UBS Group reduced their target price on shares of T-Mobile US from $255.00 to $235.00 and set a “buy” rating on the stock in a report on Friday, July 24th. TD Cowen lowered their price target on T-Mobile US from $261.00 to $260.00 and set a “buy” rating for the company in a report on Friday, July 24th. Barclays cut their price objective on T-Mobile US from $215.00 to $200.00 and set an “overweight” rating on the stock in a research report on Tuesday, September 29th. Sanford C. Bernstein restated a “neutral” rating on shares of T-Mobile US in a research note on Monday, September 28th. Finally, Wells Fargo & Company reduced their price objective on T-Mobile US from $170.00 to $169.00 and set an “equal weight” rating on the stock in a research note on Friday, July 24th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $242.21.

T-Mobile US Price Performance

T-Mobile US stock opened at $146.93 on Monday. The firm has a fifty day moving average of $170.40 and a 200-day moving average of $188.15. T-Mobile US has a 52-week low of $143.92 and a 52-week high of $224.75. The company has a quick ratio of 0.83, a current ratio of 0.92 and a debt-to-equity ratio of 1.48. The firm has a market capitalization of $157.61 billion, a P/E ratio of 13.88, a PEG ratio of 0.91 and a beta of 0.33.

Institutional Investors Weigh In On T-Mobile US

A number of large investors have recently added to or reduced their stakes in TMUS. BlackRock Inc. purchased a new position in T-Mobile US in the 2nd quarter valued at about $6,625,275,000. Bank of New York Mellon Corp purchased a new stake in shares of T-Mobile US during the second quarter worth about $839,194,000. Bank of America Corp DE purchased a new stake in shares of T-Mobile US during the second quarter worth about $758,977,000. Legal & General Group Plc purchased a new stake in shares of T-Mobile US during the second quarter worth about $583,675,000. Finally, Deutsche Bank AG purchased a new stake in shares of T-Mobile US during the second quarter worth about $349,928,000. 42.49% of the stock is owned by institutional investors and hedge funds.

Insider Activity at T-Mobile US

In other news, CAO Daniel James Drobac sold 772 shares of the company’s stock in a transaction on Thursday, September 10th. The shares were sold at an average price of $178.33, for a total value of $137,670.76. Following the completion of the transaction, the chief accounting officer directly owned 35,118 shares in the company, valued at approximately $6,262,592.94. This represents a 2.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.32% of the company’s stock.

T-Mobile US Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Wednesday, November 25th will be paid a dividend of $1.17 per share. This is an increase from T-Mobile US’s previous quarterly dividend of $1.02. This represents a $4.68 dividend on an annualized basis and a dividend yield of 3.2%. The ex-dividend date is Wednesday, November 25th. T-Mobile US’s payout ratio is 42.72%.

T-Mobile US News Summary

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

• Positive Sentiment: Network leadership: Independent consultancy P3 named T-Mobile the U.S. Mobile Network Test Champion for the third quarter of 2026. T-Mobile ranked first overall and led all 13 measured categories, reinforcing its brand and competitive position. P3 names T-Mobile the Mobile Network Test Champion
• Positive Sentiment: New T-Mix plans: T-Mobile introduced three customizable plans—Standard, More and Loaded—that allow customers to exchange phone promotions for benefits such as Netflix, ESPN, food delivery and gaming services. The offering could improve customer choice, support premium-plan adoption and strengthen retention when it launches in November. T-Mobile debuts wireless plans with customizable perks
• Positive Sentiment: Analyst and valuation support: Coverage highlighted T-Mobile’s growth profile and potential undervaluation, while an analyst raised the company’s fiscal 2027 EPS forecast. These developments may reinforce the view that the recent decline has created an attractive entry point, though they are largely opinion-based rather than new operating results. FY2027 EPS Forecast for T-Mobile US Boosted
• Neutral Sentiment: Security spending: T-Mobile and AT&T are increasing infrastructure and cybersecurity investment to address AI-related threats. The spending is strategically necessary but could raise near-term costs.
• Neutral Sentiment: Short-interest data: A report listed short interest at zero shares and a zero-day days-to-cover ratio. Because this conflicts with the description of a large increase in short interest, the figure appears unreliable and should not be treated as a meaningful trading signal.
• Negative Sentiment: SpaceX competition fears: TMUS has faced selling pressure since October 8 amid concerns that SpaceX could disrupt the U.S. wireless market. Telecom expert William Webb said the selloff appears excessive, but the prospect of a new competitor remains a valuation and market-share risk. T-Mobile stock and SpaceX competition fears

T-Mobile US Company Profile

T-Mobile US, Inc (NASDAQ: TMUS) is a wireless communications company that provides mobile voice, messaging and data services to consumers, businesses and government customers in the United States, Puerto Rico and the U.S. Virgin Islands. Its offerings include postpaid and prepaid wireless plans, connected devices, broadband internet and other communications services.

The company operates a nationwide wireless network, including 5G services, and sells smartphones, tablets, connected devices and related accessories through retail stores, online channels and third-party distributors.