T-Mobile US (NASDAQ:TMUS) Stock Jumps 5.5% After Analyst Upgrade

T-Mobile US, Inc. (NASDAQ:TMUS) shares traded up 5.5% on Friday after Scotiabank raised their price target on the stock from $212.00 to $214.00. Scotiabank currently has a sector outperform rating on the stock. T-Mobile US traded as high as $156.14 and last traded at $155.4070. 2,200,571 shares were traded during mid-day trading, a decline of 61% from the average daily volume of 5,688,939 shares. The stock had previously closed at $147.29.

TMUS has been the topic of a number of other reports. UBS Group decreased their price objective on T-Mobile US from $255.00 to $235.00 and set a “buy” rating on the stock in a report on Friday, July 24th. Barclays dropped their price objective on T-Mobile US from $215.00 to $200.00 and set an “overweight” rating for the company in a report on Tuesday, September 29th. Wolfe Research downgraded T-Mobile US from an “outperform” rating to a “peer perform” rating in a report on Friday, August 14th. TD Cowen decreased their price target on shares of T-Mobile US from $261.00 to $260.00 and set a “buy” rating for the company in a research note on Friday, July 24th. Finally, Benchmark dropped their price objective on T-Mobile US from $295.00 to $280.00 and set a “buy” rating on the stock in a research note on Friday, July 24th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat, T-Mobile US has a consensus rating of “Moderate Buy” and an average target price of $238.25.

Insiders Place Their Bets

In related news, CAO Daniel James Drobac sold 772 shares of the business’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 transaction, the chief accounting officer owned 35,118 shares in the company, valued at $6,262,592.94. The trade was a 2.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.32% of the stock is owned by insiders.

More T-Mobile US News

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

• Positive Sentiment: Q3 results exceeded expectations. T-Mobile reported adjusted EPS of $3.22 versus the $2.89 consensus and revenue of $23.58 billion versus $23.15 billion, with revenue up 7.4% year over year. Net income increased 27% to approximately $3.5 billion. T-Mobile US earnings report
• Positive Sentiment: Management raised its outlook. Strong service revenue, premium-plan adoption and higher average revenue per account led T-Mobile to increase its 2026 service-revenue forecast to about $76.8 billion and raise full-year EBITDA and free-cash-flow expectations. Postpaid account revenue growth guidance rose to 3.5%. T-Mobile raises free cash flow forecast
• Positive Sentiment: Several analysts still see substantial upside. Scotiabank raised its target to $214, while JPMorgan, KeyCorp and TD Cowen maintained bullish ratings despite lowering their targets. A new customizable “T-Mix” plan structure and initiatives involving AI at the network edge could support longer-term differentiation. T-Mobile pushes physical AI to the edge
• Neutral Sentiment: Valuation is attracting debate. Commentary argues TMUS may still trade below fair value following its selloff, with valuation around 6.5 times revenue in some analyses. However, Deutsche Bank cut its target to $200 and Citigroup reduced its target to $165 while adopting a neutral rating. T-Mobile stock fair value analysis
• Negative Sentiment: Execution and competitive risks remain. Account churn rose to 1.09% from 0.97%, while free-cash-flow growth benefited partly from $369 million less capital spending; fourth-quarter capital expenditures are expected to increase to about $2.4 billion. T-Mobile’s refusal to pursue an MVNO partnership with SpaceX also leaves open the risk of future satellite or terrestrial competition, while reports that Deutsche Telekom paused merger discussions remove a potential catalyst. T-Mobile CEO quashes SpaceX MVNO talk

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of TMUS. BlackRock Inc. bought a new position in shares of T-Mobile US in the second quarter worth $6,625,275,000. Bank of New York Mellon Corp bought a new stake in shares of T-Mobile US during the 2nd quarter valued at about $839,194,000. Bank of America Corp DE bought a new position in T-Mobile US in the second quarter worth $758,977,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in shares of T-Mobile US by 1.1% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 4,076,380 shares of the Wireless communications provider’s stock valued at $683,731,000 after purchasing an additional 43,783 shares in the last quarter. Finally, Amundi increased its holdings in shares of T-Mobile US by 2.6% during the second quarter. Amundi now owns 3,775,445 shares of the Wireless communications provider’s stock valued at $633,255,000 after acquiring an additional 95,650 shares in the last quarter. Hedge funds and other institutional investors own 42.49% of the company’s stock.

T-Mobile US Trading Up 5.7%

The stock has a market cap of $166.96 billion, a P/E ratio of 14.97, a P/E/G ratio of 0.94 and a beta of 0.33. The firm’s 50 day moving average price is $167.62 and its 200-day moving average price is $187.12. The company has a debt-to-equity ratio of 1.48, a current ratio of 0.92 and a quick ratio of 0.83.

T-Mobile US (NASDAQ:TMUS) last released its quarterly earnings results on Wednesday, October 28th. The Wireless communications provider reported $3.22 earnings per share for the quarter, beating the consensus estimate of $2.89 by $0.33. The firm had revenue of $23.58 billion for the quarter, compared to analysts’ expectations of $23.15 billion. T-Mobile US had a return on equity of 21.39% and a net margin of 12.05%. The company’s revenue was up 7.4% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.41 EPS. As a group, equities research analysts forecast that T-Mobile US, Inc. will post 10.94 earnings per share for the current year.

T-Mobile US Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Wednesday, November 25th will be given a $1.17 dividend. The ex-dividend date is Wednesday, November 25th. This is a positive change from T-Mobile US’s previous quarterly dividend of $1.02. This represents a $4.68 dividend on an annualized basis and a yield of 3.0%. T-Mobile US’s dividend payout ratio (DPR) is currently 45.17%.

About T-Mobile US

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.