Deutsche Telekom is exploring a possible tie-up with T-Mobile US to create a $300 billion telecoms giant, sources said, in what would overtake Vodafone-Mannesmann's $203 billion merger in 1999 to become the biggest M&A deal ever.
The German telecommunications firm is T-Mobile's largest shareholder.
T-Mobile (TMUS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
T-Mobile (TMUS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
T-Mobile US demonstrates superior growth and margins, but its premium valuation leaves little room for disappointment. The Sprint acquisition fueled rapid earnings growth and broadened TMUS's broadband ambitions, positioning broadband as a second earnings engine. TMUS trades at 18.8x forward GAAP earnings, a significant premium over AT&T and Verizon, justified only if growth metrics remain robust.
T-Mobile (NASDAQ:TMUS | TMUS Price Prediction) stock is sliding in early Monday trading, down 1% to $193, even as KeyBanc analyst Brandon Nispel issued a notable upgrade this morning.
T-Mobile (NASDAQ:TMUS | TMUS Price Prediction) got a notable vote of confidence on Wednesday when MoffettNathanson LLC raised its rating on T-Mobile to Buy with a price target of $254.
T-Mobile (TMUS) reported earnings 30 days ago. What's next for the stock?
T-Mobile US, Inc. (TMUS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
VZ stands out in the 5G race with stronger price gains, rising 2026 estimates and a cheaper valuation than TMUS.
T-Mobile US remains a long-term buy, with the current valuation below 19x forward earnings and strong upside potential. Despite a Q4 EPS miss from severance charges, TMUS delivered robust revenue and broadband subscriber growth, supporting management's bullish 2026–2027 outlook. Management forecasts service revenue to reach $77B in 2026 and broadband subscribers to double over four years, underpinning double-digit dividend growth.
T-Mobile maintains strong customer metrics and top-line growth, despite cost and expense control challenges. The company's 2026 guidance is respectable, with core adjusted EBITDA expected to rise 10% YoY and stable CapEx. Postpaid ARPU and broadband customer growth were robust, signaling resilient core business momentum.