TMUS boosts NYC's 5G network for the holidays, ensuring fast, reliable service for residents, visitors and first responders.
Investors need to pay close attention to TMobile US stock based on the movements in the options market lately.
T-Mobile US, Inc. (TMUS) Presents at UBS Global Media and Communications Conference 2025 Transcript
T-Mobile US is reaffirmed as a Buy with a $280 price target, implying 35% upside over 18 months. TMUS delivered robust FQ3 2025 results—industry-leading postpaid growth, 9% service revenue growth, and a 26% FCF margin—despite a minor revenue miss. TMUS trades at a premium to sector peers (19x P/E vs. 15x), justified by superior margins and market position, but remains discounted to the S&P 500.
T-Mobile stands out among telecom peers for growth, strong fundamentals, and dividend potential, despite a recent double-digit price pullback. TMUS reported robust Q3 results with double-digit EPS growth, raised guidance, and continued outperformance in postpaid and broadband net additions versus competitors. The company's 16% dividend increase is well covered by strong free cash flow and share buybacks, supporting future double-digit dividend growth.
T-Mobile US Inc NASDAQ: TMUS is in a rare position among mega-cap stocks, many of which are currently near all-time highs. It's been beaten into a downtrend over the past few months, but as we head into the final few weeks of the year, the scene is set for a massive rebound.
The United States' Big Three telecom stocks delivered sharply different third-quarter results, highlighting the growing divide between premium growth names and value-oriented incumbents. Subscriber trends, revenue performance, and strategic direction all played a role in shaping market reaction.
T-Mobile (TMUS) is undervalued at a 20x P/E, despite strong fundamentals and future growth potential from AI-driven connectivity demand. TMUS leads the US telecom market post-Sprint merger, with reliable revenue and a robust 5G network, positioning it for future expansion. AI proliferation will drive exponential growth in connected devices, making telecoms like TMUS key beneficiaries as demand for connectivity surges.
T-Mobile continues to deliver strong customer metrics and raised full-year guidance, reinforcing positive business momentum. TMUS reported solid revenue growth and net customer additions, with robust performance in both postpaid and broadband segments. Expense control is a concern, particularly rising SG&A costs, which pressured profitability and led to a year-over-year EPS decline.
T-Mobile beat on EPS and Revenue but stock still sliding on lower than expected guidance.
T-Mobile US, Inc. (NASDAQ:TMUS ) Q3 2025 Earnings Call October 23, 2025 8:00 AM EDT Company Participants Quan Yao - Senior Vice President of Investor Relations G. Sievert - President, CEO & Director André Almeida - President of Growth & Emerging Businesses John Saw - President of Technology & CTO Srinivasan Gopalan - Chief Operating Officer Peter Osvaldik - Executive VP & CFO Michael Katz - President of Marketing, Strategy & Products Conference Call Participants Benjamin Swinburne - Morgan Stanley, Research Division John Hodulik - UBS Investment Bank, Research Division Samuel McHugh - BNP Paribas Exane, Research Division David Barden - New Street Research LLP Michael Rollins - Citigroup Inc. Exchange Research Craig Moffett - MoffettNathanson LLC Eric Luebchow - Wells Fargo Securities, LLC, Research Division Kannan Venkateshwar - Barclays Bank PLC, Research Division Presentation Operator Good morning.
Although the revenue and EPS for T-Mobile (TMUS) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.