T-Mobile US, Inc.

Informe acción NasdaqGS:TMUS

Capitalización de mercado: US$191.2b

T-Mobile US Dirección

Dirección controles de criterios 1/4

El CEO de T-Mobile US es Srini Gopalan , nombrado en Nov 2025, tiene una permanencia de menos de un año. compensación anual total es $35.44M, compuesta por 2.4% salario y 97.6% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.002% de las acciones de la empresa, por valor de $3.54M. La antigüedad media del equipo directivo y de la junta directiva es de 1.4 años y 8.1 años, respectivamente.

Información clave

Srini Gopalan

Chief Executive Officer (CEO)

US$35.4m

Compensación total

Porcentaje del salario del CEO2.43%
Permanencia del CEOless than a year
Participación del CEO0.002%
Permanencia media de la dirección1.4yrs
Promedio de permanencia en la Junta Directiva8.1yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha Jul 31

T-Mobile: The SpaceX Fear Is A Long-Term Buying Opportunity

Summary T-Mobile trades at a compressed forward P/E of 16.5x, well below its 5-year average, despite robust operational performance and multiple guidance raises. TMUS delivered solid Q2 execution with 7.9% revenue growth, aggressive buybacks, and a well-covered, fast-growing dividend but faces near-term volatility from sector sentiment and competition. Management raised cash flow guidance for 2026, projecting $18.4–$18.8 billion in FCF, and maintains the lowest leverage among peers at 2.3x. I see 68% upside potential over 2.5 years if TMUS re-rates to a conservative 18.5x P/E, supported by strong capital returns and improving macro clarity. Read the full article on Seeking Alpha
Nueva narrativa Jul 29

Rural Expansion And Enterprise 5G Will Drive Strong Long Term Upside

Catalysts About T-Mobile US T-Mobile US provides wireless connectivity, broadband and related services to consumers and businesses across the United States. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Jul 29

TMUS: Spectrum Strength And Margin Resilience Will Drive 2026 Rerating

The analyst price target for T-Mobile US has been reduced by about $10 to $243.08 as analysts incorporate lower assumed revenue growth and valuation multiples, despite firmer profit margin expectations and broadly supportive research commentary. Analyst Commentary Recent research on T-Mobile US shows a cluster of reduced price targets, but most firms are keeping positive or neutral ratings.
Actualización de narrativa Jul 15

TMUS: Spectrum Strength And AI Network Lead Will Support 2026 Rerating

Analysts have trimmed their fair value estimate for T-Mobile US by about $5 per share, reflecting slightly softer assumptions for revenue growth, profit margins, and future P/E multiples in light of recent price target cuts and mixed views on competitive risks from SpaceX's Starlink and broader wireless industry trends. Analyst Commentary Recent Street research on T-Mobile US highlights a mix of optimism and caution, with several firms adjusting price targets and ratings as they reassess competitive risks, especially around SpaceX's Starlink, and the value of T-Mobile's spectrum position and partnerships.
Nueva narrativa Jul 15

5G Expansion And Fiber JVs Will Temper Margins Yet Support Steady Long-Term Prospects

Catalysts About T-Mobile US T-Mobile US provides wireless communications services and broadband connectivity to consumers and businesses in the United States. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Jun 22

TMUS: Q1 Execution And AI Network Lead Will Support 2026 Rerating

T-Mobile US sees its analyst fair value edge down by about $2 to roughly $259 as analysts temper price targets, citing more conservative assumptions on industry competition and promotional activity, while still highlighting the company’s relative strength in subscriber growth, margins, and balance sheet flexibility. Analyst Commentary Recent research on T-Mobile US points to a mixed but generally constructive view, with analysts adjusting price targets and assumptions as they reassess competition, promotions, and the broader U.S. telecom sector.
Actualización de narrativa Jun 08

TMUS: Q1 Execution And Digital Shift Will Support 2026 Rerating

Analysts have adjusted T-Mobile US's consensus price target modestly, reflecting a mix of reduced targets from several large firms, including cuts of $15, $25, $29 and $50, partly offset by smaller increases such as a $9 and a $5 move higher, as they factor in updated views on revenue growth, Q1 results and relative valuation. Analyst Commentary Bullish Takeaways Bullish analysts point to Q1 results as an important support for their outlook, seeing execution in recent quarters as a key input into their updated views on the stock.
Actualización de narrativa May 25

TMUS: Sector Leading 2026 Outlook And Q1 Delivery Should Support Rerating

Analysts have trimmed their average price targets for T-Mobile US by $7.54, reflecting slightly lower revenue growth expectations, a modestly higher discount rate, and a lower assumed future P/E multiple, partly offset by a small uplift in projected profit margins. Analyst Commentary Recent Street research on T-Mobile US shows a mix of optimistic and cautious views, with several firms adjusting ratings and price targets in both directions.
Artículo de análisis May 01

Earnings Beat: T-Mobile US, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

T-Mobile US, Inc. ( NASDAQ:TMUS ) came out with its first-quarter results last week, and we wanted to see how the...
Actualización de narrativa Apr 27

TMUS: Sector Leading 2026 Outlook And Q1 Execution Will Support Rerating

Analysts have made a slight downward adjustment to the T-Mobile US fair value estimate, trimming the target by about $0.33 to $268.35. At the same time, recent price target increases and ratings upgrades from multiple firms point to sustained confidence in the company, supported by expected service revenue and core adjusted EBITDA growth.
Actualización de narrativa Apr 12

TMUS: Sector Leading 2026 Service Outlook Will Support Higher Earnings Multiple

Analysts have nudged their fair value framework for T-Mobile US higher, reflected in a modestly increased Street price target of $225. They are applying slightly better P/E assumptions supported by recent upgrades and neutral views on competitive risks such as AT&T OneConnect.
Actualización de narrativa Mar 29

TMUS: Sector Leading 2026 Service And EBITDA Outlook Will Drive Future Upside

The analyst price target for T-Mobile US edges up slightly to $268.68 from $268.52, as analysts fine tune assumptions around revenue growth, profit margins and future P/E multiples, while also factoring in recent price target revisions and ratings changes across the Street. Analyst Commentary Recent research updates on T-Mobile US reflect a mix of optimism about the company’s growth profile and some caution around valuation and sector conditions, which together shape the modest upward move in the consensus price target.
Actualización de narrativa Mar 15

TMUS: Multi Year Service And EBITDA Outlook Will Support Future Upside

Analysts have nudged their average T-Mobile US price target slightly higher to $268.52, reflecting updated views that incorporate recent guidance on service revenue and core adjusted EBITDA growth, alongside mixed but ongoing recalibrations of individual firm targets. Analyst Commentary Recent research on T-Mobile US shows a mix of optimism around the company’s growth plan and some restraint on valuation, with several firms updating price targets and ratings after the latest guidance and sector review.
Actualización de narrativa Mar 01

TMUS: Long Term Service And EBITDA Guidance Will Drive Future Upside

T-Mobile US's updated analyst price target edges up by $0.22, as analysts highlight sector leading long term service revenue and core adjusted EBITDA guidance, along with a continued focus on higher margin wireless and spectrum assets. Analyst Commentary Recent research on T-Mobile US highlights a mix of optimism around long term growth targets and some recalibration of price targets as analysts reassess sector conditions ahead of upcoming results.
Actualización de narrativa Feb 15

TMUS: 5G Network Depth And Agentic AI Will Drive Future Upside

Analysts have nudged their fair value estimate for T-Mobile US slightly higher to $268.30, reflecting a mix of updated price targets that factor in recent sector-wide revisions and modest adjustments to growth, margins and future P/E assumptions. Analyst Commentary Recent research updates on T-Mobile US show a mixed picture, with some analysts tightening their fair value ranges while others trim expectations as they refresh sector models ahead of upcoming results.
Actualización de narrativa Feb 01

TMUS: 5G Network Depth And Cash Returns Will Drive Future Upside

Analysts have reduced their T-Mobile US fair value estimate by about $1.40 to $266.82, reflecting recent price target cuts from several firms, along with ongoing expectations related to revenue growth, profit margins and future P/E levels. Analyst Commentary Recent research on T-Mobile US points to a mixed set of views, with some analysts trimming price targets while others edge them higher.
Actualización de narrativa Jan 18

TMUS: 5G Coverage And Cash Returns Will Support Future Outperformance

The analyst fair value estimate for T-Mobile US has shifted from US$277.08 to US$268.22 as analysts update price targets across the sector, balancing stronger revenue and margin assumptions with a lower future P/E and mixed views on competitive intensity and cash flow growth. Analyst Commentary Recent research on T-Mobile US reflects a mix of optimism around execution and cash generation, alongside more cautious views on valuation, industry competition, and certain cash flow exposures.
Actualización de narrativa Dec 03

TMUS: 5G Leadership And Satellite Expansion Will Sustain Market Outperformance

Analysts modestly increased their average price target on T-Mobile US by roughly $2 to about $277 per share, citing the company’s continued 5G network leadership, solid subscriber and cash flow trends, and confidence in sustained execution despite heightened industry competition and selective target reductions. Analyst Commentary Recent Street research on T-Mobile reflects a broadly constructive view on the company’s long term growth and execution, even as some valuation targets are trimmed to factor in competitive and sector specific risks.
Actualización de narrativa Nov 16

TMUS: Expanding 5G Coverage Will Sustain Market Leadership And Business Upside

T-Mobile US saw its average analyst price target edge slightly lower to $275.00 from $275.19, as analysts cite modestly reduced revenue growth and profit margin expectations. This is offset by ongoing optimism around the company's network strengths and market position.
Artículo de análisis Oct 29

T-Mobile US (NASDAQ:TMUS) Is Paying Out A Larger Dividend Than Last Year

T-Mobile US, Inc. ( NASDAQ:TMUS ) has announced that it will be increasing its dividend from last year's comparable...
Actualización de narrativa Oct 25

Network Leadership And Industry Moves Will Drive Market Opportunity Forward

T-Mobile US's fair value estimate sees a slight increase to $275.19 from $274.85 as analysts cite ongoing network advantages, balanced with slightly lower growth and profitability forecasts as a result of mixed changes in price targets. Analyst Commentary Recent analyst updates on T-Mobile US reveal a range of perspectives concerning the company's valuation, strategic execution, and potential future growth.
Artículo de análisis Oct 15

T-Mobile US (NASDAQ:TMUS) Is Increasing Its Dividend To $1.02

The board of T-Mobile US, Inc. ( NASDAQ:TMUS ) has announced that the dividend on 11th of December will be increased to...
Actualización de narrativa Oct 10

5G And T-Fiber Expansion Will Unlock New Opportunities

T-Mobile US saw its analyst fair value target rise to approximately $274.85 from $272.30. Analysts cite the company's sustained network advantages and improved revenue growth forecasts as reasons supporting the upward revision.
Artículo de análisis Sep 22

T-Mobile US (NASDAQ:TMUS) Is Increasing Its Dividend To $1.02

T-Mobile US, Inc. ( NASDAQ:TMUS ) has announced that it will be increasing its dividend from last year's comparable...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Srini Gopalan en comparación con los beneficios de T-Mobile US?
FechaCompensación totalSalarioIngresos de la empresa
Jun 30 2026n/an/a

US$11b

Mar 31 2026n/an/a

US$11b

Dec 31 2025US$35mUS$862k

US$11b

Compensación vs. Mercado: La compensación total de Srini($USD35.44M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD14.39M).

Compensación vs. Ingresos: Datos insuficientes para comparar la compensación de Srini con los resultados de la empresa.


CEO

Srini Gopalan (56 yo)

less than a year
Permanencia
US$35,439,422
Compensación

Mr. Srinivasan Gopalan, also known as Srini, was Chief Executive Officer of T-Mobile USA, Inc. from November 2025 to 2026. Mr. Gopalan was Chief Operating Officer of T-Mobile USA, Inc. from 2025 to Novembe...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Srinivasan Gopalan
CEO, President & Directorless than a yearUS$35.44m0.0019%
$ 3.5m
Peter Osvaldik
Executive VP & CFO6.1yrsUS$13.25m0.0013%
$ 2.4m
Jonathan Freier
Chief Operating Officerless than a yearUS$20.37m0.020%
$ 38.7m
Mark Nelson
Chief Legal Officer & General Counsel4.8yrsUS$16.43m0.00069%
$ 1.3m
Michael Katz
Strategic Advisorless than a yearUS$22.20m0.017%
$ 32.4m
André Almeida
Chief Marketingless than a yearUS$117.30k0.00096%
$ 1.8m
Daniel Drobac
VP & Chief Accounting Officer1.3yrssin datos0.0034%
$ 6.4m
John C. Saw
President of Technology & CTO3.3yrssin datos0.0044%
$ 8.5m
Jeff Simon
Executive VP & Chief Information Officer1.6yrssin datossin datos
Quan Yao
Senior Vice President of Investor Relationsno datasin datossin datos
Lucy McLellan
Executive VP and Chief Brand & Communications Officerno datasin datossin datos
Doug Chartier
Senior Vice President of Sales and Marketing17.7yrssin datossin datos
1.4yrs
Permanencia media
50yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de TMUS no se considera experimentado ( 1.4 años antigüedad media), lo que sugiere un nuevo equipo.


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Srinivasan Gopalan
CEO, President & Directorless than a yearUS$35.44m0.0019%
$ 3.5m
G. Sievert
Vice Chairman8.5yrsUS$50.41m0.0067%
$ 12.8m
Srikant T. Datar
Independent Director13.3yrsUS$539.01k0.0030%
$ 5.7m
Thorsten Langheim
Director13.3yrssin datossin datos
Timotheus Hottges
Chairman of the Board13.3yrssin datossin datos
Raphael Kübler
Director13.3yrssin datossin datos
Teresa Taylor
Lead Independent Director13.3yrsUS$563.53k0.00062%
$ 1.2m
Dominique Yvette Leroy
Director5.8yrssin datossin datos
Letitia Long
Independent Director5.2yrsUS$695.40k0.00051%
$ 974.9k
Raul Claure
Independent Director6.3yrsUS$459.87k0.26%
$ 488.2m
Thomas Dannenfeldt
Independent Director1.2yrsUS$377.46k0.000070%
$ 133.8k
Christian Illek
Director7.8yrssin datossin datos
8.1yrs
Permanencia media
62yo
Promedio de edad

Junta con experiencia: La junta directiva de TMUS se considera experimentada (8.1 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/08/11 21:42
Precio de las acciones al final del día2026/08/11 00:00
Beneficios2026/06/30
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

T-Mobile US, Inc. está cubierta por 48 analistas. 25 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Andrew Charles BealeArete Research Services LLP
Joseph BonnerArgus Research Company
William PowerBaird