T-Mobile US (TMUS) Aperçu de l'action
T-Mobile US, Inc. et ses filiales fournissent des services de communications sans fil aux États-Unis, à Porto Rico et dans les îles Vierges américaines. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 2/6 |
| Performances passées | 2/6 |
| Santé financière | 2/6 |
| Dividendes | 3/6 |
TMUS Community Fair Values
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T-Mobile US
16.6% sous-évalué décote intrinsèque
TMUS: Fairly Priced with Growing Margins Among its Peers, Verizon and AT&T
View narrativeWA
Published 13 Jan 2024
T-Mobile US, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$168.18 |
| Plus haut sur 52 semaines | US$242.37 |
| Plus bas sur 52 semaines | US$164.02 |
| Bêta | 0.33 |
| Variation sur 1 mois | -8.12% |
| Variation sur 3 mois | -6.60% |
| Variation sur 1 an | -29.39% |
| Variation sur 3 ans | 20.69% |
| Variation sur 5 ans | 29.94% |
| Évolution depuis l'introduction en bourse | 918.04% |
Nouvelles et mises à jour récentes
Recent updates
Seeking Alpha • Aug 27
T-Mobile: The Most Competitive Telecommunications Play
Summary T-Mobile US is initiated with a buy rating, driven by industry-leading growth, superior margins, and a justified valuation premium. TMUS's technological supremacy in 5G and rapid Fixed Wireless Access (FWA) expansion position it to capture significant broadband market share. Q2 results highlight 9% service revenue growth, 12% EBITDA growth, low churn, and strong customer acquisition, outpacing sector peers. Starlink risk is considered overblown near-term; TMUS's structural advantages and growth catalysts support optimism for future stock performance. Read the full article on Seeking Alpha
Mise à jour du récit • Aug 12
TMUS: Future Competition And Execution Will Test Fairly Priced Outlook
Analysts have trimmed their T-Mobile US price targets by around $10 to $182.50, citing slower reported revenue growth, a slightly higher required return, and a modestly lower assumed future P/E multiple, even as margin expectations remain steady to slightly stronger. Analyst Commentary Recent Street research on T-Mobile US points to a more cautious stance on valuation, even as many analysts still highlight solid fundamentals and balance sheet strength.
Nouveau récit • 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?
Mise à jour du récit • 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.Mise à jour du récit • 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.Nouveau récit • 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?Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Rendement pour les actionnaires
| TMUS | US Wireless Telecom | US Marché | |
|---|---|---|---|
| 7D | -7.8% | -6.9% | -0.2% |
| 1Y | -29.4% | -24.4% | 12.1% |
Rendement vs Industrie: TMUS a sous-performé le secteur US Wireless Telecom qui a rapporté -24.4 % au cours de l'année écoulée.
Rendement vs marché: TMUS a sous-performé le marché US qui a rapporté 12.1 % au cours de l'année écoulée.
Volatilité des prix
| TMUS volatility | |
|---|---|
| TMUS Average Weekly Movement | 5.8% |
| Wireless Telecom Industry Average Movement | 5.8% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.1% |
| 10% least volatile stocks in US Market | 2.9% |
Cours de l'action stable: TMUS n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de TMUS ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1994 | 75,000 | Srini Gopalan | www.t-mobile.com |
T-Mobile US, Inc., ainsi que ses filiales, fournit des services de télécommunications mobiles aux États-Unis, à Porto Rico et dans les Îles Vierges américaines. La société propose des services de téléphonie, de messagerie et de données à ses clients abonnés aux forfaits postpayés et prépayés, ainsi qu’à ses clients grossistes et autres. Elle fournit également des appareils mobiles, notamment des smartphones, des appareils portables, des tablettes, des passerelles haut débit pour la maison, des casques et d’autres appareils de communication mobile, ainsi que des accessoires ; des solutions de financement par le biais de plans de paiement échelonné pour les équipements ; et des services de réassurance pour les polices d’assurance des appareils et les contrats de garantie prolongée.
T-Mobile US, Inc. Résumé des fondamentaux
| TMUS statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$180.40b |
| Bénéfices(TTM) | US$10.56b |
| Recettes(TTM) | US$92.19b |
17.1x
Ratio P/E2.0x
Ratio P/SLe site TMUS est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| TMUS compte de résultat (TTM) | |
|---|---|
| Recettes | US$92.19b |
| Coût des recettes | US$34.06b |
| Marge brute | US$58.13b |
| Autres dépenses | US$47.57b |
| Les revenus | US$10.56b |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 9.84 |
| Marge brute | 63.05% |
| Marge bénéficiaire nette | 11.45% |
| Ratio dettes/capitaux propres | 151.2% |
Quelles ont été les performances à long terme de TMUS?
Voir les performances historiques et les comparaisonsDividendes
2.4%
Rendement actuel des dividendes43%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/20 01:37 |
| Cours de l'action en fin de journée | 2026/09/18 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
T-Mobile US, Inc. est couverte par 47 analystes. 25 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| William Power | Baird |