T-Mobile US, Inc.

Report azionario NasdaqGS:TMUS

Capitalizzazione di mercato: US$209.0b

T-Mobile US Gestione

Criteri Gestione verificati 1/4

T-Mobile US Il CEO è Srini Gopalan, nominato in Nov2025, e ha un mandato di meno di un anno. la retribuzione annua totale è $ 35.44M, composta da 2.4% di stipendio e 97.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.002% delle azioni della società, per un valore di $ 3.83M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.3 anni e 7.9 anni.

Informazioni chiave

Srini Gopalan

Amministratore delegato

US$35.4m

Compenso totale

Percentuale dello stipendio del CEO2.43%
Mandato del CEOless than a year
Proprietà del CEO0.002%
Durata media del management1.3yrs
Durata media del Consiglio di amministrazione7.9yrs

Aggiornamenti recenti sulla gestione

Recent updates

Seeking Alpha May 04

T-Mobile: Firing On All Cylinders - Best-In-Class Growth, Guidance Raise, Still A Long-Term Buy

Summary T-Mobile remains a compelling long-term opportunity, with strong fundamentals and raised guidance despite recent share price underperformance. TMUS delivered double-digit revenue growth and robust postpaid service gains, driven by strategic acquisitions and expanding broadband initiatives. Management aggressively increased buybacks and announced fiber joint ventures, signaling confidence in undervaluation and future growth. I maintain a bullish rating on TMUS, citing its well-covered dividend, industry-leading growth, and attractive valuation relative to historical averages. Read the full article on Seeking Alpha
Articolo di analisi 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...
Aggiornamento dell'analisi 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.
Nuova analisi Apr 16

T-Mobile US, Inc. (TMUS): The "Incumbent Disruptor" and the FY2026 AI-Native Pivot

T-Mobile US, Inc. (TMUS) , the company that systematically dismantled the wireless status quo, delivered a high-stakes performance as of Thursday, April 16, 2026 , confirming its transition from an industry underdog into the sector's most profitable growth engine.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Articolo di analisi 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...
Aggiornamento dell'analisi 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.
Articolo di analisi 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...
Aggiornamento dell'analisi 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.
Articolo di analisi 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...
Articolo di analisi Jul 02

The Returns At T-Mobile US (NASDAQ:TMUS) Aren't Growing

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
Seeking Alpha Apr 26

Why Charter Rallies While T-Mobile Sells Off

Summary After releasing their Q1/25 results, both T-Mobile and Charter stocks showed outsized moves in opposite directions. I believe one single specific reason caused both huge price moves. In this article, we will see whether today can be considered the starting point of a trend inversion for Charter and/or T-Mobile. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Srini Gopalan rispetto agli utili di T-Mobile US?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

US$11b

Dec 31 2025US$35mUS$862k

US$11b

Compensazione vs Mercato: La retribuzione totale di Srini ($USD 35.44M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.67M ).

Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Srini con le performance aziendali.


AMMINISTRATORE DELEGATO

Srini Gopalan (55 yo)

less than a year
Mandato
US$35,439,422
Compensazione

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...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Srinivasan Gopalan
CEO, President & Directorless than a yearUS$35.44m0.0018%
$ 3.8m
Peter Osvaldik
Executive VP & CFO5.8yrsUS$13.25m0.0012%
$ 2.6m
Jonathan Freier
Chief Operating Officerless than a yearUS$20.37m0.017%
$ 35.3m
Mark Nelson
Chief Legal Officer & General Counsel4.6yrsUS$16.43m0.00043%
$ 898.9k
Michael Katz
Chief Business & Product Officerno dataUS$22.20m0.017%
$ 35.1m
André Almeida
Chief Broadbandless than a yearUS$117.30k0.00095%
$ 2.0m
Daniel Drobac
VP & Chief Accounting Officer1yrNessun dato0.0033%
$ 7.0m
John C. Saw
President of Technology & CTO3.1yrsNessun dato0.0044%
$ 9.2m
Jeff Simon
Executive VP & Chief Information Officer1.3yrsNessun datoNessun dato
Quan Yao
Senior Vice President of Investor Relationsno dataNessun datoNessun dato
Lucy McLellan
Executive VP and Chief Brand & Communications Officerno dataNessun datoNessun dato
Doug Chartier
Senior Vice President of Sales and Marketing17.4yrsNessun datoNessun dato
1.3yrs
Durata media
49yo
Età media

Gestione esperta: Il team dirigenziale di TMUS non è considerato esperto (durata media 1.3 anni), il che suggerisce un nuovo team.


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Srinivasan Gopalan
CEO, President & Directorless than a yearUS$35.44m0.0018%
$ 3.8m
G. Sievert
Vice Chairman8.3yrsUS$50.41m0.0067%
$ 13.9m
Srikant T. Datar
Independent Director13.1yrsUS$539.01k0.0028%
$ 5.9m
Thorsten Langheim
Director13.1yrsNessun datoNessun dato
Timotheus Hottges
Chairman of the Board13.1yrsNessun datoNessun dato
Raphael Kübler
Director13.1yrsNessun datoNessun dato
Teresa Taylor
Lead Independent Director13.1yrsUS$563.53k0.00042%
$ 878.0k
Dominique Yvette Leroy
Director5.5yrsNessun datoNessun dato
Letitia Long
Independent Director4.9yrsUS$695.40k0.00039%
$ 815.3k
Raul Claure
Independent Director6.1yrsUS$459.87k0.25%
$ 529.0m
Thomas Dannenfeldt
Independent Directorless than a yearUS$377.46kNessun dato
Christian Illek
Director7.5yrsNessun datoNessun dato
7.9yrs
Durata media
61yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di TMUS sono considerati esperti (durata media dell'incarico 7.9 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 05:42
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

T-Mobile US, Inc. è coperta da 52 analisti. 25 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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