T-Mobile US, Inc.

Report azionario NasdaqGS:TMUS

Capitalizzazione di mercato: US$196.6b

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 $ 3.60M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.4 anni e 8 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 management1.4yrs
Durata media del Consiglio di amministrazione8yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione 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.
Seeking Alpha Jun 02

T-Mobile: Business Overview And Investment Instruments

Summary T-Mobile fundamentals remain robust, with service revenue and free cash flow both rising despite recent share price declines. Q1 2026 net income fell due to one-time US Cellular acquisition costs, not core business weakness; management raised full-year guidance. TMUS aggressively repurchased $4.9B in shares in Q1 and maintains a low dividend payout ratio, signaling confidence in valuation. TMUS baby bonds and OTC bonds are investment grade but currently offer unremarkable yields and carry substantial interest rate risk; better alternatives exist. Read the full article on Seeking Alpha
Aggiornamento della narrazione 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.
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 della narrazione 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.
Aggiornamento della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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 della narrazione 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...

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 (56 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%
$ 3.6m
Peter Osvaldik
Executive VP & CFO5.9yrsUS$13.25m0.0012%
$ 2.4m
Jonathan Freier
Chief Operating Officerless than a yearUS$20.37m0.020%
$ 39.5m
Mark Nelson
Chief Legal Officer & General Counsel4.7yrsUS$16.43m0.00068%
$ 1.3m
Michael Katz
Chief Business & Product Officerno dataUS$22.20m0.017%
$ 33.0m
André Almeida
Chief Broadbandless than a yearUS$117.30k0.00095%
$ 1.9m
Daniel Drobac
VP & Chief Accounting Officer1.1yrsNessun dato0.0033%
$ 6.6m
John C. Saw
President of Technology & CTO3.2yrsNessun dato0.0044%
$ 8.7m
Jeff Simon
Executive VP & Chief Information Officer1.4yrsNessun 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 Marketing17.5yrsNessun datoNessun dato
1.4yrs
Durata media
50yo
Età media

Gestione esperta: Il team dirigenziale di TMUS non è considerato esperto (durata media 1.4 anni), il che suggerisce un nuovo team.


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Srinivasan Gopalan
CEO, President & Directorless than a yearUS$35.44m0.0018%
$ 3.6m
G. Sievert
Vice Chairman8.3yrsUS$50.41m0.0067%
$ 13.1m
Srikant T. Datar
Independent Director13.2yrsUS$539.01k0.0029%
$ 5.8m
Thorsten Langheim
Director13.2yrsNessun datoNessun dato
Timotheus Hottges
Chairman of the Board13.2yrsNessun datoNessun dato
Raphael Kübler
Director13.2yrsNessun datoNessun dato
Teresa Taylor
Lead Independent Director13.2yrsUS$563.53k0.00062%
$ 1.2m
Dominique Yvette Leroy
Director5.6yrsNessun datoNessun dato
Letitia Long
Independent Director5yrsUS$695.40k0.00050%
$ 983.0k
Raul Claure
Independent Director6.2yrsUS$459.87k0.25%
$ 497.7m
Thomas Dannenfeldt
Independent Director1yrUS$377.46k0.000070%
$ 137.6k
Christian Illek
Director7.6yrsNessun datoNessun dato
8.0yrs
Durata media
62yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di TMUS sono considerati esperti (durata media dell'incarico 8 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/22 21:59
Prezzo dell'azione a fine giornata2026/06/22 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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 48 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