T-Mobile US（TMUS）株式概要
T-Mobile US, Inc.はその子会社とともに、米国、プエルトリコ、米領バージン諸島でワイヤレス通信サービスを提供している。 詳細
Last Earnings Call
Q2 2026 · 23 Jul 2026T-Mobile US, Inc. delivered strong financial results for Q2 2026, featuring a beat on earnings but a slight miss on revenue.
Financial Results and Metrics
- EPS: Reported $2.99, beating the consensus estimate of $2.58–$2.59.
- Revenue: Reported $22.79 billion, missing the consensus estimate of approximately $22.95–$22.98 billion.
- Key Metrics: The company recorded 277,000 postpaid net account additions and achieved a record wireless NPS of 46. Total service revenue grew 9% year-over-year to $19.0 billion, while Core Adjusted EBITDA rose 12% to $9.5 billion.
Management Outlook
Management raised its full-year 2026 adjusted free cash flow guidance to $18.4 billion–$18.8 billion. However, executives warned that Q3 postpaid account net additions are expected to slow to approximately 250,000 due to temporary churn associated with a planned rate plan modernization initiative.
Market Reaction
T-Mobile stock fell sharply on July 23, 2026, declining by approximately 10.75% to close at $170.42. Analysts cited the slight revenue miss and concerns regarding the softened subscriber growth outlook for the third quarter as the primary drivers of the sell-off, which overshadowed the company’s profit beat and increased cash flow guidance.
TMUS Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$201.69
FV
12.1% 割安 内在価値ディスカウント4.30%
Revenue growth p.a.
605
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T-Mobile US, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$177.19 |
| 52週高値 | US$261.56 |
| 52週安値 | US$165.66 |
| ベータ | 0.33 |
| 1ヶ月の変化 | -5.55% |
| 3ヶ月変化 | -8.33% |
| 1年変化 | -28.80% |
| 3年間の変化 | 27.02% |
| 5年間の変化 | 25.91% |
| IPOからの変化 | 972.58% |
最新ニュース
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
新しいナラティブ • 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?
ナラティブ更新 • 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.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新しいナラティブ • 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?ナラティブ更新 • 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.ナラティブ更新 • 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.
新しいナラティブ • 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?ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...株主還元
| TMUS | US Wireless Telecom | US 市場 | |
|---|---|---|---|
| 7D | 0.06% | 0.2% | 2.7% |
| 1Y | -28.8% | -24.7% | 20.9% |
業界別リターン: TMUS過去 1 年間で-24.7 % の収益を上げたUS Wireless Telecom業界を下回りました。
リターン対市場: TMUSは、過去 1 年間で20.9 % のリターンを上げたUS市場を下回りました。
価格変動
| TMUS volatility | |
|---|---|
| TMUS Average Weekly Movement | 5.6% |
| Wireless Telecom Industry Average Movement | 6.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: TMUS 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: TMUSの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1994 | 75,000 | Srini Gopalan | www.t-mobile.com |
T-Mobile US, Inc.は、その子会社とともに、米国、プエルトリコ、および米領バージン諸島において無線通信サービスを提供しています。 同社は、後払い、プリペイド、卸売およびその他のサービスを利用する顧客に対し、音声、メッセージング、データサービスを提供しています。また、スマートフォン、ウェアラブル端末、タブレット、家庭用ブロードバンドゲートウェイ、ヘッドセット、その他のモバイル通信端末をはじめとするワイヤレス端末やアクセサリーの販売、端末分割払いプランによるファイナンス、端末保険契約および延長保証契約の再保険も提供しています。 同社は、「T-Mobile」、「Metro by T-Mobile」、「Mint Mobile」の各ブランド名で、自社所有・運営の小売店舗、カスタマーケアチャネル、全国の小売業者、ウェブサイト、ならびに「T-Mobile」、「Metro by T-Mobile」、「Mint Mobile」の各アプリを通じてサービスを提供している。 また、独立した第三者小売店や各種第三者ウェブサイトを通じて再販されるよう、ディーラーやその他の第三者販売業者に端末を販売しています。同社は700 MHz帯の無線周波数帯域ライセンスを保有しています。 同社は1994年に設立され、ワシントン州ベルビューに本社を置いている。T-Mobile US, Inc.は、Deutsche Telekom AGの子会社として事業を展開している。
T-Mobile US, Inc. 基礎のまとめ
| TMUS 基礎統計学 | |
|---|---|
| 時価総額 | US$190.07b |
| 収益（TTM） | US$10.56b |
| 売上高(TTM) | US$92.19b |
18.0x
PER（株価収益率2.1x
P/SレシオTMUS は割高か？
公正価値と評価分析を参照収益と収入
| TMUS 損益計算書（TTM） | |
|---|---|
| 収益 | US$92.19b |
| 売上原価 | US$34.06b |
| 売上総利益 | US$58.13b |
| その他の費用 | US$47.57b |
| 収益 | US$10.56b |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 9.84 |
| グロス・マージン | 63.05% |
| 純利益率 | 11.45% |
| 有利子負債／自己資本比率 | 151.2% |
TMUS の長期的なパフォーマンスは？
過去の実績と比較を見る| T-Mobile US 配当日 | |
|---|---|
| 配当落ち日 | Aug 28 2026 |
| 配当支払日 | Sep 10 2026 |
| 配当落ちまでの日数 | 17 days |
| 配当支払日までの日数 | 30 days |
TMUS 配当は確実ですか？
TMUS 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/10 07:58 |
| 終値 | 2026/08/07 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
T-Mobile US, Inc. 25 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。48
| アナリスト | 機関 |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| William Power | Baird |