T-Mobile US (TMUS) 주식 개요
는 자회사와 함께 미국, 푸에르토리코 및 미국령 버진 아일랜드에서 무선 통신 서비스를 제공합니다. 자세히 보기
TMUS Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$201.69
FV
7.0% 저평가 내재 할인율4.30%
Revenue growth p.a.
563
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7users have followed this narrative
T-Mobile US, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$187.53 |
| 52주 최고가 | US$261.56 |
| 52주 최저가 | US$181.36 |
| 베타 | 0.32 |
| 1개월 변동 | -4.08% |
| 3개월 변동 | -13.62% |
| 1년 변동 | -22.57% |
| 3년 변동 | 42.95% |
| 5년 변동 | 29.77% |
| IPO 이후 변동 | 1,035.17% |
최근 뉴스 및 업데이트
Recent updates
내러티브 업데이트 • 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.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 Alpha분석 기사 • 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...내러티브 업데이트 • 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.
새로운 내러티브 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...주주 수익률
| TMUS | US Wireless Telecom | US 시장 | |
|---|---|---|---|
| 7D | -2.1% | -1.8% | 1.5% |
| 1Y | -22.6% | -18.1% | 28.6% |
수익률 대 산업: TMUS은 지난 1년 동안 -18.1%의 수익을 기록한 US Wireless Telecom 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: TMUS은 지난 1년 동안 28.6%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| TMUS volatility | |
|---|---|
| TMUS Average Weekly Movement | 3.7% |
| Wireless Telecom Industry Average Movement | 7.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
안정적인 주가: TMUS는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: TMUS의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1994 | 75,000 | Srini Gopalan | www.t-mobile.com |
는 자회사와 함께 미국, 푸에르토리코, 미국령 버진 아일랜드에서 무선 통신 서비스를 제공합니다. 이 회사는 후불, 선불, 도매 및 기타 서비스 고객에게 음성, 메시징, 데이터 서비스를 제공합니다. 또한 스마트폰, 웨어러블, 태블릿, 가정용 광대역 게이트웨이, 헤드셋 및 기타 모바일 통신 장치와 액세서리를 포함한 무선 장치, 장비 할부 플랜을 통한 금융, 장치 보험 정책 재보험 및 연장 보증 계약도 제공합니다.
T-Mobile US, Inc. 기초 지표 요약
| TMUS 기초 통계 | |
|---|---|
| 시가총액 | US$202.79b |
| 순이익 (TTM) | US$10.54b |
| 매출 (TTM) | US$90.53b |
19.2x
주가수익비율(P/E)2.2x
주가매출비율(P/S)TMUS는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| TMUS 손익계산서 (TTM) | |
|---|---|
| 매출 | US$90.53b |
| 매출원가 | US$33.24b |
| 총이익 | US$57.29b |
| 기타 비용 | US$46.75b |
| 순이익 | US$10.54b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 9.74 |
| 총이익률 | 63.28% |
| 순이익률 | 11.65% |
| 부채/자본 비율 | 154.6% |
TMUS의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| T-Mobile US 배당 일정 | |
|---|---|
| 배당락일 | May 29 2026 |
| 배당 지급일 | Jun 11 2026 |
| 배당락일까지 남은 일수 | 1 day |
| 배당 지급일까지 남은 일수 | 12 days |
TMUS는 안정적으로 배당을 지급합니까?
TMUS 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/30 03:34 |
| 종가 | 2026/05/29 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
T-Mobile US, Inc.는 52명의 분석가가 다루고 있습니다. 이 중 25명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| William Power | Baird |