T-Mobile US, Inc.

NasdaqGS:TMUS Stock Report

Market Cap: US$205.9b

T-Mobile US Management

Management criteria checks 1/4

T-Mobile US' CEO is Srini Gopalan, appointed in Nov 2025, has a tenure of less than a year. total yearly compensation is $35.44M, comprised of 2.4% salary and 97.6% bonuses, including company stock and options. directly owns 0.002% of the company’s shares, worth $3.77M. The average tenure of the management team and the board of directors is 1.3 years and 7.9 years respectively.

Key information

Srini Gopalan

Chief executive officer

US$35.4m

Total compensation

CEO salary percentage2.43%
CEO tenureless than a year
CEO ownership0.002%
Management average tenure1.3yrs
Board average tenure7.9yrs

Recent management updates

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
Analysis Article 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...
Narrative Update 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.
New Narrative 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Analysis Article 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

CEO Compensation Analysis

How has Srini Gopalan's remuneration changed compared to T-Mobile US's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

US$11b

Dec 31 2025US$35mUS$862k

US$11b

Compensation vs Market: Srini's total compensation ($USD35.44M) is above average for companies of similar size in the US market ($USD14.81M).

Compensation vs Earnings: Insufficient data to compare Srini's compensation with company performance.


CEO

Srini Gopalan (55 yo)

less than a year
Tenure
US$35,439,422
Compensation

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...


Leadership Team

NamePositionTenureCompensationOwnership
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%
$ 34.8m
Mark Nelson
Chief Legal Officer & General Counsel4.6yrsUS$16.43m0.00043%
$ 885.5k
Michael Katz
Chief Business & Product Officerno dataUS$22.20m0.017%
$ 34.6m
André Almeida
Chief Broadbandless than a yearUS$117.30k0.00095%
$ 2.0m
Daniel Drobac
VP & Chief Accounting Officer1yrno data0.0033%
$ 6.9m
John C. Saw
President of Technology & CTO3.1yrsno data0.0044%
$ 9.1m
Jeff Simon
Executive VP & Chief Information Officer1.3yrsno datano data
Quan Yao
Senior Vice President of Investor Relationsno datano datano data
Lucy McLellan
Executive VP and Chief Brand & Communications Officerno datano datano data
Doug Chartier
Senior Vice President of Sales and Marketing17.4yrsno datano data
1.3yrs
Average Tenure
49yo
Average Age

Experienced Management: TMUS's management team is not considered experienced ( 1.3 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Srinivasan Gopalan
CEO, President & Directorless than a yearUS$35.44m0.0018%
$ 3.8m
G. Sievert
Vice Chairman8.3yrsUS$50.41m0.0067%
$ 13.7m
Srikant T. Datar
Independent Director13.1yrsUS$539.01k0.0028%
$ 5.8m
Thorsten Langheim
Director13.1yrsno datano data
Timotheus Hottges
Chairman of the Board13.1yrsno datano data
Raphael Kübler
Director13.1yrsno datano data
Teresa Taylor
Lead Independent Director13.1yrsUS$563.53k0.00042%
$ 864.9k
Dominique Yvette Leroy
Director5.5yrsno datano data
Letitia Long
Independent Director4.9yrsUS$695.40k0.00039%
$ 803.1k
Raul Claure
Independent Director6.1yrsUS$459.87k0.25%
$ 521.1m
Thomas Dannenfeldt
Independent Directorless than a yearUS$377.46kno data
Christian Illek
Director7.5yrsno datano data
7.9yrs
Average Tenure
61yo
Average Age

Experienced Board: TMUS's board of directors are considered experienced (7.9 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/14 04:18
End of Day Share Price 2026/05/14 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

T-Mobile US, Inc. is covered by 52 analysts. 25 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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