Core Insights - T-Mobile US shares experienced a decline following downgrades from Wells Fargo and RBC Capital Markets analysts [1][3] - Wells Fargo reduced its rating on T-Mobile from "overweight" to "equal weight" and lowered the price target from $240 to $220, resulting in a 4% drop in stock price to $210.88 [1][2] - RBC Capital Markets downgraded T-Mobile from "outperform" to "sector perform" and cut its price target from $255 to $240 [3] Subscriber and Financial Growth - T-Mobile is expected to continue outperforming competitors in subscriber and financial growth in the coming years, but the growth rate is slowing as the business matures and moves beyond Sprint integration synergies [2] - Analysts indicated that T-Mobile's industry-leading subscriber and EBITDA growth is already reflected in the stock price, making it less attractive compared to peers AT&T and Verizon [2][3]

Shares of telecommunications name T-Mobile US Inc (NASDAQ:TMUS) are down 3.7% at $210.91 at last glance, following two bear notes. Wells Fargo downgraded the stock to "equal weight" from "overweight," with a price-target cut to $220 from $240, while RBC slashed its rating to "sector perform" from "outperform," with a price-target cut to $240 from $255. Both firms cited TMUS' high valuation and decelerating growth. Of the 30 analysts in coverage, 21 still carry a "buy" or better rating, leaving plenty of roo ...

I’ve been bullish on T-Mobile (NASDAQ: TMUS ) pretty much ever since the merger closed in 2020 , as I anticipated that the merger was likely to do severe damage to the competition level of the industry. While that’s horrible for consumers, andMax Greve is a graduate of Northwestern University with a quadruple major in History, Economics, Political Science, and International Studies. Max is a full-time writer and in addition to stock market trends also writes articles on government, current events, macroecon ...

T-Mobile US, Inc. (TMUS) has gained 41.2% over the past year compared with the industry’s growth of 27.6%. The company has outperformed its peers like AT&T, Inc. (T) and Verizon Communications, Inc. (VZ) .T-Mobile continues to boast a leadership position in the 5G market. The company’s 5G network covers 98% of Americans, or 330 million people in the country. Its Ultra Capacity 5G delivers superfast speeds, powering 5G smartphones and enabling innovators to deliver transformational 5G experiences. Strong gro ...

T-Mobile, US, Inc. (TMUS) recently announced that it has opened registration for a beta program offering direct-to-cell (“DTC”) satellite service in collaboration with Starlink. The beta program is available for all of T-Mobile’s postpaid voice customers with a compatible device. Initially, it will support text messaging only with voice and data services expected to be introduced in the future.The major development commenced earlier in 2024 when TMUS and SpaceX collaborated to launch Starlink satellites wit ...

A recent report by leading research firm Opensignal revealed that T-Mobile US, Inc. (TMUS) has emerged as the leader in network performance at Ikon and Epic ski resorts nationwide. The findings highlight the carrier’s superiority in delivering the fastest speeds and the best 5G coverage at these popular winter destinations. The report highlights T-Mobile’s dominance in key areas, including download speeds and network consistency at ski resort locations. On the slopes, T-Mobile users enjoy nearly double the ...

Core Points - T-Mobile and SpaceX have launched registration for T-Mobile Starlink, enabling satellite connectivity for T-Mobile users in areas lacking terrestrial coverage [1][2] - The beta program will be free for postpaid voice customers with compatible devices, allowing satellite texting to begin in early 2025, with voice and data support expected later [2][4] - T-Mobile Starlink represents a significant engineering advancement, combining low-earth orbit satellites with terrestrial cellular spectrum [3][4] Company Developments - T-Mobile and SpaceX's partnership was first announced in 2022, integrating T-Mobile's wireless spectrum with SpaceX's satellite technology [5] - SpaceX has launched its first satellites capable of supporting the service in January 2023 and is expanding its constellation [5][6] - The service was activated during Hurricane Milton and Helene, allowing users to connect and see "T-Mobile SpaceX" in their network name [6] Regulatory and Competitive Landscape - The Federal Communications Commission approved SpaceX to utilize all 7,500 satellites in its Gen2 system for cellular coverage, with additional satellites pending approval [7] - T-Mobile's competitors, AT&T and Verizon, are also pursuing satellite connectivity solutions, with Verizon collaborating with multiple satellite providers [8]

Keybanc analyst Brandon Nispel downgraded T-Mobile US Inc TMUS from Overweight to Sector Weight.The rerating reflects the valuation, which Nispel noted as stretched, and was unwilling to raise his price target to justify the valuation.The analyst noted a lot to like in the business that has proven to be the market share leader in Wireless for nearly the past decade, and its FWA business has proven to be accretive.Also Read: Synopsys Proposes Divesting Units, Including Ansys PowerArtist, For $35 Billion EU D ...

T-Mobile US (TMUS -0.72%) is a top telecom stock that's been on a tear. As of Tuesday's close, it was up 53% since the start of the year. It hit a new all-time high recently as it continues to post industry-leading numbers, winning over growth investors in the process.The big question investors may be asking now, however, is whether it's too late to invest in the stock, given its impressive gains and rising valuation. Let's take a closer look at how T-Mobile has been doing and whether it's still a good buy ...

T-Mobile US, Inc. Conference Call Summary Company Overview - **Company**: T-Mobile US, Inc. (NASDAQ: TMUS) - **Event**: Wells Fargo 8th Annual TMT Summit Conference - **Date**: December 3, 2024 - **Participants**: Jon Freier (President, Consumer Group), Cathy Yao (SVP, Investor Relations) Industry Insights - **Competitive Market**: The telecom industry is experiencing intense promotional activity during the holiday season, similar to previous years, with significant promotional offers from various carriers [3][4] - **Upgrade Rates**: The industry is facing historically low upgrade rates, attributed to the longevity of devices from major manufacturers like Apple and Samsung. T-Mobile reports that 80% of its postpaid customers have 5G devices, which may limit the urgency for upgrades [7][8] - **Convergence**: T-Mobile believes that convergence between wireless and wireline services is already established, with over 80% of customers able to purchase both services from the same provider. The company is not concerned about competitors' fiber expansions affecting its mobile business [13][14] Financial Performance - **Postpaid Guidance**: T-Mobile is on track to meet its guidance of 3 million postpaid phone net additions for the year, part of a total of 5.6 million to 5.8 million postpaid net additions [5] - **Capital Allocation**: The company maintains a consistent capital allocation strategy, prioritizing investments in core business and strategic high-value projects, followed by shareholder returns through buybacks and dividends [10][11] - **EBITDA Growth**: T-Mobile expects mid-single-digit EBITDA growth in 2025, despite ongoing investments in digital and technology transformation [11] Customer Engagement and Retention - **Customer Relationships**: T-Mobile emphasizes the importance of deepening customer relationships through multiple product offerings, which leads to lower churn rates [16][17] - **Net Promoter Scores**: The company has significantly improved its Net Promoter Scores, indicating increased customer loyalty and advocacy [20] Market Expansion - **Rural Market Penetration**: T-Mobile has made significant strides in small and rural markets, increasing its market share from 13% in 2021 to a target of 20% by the end of 2025. The company reported record switching activity in these markets [19] - **Fixed Wireless and Fiber**: T-Mobile views its fixed wireless and fiber offerings as complementary, with plans to serve a waitlist of 1 million customers for 5G broadband [33][34] Technological Advancements - **AI Integration**: T-Mobile is exploring generative AI technologies to enhance customer experience and operational efficiency, aiming to reduce inbound call volumes and improve satisfaction [37][39] - **T-Life App**: The consolidation of various applications into the T-Life app aims to enhance customer engagement and streamline service management [41][42] Regulatory Developments - **UScellular Acquisition**: T-Mobile is in the regulatory review process for its acquisition of UScellular, which is expected to enhance network access and service quality for customers in rural areas [43][44] Conclusion - T-Mobile is positioned strongly in a competitive telecom market, focusing on customer retention, market expansion, and technological innovation while maintaining a consistent financial strategy. The company is optimistic about future growth opportunities, particularly in rural markets and through strategic acquisitions.