T-Mobile(US:TMUS) 智通财经网·2025-10-17 03:59Group 1 - T-Mobile is expected to continue leading the industry in user growth and revenue due to its extensive 5G coverage and strong mid-band spectrum [1][2] - Wells Fargo upgraded T-Mobile's stock rating from "hold" to "overweight," citing its strategic advantage in wireless network performance compared to competitors [1] - The valuation premium of T-Mobile compared to AT&T and Verizon has narrowed, indicating stronger potential for T-Mobile to outperform its rivals [1] Group 2 - Verizon's stock is expected to remain in a certain range until the new CEO Dan Schulman clarifies the strategic direction [1] - Verizon faces ongoing challenges, including a net loss of consumer mobile subscribers in Q3, and EBITDA estimates may decline due to increased promotional efforts in Q4 [1] - T-Mobile is projected to maintain its lead in postpaid user growth over the next few years, surpassing its three main competitors [2]