T-Mobile US, Inc. (NASDAQ:TMUS) is one of the stocks in focus on Jim Cramer’s game plan. Cramer called it “one-time fan fave,” as he said: Maybe we can find out what’s the matter with one-time fan fave T-Mobile, with a stock that’s fallen off K2. This thing acts, or at least it trades like it’s got slower growth than Verizon. How’s that possible? We get earnings and analyst presentation, and hopefully some answers. T-Mobile US, Inc. (NASDAQ:TMUS) is a wireless voice, messaging, and data services compan ...

Group 1: Company Overview - T-Mobile US, Inc. (NASDAQ:TMUS) provides wireless voice, messaging, and data services, serving postpaid, prepaid, and wholesale customers with a nationwide 5G-focused network footprint [4] Group 2: Analyst Ratings and Price Targets - Bernstein lowered its price target for T-Mobile from $265 to $245 while maintaining a 'Market Perform' rating, reflecting a structural shift in competitive dynamics within the U.S. telecom sector [2] - Scotiabank reduced its price target on T-Mobile from $278.00 to $270.50, reiterating an 'Outperform' rating, and noted positive industry-wide revenue and EBITDA growth trends despite increased promotional activity [3] Group 3: Industry Dynamics - The competitive landscape in the U.S. telecom sector intensified throughout 2025, leading to margin pressure in the traditional wireless segment and challenges for cable operators [2] - Bernstein anticipates that increasing competition will persist, with limited short-term stabilization expected [2]

Economic Outlook - Goldman Sachs released its 2026 Economic and Financial Market Outlook report, indicating strong economic momentum at the start of the year and dismissing widespread recession concerns [1] - The bank acknowledged policy shocks in 2025 that impacted real wages and labor supply but described the slowdown as orderly rather than disruptive [2] - Consumer spending, which constitutes nearly 70% of U.S. GDP, is aligned with long-term growth trends due to rising equity and home prices [2] Inflation and Monetary Policy - Goldman Sachs views last year's challenges as temporary and policy-driven, with inflationary impacts from tariffs considered a one-time price-level shift [3] - Core PCE inflation is projected to decrease from 2.9% at the beginning of the year to approximately 2.3% by year-end, with two Federal Reserve rate cuts anticipated [3] Growth and Investment Trends - The bank favors artificial intelligence (AI) as a key growth area, expecting sustained technology investment to support demand and contribute significantly to GDP without excessive borrowing [4] - Corporate balance sheets are reported to be healthy, with non-financial business debt declining as a share of GDP [4] Recession Probability - Goldman Sachs assigns a 25% probability of a recession in 2026, which is lower than the 33% consensus, indicating strong expected earnings growth despite high index-level valuations [5] Undervalued Stocks - The article discusses 10 undervalued stocks identified by Goldman Sachs, based on their 13-F filings and forward price-to-earnings multiples [7] - The methodology involved filtering stocks with the lowest forward price-to-earnings multiples and ranking them by the number of hedge funds holding stakes [7][8] Company-Specific Insights - **T-Mobile US, Inc. (NASDAQ:TMUS)**: Forward P/E multiple of 15.72x, with 81 hedge fund holders. Bernstein lowered its price target from $265 to $245, citing increased competition in the telecom sector [9][10] - **AT&T Inc. (NYSE:T)**: Forward P/E multiple of 10.63x, with 84 hedge fund holders. Bernstein reduced its price target from $31.00 to $30.00, highlighting heightened competition and challenges in the sector [13][14] - **Adobe Inc. (NASDAQ:ADBE)**: Forward P/E multiple of 12.58x, with 88 hedge fund holders. Investor sentiment is cautiously constructive, with a consensus price target of $417.50, indicating a potential upside of 37.30% [17][18]

Group 1 - T-Mobile US, Inc. has experienced a decline in stock value since August, attributed to competition from Elon Musk's satellite initiatives, which may negatively impact T-Mobile's margins [1][2] - A leadership transition is occurring at T-Mobile, with CEO Mike Sievert becoming vice chairman on November 1st, and COO Srini Gopalan set to succeed him. Sievert has created significant value during his tenure [2] - T-Mobile is projected to achieve 19.4% earnings growth next year, while currently trading at just over 18 times next year's earnings estimates, indicating potential undervaluation [2]

Core Insights - T-Mobile US, Inc. is a significant player in the wireless telecommunications industry, known for competitive pricing and innovative promotions, which have contributed to its substantial market share [1] - KeyBanc upgraded T-Mobile to a Sector Weight rating, indicating a neutral performance expectation in line with the market [2][5] - T-Mobile's recent "Black Friday" promotion is aimed at capturing a larger market share during the holiday season, potentially attracting many new subscribers [3][5] Stock Performance - Following the upgrade, T-Mobile's stock price decreased by 1.14%, or $2.38, settling at $206.63, with trading between $205.58 and $209.11 on that day [4][5] - Over the past year, T-Mobile's stock has experienced a high of $276.49 and a low of $199.41, with a current market capitalization of approximately $231.14 billion [4]

Core Insights - Aurora Innovation Inc (NASDAQ:AUR) is recognized as one of the best small-cap stocks according to Reddit users, highlighting its potential in the self-driving technology sector [1][2]. Company Overview - Aurora Innovation is based in Pennsylvania and specializes in self-driving hardware, software, and data services for various vehicle types [2]. - The company has achieved a significant milestone, crossing 100,000 driverless miles on public roads while maintaining a perfect safety record for its driverless operations [2]. Future Expansion Plans - The CEO, Christopher Urmson, indicated plans to expand operations significantly by 2026, including critical routes such as Dallas to Laredo and Dallas to Atlanta, which will extend the driverless I-10 and I-20 corridor to approximately 2,000 miles [2]. - Upcoming launches include driverless operations from Fort Worth to El Paso and in the Phoenix area, with considerations for local weather conditions like dust storms [2]. Current Operations - Aurora currently operates five driverless trucks that are regularly delivering freight for customers [4]. - The company plans to deploy a fully driverless truck without an observer in the upcoming year [4]. Stock Performance - Despite its potential, Aurora's stock has experienced a decline of 36% year-to-date [4].

Core Insights - T-Mobile US, Inc. is a significant player in the telecommunications sector, known for its innovative connectivity and customer service, competing with major companies like Verizon and AT&T [1] - The company has extended its partnership with the Formula 1 Heineken Las Vegas Grand Prix, reinforcing its position as the Regional 5G Innovation Partner of Formula 1 [1][2] Financial Performance - T-Mobile's stock is currently priced at $209.48, showing a slight decrease of 0.49% or $1.03, with trading fluctuations between a low of $206.68 and a high of $211.36 today [3] - Over the past year, the stock has seen a high of $276.49 and a low of $199.41, indicating market volatility [3] - The company's market capitalization is approximately $234.33 billion, reflecting its substantial presence in the telecommunications industry [5] - Today's trading volume stands at 6.29 million shares, indicating active trading interest [5] Insider Transactions - SIEVERT G MICHAEL, a director of T-Mobile, sold 22,500 shares at $214.25 each but retains approximately 286,196 shares [4]

Core Insights - The article compares two growth stocks in Singapore: iFAST Corporation, a fintech platform, and Singapore Exchange (SGX), a blue-chip exchange operator, highlighting their growth potential and market positions as interest rates are expected to fall by 2026 [1][8]. iFAST Corporation - iFAST has transitioned from a fund distribution platform to a digital wealth infrastructure player, achieving a net revenue growth of 39.9% year-on-year to S$89.53 million and a net profit increase of 54.7% year-on-year to S$26 million for 3Q 2025 [2]. - The company's assets under administration (AUA) reached an all-time high of S$30.62 billion, growing 29.6% year-on-year [2]. - iFAST's profit before tax margin improved to 34.5% for 9M 2025, up from 22.6% in 2023 and 33.5% in 2024, indicating a new phase of profitability [3]. - Recent initiatives include the introduction of payment services and the approval to operate as an Electronic Money Issuer in Malaysia, which could enhance profitability [4]. Singapore Exchange (SGX) - SGX serves as the backbone of Singapore's capital markets, with a revenue breakdown showing that the Equities-Cash segment contributed 30.3% and the Equities-Derivatives segment contributed 26.6% to total net revenue for FY25 [5]. - SGX's net profit attributable to equity holders grew from S$445 million in FY2021 to S$648 million in FY2025, with dividends increasing from S$0.32 to S$0.375 during the same period [6]. - Recent partnerships, such as with Climate Impact X, and expansion in Foreign Exchange derivatives are expected to drive growth [7]. Comparative Analysis - iFAST offers higher growth potential with a revenue growth rate of 29.5% CAGR over three years, while SGX has a more stable growth rate of 7.6% [9]. - iFAST has a profit margin of 18.5% compared to SGX's 47.3%, and a lower dividend yield of 0.7% versus SGX's 2.2% [9]. - The choice between iFAST and SGX depends on investor preferences for growth acceleration versus stable compounding [10]. Key Catalysts and Risks - For iFAST, successful digital platform rollouts and margin expansion are potential growth drivers, while delays or contract risks could negatively impact valuation [11]. - SGX's growth will depend on market turnover and derivatives volume recovery, with lower volatility potentially limiting momentum [11]. - Both companies could benefit from macro trends such as rate cuts and improved investor sentiment [12]. Investor Considerations - Investors should monitor earnings growth and dividend policies for both companies through 2025, as well as valuation movements post-rate cuts [13][14]. - A diversified investment approach could involve holding both stocks to balance growth and stability [15].

Core Insights - T-Mobile US, Inc. (TMUS) has a market capitalization of $227.4 billion and is recognized for its extensive 5G network and customer-centric approach [1] - The stock has underperformed, declining 8% over the past 52 weeks, while the S&P 500 Index has increased by 18.5% [2] - T-Mobile's stock also lagged behind the iShares U.S. Telecommunications ETF, which rose 24% in the same period [3] Financial Performance - In Q3 FY2025, T-Mobile reported an 8.9% increase in revenue to $22 billion, with service revenue rising over 9% due to strong postpaid growth and record net additions of approximately 2.3 million customers [4] - Core adjusted EBITDA grew around 6% to about $8.7 billion, but net income fell 11.3% to $2.7 billion due to increased costs and investments [4] - The company raised its full-year core adjusted EBITDA outlook to between $33.7 billion and $33.9 billion, indicating confidence in ongoing growth [4] Analyst Expectations - For the current fiscal year ending in December, analysts project TMUS' EPS to increase by 6.1% year over year to $10.25, with a strong earnings surprise history [5] - The consensus rating among 30 analysts is a "Moderate Buy," with 17 "Strong Buy," 3 "Moderate Buy," 8 "Hold," and 2 "Strong Sell" ratings [5] - The mean price target for TMUS is $273.71, suggesting a 32.7% upside from current levels, while the highest target of $309 indicates a potential upside of 49.8% [6]

Core Insights - Deutsche Telekom sold 128,852 shares of T-Mobile US for approximately $29.5 million, representing a minor reduction in its ownership stake [1][2][4] - The sale is part of a pre-arranged trading plan and does not significantly impact Deutsche Telekom's overall ownership of T-Mobile US [5][12] Transaction Summary - Shares sold: 128,852 [2] - Total transaction value: ~$29.5 million [2] - Post-transaction shares held by Deutsche Telekom: 627,524,343 [2] - Post-transaction value of direct ownership: ~$144.4 billion [2] Historical Context - The recent sale is smaller than the historical median sale size of approximately 379,340 shares for Deutsche Telekom, representing only 0.02% of its direct holdings [3] - Prior sales had a median of 0.06% per transaction, indicating this sale is less significant in the context of historical transactions [3] Ownership Significance - After the sale, Deutsche Telekom retains 55.8% of T-Mobile US's outstanding shares [4] - The weighted average sale price was approximately $228.71 per share, closely aligned with the market close price of $230.09 on October 20, 2025 [4] Company Overview - T-Mobile US reported a revenue of $84.05 billion and a net income of $12.22 billion for the trailing twelve months [6] - The company has a dividend yield of 1.28% and a market price of $230.09 as of October 20, 2025 [6] - T-Mobile US serves 108.7 million customers across the U.S., Puerto Rico, and the U.S. Virgin Islands [8] Market Position - T-Mobile US is a leading telecommunications provider with a significant market cap, leveraging its extensive network and multi-brand strategy [9][10] - The company has shown faster growth compared to competitors like AT&T and Verizon, earning a premium valuation [13]