Bellevue, Washington-based T-Mobile US, Inc. (TMUS) provides wireless communications services. Valued at a market cap of $220.7 billion, the company offers voice, messaging, and data services to postpaid, prepaid, wholesale and other services customers. It is ready to announce its fiscal Q4 earnings for 2025 after the market closes on Wednesday, Feb. 4. Before this event, analysts expect this telecom giant to report a profit of $2.14 per share, down 16.7% from $2.57 per share in the year-ago quarter. The ...

James Fish from Piper Sandler sets a price target of $148 for Twilio Inc. (NYSE:TWLO), suggesting a potential upside of approximately 6.97%.Piper Sandler downgrades Twilio to Neutral from Overweight, indicating a more cautious outlook on the stock.Twilio's stock has shown significant performance, with a 1.85% increase in the latest trading day and a 10.94% rise over the past month.Twilio Inc. (NYSE:TWLO) is a leading cloud communications platform that enables developers to build, scale, and operate real-tim ...

Core Viewpoint - T-Mobile US Inc. (NASDAQ:TMUS) is considered one of the best telecom stocks to invest in, with KeyBanc upgrading its rating from Underweight to Sector Weight, indicating a neutral risk/reward profile at current prices [1] Financial Performance and Projections - T-Mobile raised its FY25 outlook for postpaid net subscriber additions from 6.1-6.4 million to 7.2-7.4 million, reflecting an improvement of 1.05 million at the midpoint [3] - The company's core adjusted EBITDA forecast increased by $300 million at the midpoint to a range of $33.7-33.9 billion [3] - Net cash generated through operations guidance was enhanced by $600 million to a range of $27.8-28.0 billion [3] - T-Mobile also increased its capital expenditure plan from $9.5 billion to $10.0 billion to support its growing customer base and network expansion [3] Market Position and Services - T-Mobile US Inc. provides wireless communications services across the US, Puerto Rico, and the United States Virgin Islands, offering voice, messaging, and data services to various customer segments including postpaid, prepaid, and wholesale [4] Future Growth Expectations - KeyBanc anticipates that T-Mobile will experience an acceleration in organic growth rates following its planned investments in 2025, with the next major trigger for the stock being the fourth-quarter earnings release and the company's projections for 2026/2027 [2]

T-Mobile US, Inc. (NASDAQ:TMUS) is one of the stocks that Jim Cramer shared his take on. Noting that the stock has been down since August, a caller sought Cramer’s opinion on the stock. He commented: “T-Mobile’s being hurt by the Death Star that’s Elon Musk. And I have to tell you, I would be worried too. I think that his satellite, that gambit, can really hurt the margins of T-Mobile. I would love to be able to say, you know what? Right here, right here, call shot. But I can’t. I have to wait. It has not ...

Company Overview - Array Digital Infrastructure is a leading wireless telecommunications provider in the U.S., operating nationally with a diversified service and product portfolio [6] - The company generates revenue through direct sales, installment contracts, tower rentals, and wholesale distribution to agents and resellers, serving consumer, business, and government customers [9] Financial Performance - For the third quarter, Array Digital Infrastructure reported operating revenue of $47.1 million, an increase of 83% year-over-year, driven by a new long-term master lease agreement with T-Mobile [10] - Site-rental revenue increased by 68%, and the company posted a net income of $108.8 million from continuing operations, a significant turnaround from a loss of $95.9 million in the previous year [10] - The company has ongoing spectrum monetization agreements totaling $178 million in expected proceeds [10] Recent Developments - Newtyn Management disclosed a new position in Array Digital Infrastructure, acquiring 1.35 million shares valued at $67.5 million, representing about 8.3% of its overall reported assets [2][8] - The stock price of Array Digital Infrastructure was $50.14, down 22% over the past year, underperforming the S&P 500, which increased by 13% during the same period [3] Strategic Focus - Array Digital Infrastructure has transitioned from a wireless operator to a pure-play tower company, indicating a significant transformation in its business model [7] - The company leverages multiple sales channels and recurring service revenues to maintain a broad market reach and customer engagement [6]

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]

Company Overview - T-Mobile US, Inc. has a market cap of $231.9 billion and is a leading national wireless service provider in the U.S., Puerto Rico, and the U.S. Virgin Islands, offering voice, messaging, data, and high-speed internet services [1] - The company operates under the T-Mobile, Metro by T-Mobile, and Mint Mobile brands, providing wireless devices, accessories, and financing solutions through various retail channels [2] Stock Performance - T-Mobile US shares have decreased 25.2% from their 52-week high of $276.49 and have fallen 17.8% over the past three months, underperforming the Nasdaq Composite's 7.4% gain [3] - Year-to-date, TMUS stock is down 6.3%, while the Nasdaq Composite has returned 19.2%. Over the past 52 weeks, T-Mobile shares have decreased 13.8%, compared to a 20.8% increase in the Nasdaq [4] Financial Results - In Q3 2025, T-Mobile reported adjusted EPS of $2.59 and revenue of $21.96 billion, exceeding expectations. However, the stock fell 3.3% following the report due to a GAAP EPS of $2.41, impacted by a $208 million impairment expense [5] - Cash purchases of property and equipment increased by 35% to $2.6 billion, and the company raised its 2025 capital expenditure guidance to approximately $10 billion, an increase of $500 million [5] Competitive Position - Compared to AT&T Inc., which has seen its stock rise nearly 12% over the past 52 weeks and 13.6% year-to-date, T-Mobile's stock has underperformed [6] - Despite the stock's challenges, analysts maintain a moderately optimistic outlook, with a consensus rating of "Moderate Buy" and a mean price target of $274.65, indicating a potential upside of 32.7% from current levels [6]

Group 1 - Zoom Communications Inc. is expected to report a "decent quarter" according to Jim Cramer, who highlights the competitive pressure from Microsoft Teams as a significant challenge for Zoom [1] - The company provides an AI-driven platform that includes video meetings, messaging, phone systems, and collaborative work tools, along with services like virtual events and workflow automation [2] - There is speculation about potential acquisition interest in Zoom, which could impact its future growth and market position [1]

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]

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