T Mobile US AI Stock Analysis
T Mobile US (TMUS) AI Stock Analysis
T Mobile US
(BMV:TMUS)
No summary available
T Mobile US (TMUS) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- MXN 182.36B
- Dividend Yield
- 2.14%
- Average Volume (3M)
- 273
- Price to Earnings (P/E)
- 16.6
- Beta (1Y)
- -0.29
- Revenue Growth
- -1.94%
- EPS Growth
- -11.19%
- Country
- Mexico
- Employees
- 75,000
- Sector
- Communication Services
- Sector Strength
- 60
- Industry
- Telecommunications Services
T Mobile US Business Overview & Revenue Model
Company Description
T-Mobile US, Inc., alongside its subsidiaries, offers mobile telecommunications services across the United States, Puerto Rico, and the U.S. Virgin Islands. Catering to approximately 108.7 million subscribers, the company delivers essential voice, me...
T Mobile US Earnings Call Summary
The call was strongly positive. T-Mobile reported industry-leading subscriber, revenue, EBITDA, ARPA, broadband, and free cash flow performance, raised several full-year targets, highlighted continued network and digital execution, and expressed confidence in long-term opportunities including AI, 5G broadband, fiber, enterprise, and spectrum. The main challenges were declining wholesale and prepaid revenue, expected seasonal and rate-plan-related churn, Q4 promotional variability, and the need to monitor future uplink capacity, but these issues were explicitly incorporated into the company's outlook.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
For full year 2026, T-Mobile now expects approximately 1 million account net additions, service revenues of approximately $76.8 billion, representing 8% growth for the full year, postpaid ARPA growth of approximately 3.5%, up from the previous expectation of 2.5% to 3%, Q4 postpaid organic service revenue growth of approximately 7% year-over-year, core adjusted EBITDA between $37.35 billion and $37.45 billion, up $100 million at the midpoint from the previous guide, cash CapEx of approximately $10 billion, and adjusted free cash flow between $18.7 billion and $18.8 billion, up $150 million at the midpoint from previous guidance; T-Mobile is tracking well ahead of the pace to reach 15 million customers by the end of the decade and is well on track towards its target of 3 million to 4 million fiber customers by 2030.
T Mobile US Risk Analysis
T Mobile US disclosed 27 risk factors in its most recent earnings report. T Mobile US reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
0 New RisksT Mobile US Peers Comparison
Overall Rating
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| Sector * | 60Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% |
* Communication Services Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| MX:TMUS | T Mobile US | 3199.43 | -664.26 | -17.19% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.