T-Mobile US (NASDAQ:TMUS) Raised to "Hold" at Wall Street Zen

Key Points

• Wall Street Zen upgraded T‑Mobile from "sell" to "hold", while the broader analyst consensus remains a Moderate Buy with a consensus price target of $258.83.
• T‑Mobile reported a Q1 EPS beat ($2.27 vs. $2.01) and revenue of $23.11 billion (up 10.6% YoY), with the stock trading around $196 and a 1‑year range of $181.36–$261.56.
• The company is accelerating its broadband push — including a reported ~$2.7bn in fiber JVs and a new 5G–Starlink hybrid for enterprise — even as insiders have sold roughly 694,134 shares (~$150.8M) over the past 90 days.

T-Mobile US (NASDAQ:TMUS - Get Free Report) was upgraded by Wall Street Zen from a "sell" rating to a "hold" rating in a report released on Saturday.

A number of other equities analysts have also recently issued reports on the company. TD Cowen increased their target price on T-Mobile US from $252.00 to $261.00 and gave the stock a "buy" rating in a report on Wednesday. Barclays reissued a "buy" rating on shares of T-Mobile US in a report on Friday, April 24th. Wolfe Research reissued an "outperform" rating and issued a $255.00 target price on shares of T-Mobile US in a report on Thursday, February 12th. Wells Fargo & Company increased their target price on T-Mobile US from $225.00 to $235.00 and gave the stock an "overweight" rating in a report on Friday, February 13th. Finally, Sanford C. Bernstein reissued a "neutral" rating on shares of T-Mobile US in a report on Wednesday, April 22nd. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and seven have given a Hold rating to the company. According to MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $258.83.

T-Mobile US Trading Up 0.3%

Shares of TMUS opened at $196.06 on Friday. T-Mobile US has a 1 year low of $181.36 and a 1 year high of $261.56. The company has a current ratio of 1.09, a quick ratio of 0.90 and a debt-to-equity ratio of 1.58. The stock has a 50 day simple moving average of $206.12 and a 200-day simple moving average of $205.40. The stock has a market cap of $212.18 billion, a PE ratio of 20.86, a PEG ratio of 1.20 and a beta of 0.33.

T-Mobile US (NASDAQ:TMUS - Get Free Report) last issued its earnings results on Tuesday, April 28th. The Wireless communications provider reported $2.27 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.01 by $0.26. T-Mobile US had a return on equity of 19.47% and a net margin of 11.65%.The business had revenue of $23.11 billion during the quarter, compared to analysts' expectations of $22.98 billion. During the same period in the prior year, the firm posted $2.58 EPS. T-Mobile US's quarterly revenue was up 10.6% compared to the same quarter last year. On average, sell-side analysts predict that T-Mobile US will post 10.41 EPS for the current fiscal year.

Insider Buying and Selling at T-Mobile US

In related news, CFO Peter Osvaldik sold 27,000 shares of the stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $214.86, for a total transaction of $5,801,220.00. Following the sale, the chief financial officer directly owned 51,573 shares in the company, valued at $11,080,974.78. This represents a 34.36% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Srikant M. Datar sold 3,291 shares of the stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $221.10, for a total value of $727,640.10. Following the sale, the director owned 1,038 shares in the company, valued at approximately $229,501.80. This trade represents a 76.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 694,134 shares of company stock worth $150,847,799 over the last 90 days. Company insiders own 0.37% of the company's stock.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of TMUS. Sei Investments Co. boosted its position in T-Mobile US by 6.3% in the 2nd quarter. Sei Investments Co. now owns 142,587 shares of the Wireless communications provider's stock valued at $33,972,000 after buying an additional 8,491 shares during the last quarter. Diversify Advisory Services LLC boosted its position in T-Mobile US by 315.7% in the 2nd quarter. Diversify Advisory Services LLC now owns 4,548 shares of the Wireless communications provider's stock valued at $1,147,000 after buying an additional 3,454 shares during the last quarter. Darwin Wealth Management LLC bought a new position in T-Mobile US in the 2nd quarter valued at $375,000. Raymond James Financial Inc. boosted its position in T-Mobile US by 0.5% in the 2nd quarter. Raymond James Financial Inc. now owns 2,054,144 shares of the Wireless communications provider's stock valued at $489,420,000 after buying an additional 9,568 shares during the last quarter. Finally, Viking Global Investors LP boosted its position in T-Mobile US by 81.7% in the 2nd quarter. Viking Global Investors LP now owns 2,845,316 shares of the Wireless communications provider's stock valued at $677,925,000 after buying an additional 1,279,422 shares during the last quarter. 42.49% of the stock is currently owned by institutional investors.

Trending Headlines about T-Mobile US

Here are the key news stories impacting T-Mobile US this week:

• Positive Sentiment: T‑Mobile announced a new SuperBroadband 5G–Starlink hybrid aimed at nationwide enterprise connectivity — a product that expands enterprise addressable market and differentiates its 5G offering. T-Mobile US bets on 5G–Starlink hybrid to deliver nationwide enterprise connectivity
• Positive Sentiment: T‑Mobile is accelerating broadband growth: definitive agreements for two strategic fiber joint ventures and a reported $2.7bn investment in fiber JVs broaden its fixed‑broadband footprint and aim to make its broadband push capital‑efficient versus cable incumbents. T-Mobile US covers its broadband bases, invests $2.7bn in fibre JVs
• Positive Sentiment: Oppenheimer upgraded T‑Mobile, and UBS reaffirmed its “buy” rating — analyst endorsements that support investor confidence in the company’s growth and cash returns. Oppenheimer upgrades T-Mobile US (TMUS) UBS reiterates buy
• Positive Sentiment: Erste Group nudged up its FY2027 EPS estimate for T‑Mobile, signaling continued analyst recognition of durable earnings growth. Erste raises FY2027 EPS estimate
• Positive Sentiment: Company metrics and strategy headlines — a high NPS score and commentary that T‑Mobile’s broadband push is pressuring cable — reinforce the narrative of better customer economics and market share opportunity. T-Mobile boasts of ‘industry-leading’ NPS score T-Mobile's Broadband Blitz Puts Cable on Notice
• Neutral Sentiment: Broader coverage compares T‑Mobile to rivals (Verizon) and examines valuation and volatility — useful context for investors but not an immediate catalyst. T-Mobile vs. Verizon: Which Big Phone Carrier Works Best for You?
• Neutral Sentiment: Some pieces encourage reassessing valuation after recent volatility; these frame risk/reward rather than introduce new company‑level catalysts. Is It Time To Reassess T-Mobile US (TMUS)?
• Negative Sentiment: Deutsche Bank trimmed its price target from $300 to $285 (while keeping a buy rating), and JPMorgan lowered its target to $275 — these cuts cap upside in some models and introduce short‑term pressure despite buy/overweight stances. Deutsche Bank adjusts price target JPMorgan lowers target

T-Mobile US Company Profile

T-Mobile US is a national wireless carrier that provides mobile voice, messaging and data services to consumers, businesses and wholesale customers across the United States, Puerto Rico and the U.S. Virgin Islands. The company operates a nationwide mobile network and offers device sales, equipment financing and support services through retail stores, online channels and distribution partners. T-Mobile positions its products around bundled service plans, device offerings and value-added features for both individual and enterprise customers.

Product offerings include postpaid and prepaid wireless plans under the T-Mobile and Metro by T-Mobile brands, as well as connectivity solutions for small and large businesses.

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