Analysts Offer Predictions for T-Mobile US FY2026 Earnings

T-Mobile US, Inc. (NASDAQ:TMUS) – Research analysts at Erste Group Bank raised their FY2026 EPS estimates for T-Mobile US in a report issued on Thursday, April 2nd. Erste Group Bank analyst H. Engel now forecasts that the Wireless communications provider will post earnings of $10.30 per share for the year, up from their previous estimate of $10.28. The consensus estimate for T-Mobile US’s current full-year earnings is $10.37 per share.

TMUS has been the subject of several other reports. Wall Street Zen downgraded shares of T-Mobile US from a “hold” rating to a “sell” rating in a research note on Saturday, March 14th. Weiss Ratings downgraded shares of T-Mobile US from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, January 12th. Citigroup upped their price objective on shares of T-Mobile US from $220.00 to $225.00 and gave the company a “neutral” rating in a research note on Tuesday, March 17th. JPMorgan Chase & Co. reaffirmed a “buy” rating on shares of T-Mobile US in a research note on Thursday, February 12th. Finally, BNP Paribas Exane lowered their price objective on shares of T-Mobile US from $300.00 to $275.00 and set an “outperform” rating for the company in a research note on Friday, January 16th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $258.30.

T-Mobile US Stock Down 0.0%

Shares of NASDAQ:TMUS opened at $197.54 on Thursday. T-Mobile US has a 52-week low of $181.36 and a 52-week high of $267.96. The firm has a fifty day moving average of $210.25 and a 200 day moving average of $209.59. The firm has a market capitalization of $217.66 billion, a PE ratio of 20.34, a price-to-earnings-growth ratio of 1.26 and a beta of 0.43. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.90 and a current ratio of 1.00.

Institutional Investors Weigh In On T-Mobile US

A number of institutional investors have recently made changes to their positions in the company. United Community Bank lifted its position in T-Mobile US by 131.1% during the third quarter. United Community Bank now owns 104 shares of the Wireless communications provider’s stock valued at $25,000 after purchasing an additional 59 shares during the period. JDM Financial Group LLC lifted its position in T-Mobile US by 114.0% during the fourth quarter. JDM Financial Group LLC now owns 122 shares of the Wireless communications provider’s stock valued at $25,000 after purchasing an additional 65 shares during the period. Elevation Wealth Partners LLC raised its position in T-Mobile US by 190.0% in the third quarter. Elevation Wealth Partners LLC now owns 116 shares of the Wireless communications provider’s stock worth $28,000 after acquiring an additional 76 shares during the period. Swiss RE Ltd. bought a new position in T-Mobile US in the fourth quarter worth approximately $29,000. Finally, CoreFirst Bank & Trust bought a new position in T-Mobile US in the second quarter worth approximately $31,000. Hedge funds and other institutional investors own 42.49% of the company’s stock.

Insiders Place Their Bets

In other T-Mobile US news, Director Raul Marcelo Claure sold 550,000 shares of the company’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $217.57, for a total value of $119,663,500.00. Following the sale, the director owned 891,204 shares in the company, valued at approximately $193,899,254.28. This represents a 38.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Mark Wolfe Nelson sold 2,329 shares of the company’s stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $222.38, for a total transaction of $517,923.02. Following the completion of the sale, the insider owned 65,677 shares in the company, valued at approximately $14,605,251.26. This trade represents a 3.42% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 694,134 shares of company stock valued at $150,847,799. Insiders own 0.37% of the company’s stock.

T-Mobile US Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Friday, May 29th will be issued a $1.02 dividend. This represents a $4.08 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date is Friday, May 29th. T-Mobile US’s dividend payout ratio is 42.02%.

T-Mobile US News Roundup

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

• Positive Sentiment: MoffettNathanson upgraded T‑Mobile to a Buy with a $254 price target, signaling stronger Wall Street conviction and a sizable implied upside from current levels. T-Mobile Just Got a Wall Street Upgrade
• Positive Sentiment: Erste Group tweaked up its FY2026 EPS for TMUS to $10.30 (from $10.28), a small analyst lift that supports near‑term earnings outlook stability. MarketBeat TMUS Report
• Positive Sentiment: T‑Mobile is launching an AI Live Translation trial — a product-level innovation that could differentiate its consumer/enterprise offerings and showcase AI/edge use of its network. T-Mobile US readies AI Live Translation trial
• Positive Sentiment: Serve Robotics unveiled “Maggie,” an AI conversational robot built on T‑Mobile’s 5G Advanced and edge compute — a commercialization example that highlights revenue and enterprise use‑case potential for T‑Mobile’s 5G platform. The Bull Case For Serve Robotics
• Neutral Sentiment: Broader telecom sector momentum — driven by dividend plays and macro uncertainty — is supporting multiple carriers; this helps sector sentiment but is a mixed signal for TMUS, which is not a high‑dividend name. Global Chaos, AI Fears Help Tech’s Dividend Stocks
• Negative Sentiment: SpaceX expanded Starlink coverage via a US Mobile partnership — a runway for satellite broadband to become a competitive alternative in certain markets, posing potential pressure on wireless data pricing and market share. What SpaceX’s expanded Starlink coverage means for the IPO
• Negative Sentiment: Coverage and commentary (Fool) frame Starlink as a competitive threat to major carriers, reinforcing investor concern that non‑traditional players could disrupt wireless economics. SpaceX Just Gave Bad News to AT&T, Verizon, and T-Mobile Investors
• Negative Sentiment: T‑Mobile lost a Fast‑Track SWIFT challenge over Verizon’s pricing disclosures (NAD found Verizon’s disclosures adequate), a setback in competitive marketing that could reduce regulatory leverage in ad disputes. In Fast-Track SWIFT Challenge, National Advertising Division Finds Verizon Wireless Pricing Disclosures Adequate
• Negative Sentiment: Verizon’s recent strength (fiber growth, Frontier deal, bundling) is cited as a catalyst for its share gains — intensifying competition that could pressure TMUS on margins and subscriber adds. Verizon Shares Rise 20.6% in Three Months

About T-Mobile US

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.