FY2026 EPS Estimates for T-Mobile US Reduced by Analyst

T-Mobile US, Inc. (NASDAQ:TMUS) – Equities research analysts at Erste Group Bank cut their FY2026 earnings per share estimates for shares of T-Mobile US in a report released on Wednesday, July 15th. Erste Group Bank analyst H. Engel now anticipates that the Wireless communications provider will earn $10.45 per share for the year, down from their prior estimate of $10.47. The consensus estimate for T-Mobile US’s current full-year earnings is $10.53 per share. Erste Group Bank also issued estimates for T-Mobile US’s FY2027 earnings at $13.52 EPS.

Several other analysts also recently issued reports on TMUS. Deutsche Bank Aktiengesellschaft reduced their price target on shares of T-Mobile US from $300.00 to $285.00 and set a “buy” rating for the company in a research report on Thursday, April 30th. Arete Research raised their price objective on shares of T-Mobile US from $295.00 to $300.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. Bank of America upgraded shares of T-Mobile US from a “neutral” rating to a “buy” rating and set a $220.00 price objective for the company in a report on Monday, July 6th. Scotiabank decreased their target price on shares of T-Mobile US from $263.00 to $243.00 and set a “sector outperform” rating for the company in a research report on Wednesday. Finally, TD Cowen boosted their target price on shares of T-Mobile US from $252.00 to $261.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $254.96.

T-Mobile US Price Performance

Shares of NASDAQ:TMUS opened at $192.43 on Friday. The company has a quick ratio of 0.97, a current ratio of 1.09 and a debt-to-equity ratio of 1.58. T-Mobile US has a twelve month low of $165.66 and a twelve month high of $261.56. The stock’s 50 day moving average is $184.93 and its 200-day moving average is $196.25. The firm has a market capitalization of $208.25 billion, a price-to-earnings ratio of 20.47, a PEG ratio of 1.14 and a beta of 0.33.

T-Mobile US (NASDAQ:TMUS) last announced its quarterly earnings results on Tuesday, April 28th. The Wireless communications provider reported $2.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.01 by $0.26. The business had revenue of $23.11 billion for the quarter, compared to analyst estimates of $22.98 billion. T-Mobile US had a return on equity of 19.47% and a net margin of 11.65%.The company’s quarterly revenue was up 10.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.58 earnings per share.

T-Mobile US Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 28th will be issued a dividend of $1.02 per share. This represents a $4.08 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date of this dividend is Friday, August 28th. T-Mobile US’s payout ratio is currently 43.40%.

Insider Transactions at T-Mobile US

In other news, COO Jon Freier sold 4,799 shares of the company’s stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $190.00, for a total value of $911,810.00. Following the completion of the sale, the chief operating officer owned 217,168 shares in the company, valued at $41,261,920. This represents a 2.16% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Michael J. Katz sold 5,000 shares of the stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $195.81, for a total transaction of $979,050.00. Following the completion of the sale, the insider owned 181,930 shares of the company’s stock, valued at approximately $35,623,713.30. This represents a 2.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.32% of the company’s stock.

Hedge Funds Weigh In On T-Mobile US

Several institutional investors have recently modified their holdings of TMUS. Sei Investments Co. grew its stake 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 purchasing an additional 8,491 shares during the period. Diversify Advisory Services LLC raised its stake in shares of T-Mobile US by 315.7% during the 2nd quarter. Diversify Advisory Services LLC now owns 4,548 shares of the Wireless communications provider’s stock worth $1,147,000 after purchasing an additional 3,454 shares during the period. Darwin Wealth Management LLC purchased a new position in shares of T-Mobile US in the 2nd quarter worth about $375,000. Raymond James Financial Inc. boosted its holdings in shares of 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 worth $489,420,000 after buying an additional 9,568 shares during the last quarter. Finally, Viking Global Investors LP grew its position in T-Mobile US by 81.7% during the second 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 period. 42.49% of the stock is owned by institutional investors.

T-Mobile US News Roundup

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

• Positive Sentiment: TMUS still screens as an earnings-growth story, with Erste Group Bank’s FY2027 EPS estimate at $13.52, well above the current full-year consensus of $10.53, suggesting solid longer-term profit potential.
• Neutral Sentiment: Analysts continue to focus on upcoming earnings, with several previews noting that T-Mobile may not have the usual setup for a clear beat, keeping investor expectations cautious ahead of the report.
• Neutral Sentiment: One valuation update trimmed T-Mobile’s fair value estimate to $253.88 from $259.08, reflecting a modestly more conservative view tied to competitive concerns around Starlink and spectrum strategy. T Mobile (TMUS) Stock Sees Modest Fair Value Cut As Starlink Risks Shape Analyst Views
• Neutral Sentiment: Erste Group also slightly cut FY2026 EPS to $10.45 from $10.47, a small reduction that does not materially change the outlook but adds to the cautious tone.
• Negative Sentiment: The main pressure on the stock appears to be pre-earnings caution, as investors weigh whether growth can match expectations and whether competitive threats could limit upside.

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.