T-Mobile US (TMUS)
NASDAQCommunication ServicesTelecom ServicesSnapshot 2026-07-07
$184.73+1.62%
Close 2026-07-07 · 1-day change
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Track TMUS free→NASDAQCommunication ServicesTelecom ServicesSnapshot 2026-07-07
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Track TMUS free→T-Mobile grows service revenue 11% yearly to $18.8 billion. It plans $18.2 billion in stock returns by end 2026. Capital spending stays near $10 billion. The company invests in AI and new ventures to grow.
Merger talks with Deutsche Telekom may disrupt T-Mobile's plans. Legal issues with Verizon could hurt marketing. Competition from Verizon remains strong and may slow growth.
The price is about 4% above our fair value near $179. Analysts expect 6% revenue growth, which matches our view. Our fair value is 31% below the Street median, so the market may be optimistic.
Breaks if: CAPEX deviates more than 10% from $10 billion in FY26
Maintain capital expenditures at approximately $10 billion for 2026.
Stated in 3 of last 3 quarters. Cash purchases of property and equipment increased 7% year-over-year to $2.6 billion in Q1 2026. The trajectory shows consistent management of capital expenditures.
Breaks if: YoY service revenue growth falls below 6% in FY26
Focus on increasing service revenues, particularly in postpaid services.
Stated in 2 of last 2 quarters. Service revenues reached $18.8 billion in Q1 2026, growing 11% year-over-year. The trajectory indicates delivering on service revenue growth.
Breaks if: Total shareholder returns fall short of $18 billion by end 2026
Expand the shareholder return program to up to $18.2 billion by year-end 2026.
Stated in 3 of last 3 quarters. Stockholder returns reached $6.0 billion in Q1 2026, with the Board increasing the 2026 authorization to $18.2 billion. The trajectory shows delivering on expanded shareholder returns.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Cash purchases of property and equipment are expected to be approximately $10.0 billion.”
“Capital expenditures are expected to be approximately $10.0 billion.”
“Cash purchases of property and equipment, including capitalized interest, are expected to be approximately $10.0 billion.”
“Service revenues of $18.8 billion grew 11% year-over-year.”
“Service revenues are expected to be approximately $77.0 billion in 2026.”
“The Board increased the 2026 stockholder return authorization to up to $18.2 billion.”
“The 2026 Shareholder Return Program will run through December 31, 2026.”
“Authorized a new shareholder return program of up to $14.6 billion.”