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TMTMUS

T-Mobile US, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 11% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (177/wk), no spike
$TMUS·$177B·Telecommunications Services·Communication Services
$162.98-2.1%YTD-17.7%1Y-31.5%
Price updated 2h ago·X counts updated 2d ago
TMTMUS
$TMUST-Mobile US, Inc.
$162.98-2.08%177 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $TMUS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

177X posts · last 7 days
Sep 11Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $TMUS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentiment⚠AI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-10 · top-engagement diverged

T-Mobile discussion is dominated by Elliott Management building a large Deutsche Telekom stake and opposing a potential T-Mobile merger. Traders describe a bearish evening star reversal on the daily and note the analyst view that a TMUS-AST SpaceMobile deal could add $30-$50 to ASTS.

Read what X is saying about $TMUS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TMUS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-29

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

T-Mobile at 7% of 52-week range with Elliott activism on Deutsche Telekom — the setup is tighter than the tape suggests.

T-Mobile US is the leading wireless growth franchise in the US, with a scaled 5G network, meaningful fixed-wireless-access broadband growth, and a dividend program that keeps raising. The tape has been ugly despite operational execution.

Where the tension sits:

  • The tape is bombed: -18% YTD with the stock at 7% of its 52-week range and -30% TTM — this is a full multiple compression despite Q2 EPS of $2.99 crushing by 15% and revenue growth staying in double digits.
  • Elliott activism on the parent is a wild card: Elliott Management is building a large Deutsche Telekom stake and opposing a potential T-Mobile buyback/merger — that's the specific event overhang making the ownership structure a live variable, not just wireless-industry math.
  • The CFO transition adds uncertainty: Peter Osvaldik retiring in Feb 2027 without a named successor is an extended-notice transition — orderly on paper, but a specific succession question during an already-uncertain ownership period.

The bull path is Q3 (Oct 28, consensus $2.89 EPS) proving continued subscriber growth plus a specific resolution of the Deutsche Telekom-Elliott dynamic. The bear path is a Q4 subscriber-growth softness that hands back credit. Watch subscriber additions, FWA growth, and any DT-related news.

Agrees with X sentimentAgree with bears on the Elliott/DT overhang — that's a real, specific event uncertainty. What the technicals crowd is a little casual about: the beat pattern (Q2 +15%, Q1 +13%) is intact, so the operating story hasn't broken — the overhang is ownership-structure, not fundamentals.

What to watch: Oct 28 Q3 print (consensus $2.89 EPS) — postpaid net additions, FWA growth, and any Elliott/DT commentary. A beat plus resolution of the DT question restarts the tape.

On the calendar: 2026-10-28 — Q3 earnings

activist overhang

Read the AI verdict on $TMUS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

US wireless carrier with ~109M subscribers, leading 5G network coverage, and disruptive pricing via T-Mobile and Metro.

Industry overviewAI analysisGenerated by AI from underlying data

Where Telecommunications Services sits in its cycle right now — and what that implies for $TMUS.

Telecommunications Services · Communication Services

No material change from last week — ASTS securities fraud class action adds litigation overhang to the satellite-direct-to-cellular thesis.

What this means for $TMUS

Neutral — US wireless carrier with ~109M subscribers, leading 5G network coverage, and disruptive pricing via T-Mobile and Metro.

Industry benchmark

18-name peer basket
+6.1%YTD
+21.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
19.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
20.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
17.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
54.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 23, 2026$2.99$2.59+15.4%
Q1 2026Apr 28, 2026$2.27$2.01+12.9%
Q4 2025Feb 11, 2026$1.88$2.05-8.3%
Q3 2025Oct 23, 2025$2.59$2.40+7.9%
Next earningsWed, Oct 28·consensus EPS $2.89

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$23.1B+10.6%61.8%19.5%$2.28$4.6B
Q4 FY25$24.3B+11.3%42.5%15.9%$1.89$1.6B
Q3 FY25$22.0B+8.9%49.3%22.1%$2.42$4.8B
Q2 FY25$21.1B+6.9%65.1%24.7%$2.84$4.6B

Forward consensus

5-year forecast · up to 19 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$94.4B$93.3B – $94.9B$10.93$10.48 – $11.2819
FY27$98.6B$97.5B – $99.7B$13.93$11.99 – $16.0918
FY28$102.6B$99.3B – $104.1B$16.73$14.64 – $20.7316
FY29$106.2B$104.2B – $107.2B$17.98$17.55 – $18.2014
FY30$109.6B$107.6B – $110.6B$20.86$20.36 – $21.1114

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.7%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-13.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 486.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.335-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 10Drobac Daniel JamesVP & Chief Accounting Officer772 sh$138KSellMay 21Jon FreierCOO4.8K sh$912KBuyMay 1Andre AlmeidaChief Broadband, Ent. & Emerg5.1K sh$1.0MSellMay 1Michael J. KatzChief Bus. and Prod. Officer5.0K sh$979K
+ 16 other (11 awards · 5 inkinds) in window

See when $TMUS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeSep 38-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

T-Mobile US, Inc. announced that CFO Peter Osvaldik will retire from his role in February 2027. The filing also includes a Reg FD press release (Item 7.01). A successor CFO was not named in the excerpt. This is a significant leadership transition at a major carrier; the lack of an immediately named successor may create investor uncertainty, though the extended notice period suggests an orderly transition is planned.

3New insider — initial holdingsAug 43
AI summary

Sambar Christopher (Last) (First) (Middle) C/O T-MOBILE US, INC. 12920 SE 38TH STREET (Street) BELLEVUE WASHINGTON 98006 (City) (State) (Zip) UNITED STATES (Country) 2. Date of Event Requiring Statement (Month/Day/Year) 08/01/2026 3. Issuer Name and Ticker or Trading Symbol T-Mobile US, Inc. [ TMUS ] 3a. Foreign Trading Symbol 5. If Amendment, Date of Original Filed (Month/Day/Year) 4. Relationship of Reporting Person(s) to Issuer (Check all applicable) Director 10% Owner X Officer (give title below) Other (specify below) Chief Enterprise Officer 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) Common Stock 0 D Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Explanation of Responses: Remarks: /s/ Frederick Williams, Attorney-in-Fact 08/04/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26) filed an initial statement of beneficial ownership (Form 3) as a Director of TMUS, with an event date of 1473. The filer directly owns 0 shares of common stock. This is a routine insider-ownership disclosure with no indication of open-market purchases or activist intent.

8-KOfficer or director changeJul 78-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

T-Mobile US, Inc. announced the appointment of Chris Sambar as Chief Enterprise Officer, effective no later than October 14, 2026, to oversee the company's enterprise and government business segments. Details regarding Sambar's prior role and compensation were not included in the excerpt. Meaningful organizational signal — T-Mobile creating a dedicated C-suite role for enterprise and government suggests strategic intent to grow its share of the B2B and government wireless market.

8-KShareholder voteJun 188-K — Item 5.07: Shareholder vote
AI summary

Delaware 1-33409 20-0836269 disclosed voting results from its annual or special meeting. ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act: Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, par value $0.00001 per share TMUS The NASDAQ Stock Market LLC 3.550% Senior Notes due 2029 TMUS29 The NASDAQ Stock Market LLC 3.700% Senior N...

S-3ASRAuto-shelf registrationApr 30S-3ASR
AI summary

Delaware Delaware 20-0836269 91-1983600 filed a S-3ASR automatic shelf registration on 2026-04-30 covering securities. This registration enables future offerings at the company's discretion; it does not represent an immediate sale of securities. The shelf provides capital flexibility for potential future dilutive offerings, timing and size at management's discretion.

+ 11 other (2 IRANNOTICEs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Can TMUS' Advancements in AI-Driven 5G Resilience Drive Future Growth?zacks.com·1d agoShould You Buy QQQ or VUG Right Now? Here's What History Suggests.fool.com·2d ago‘They Get You Coming In, They Get You Going Out’: Clark’s Fix for T-Mobile’s Exit Bill Trap247wallst.com·3d agoShould You Bet on TMUS After Dividend Hike Amid Macro Uncertainty?zacks.com·4d agoT-Mobile Announces a 15% Quarterly Dividend Increasebusinesswire.com·5d ago

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Voices on X · last 7 days

No standout posts about $TMUS on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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