TickerTalks
Browse all tickers →
TickerTalks›$TMUS
TMTMUS

T-Mobile US, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 11% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (139/wk), no spike
$TMUS·$190B·Telecommunications Services·Communication Services
$182.61-0.4%YTD-12.4%1Y-27.0%
Mentions · last 7 days
2026-08-07: 27 posts2026-08-08: 20 posts2026-08-09: 14 posts2026-08-10: 22 posts2026-08-11: 22 posts2026-08-12: 14 posts2026-08-13: 20 posts139-27%
Price updated 15h ago·X counts updated 2d ago
TMTMUS
$TMUST-Mobile US, Inc.
$182.61-0.42%139 posts-27%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $TMUS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-14

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

T-Mobile down 12% YTD despite Q2 EPS beating 15% — the ASTS direct-to-device partnership speculation is the specific unpriced catalyst.

T-Mobile is one of the three US wireless carriers (with AT&T and Verizon), leading on 5G network positioning and consistently generating strong free cash flow — the equity is a defensive telecom compounder with a specific incremental catalyst in the AST SpaceMobile direct-to-device partnership speculation.

  • The mechanics keep working quietly: Q2 revenue of $22.8B, EPS of $2.99 beat consensus of $2.59 by 15%, gross margin at 54%, operating margin at 20%, and $4.6B of quarterly free cash flow — for a business at just 19.6x TTM PE with a 7.8% FCF yield, the value case is intact even with the recent -12% YTD.
  • The ASTS D2D partnership is the specific catalyst: Deutsche Telekom (TMUS's majority owner) is working with AST SpaceMobile via a carrier-neutral gateway, which posters treat as pointing to an imminent formal TMUS-ASTS partnership — direct-to-device satellite coverage is the specific next-generation feature that changes competitive positioning versus Verizon and AT&T.
  • The 800 MHz spectrum sale to Grain Management is the specific balance-sheet move: T-Mobile completed the spectrum divestiture, which converts underutilized 800 MHz holdings into cash without materially affecting the operating 5G network — that's the kind of low-drama capital-efficient move that supports the FCF trajectory and buyback capacity.

What resolves the coil upward is the Oct 22 print confirming Q2's EPS trajectory holds plus any specific TMUS-ASTS partnership announcement; what deepens the coil is a Verizon or AT&T competitive move on D2D or a soft subscriber-growth number that reopens the wireless-competition-intensifying debate.

Agrees with X sentimentThe bullish X read anchors on the ASTS D2D partnership speculation via Deutsche Telekom's carrier-neutral gateway work — that's the specific unpriced catalyst that could re-rate the stock, and posters correctly identify it as inevitable-D2D-win positioning. The app-quality grumbling is minor noise.

What to watch: Oct 22 Q3 earnings, plus any specific TMUS-ASTS direct-to-device partnership announcement. A Verizon or AT&T competitive D2D move or a subscriber-growth softness signal is what deepens the coil.

On the calendar: 2026-10-22 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment⚠7 posts analyzed · as of 2026-08-14 · top-engagement diverged

T-Mobile is bullish. AST Spacemobile confirms working with TMobile + Deutsche Telekom, ex-TMUS Chris Sambar returns as Chief Enterprise Officer (potential ASTS DA/MOU catalyst), and Alaska Airlines Starlink experience validates the SPCX competition threat — but the broader read is TMUS-friendly. Some Starlink competition concerns and app-quality complaints appear but the bullish partnership narrative dominates.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

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 — IRDM's only truly global LEO constellation and GSAT's Apple SOS partnership represent a new service layer that neither cable nor wireless incumbents can match.

What this means for $TMUS

Partial — US wireless carrier with ~109M subscribers, leading 5G network coverage, and disruptive pricing via T-Mobile and Metro; partial earnings exposure to telecommunications services demand dynamics through its product portfolio.

Industry benchmark

18-name peer basket
+33.8%YTD
+54.2%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 earningsThu, Oct 22·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 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$94.5B$90.9B – $95.2B$10.79$9.19 – $12.9617
FY27$98.6B$95.0B – $99.7B$13.82$11.96 – $16.7117
FY28$102.6B$99.1B – $103.8B$16.78$14.43 – $20.5014
FY29$106.1B$103.2B – $107.0B$17.77$17.14 – $17.979
FY30$109.5B$106.6B – $110.5B$20.50$19.78 – $20.7313

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.0.5×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.18%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.+0.6%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.-7.2%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 today0.5% 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

SellMay 21Jon FreierCOO4.8K sh$912KBuyMay 1Andre AlmeidaChief Broadband, Ent. & Emerg5.1K sh$1.0MSellMay 1Michael J. KatzChief Bus. and Prod. Officer5.0K sh$979KSellMar 10Srikant M. DatarDirector1.0K sh$218KSellMar 4Srikant M. DatarDirector3.3K sh$728KSellFeb 24Sievert G MichaelDirector1.1K sh$242KSellFeb 24Nelson Mark WolfeChief Legal Officer & GC2.3K sh$518KSellFeb 23Sievert G MichaelDirector13.9K sh$3.1MSellFeb 19Sievert G MichaelDirector80.0K sh$17.2MSellFeb 18Peter OsvaldikCFO27.0K sh$5.8M
1–10 of 12
+ 14 other (9 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
Free, forever. No credit card.

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

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.

8-KOfficer or director changeMar 278-K — Item 5.02: Officer or director change
SC 13D/AActivist amendmentMar 23SC 13D/A
424B5Prospectus supplement (offering)Feb 17424B5
+ 15 other (3 routine 8-Ks · 2 IRANNOTICEs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

T-Mobile Activates T-Satellite and Mobilizes Network Teams as Tropical Storm Lala Approaches Hawaiʻibusinesswire.com·16h agoIncome Investors Have Small Window To Collect These Dividend Payments247wallst.com·22h agoHere Are Friday’s Top Wall Street Analyst Research Calls: Cinemark, Digital Realty, Fox Corporation, Krystal Biotech, LTC Properties, Roku, Sandisk, T-Mobile US, Wayfair, and More247wallst.com·1d agoWhat the Coming 6G Trials With Nvidia, T-Mobile Could Mean for Nokia Investors247wallst.com·2d agoAmerica's Best Network. Pixel 11 Pro XL on Us.businesswire.com·3d ago

More in Telecommunications Services

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$ASTS$T$VZ$CMCSA$IRDM$ECHO$LUMN$ATEX
Voices on X · top 5 · 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.

PrivacyTermsSupport