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TMTMUS

T-Mobile US, Inc.

$TMUS·$195B·Telecommunications Services·Communication Services
$177.16-0.1%YTD-10.2%1Y-26.3%
Price updated 11h ago·X counts updated 9h ago
TMTMUS
$TMUST-Mobile US, Inc.
$177.16-0.10%109 posts1.1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

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.

109X posts · last 7 days
Aug 28Sep 10
Chatter Meter
1.1×
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 numbersSelling offAI verdict · as of 2026-09-11

Falling on heavy selling — points lower unless it turns around.

T-Mobile at 15% of the 52-week range — with the CFO retiring, Elliott pushing back at Deutsche Telekom, and the tape breaking down.

T-Mobile is the third-largest US wireless carrier — the un-carrier disruptor now competing head-on with Verizon and AT&T on the postpaid side. The stock is down 10% year-to-date and sitting at 15% of its 52-week range after a rough summer.

  • The business economics remain strong: 20% operating margin, 18% return on equity, 7.8% free-cash-flow yield, and Q1 revenue growth of 10.6% year-over-year. This is a business generating meaningful cash — the tape weakness is more about capital-allocation uncertainty than operational trouble.
  • The strategic overhang is the Elliott stake in Deutsche Telekom: Elliott is publicly opposing a potential DTE-TMUS merger, which introduces uncertainty about what the parent company plans to do with its ~50% T-Mobile stake. The evening-star reversal on the daily reflects the market's uncertainty about that framework.
  • The CFO Peter Osvaldik retiring in February 2027 without a named successor is a real governance question — CFO transitions at a $195B carrier typically require 6-12 months of transition planning, and the lack of an immediately named replacement adds to the near-term tape weakness.

The bet is whether Oct 22 Q3 earnings confirms postpaid net-adds staying above 800K plus any clarity on the Deutsche Telekom relationship. A print with postpaid strength plus DTE-clarity commentary is what breaks this back above $200; a soft postpaid print combined with continued strategic uncertainty and $155 becomes the next real level.

Agrees with X sentimentAgrees with the crowd on the setup — Elliott Management stake in Deutsche Telekom opposing a potential T-Mobile merger is real strategic overhang. The evening-star reversal is a real technical signal. The TMUS-AST SpaceMobile deal upside speculation is optional but the specific $30-50 to ASTS framing is fair mechanical read.

What to watch: Oct 22 Q3 earnings — specifically postpaid net-adds above 800K and any commentary on the Deutsche Telekom relationship. Postpaid strength plus DTE-clarity breaks this above $200; a soft postpaid print combined with strategic uncertainty and $155 becomes next.

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

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

US wireless oligopoly (T-Mobile/AT&T/Verizon) sustains ARPU and margin stability through premium plan mix; satellite-connectivity demand from low-orbit networks adds optionality. Cord-cutting legacy wireline pressure continues, offset by broadband share gains.

What this means for $TMUS

Direct beneficiary — T-Mobile US; 5G network leader, highest ARPU growth among US wireless majors, fixed-wireless broadband share gaining.

Industry benchmark

18-name peer basket
+11.1%YTD
+34.3%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 $2.85

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$10.90$10.46 – $11.2619
FY27$98.6B$97.5B – $99.6B$13.90$11.96 – $16.0518
FY28$102.6B$99.3B – $104.1B$16.67$14.61 – $20.6816
FY29$106.1B$104.1B – $107.0B$17.77$17.33 – $17.9714
FY30$109.5B$107.5B – $110.5B$20.50$20.00 – $20.7414

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.15%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.-2.5%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.-8.7%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 today0.9% 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$979K
+ 13 other (8 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.

8-KOfficer or director changeMar 278-K — Item 5.02: Officer or director change
SC 13D/AActivist amendmentMar 23SC 13D/A
+ 12 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.

Want Apple's $1,999 foldable iPhone Duo? Here's what T-Mobile, AT&T and Verizon are doing to lower the cost.marketwatch.com·13h agoT-Mobile US, Inc. (TMUS) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcriptseekingalpha.com·15h agoGet iPhone 18 Pro on Us at T-Mobile — America's Best Networkbusinesswire.com·22h agoT-Mobile US, Inc. (TMUS) Presents at Citi's 2026 Global TMT Conference Transcriptseekingalpha.com·2d agoComcast Sinks 8%, Charter Drops 6%, T-Mobile Slips: Is a Broadband Repricing Under Way?247wallst.com·2d ago

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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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