T-Mobile US FY2026 Earnings Forecast Cut by Erste Group Bank

T-Mobile US, Inc. (NASDAQ:TMUS) – Research analysts at Erste Group Bank reduced their FY2026 EPS estimates for shares of T-Mobile US in a report issued on Thursday, October 8th. Erste Group Bank analyst H. Engel now forecasts that the Wireless communications provider will earn $10.88 per share for the year, down from their prior estimate of $10.90. The consensus estimate for T-Mobile US’s current full-year earnings is $11.09 per share. Erste Group Bank also issued estimates for T-Mobile US’s FY2027 earnings at $13.79 EPS.

Several other equities research analysts have also issued reports on the stock. UBS Group dropped their price objective on shares of T-Mobile US from $255.00 to $235.00 and set a “buy” rating for the company in a research report on Friday, July 24th. Moffett Nathanson lifted their target price on shares of T-Mobile US from $242.00 to $246.00 and gave the company a “buy” rating in a report on Tuesday, September 22nd. Benchmark decreased their price target on shares of T-Mobile US from $295.00 to $280.00 and set a “buy” rating for the company in a research report on Friday, July 24th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of T-Mobile US in a research report on Friday, September 11th. Finally, JPMorgan Chase & Co. lowered their price target on T-Mobile US from $275.00 to $260.00 and set an “overweight” rating for the company in a report on Monday, September 21st. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $244.65.

T-Mobile US Price Performance

TMUS opened at $151.87 on Tuesday. The company has a quick ratio of 0.83, a current ratio of 0.92 and a debt-to-equity ratio of 1.48. T-Mobile US has a 52-week low of $147.90 and a 52-week high of $230.65. The company has a 50 day moving average of $174.52 and a two-hundred day moving average of $183.74. The company has a market cap of $162.91 billion, a P/E ratio of 15.90, a P/E/G ratio of 0.93 and a beta of 0.33.

T-Mobile US (NASDAQ:TMUS) last posted its quarterly earnings results on Thursday, July 23rd. The Wireless communications provider reported $2.99 EPS for the quarter, beating the consensus estimate of $2.59 by $0.40. The firm had revenue of $22.79 billion for the quarter, compared to analyst estimates of $22.95 billion. T-Mobile US had a net margin of 11.45% and a return on equity of 20.16%. T-Mobile US’s revenue for the quarter was up 7.9% compared to the same quarter last year. During the same quarter last year, the firm posted $2.84 earnings per share.

T-Mobile US Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Wednesday, November 25th will be issued a $1.17 dividend. The ex-dividend date is Wednesday, November 25th. This represents a $4.68 dividend on an annualized basis and a yield of 3.1%. This is a boost from T-Mobile US’s previous quarterly dividend of $1.02. T-Mobile US’s dividend payout ratio (DPR) is currently 42.72%.

Insiders Place Their Bets

In other T-Mobile US news, CAO Daniel James Drobac sold 772 shares of the stock in a transaction that occurred on Thursday, September 10th. The shares were sold at an average price of $178.33, for a total value of $137,670.76. Following the completion of the sale, the chief accounting officer owned 35,118 shares of the company’s stock, valued at $6,262,592.94. This trade represents a 2.15% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.32% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Main Street Group LTD acquired a new position in T-Mobile US in the 1st quarter worth $25,000. Paladin Partners LLC purchased a new position in T-Mobile US in the 2nd quarter valued at about $25,000. Dunhill Financial LLC purchased a new position in T-Mobile US in the 2nd quarter valued at about $27,000. Highland Investment Advisors LLC acquired a new stake in shares of T-Mobile US during the second quarter valued at about $30,000. Finally, Sachetta LLC grew its stake in shares of T-Mobile US by 52.9% during the first quarter. Sachetta LLC now owns 159 shares of the Wireless communications provider’s stock valued at $33,000 after acquiring an additional 55 shares in the last quarter. 42.49% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting T-Mobile US

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

• Positive Sentiment: Raymond James upgraded T-Mobile to “Outperform” from “Market Perform” and set a $170 price target, implying meaningful upside from the recent trading level. The firm said concerns about SpaceX’s threat to incumbent wireless carriers are overstated. Raymond James upgrades T-Mobile US to outperform from market perform
• Positive Sentiment: T-Mobile recovered part of its record one-day decline, with market commentary pointing to the Raymond James upgrade and the view that Starlink’s wireless push may take time to become a material competitive threat. T-Mobile rebounds after record drop on Starlink spectrum move
• Positive Sentiment: Investor commentary continues to highlight TMUS’s relatively low forward valuation, strong cash flow, approximately 3% dividend yield and potential for double-digit earnings growth over the long term. Two dividend growers with long-term upside potential
• Neutral Sentiment: Erste Group made only minor changes to its forecasts: FY2026 EPS was reduced to $10.88 from $10.90, while FY2027 EPS was raised to $13.79 from $13.76. The adjustments provide little new information, though the 2027 increase is modestly supportive.
• Negative Sentiment: SpaceX’s spectrum acquisition has increased uncertainty across the wireless industry, prompting Morningstar to raise its uncertainty rating for T-Mobile, Verizon and AT&T to “High.” Other analysts have also cut price targets because of potential satellite-to-mobile competition. Telecom stocks tumble after SpaceX spectrum deal
• Negative Sentiment: Reports that T-Mobile may limit certain customer discounts and perks under new phone plans could raise concerns about customer reaction and competitive positioning. T-Mobile plans to limit customer discounts with new phone plans

T-Mobile US Company Profile

T-Mobile US, Inc is a wireless communications company that provides mobile voice, messaging, and data services to consumers, businesses, and government customers in the United States. Its offerings include wireless plans, smartphones, connected devices, accessories, and related services, supported by a nationwide cellular network.

The company also provides fixed wireless broadband and other internet services for households, as well as wireless connectivity, networking, and communications solutions for businesses and public-sector organizations.