T-Mobile Raises 2026 Postpaid Account Growth Forecast
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy TMUS?
Source: Newsfilter
- Upgraded Growth Forecast: T-Mobile raised its 2026 postpaid net account addition forecast from 900,000-1 million to 950,000-1.05 million, reflecting its ability to attract customers in a saturated market, particularly with over 90% of postpaid accounts having multiple lines.
- Strong Revenue Performance: The company reported first-quarter total revenue of $23.11 billion, surpassing analyst estimates of $22.97 billion, indicating its capacity to maintain growth even amid cautious consumer spending, particularly through bundled services like Netflix and Apple TV.
- New Internet Service Launch: T-Mobile introduced a new internet offering for businesses that combines its 5G network with Starlink satellite backup to serve companies in remote areas, further expanding its broadband and core wireless business and enhancing its competitive edge.
- Merger Negotiation Progress: Deutsche Telekom is exploring a merger with T-Mobile, which, despite facing regulatory and geopolitical challenges, could create a transatlantic telecom giant, highlighting the trend of market consolidation.
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Analyst Views on TMUS
Wall Street analysts forecast TMUS stock price to rise
21 Analyst Rating
15 Buy
6 Hold
0 Sell
Moderate Buy
Current: 195.500
Low
220.00
Averages
265.42
High
310.00
Current: 195.500
Low
220.00
Averages
265.42
High
310.00
About TMUS
T-Mobile US, Inc. is a provider of wireless communications services, including voice, messaging and data, under its flagship brands, T-Mobile and Metro by T-Mobile, and Mint Mobile, in the United States, Puerto Rico and the United States Virgin Islands. It provides wireless communications services primarily using its 4G Long Term Evolution network and its 5G technology network. It also offers a selection of wireless devices, including handsets, tablets and other mobile communication devices, and accessories for sale, as well as financing through equipment installment plans. Its primary service plan offering is Go5G Plus, which includes unlimited talk, text and data on its network, 5G access at no extra cost, scam protection features and more. In addition to its wireless communications services, the Company also offers high speed Internet, which includes a fixed wireless product that utilizes the excess capacity of its nationwide 5G network. It also provides advertising solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Revenue Growth: T-Mobile reported an 11% increase in Q1 revenue, with postpaid services rising 15% to $15.6 billion, exceeding market expectations and demonstrating strong performance in the postpaid sector.
- Upgraded Guidance: The company raised its full-year postpaid net account additions guidance to 950K-1.05M, while core adjusted EBITDA expectations increased to a range of $37.1B-$37.5B, reflecting confidence in future growth.
- Cost Control and AI Utilization: Analysts expect T-Mobile to leverage artificial intelligence for cost control, maintaining flat year-over-year expenses, thereby narrowing the 20% price gap with peers and enhancing competitive positioning.
- Cash Flow and Investment Opportunities: T-Mobile's free cash flow is projected to reach an industry-leading 13% annually, supported by buybacks, providing an attractive entry point for investors, especially given the current 11% free cash flow yield and approximately 8x EV/EBITDA valuation.
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- International Market Expansion: Despite domestic struggles, CEO Kothandaraman noted healthy double-digit growth in battery demand across Europe, which is expected to drive revenue growth; however, to combat competition, the company plans to reduce distributor prices for batteries by approximately 10% in May.
- Revenue Outlook: Management anticipates Q2 revenue between $280 million and $310 million, following Q1 revenue of $282.9 million, while maintaining non-GAAP gross margins between 44% and 47%, indicating confidence in the commercialization of next-generation products.
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- Financial Performance Exceeds Expectations: T-Mobile's Q1 earnings and revenue surpassed analyst expectations, and the company raised its year-end adjusted EBITDA forecast to a range of $37.1 billion to $37.5 billion, exceeding the $36.98 billion expected, demonstrating robust profitability in a competitive market.
- Cost Control and AI Utilization: Analysts noted that T-Mobile plans to leverage AI to raise prices, cut expenses, and develop new services, aiming to close the ~20% price gap with competitors while keeping costs relatively flat, which will enhance margins and free cash flow.
- Share Buybacks and Merger Potential: T-Mobile has recently increased its share buyback authorization, indicating confidence in its value, while analysts mentioned the potential merger with Deutsche Telekom, which could command an attractive premium, further enhancing market appeal.
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