T-Mobile Upgraded After Q1 Results with 40% Price Target Upside
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 29 2026
0mins
Should l Buy TMUS?
Source: seekingalpha
- 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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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: 194.200
Low
220.00
Averages
265.42
High
310.00
Current: 194.200
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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- Email Alert Service: T-Mobile offers an email alert service, enabling investors to subscribe via its Investor Relations website to receive timely financial news, thereby improving interaction and information dissemination with investors.
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