T-Mobile US (NASDAQ:TMUS) Coverage Initiated at Morgan Stanley

Equities researchers at Morgan Stanley began coverage on shares of T-Mobile US (NASDAQ:TMUS) in a research report issued on Thursday. The firm set an “overweight” rating and a $260.00 price target on the Wireless communications provider’s stock. Morgan Stanley’s target price points to a potential upside of 31.53% from the stock’s previous close.

Other research analysts have also issued research reports about the stock. Wolfe Research reaffirmed an “outperform” rating and issued a $255.00 price target on shares of T-Mobile US in a research note on Thursday, February 12th. TD Cowen cut their price target on shares of T-Mobile US from $263.00 to $252.00 and set a “buy” rating on the stock in a research note on Thursday, February 12th. Moffett Nathanson raised shares of T-Mobile US from a “neutral” rating to a “buy” rating and set a $254.00 price target on the stock in a research note on Wednesday, April 8th. Citigroup lifted their price target on shares of T-Mobile US from $220.00 to $225.00 and gave the company a “neutral” rating in a research note on Tuesday, March 17th. Finally, UBS Group reaffirmed a “buy” rating on shares of T-Mobile US in a research note on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat, T-Mobile US currently has an average rating of “Moderate Buy” and an average target price of $260.91.

T-Mobile US Stock Up 0.3%

T-Mobile US stock opened at $197.67 on Thursday. The company’s 50 day simple moving average is $209.70 and its 200 day simple moving average is $207.74. T-Mobile US has a fifty-two week low of $181.36 and a fifty-two week high of $263.79. The firm has a market capitalization of $217.80 billion, a price-to-earnings ratio of 20.36, a PEG ratio of 1.27 and a beta of 0.43. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.00 and a quick ratio of 0.90.

Insider Transactions at T-Mobile US

In other news, Director G Michael Sievert sold 80,000 shares of T-Mobile US stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $214.94, for a total value of $17,195,200.00. Following the sale, the director directly owned 140,696 shares in the company, valued at $30,241,198.24. This trade represents a 36.25% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Raul Marcelo Claure sold 550,000 shares of T-Mobile US stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $217.57, for a total transaction of $119,663,500.00. Following the completion of the sale, the director owned 891,204 shares in the company, valued at $193,899,254.28. This trade represents a 38.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 694,134 shares of company stock valued at $150,847,799. 0.37% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the business. Mirae Asset Global Investments Co. Ltd. boosted its stake in shares of T-Mobile US by 4.5% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 450,679 shares of the Wireless communications provider’s stock worth $107,884,000 after buying an additional 19,486 shares during the last quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund boosted its stake in shares of T-Mobile US by 7.8% during the 3rd quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 204,754 shares of the Wireless communications provider’s stock worth $49,014,000 after buying an additional 14,800 shares during the last quarter. Quilter Plc increased its holdings in T-Mobile US by 7.8% during the fourth quarter. Quilter Plc now owns 465,838 shares of the Wireless communications provider’s stock worth $94,584,000 after buying an additional 33,813 shares during the last quarter. Varma Mutual Pension Insurance Co increased its holdings in T-Mobile US by 8.8% during the third quarter. Varma Mutual Pension Insurance Co now owns 82,917 shares of the Wireless communications provider’s stock worth $19,849,000 after buying an additional 6,700 shares during the last quarter. Finally, CI Investments Inc. increased its holdings in T-Mobile US by 37.8% during the third quarter. CI Investments Inc. now owns 77,630 shares of the Wireless communications provider’s stock worth $18,583,000 after buying an additional 21,307 shares during the last quarter. Institutional investors own 42.49% of the company’s stock.

More T-Mobile US News

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

• Positive Sentiment: KeyBanc upgraded TMUS to Overweight and raised its price target to $260, citing an approaching earnings catalyst that could re-rate the stock; this upgrade drove buy-side interest. KeyBanc Turn Bullish on T-Mobile
• Positive Sentiment: Morgan Stanley initiated coverage with an Overweight rating, $260 PT and Top Pick designation, highlighting T‑Mobile’s favorable pricing dynamics and positioning for wireless service revenue growth — a meaningful endorsement from a large institutional shop. Morgan Stanley Initiates Coverage
• Positive Sentiment: Mint Mobile (owned by T‑Mobile) launched a bundled 5G home + unlimited wireless offer, and T‑Mobile continues to expand 5G edge/partner programs — moves that could increase ARPU and stickiness if customer uptake is strong. Mint 5G Home-Wireless Bundle
• Positive Sentiment: New small‑business promotions (activation credits for multi-line SuperMobile sign-ups and related workshops) are geared to accelerate commercial customer adds and could support near-term subscriber growth. T-Mobile Small Business Promotion
• Positive Sentiment: Rogers expanded satellite‑to‑mobile coverage in the U.S. via a T‑Mobile partnership (T‑Satellite), extending reach in roaming/satellite-capable areas — a potential incremental revenue and capability benefit as satellite services scale. Rogers Expands U.S. Satellite-to-Mobile
• Neutral Sentiment: KeyCorp published Q1 estimates for TMUS (modeling detail that investors will weigh ahead of reported results); estimates themselves have limited immediate impact absent a surprise. KeyCorp Q1 Estimates
• Neutral Sentiment: T‑Mobile executive Michael Fitz joined the board of Arrive AI, reflecting executive-level partnerships in AI/edge use cases but with limited direct near-term earnings impact. Michael Fitz Appointed to Arrive AI Board
• Neutral Sentiment: Press pieces on customer perks (Hilton/Hertz) and analyst commentary provide color on retention and competitive positioning; these are supportive long-term but mixed versus recent price increases. Customer Perks Article
• Negative Sentiment: KeyCorp issued a negative outlook for T‑Mobile’s Q2 earnings — this cautionary view on near‑term results is a clear risk that could pressure the stock if management’s upcoming guidance or reported metrics disappoint. KeyCorp Negative Outlook for Q2

T-Mobile US Company Profile

T-Mobile US is a national wireless carrier that provides mobile voice, messaging and data services to consumers, businesses and wholesale customers across the United States, Puerto Rico and the U.S. Virgin Islands. The company operates a nationwide mobile network and offers device sales, equipment financing and support services through retail stores, online channels and distribution partners. T-Mobile positions its products around bundled service plans, device offerings and value-added features for both individual and enterprise customers.

Product offerings include postpaid and prepaid wireless plans under the T-Mobile and Metro by T-Mobile brands, as well as connectivity solutions for small and large businesses.