T-Mobile US (NASDAQ:TMUS) Receives “Buy” Rating from The Goldman Sachs Group

The Goldman Sachs Group restated their buy rating on shares of T-Mobile US (NASDAQ:TMUS) in a research note published on Wednesday morning,MarketScreener reports.

A number of other equities research analysts also recently weighed in on the company. BNP Paribas Exane dropped their target price on T-Mobile US from $300.00 to $275.00 and set an “outperform” rating for the company in a research report on Friday, January 16th. TD Cowen dropped their target price on T-Mobile US from $263.00 to $252.00 and set a “buy” rating for the company in a research report on Thursday, February 12th. Sanford C. Bernstein restated a “neutral” rating on shares of T-Mobile US in a research report on Wednesday, April 22nd. Freedom Capital upgraded T-Mobile US from a “hold” rating to a “strong-buy” rating in a research report on Friday, April 17th. Finally, Benchmark restated a “buy” rating on shares of T-Mobile US in a research report on Thursday, February 12th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, T-Mobile US currently has a consensus rating of “Moderate Buy” and a consensus target price of $259.46.

T-Mobile US Price Performance

T-Mobile US stock opened at $198.17 on Wednesday. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.90 and a current ratio of 1.00. The firm has a market cap of $218.36 billion, a P/E ratio of 20.41, a P/E/G ratio of 1.19 and a beta of 0.43. The business’s fifty day moving average is $206.52 and its two-hundred day moving average is $205.47. T-Mobile US has a 52 week low of $181.36 and a 52 week high of $261.56.

T-Mobile US (NASDAQ:TMUS) last posted its quarterly earnings data on Tuesday, April 28th. The Wireless communications provider reported $2.27 EPS for the quarter, topping analysts’ consensus estimates of $2.06 by $0.21. The company had revenue of $23.11 billion for the quarter, compared to analyst estimates of $22.97 billion. T-Mobile US had a return on equity of 19.00% and a net margin of 12.45%.The business’s revenue was up 10.6% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.58 earnings per share. Equities research analysts forecast that T-Mobile US will post 10.52 earnings per share for the current fiscal year.

T-Mobile US Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Friday, May 29th will be issued a $1.02 dividend. This represents a $4.08 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date is Friday, May 29th. T-Mobile US’s dividend payout ratio is currently 42.02%.

Insiders Place Their Bets

In related news, Director Raul Marcelo Claure sold 550,000 shares of the company’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $217.57, for a total value of $119,663,500.00. Following the completion of the sale, the director owned 891,204 shares in the company, valued at approximately $193,899,254.28. This represents a 38.16% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, Director G Michael Sievert sold 1,089 shares of the company’s stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $221.85, for a total value of $241,594.65. Following the completion of the sale, the director owned 125,696 shares of the company’s stock, valued at $27,885,657.60. This represents a 0.86% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 694,134 shares of company stock valued at $150,847,799 in the last ninety days. 0.37% of the stock is currently owned by insiders.

Institutional Investors Weigh In On T-Mobile US

A number of institutional investors and hedge funds have recently added to or reduced their stakes in TMUS. Mirae Asset Global Investments Co. Ltd. increased its holdings in shares of T-Mobile US by 4.5% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 450,679 shares of the Wireless communications provider’s stock worth $107,884,000 after acquiring an additional 19,486 shares in the last quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund increased its holdings in shares of T-Mobile US by 7.8% in the third 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 acquiring an additional 14,800 shares in the last quarter. Quilter Plc increased its holdings in shares of T-Mobile US by 7.8% in the fourth quarter. Quilter Plc now owns 465,838 shares of the Wireless communications provider’s stock worth $94,584,000 after acquiring an additional 33,813 shares in the last quarter. Varma Mutual Pension Insurance Co increased its holdings in shares of T-Mobile US by 8.8% in 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 acquiring an additional 6,700 shares in the last quarter. Finally, CI Investments Inc. boosted its position in shares of 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 period. 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: Q1 beat and raised guidance — TMUS reported EPS of $2.27 (above estimates) and ~ $23.1B revenue, and raised 2026 ranges (postpaid additions and free cash flow), which underpins the stock rally. Read More.
• Positive Sentiment: Bigger shareholder returns — management expanded the 2026 return authorization (to about $18.2B) and repurchased billions in Q1, supporting earnings-per-share accretion and investor yield. Read More.
• Positive Sentiment: Broadband/fiber growth strategy — T‑Mobile announced two 50/50 fiber joint ventures (Oak Hill, Wren House) to add ~1–1.8M+ home passings and launched “SuperBroadband” (5G + Starlink backup) to push enterprise broadband growth, giving a clear growth runway beyond wireless. Read More.
• Positive Sentiment: Analyst upgrades/affirmations — Oppenheimer upgraded to Outperform ($260 PT), Goldman reaffirmed Buy and several firms raised or reiterated bullish views, adding momentum to shares. Read More.
• Neutral Sentiment: Mixed price-target moves — brokers issued both raises and cuts (TD Cowen raised to $261; JPMorgan trimmed its PT to $275 but kept Overweight; others trimmed modestly), leaving consensus mid‑$200s and signaling varied views on long‑term upside. Read More.
• Negative Sentiment: Merger-related and margin pressure — GAAP net income and operating profit were down (merger-related costs and accelerated depreciation tied to the UScellular deal), which trimmed reported profits despite the adjusted beat. Read More.
• Negative Sentiment: Regulatory & execution risks — a recent robocall bill and broader regulation could force marketing/practice changes; execution on fiber JVs and Starlink integrations will be monitored for cost and churn impacts. Read More.
• Negative Sentiment: Insider/institutional flows — notable insider and institutional sell activity noted in filings (offset by small insider buys), which could add selling pressure if sustained. Read More.

About T-Mobile US

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.