Added to YB: 2026-10-13
Pitch date: 2026-10-10
TMUS [neutral]
T-Mobile US, Inc.
+4.97%
current return
Author Info
No bio for this author
Company Info
T-Mobile US, Inc., together with its subsidiaries, provides wireless communications services in the United States, Puerto Rico, and the United States Virgin Islands.
Market Cap
$159.4B
Pitch Price
$149.60
Price Target
N/A
Dividend
2.75%
EV/EBITDA
6.92
P/E
15.58
EV/Sales
3.00
Sector
Wireless Telecommunication Services
Category
growth
The Dow Rose 0.83% and Telecom Still Fell. T-Mobile Brought In the Competitor Itself.
TMUS (update): T-Mobile is the strongest US carrier but may be most exposed to SpaceX after helping launch Starlink direct-to-cell; SpaceX’s reported ~$17B EchoStar spectrum deal raises the prospect of a retail competitor with lower incremental costs. Unlike yield-supported peers, T-Mobile relies on a growth premium and continued share gains. Avoid paying that premium until churn holds; the threat recedes if SpaceX remains wholesale or satellite capacity limits service.
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