FY2026 EPS Estimates for T-Mobile US Lowered by Analyst

Posted by George Bondi on Jul 17th, 2026

T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) – Analysts at Erste Group Bank dropped their FY2026 earnings per share (EPS) estimates for T-Mobile US in a research note issued to investors on Wednesday, July 15th. Erste Group Bank analyst H. Engel now expects that the Wireless communications provider will earn $10.45 per share for the year, down from their prior forecast of $10.47. The consensus estimate for T-Mobile US’s current full-year earnings is $10.53 per share. Erste Group Bank also issued estimates for T-Mobile US’s FY2027 earnings at $13.52 EPS.

A number of other brokerages have also recently issued reports on TMUS. Freedom Capital raised shares of T-Mobile US from a “hold” rating to a “strong-buy” rating in a research note on Friday, April 17th. Barclays lowered their target price on shares of T-Mobile US from $245.00 to $230.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 8th. Wells Fargo & Company initiated coverage on T-Mobile US in a research note on Wednesday, July 8th. They issued an “equal weight” rating and a $170.00 price target for the company. Arete Research boosted their price target on T-Mobile US from $295.00 to $300.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Finally, Moffett Nathanson upgraded T-Mobile US from a “neutral” rating to a “buy” rating and set a $254.00 price objective for the company in a research report on Wednesday, April 8th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat.com, T-Mobile US currently has an average rating of “Moderate Buy” and a consensus price target of $254.96.

View Our Latest Analysis on T-Mobile US

T-Mobile US Price Performance

NASDAQ TMUS opened at $192.85 on Friday. The company has a current ratio of 1.09, a quick ratio of 0.97 and a debt-to-equity ratio of 1.58. T-Mobile US has a 12 month low of $165.66 and a 12 month high of $261.56. The stock has a market cap of $208.70 billion, a price-to-earnings ratio of 20.52, a PEG ratio of 1.11 and a beta of 0.33. The company’s 50 day moving average is $184.95 and its two-hundred day moving average is $196.28.

T-Mobile US (NASDAQ:TMUS – Get Free Report) last posted its quarterly earnings data on Tuesday, April 28th. The Wireless communications provider reported $2.27 earnings per share for the quarter, beating analysts’ consensus estimates of $2.01 by $0.26. The firm had revenue of $23.11 billion for the quarter, compared to analysts’ expectations of $22.98 billion. T-Mobile US had a return on equity of 19.47% and a net margin of 11.65%.The business’s quarterly revenue was up 10.6% on a year-over-year basis. During the same period in the previous year, the firm earned $2.58 EPS.

Hedge Funds Weigh In On T-Mobile US

Several hedge funds have recently added to or reduced their stakes in TMUS. JDM Financial Group LLC lifted its stake in T-Mobile US by 114.0% in the fourth quarter. JDM Financial Group LLC now owns 122 shares of the Wireless communications provider’s stock worth $25,000 after purchasing an additional 65 shares during the last quarter. Main Street Group LTD purchased a new stake in shares of T-Mobile US in the first quarter worth approximately $25,000. Swiss RE Ltd. bought a new stake in shares of T-Mobile US during the 4th quarter worth approximately $29,000. Turning Point Benefit Group Inc. lifted its stake in shares of T-Mobile US by 3,825.0% during the 4th quarter. Turning Point Benefit Group Inc. now owns 157 shares of the Wireless communications provider’s stock worth $32,000 after acquiring an additional 153 shares during the last quarter. Finally, Sachetta LLC boosted its holdings in T-Mobile US by 52.9% during the 1st quarter. Sachetta LLC now owns 159 shares of the Wireless communications provider’s stock valued at $33,000 after acquiring an additional 55 shares during the period. 42.49% of the stock is currently owned by institutional investors.

Insider Activity

In other T-Mobile US news, COO Jon Freier sold 4,799 shares of T-Mobile US stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $190.00, for a total transaction of $911,810.00. Following the completion of the transaction, the chief operating officer directly owned 217,168 shares of the company’s stock, valued at $41,261,920. The trade was a 2.16% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Michael J. Katz sold 5,000 shares of the business’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $195.81, for a total transaction of $979,050.00. Following the transaction, the insider owned 181,930 shares in the company, valued at $35,623,713.30. This trade represents a 2.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.32% of the company’s stock.

T-Mobile US Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 28th will be paid a $1.02 dividend. This represents a $4.08 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend is Friday, August 28th. T-Mobile US’s dividend payout ratio (DPR) is presently 43.40%.

T-Mobile US News Roundup

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

Positive Sentiment: KeyCorp raised several of its earnings estimates for T-Mobile US, including FY2026 and FY2027, and kept an Overweight rating with a $260 price target, signaling confidence in the company’s longer-term earnings power.
Positive Sentiment: Earlier Wall Street commentary continues to frame T-Mobile as a relatively attractive value stock, which may be helping offset some near-term caution.
Neutral Sentiment: Analysts and media reports note that T-Mobile is approaching its upcoming earnings release, with attention on subscriber trends, margins, and guidance rather than any single major new catalyst. Analysts Estimate T-Mobile (TMUS) to Report a Decline in Earnings: What to Look Out for
Neutral Sentiment: Scotiabank trimmed its price target to $243 from $263 but maintained a Sector Outperform rating, suggesting only a modest reassessment rather than a bearish shift.
Negative Sentiment: Some coverage flags the possibility of an earnings decline in the upcoming report, which could make investors more cautious ahead of results.
Negative Sentiment: Analyst concerns around competitive pressure, including potential risks from Starlink and spectrum valuation debate, have led to a modest cut in fair value estimates and may be weighing on sentiment. T Mobile (TMUS) Stock Sees Modest Fair Value Cut As Starlink Risks Shape Analyst Views

T-Mobile US Company Profile

(Get Free Report)

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.