Street View: T-Mobile fights to stay ahead as the wireless game changes

T-Mobile Us

24/07/2026 11:04

** Telecom operator T-Mobile TMUS.O said on Thursday that it expects Q3 postpaid account additions to fall from the previous quarter as it transitions customers to upgraded rate plans
** Median PT of 31 brokerages covering the stock is $250 —LSEG-compiled data
     
MULTIPLE GROWTH LEVERS
** J.P. Morgan ("overweight," PT: $275) says T-Mobile is well positioned for durable growth, supported by share gains in underpenetrated segments including small businesses, enterprise customers, rural markets and network seekers
** RBC Capital Markets ("outperform," PT: $230) says that  "as the growth algorithm pivots more towards pricing, this could affect T-Mobile as a market-share grower"
** TD Cowen ("buy," PT: $260) says if competitors offer higher subsidies, T-Mobile may need to match them or rely on its network, pricing and customer service advantages to stay competitive
** Moffettnathanson ("buy," PT: $242) says it "sees long runway for not just share gains but, just as importantly, ARPU(average revenue per user) growth"
   
     
     

 (Reporting by Kanishka Ajmera in Bengaluru)
 ((Kanishka.Ajmera@thomsonreuters.com))