T-Mobile US, Inc. (TMUS)

Several events impacted T-Mobile US, Inc.'s stock price in the past six months. In July 2025, Deutsche Telekom AG sold approximately $47.9 million in TMUS common stock, and analyst ratings varied. In August 2025, T-Mobile acquired the wireless operations of UScellular. In September 2025, the company announced a 16% increase in its quarterly dividend. In October 2025, TMUS was trading around $227, and Srini Gopalan was announced as the new CEO, effective November 2025. In November 2025, Srini Gopalan assumed the role of CEO, and Oppenheimer downgraded T-Mobile to "Perform." In December 2025, several analysts reiterated their ratings with varying price targets. In January 2026, Scotiabank and Wolfe Research reaffirmed "Buy" ratings with revised target prices, and T-Mobile rolled out 5G Advanced. As of January 13, 2026, the closing stock price was $189.67, indicating a 6.04% decline over the past year.

The telecommunications industry, including T-Mobile US, experiences demand seasonality influenced by various factors, including events and holidays. The "moving season" presents an opportunity for telecom marketers. Accurate demand forecasting is crucial due to surging data consumption and the increasing adoption of IoT devices and cloud services. T-Mobile's consistent customer growth suggests a robust underlying demand for its products and services, though it would still be subject to broader industry seasonal trends.

T-Mobile US, Inc. is an American wireless network operator and a subsidiary of Deutsche Telekom AG, operating in the Communication Services sector, specifically in the Wireless Telecommunication Services industry. It offers wireless telecommunication services, including voice, text messaging, video calling, and data communications, to postpaid, prepaid, and wholesale customers. Its products and services include wireless communication plans, mobile phones, wearables, tablets, and home broadband routers. T-Mobile also provides 5G Home Internet and enterprise solutions, marketing its services under the T-Mobile and Metro by T-Mobile brands, and has expanded its portfolio with the acquisitions of Mint Mobile and Ultra Mobile.

T-Mobile US primarily operates across the United States, including Puerto Rico and the U.S. Virgin Islands. The company has a nationwide 4G LTE network covering 99% of Americans and operates the largest 5G network in the country. T-Mobile's 5G network covers 36% of the United States, while its 4G LTE network covers 43%. The company also facilitates international roaming through agreements with other providers.

T-Mobile has maintained a strong brand reputation, driven by its "Un-carrier" strategy, customer-centric practices, and transparent pricing. The company is recognized for its leadership in 5G coverage and performance. T-Mobile reported record customer growth in Q3 2025 and Q1 2025, reflecting positive customer perception. Strategic moves like the acquisition of UScellular's wireless operations and the earlier acquisitions of Mint Mobile and Ultra Mobile have further expanded its market presence. T-Mobile also partnered with SpaceX for "Coverage Above and Beyond" and established its first global technology hub in Hyderabad, India.

T-Mobile US, Inc.'s ownership is primarily held by institutional investors, with Deutsche Telekom AG being the majority shareholder, holding approximately 51.4% to 52.03% of the company. Other major institutional owners include Softbank Group Corp, Vanguard Group Inc, BlackRock, Inc., State Street Corp, Price T Rowe Associates Inc /md/, Fmr Llc, Morgan Stanley, and Capital International Investors. Deutsche Telekom AG is also the largest individual shareholder.