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An announcement from T Mobile US ( (TMUS) ) is now available.
On February 11, 2026, T-Mobile used its fourth quarter 2025 earnings call and Capital Markets Day Update in New York to raise its multi-year growth outlook, citing strong progress since its September 2024 plan, including 2023–2025 compound annual growth rates of 6% for service revenues, 8% for Core Adjusted EBITDA, and 15% for adjusted free cash flow. Management detailed widening competitive differentiation via top network quality rankings, improved customer experience and NPS, and rapid digital and AI transformation, underpinning new 2030 targets of 18–19 million total broadband customers and expectations for outsized growth in wireless, business, and adjacent services such as advertising and financial offerings.
The company issued upgraded financial targets, projecting 2026 service revenues of about $77 billion and 2027 service revenues of $80.5–$81.5 billion, alongside Core Adjusted EBITDA of $37.0–$37.5 billion in 2026 and $40.0–$41.0 billion in 2027, with adjusted free cash flow seen rising to as much as $20.5 billion by 2027. T-Mobile also reaffirmed a balanced capital allocation strategy around a 2.5x leverage target, highlighting more than $20 billion already returned to shareholders since 2024, roughly $12 billion deployed on M&A, over $50 billion of remaining capital through 2027, and plans to increase first-quarter 2026 share repurchases to up to $5 billion, signaling confidence in its growth trajectory and cash-generation capacity.
The most recent analyst rating on (TMUS) stock is a Buy with a $263.00 price target. To see the full list of analyst forecasts on T Mobile US stock, see the TMUS Stock Forecast page.
Spark’s Take on TMUS Stock
According to Spark, TipRanks’ AI Analyst, TMUS is a Outperform.
The score is driven primarily by strong financial performance and an upbeat earnings call with raised guidance (customer growth, EBITDA, and free cash flow outlook). These positives are partly tempered by weaker technical momentum and balance-sheet leverage, while valuation is broadly reasonable with a modest dividend.
To see Spark’s full report on TMUS stock, click here.
More about T Mobile US
T-Mobile US, Inc. is a U.S. telecommunications provider offering wireless services, 5G mobile connectivity, and broadband, with a growing focus on fiber-based T-Fiber. The company targets both consumer and business markets, emphasizing a differentiated “Un-carrier” strategy built on network quality, value pricing, and digital- and AI-enhanced customer experiences to gain share across core wireless, broadband, and new growth verticals.
Average Trading Volume: 5,525,782
Technical Sentiment Signal: Hold
Current Market Cap: $220.8B
For a thorough assessment of TMUS stock, go to TipRanks’ Stock Analysis page.