Morgan Stanley analyst Benjamin Swinburne maintained a Buy rating on T Mobile US yesterday and set a price target of $285.00.
Elevate Your Investing Strategy:
- Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.
Benjamin Swinburne has given his Buy rating due to a combination of factors that highlight T-Mobile US’s potential for growth and market strength. One of the primary reasons is the company’s position as the fastest-growing mobile and broadband provider in the US, which is expected to continue in the coming years. The recent acquisition of USM and the launch of T-Fiber, along with tax benefits from new tax reforms, are anticipated to accelerate growth by 2026.
Additionally, Swinburne sees a nearly 20% upside potential to the $285 price target, supported by a healthy free cash flow per share growth of approximately 15% on a fully-taxed basis. The company’s ability to gain market share in both wireless and broadband sectors, leveraging its strong brand and network, further reinforces this positive outlook. The increased switching activity in 2025 is also expected to benefit T-Mobile, contributing to strong postpaid net additions. Overall, the strategic investments and synergies from the USM acquisition position T-Mobile well for future success.
According to TipRanks, Swinburne is a 5-star analyst with an average return of 12.9% and a 59.62% success rate. Swinburne covers the Communication Services sector, focusing on stocks such as Spotify, T Mobile US, and AT&T.
In another report released yesterday, UBS also assigned a Buy rating to the stock with a $300.00 price target.