Sebastiano Petti, an analyst from J.P. Morgan, reiterated the Buy rating on T Mobile US (TMUS – Research Report). The associated price target was raised to $270.00.
Sebastiano Petti has given his Buy rating due to a combination of factors that highlight T-Mobile US’s strong financial outlook and strategic growth initiatives. The company has demonstrated robust medium-term financial guidance, with expectations of a 7% compound annual growth rate (CAGR) in EBITDA and an 8% CAGR in free cash flow through 2027. This growth is supported by T-Mobile’s continued gains in postpaid phone shares across key markets, including the Top 100 markets, SMRA, and Enterprise sectors.
Furthermore, T-Mobile’s capital return program, which plans to return up to $50 billion through 2027, adds to the attractiveness of the stock, with $20 billion of flexible spending providing potential upside. Petti’s analysis also considers the company’s ability to maintain strong postpaid phone net add momentum, with unchanged expectations for 2025. These factors, combined with a raised price target of $270 by December 2025, underpin Petti’s positive outlook on T-Mobile’s stock.
Based on the recent corporate insider activity of 106 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of TMUS in relation to earlier this year.