
T-Mobile TMUS.O on Wednesday said it expects wireless subscriber growth this year to more than double the estimates, due to strong demand for its premium 5G plans
At least nine brokerages have raised their price targets on the stock post its Q4 results - LSEG-compiled data
SOLID MANAGEMENT, SOLID Q4 RESULTS
J.P.Morgan ("overweight", PT: $265) says it's positive on TMUS's unique growth algorithm of postpaid phone share gains, improving operating leverage, and strong service revenue growth outlook
Bernstein ("market-perform", PT: $265) expects some pressure on co's margins, citing potential for intensifying competition and subscriber acquisition costs that could elevate in the first half of 2025
Bernstein also says "TMUS's disciplined management and their transparency leave little room for speculation," noting that the growth narrative continues
TD Cowen ("buy", PT: $251) says TMUS's core fundamentals are "firing on all cylinders" as focus shifts to upcoming catalysts
NewStreet Research expects TMUS to resume meaningful margin expansion in 2026, driving acceleration in EBITDA