Street View: T-Mobile to extend lead as telecom's top growth story

T-Mobile TMUS.O raised forecast for 2027 service revenue and adjusted free cash flow on rising demand for its broadband offerings and premium 5G mobile plans that include streaming perks

Average rating of 31 analysts is "buy"; their median PT is $262.50 - LSEG-compiled data

MULTI-YEAR GROWTH

J.P.Morgan ("overweight," PT: $300) says TMUS' outlook on volume growth, competition and its emphasis on account-level and ARPA growth should reassure investors and ease concerns about rising competitive pressures and undisciplined pricing in wireless market

Deutsche Bank ("buy," PT: $300) says TMUS will continue to be fastest-growing company in telecom-cable sector over next few years and remains well-positioned despite not having fixed line home broadband footprint as large as others in industry

Scotiabank ("sector outperform," PT: $266) says, "it all comes down to free cash flow and on that metric it is hard not to like what we see"

Morgan Stanley ("overweight," PT: $260) says TMUS remains only large-cap growth business in global telecom