TMUS

T-Mobile US, Inc.

Nasdaq · Radiotelephone Communications · Inc. DE · CIK 0001283699
$178.10 +0.61% $191.6B
Insider Buying Cluster (2 insiders)High Impact Filing (8/10)3 New Institutional PositionsCongressional Activity (1)
Vol
Market Cap$191.6B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (84%)
Inst. Holders10 funds
Inst. Value$19.1B
Inst. Activity3 buys / 0 sells
Insider Activity1B / 9S
Insider Net $-$142.5M
Reddit Sentiment50° Neutral
SEC Reports5
Congressional2 trades
Exchange Nasdaq·Sector Radiotelephone Communications·Inc. DE·CIK 0001283699·Prev Close $177.02

Recent Activity

Jun 3, 2026 SEC
T-Mobile USA and Ericsson won two post-trial rulings in the Eastern District of Texas patent case brought by General Acc
COURT-RULING — Impact 6/10
May 21, 2026 Insider
Freier Jon sold 4,799 shares
Chief Operating Officer @ $190.00 ($911.8K)
May 21, 2026 Event
T-Mobile South, LLC v. City of Roswell, Georgia
Court ruling from Court of Appeals for the Eleventh Circuit. Docket: 24-13713
May 12, 2026 short_interest
FTD: TMUS — 9,668 shares ($1.8M) failed to deliver
Settlement: 20260512, Price: $190.85, FTD Value: $1,845,137.8, T-MOBILE US INC COM
May 4, 2026 SEC
Insider trading cluster at T-Mobile US shows mixed activity: one executive purchased $1.0M shares and another sold $979K
CLUSTER — Impact 2/10
May 1, 2026 Insider
Katz Michael J. sold 5,000 shares
Chief Bus. and Prod. Officer @ $195.81 ($979.0K)
May 1, 2026 Insider
Almeida Andre bought 5,097.44 shares
Chief Broadband, Ent. & Emerg @ $196.18 ($1.0M)
Mar 3, 2026 SEC
Three T-Mobile US executives conducted tax withholding transactions, surrendering shares to cover tax obligations. These
CLUSTER — Impact 3/10

Price Targets

$260.81 +46.4% upside Strong Buy
Current $178.10 Low $212.00 Median $260.50 High $300.00 26 analysts
$212.00 $300.00

Analyst Ratings

Strong Buy84% buy · 37 analysts
7Strong Buy
24Buy
6Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 29, 2026 JP Morgan MAINTAIN Overweight → Overweight
Apr 29, 2026 TD Cowen MAINTAIN Buy → Buy
Apr 29, 2026 RBC Capital MAINTAIN Outperform → Outperform
Apr 29, 2026 Scotiabank MAINTAIN Sector Outperform → Sector Outperform
Apr 29, 2026 Oppenheimer UPGRADE Perform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.59 ▼ -2.3% $2.18 — $2.89 -9% YoY 17
Next Q $2.88 ▲ +1.2% $2.17 — $3.25 19% YoY 17
Current FY $10.50 $8.85 — $11.52 8% YoY 24
Next FY $13.54 ▲ +0.6% $11.25 — $16.73 29% YoY 23

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$8.7B
FMR LLC$3.2BADD
MORGAN STANLEY$2.6B
NORGES BANK$1.3BNEW
DODGE & COX$1.3BADD

Recent Insider Trades

DateInsiderTypeValue
May 21, 2026Freier JonSELL$911.8K
May 1, 2026Katz MichaelSELL$979.0K
May 1, 2026Almeida AndreBUY$1.0M
May 1, 2026Drobac DanielF$7.2K
Mar 12, 2026Nelson MarkA$18.2K

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
4 mentions 0 bullish 0 bearish

Congressional Trades

2 members: 1 buys, 1 sells
MemberPartyTypeAmount
William KeatingDBUY$1,001 - $15,000
Jonathan JacksonDSELL$50,001 - $100,000
10 institutional holders with $19.1B total value (93,963,410 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 3 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC42,816,368$8.7B45.6%
2FMR LLC15,732,362$3.2B16.7%ADD +28.7%
3MORGAN STANLEY12,582,682$2.6B13.4%
4NORGES BANK6,579,580$1.3B7.0%NEW
5DODGE & COX6,185,972$1.3B6.6%ADD +65.2%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,598,128$730.6M3.8%NEW
7BANK OF AMERICA CORP /DE/3,199,078$649.5M3.4%
8TWO SIGMA INVESTMENTS, LP1,183,865$240.4M1.3%DOUBLED +357.3%
9RENAISSANCE TECHNOLOGIES LLC1,083,807$220.1M1.2%DOUBLED +339.5%
10WELLS FARGO & COMPANY/MN1,001,568$203.4M1.1%TRIM -27.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW6,579,580$1.3B2025-Q4
DODGE & COXADD3,743,5226,185,972+65.2%$1.3B2025-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED246,6071,083,807+339.5%$220.1M2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM432,891246,607-43.0%$59.0M2025-Q3
NORGES BANKEXIT6,202,3840-100.0%$0.002025-Q3
NORGES BANKNEW6,202,384$1.5B2025-Q2
DODGE & COXTRIM5,832,5534,100,279-29.7%$976.9M2025-Q2
WELLS FARGO & COMPANY/MNTRIM1,718,1141,246,337-27.5%$297.0M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED223,9861,024,186+357.3%$244.0M2025-Q2
RENAISSANCE TECHNOLOGIES LLCDOUBLED192,807432,891+124.5%$103.1M2025-Q2
FMR LLCADD10,167,11813,083,028+28.7%$3.5B2025-Q1
DODGE & COXTRIM9,382,6815,832,553-37.8%$1.6B2025-Q1
UBS Group AGTRIM5,833,0484,346,544-25.5%$1.2B2025-Q1
CITADEL ADVISORS LLCTRIM2,976,4512,200,027-26.1%$586.8M2025-Q1
WELLS FARGO & COMPANY/MNTRIM2,393,1841,718,114-28.2%$458.2M2025-Q1
TWO SIGMA INVESTMENTS, LPDOUBLED21,790223,986+927.9%$59.7M2025-Q1
RENAISSANCE TECHNOLOGIES LLCNEW192,807$51.4M2025-Q1
BERKSHIRE HATHAWAY INCEXIT4,350,0000-100.0%$0.002025-Q1
NORGES BANKEXIT8,165,6010-100.0%$0.002025-Q1
CITADEL ADVISORS LLCADD2,278,0462,976,451+30.7%$657.0M2024-Q4
WELLS FARGO & COMPANY/MNADD1,675,2372,393,184+42.9%$528.2M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW3,145,026$649.0M2024-Q3
9 unique insiders with 10 transactions. Net insider value: -$142.5M ($1.0M bought, $143.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 21, 2026Freier JonChief Operating OfficerSELL4,799$190.00$911.8K
May 1, 2026Katz Michael J.Chief Bus. and Prod. OfficerSELL5,000$195.81$979.0K
May 1, 2026Almeida AndreChief Broadband, Ent. & EmergBUY5,097.44$196.18$1.0M
May 1, 2026Drobac Daniel JamesVP & Chief Accounting OfficerF36.525$196.06$7.2K
Mar 12, 2026Nelson Mark WolfeChief Legal Officer & GCA85.786$211.58$18.2K
Mar 10, 2026Datar Srikant M.DirectorSELL1,000$218.25$218.3K
Mar 4, 2026Datar Srikant M.DirectorSELL3,291$221.10$727.6K
Mar 1, 2026Gopalan SriniPresident and CEOF2,835.031$217.09$615.5K
Mar 1, 2026Almeida AndreChief Broadband, Ent. & EmergF366.688$217.09$79.6K
Feb 25, 2026Drobac Daniel JamesVP & Chief Accounting OfficerF388.871$218.66$85.0K
Feb 24, 2026SIEVERT G MICHAELDirectorSELL1,089$221.85$241.6K
Feb 24, 2026Nelson Mark WolfeChief Legal Officer & GCSELL2,329.203$222.38$518.0K
Feb 23, 2026SIEVERT G MICHAELDirectorSELL13,911$220.07$3.1M
Feb 19, 2026SIEVERT G MICHAELDirectorSELL80,000$214.94$17.2M
Feb 12, 2026CLAURE RAUL MARCELODirectorSELL550,000$217.57$119.7M

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (84% buy). Based on 37 analysts: 7 strong buy, 24 buy, 6 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$260.81 mean target +46.4% upside Strong Buy (3.00)
$212.00 Low $300.00 High
MetricValue
Current Price$178.10
Target Low$212.00
Target Mean$260.81
Target Median$260.50
Target High$300.00
# Analysts26
RecommendationStrong Buy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$2.59 $2.18 $2.89 -9.0% -2.3% 4↑ 11↓ $23.0B 8.8% 17
Next Q
2026-09-30
$2.88 $2.17 $3.25 19.4% +1.2% 7↑ 8↓ $23.3B 5.9% 17
Current FY
2026-12-31
$10.50 $8.85 $11.52 8.1% +0.3% 15↑ 7↓ $94.6B 7.1% 24
Next FY
2027-12-31
$13.54 $11.25 $16.73 28.9% +0.6% 13↑ 9↓ $98.9B 4.5% 23

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.585
7d ago$2.647-0.062
30d ago$2.647-0.062
60d ago$2.647-0.062
90d ago$2.920-0.335
15 analyst firms have rated this stock: 4 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 29, 2026 JP Morgan MAINTAIN Overweight Overweight
Apr 29, 2026 TD Cowen MAINTAIN Buy Buy
Apr 29, 2026 RBC Capital MAINTAIN Outperform Outperform
Apr 29, 2026 Scotiabank MAINTAIN Sector Outperform Sector Outperform
Apr 29, 2026 Oppenheimer UPGRADE Perform Outperform
Apr 17, 2026 Freedom Broker UPGRADE Hold Buy
Apr 13, 2026 Keybanc UPGRADE Sector Weight Overweight
Mar 17, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 19, 2026 Daiwa Capital UPGRADE Neutral Outperform
Feb 13, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 12, 2026 Scotiabank MAINTAIN Sector Outperform Sector Outperform
Feb 12, 2026 Barclays MAINTAIN Overweight Overweight
Jan 26, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 16, 2026 Bernstein MAINTAIN Market Perform Market Perform
Dec 19, 2025 Citigroup MAINTAIN Neutral Neutral
Dec 12, 2025 Goldman Sachs MAINTAIN Buy Buy
Dec 10, 2025 Morgan Stanley MAINTAIN Overweight Overweight
Dec 9, 2025 Argus Research MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202672460084%
May 1, 202672460084%
Apr 1, 2026621100073%
Mar 1, 2026620110070%
Feb 1, 2026619120068%
Jan 1, 2026620110070%
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 1 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 17, 2026William KeatingDHOUSEBUY$1,001 - $15,000T-Mobile US IncMay 19, 2026 (33d)
Jan 13, 2026Jonathan JacksonDHOUSESELL$50,001 - $100,000T-Mobile US IncFeb 24, 2026 (43d)
50°
Neutral
Bearish Neutral Bullish
4 mentions 0 bullish 0 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 21, 2026150° Neutral001
May 21, 2026150° Neutral001
May 5, 2026150° Neutral001
May 5, 2026150° Neutral001

Recent Reddit Threads

r/stocks Neutral 1mo ago
TMUS, hold or sell?
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 15d 2h ago
What happened to TMUS after hours?
▲ 1 💬 1 ⚡ 0.5
May 21, 2026
Enforcement
T-Mobile South, LLC v. City of Roswell, Georgia
Court ruling from Court of Appeals for the Eleventh Circuit. Docket: 24-13713
May 12, 2026
short_interest
FTD: TMUS — 9,668 shares ($1.8M) failed to deliver
Settlement: 20260512, Price: $190.85, FTD Value: $1,845,137.8, T-MOBILE US INC COM
May 11, 2026
short_interest
FTD: TMUS — 26,248 shares ($5.1M) failed to deliver
Settlement: 20260511, Price: $193.63, FTD Value: $5,082,400.24, T-MOBILE US INC COM
May 11, 2026
dark_pool
Dark Pool: TMUS — 5.5M shares, 103,359 trades
Week starting 2026-05-11. Total ATS volume: 5,450,591 shares across 103,359 trades.
May 8, 2026
short_interest
FTD: TMUS — 6,055 shares ($1.2M) failed to deliver
Settlement: 20260508, Price: $194.20, FTD Value: $1,175,881, T-MOBILE US INC COM
May 4, 2026
dark_pool
Dark Pool: TMUS — 4.4M shares, 86,965 trades
Week starting 2026-05-04. Total ATS volume: 4,424,062 shares across 86,965 trades.
Apr 28, 2026
earnings_calendar
TMUS Q1 2026 Earnings Scheduled — 2026-04-28
Apr 27, 2026
dark_pool
Dark Pool: TMUS — 9.8M shares, 149,309 trades
Week starting 2026-04-27. Total ATS volume: 9,842,770 shares across 149,309 trades.
Apr 22, 2026
short_interest
FTD: TMUS — 215,713 shares ($42.1M) failed to deliver
Settlement: 20260422, Price: $195.39, FTD Value: $42,148,163.07, T-MOBILE US INC COM
Apr 20, 2026
dark_pool
Dark Pool: TMUS — 11.4M shares, 143,797 trades
Week starting 2026-04-20. Total ATS volume: 11,433,110 shares across 143,797 trades.
Apr 13, 2026
short_interest
FTD: TMUS — 14,624 shares ($2.9M) failed to deliver
Settlement: 20260413, Price: $195.71, FTD Value: $2,862,063.04, T-MOBILE US INC COM
Apr 13, 2026
dark_pool
Dark Pool: TMUS — 7.4M shares, 115,996 trades
Week starting 2026-04-13. Total ATS volume: 7,401,612 shares across 115,996 trades.
Apr 7, 2026
short_interest
FTD: TMUS — 11,354 shares ($2.3M) failed to deliver
Settlement: 20260407, Price: $198.61, FTD Value: $2,255,017.94, T-MOBILE US INC COM
Apr 6, 2026
dark_pool
Dark Pool: TMUS — 6.3M shares, 116,671 trades
Week starting 2026-04-06. Total ATS volume: 6,295,936 shares across 116,671 trades.
Mar 30, 2026
short_interest
FTD: TMUS — 10,902 shares ($2.3M) failed to deliver
Settlement: 20260330, Price: $210.82, FTD Value: $2,298,359.64, T-MOBILE US INC COM
Mar 30, 2026
dark_pool
Dark Pool: TMUS — 6.0M shares, 99,412 trades
Week starting 2026-03-30. Total ATS volume: 5,962,015 shares across 99,412 trades.
Mar 25, 2026
Enforcement
General Access Solutions, Ltd. v. T-Mobile USA, Inc. and Ericsson Inc.
Court ruling from District Court, E.D. Texas. Docket: 2:23-cv-00158
Mar 25, 2026
Enforcement
General Access Solutions, Ltd. v. T-Mobile USA, Inc.; Ericsson Inc.
Court ruling from District Court, E.D. Texas. Docket: 2:23-cv-00158