TMUS · T-Mobile US, Inc.

Not today. TMUS is not on today's radar: no tight base just under a resistance that has been tested again and again.

Bulls: T-Mobile trades at 14% below its lowest street price target of $169 and at 15x earnings after a -34% one-year move, with revenue +9.7%, a 10.2% FCF yield and TTM FCF of $18.4B. Pusaka rates TMUS Outperform with a $247.86 fair value versus the $146.93 Oct 26 close (60% DCF at $240.45, 40% multiples at $258.98, 10.79% discount rate), and another rating has it Outperform relative to the S&P 500. The bull case rests on the network moat built with Sprint spectrum — best recommendation index in the sector, more than 20 million 'network seekers' households to capture and a fixed wireless target of 15 — plus the first live AI-RAN call run with $NOK and $NVDA on one server doing an AI workload, against ~150K U.S. freestanding cell towers that could become mini AI data centers.

Bears: SpaceX is reportedly in talks for 80,000+ U.S. cell sites to build a fourth nationwide wireless carrier, and TMUS fell 7.7% on Friday (Oct 23 open down 3.56%, volume 1.7x the 50-day average, at a 52-week low and just 0.2% above it at $146.54) while $T dropped 8% and tower landlords $CCI (+9–12%) and $AMT (+4%) rallied. The stock is -28% YTD total return and -4.3% on the week, -6.7% over a month, with a $1M sale on Aug 21; Musk says Starlink will reach in 2-3 years capabilities Verizon expects in 4-6, as Verizon warns of a potential sixth wireless competitor. The bear case also flags $81.1B of debt, with earnings due 10/28.

Reading from Oct 27, 2026; each post classified by AI, weighted by engagement.

No recent news reading for TMUS. The News Sentiment API reads today's headlines on any US stock.

Open-market trades only, from SEC Form 4 filings — option exercises, tax withholding and grants are left out.

• Sold · Drobac Daniel James$138K · Sep 10, 2026
• Sold · Freier Jon$912K · May 21, 2026
• Bought · Almeida Andre$1.0M · May 1, 2026
• Sold · Katz Michael J.$979K · May 1, 2026
• Sold · Datar Srikant M.$218K · Mar 10, 2026

From the company's SEC filings (10-Q and 10-K).

• 2026 · financial guidance · 8-K filed Sep 3, 2026

  “T-Mobile reaffirms its previously stated 2026 financial guidance and maintains its capital return program and long-term financial framework.”

• 2026 · core adjusted ebitda · 8-K filed Jul 23, 2026

  “Core Adjusted EBITDA, which is Adjusted EBITDA less lease revenues, is expected to be between $37.1 billion and $37.5 billion.”

• 2026 · net cash provided by operating activities · 8-K filed Jul 23, 2026

  “Net cash provided by operating activities, including net payments for UScellular merger-related costs, is now expected to be between $28.4 billion and $28.8 billion, an increase from prior guidance of $28.1 billion to $28.7 billion.”

• 2026 · cash purchases of property and equipment, including capitalized interest · 8-K filed Jul 23, 2026

  “Cash purchases of property and equipment, including capitalized interest, are expected to be approximately $10.0 billion.”

Quoted from the outlook the company filed with the SEC.