Latest news with #TMUS
Yahoo
4 days ago
- Business
- Yahoo
Morgan Stanley Lifts PT on T-Mobile US (TMUS) to $280 from $265, Keeps Overweight Rating
T-Mobile US, Inc. (NASDAQ:TMUS) is one of the best long term low volatility stocks to buy now. On July 16, Morgan Stanley raised the firm's price target on T-Mobile US, Inc. (NASDAQ:TMUS) to $280 from $265, keeping an Overweight rating on the shares. A customer checking out their new device at a T-Mobile store, illustrating the convenience and accessibility of retail stores. The firm told investors in a research note that it raised the estimates for free cash flow for US operators after the newly signed tax law. It further stated that capacity is likely to be allocated to a mix of fiber builds, buybacks, and/or other M&A. Morgan Stanley also added that while competition is intense, it is not clear whether it is intensifying. T-Mobile US, Inc. (NASDAQ:TMUS) provides wireless communications services under the T-Mobile and MetroPCS brands. The company offers prepaid and postpaid wireless messaging, voice, and data services, along with wholesale wireless services. While we acknowledge the potential of TMUS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
Business Insider
11-07-2025
- Business
- Business Insider
T-Mobile's (TMUS) $4.4B Acquisition of U.S. Cellular Gets DOJ's Blessing
T-Mobile's (TMUS) $4.4 billion acquisition of U.S. Cellular (USM) has been officially cleared by the Department of Justice (DOJ). The regulator said that its antitrust division will not seek an injunction to block the deal. This removes a key regulatory hurdle and allows the deal to move forward. Don't Miss TipRanks' Half-Year Sale Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. Gail Slater, head of the DOJ's antitrust division, stated that U.S. Cellular's struggles to maintain its competitive position could hurt its customers. Thus, with T-Mobile taking over, those users may get better service from a stronger network. This marks another step in the ongoing consolidation of the U.S. wireless market, where Verizon (VZ), AT&T (T), and T-Mobile now control over 90% of mobile subscriptions. While there are concerns that the deal could limit consumer choice, the DOJ is focused on improving network quality. TMUS Drops DEI Programs It must be highlighted that the approval comes after T-Mobile ended its diversity, equity, and inclusion (DEI) programs. The company told the FCC it removed all DEI-related content and reassigned staff, aiming to align with shifting federal priorities. With this move, TMUS seeks regulatory approval for its U.S. Cellular acquisition and a $4.9 billion joint venture with KKR (KKR) to acquire Metronet, an internet provider with fiber reach to over two million homes. Another Regulatory Approval Pending The deal was initially announced in May 2024. This acquisition is likely to bolster T-Mobile's market presence by bringing in over four million new customers and help secure key spectrum rights to enhance its data transmission capabilities. With DOJ approval secured, the deal now awaits final clearance from the Federal Communications Commission (FCC), which is reviewing the transaction's impact on spectrum ownership and national security. What Is the Price Target for TMUS? Turning to Wall Street, analysts have a Moderate Buy consensus rating on TMUS stock based on nine Buys, seven Holds, and one Sell assigned in the past three months. The average T-Mobile stock price target is $262.41, implying an upside potential of 15.02%.
Yahoo
10-07-2025
- Business
- Yahoo
T-Mobile Ends DEI Programs Amid Trump-Era Regulatory Pressure to Secure FCC Deal Approvals
T-Mobile US (TMUS, Financials) ended all of its diversity, equity, and inclusion programs as it attempts to win regulatory approval from the Federal Communications Commission for two high-profile telecom deals, according to a letter made public Wednesday. Warning! GuruFocus has detected 4 Warning Sign with TMUS. In a move that aligns with ongoing pressure from the Trump administration, T-Mobile told FCC Chair Brendan Carr that it was eliminating DEI not only in name, but in substance. The company said it has disbanded DEI-focused roles and teams, scrubbed DEI references from its websites, and removed such language from employee training materials. Carr, a Republican appointed by President Trump, welcomed the decision. In a message to Reuters, he called the shift another good step forward for equal opportunity, nondiscrimination, and the public interest. T-Mobile is seeking FCC clearance for two major transactions: a $4.4 billion acquisition of regional carrier U.S. Cellular's wireless operations, including customers, stores, and 30% of its spectrum assets; and a $4.9 billion joint venture with private equity firm KKR (KKR, Financials) to acquire Metronet, an internet provider with fiber reach to over two million homes across 17 U.S. states. The company plans to take a 50% equity stake in the KKR-led joint venture while also acquiring 100% of Metronet's residential retail fiber business and customers. Democratic FCC Commissioner Anna Gomez condemned T-Mobile's actions, calling them a cynical bid to win FCC regulatory approval and a betrayal of the company's stated values around fairness and representation. The decision follows similar pressure applied to other telecom giants. Earlier this year, Verizon (VZ, Financials) gained approval for its $20 billion acquisition of Frontier Communications after ending its own DEI efforts. In February, Carr also opened a probe into Comcast's DEI initiatives. President Trump's executive orders in January called for the dismantling of federal DEI programs and encouraged private-sector compliance. T-Mobile appears to be the latest corporation recalibrating internal policies to align with this broader political environment. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
09-07-2025
- Business
- Yahoo
T-Mobile US Lags Peers in Fiber Investments, KeyBanc Says in Downgrade
T-Mobile US (TMUS) is likely to continue underperforming as the wireless network operator trails its
Globe and Mail
08-07-2025
- Business
- Globe and Mail
Top Analyst Reports for T-Mobile, AstraZeneca & Comcast
Tuesday, July 8, 2025 The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including T-Mobile US, Inc. (TMUS), AstraZeneca PLC (AZN) and Comcast Corp. (CMCSA). These research reports have been hand-picked from the roughly 70 reports published by our analyst team today. You can see all of today's research reports here >>> Ahead of Wall Street The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens and attempts to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning. You can read today's AWS here >>> Pre-Markets Mixed at Start of Prime Day, Awaiting Trade Deals Today's Featured Research Reports T-Mobile's shares have outperformed the Zacks Wireless National industry over the past year (+34.5% vs. +30.7%). The company is benefiting from industry-leading postpaid customer growth with a record-low churn rate. Its acquisition strategy has significantly strengthened its position in the wireless industry over the past few years. TMUS' 2.5 GHz 5G spectrum delivers superfast speeds and extensive coverage with signals that go through walls and trees. This boosts its competitive edge against companies that provide 5G networks controlled by the mmWave spectrum. However, owing to the stock's premium valuation, we believe investors should remain cautious as macroeconomic factors, market saturation, or economic downturns can significantly impact overvalued stocks like TMUS. Fierce competition is straining profitability. To lure customers from competitors, T-Mobile has launched several low-priced service plans for consumers. This has put pressure on profits. (You can read the full research report on T-Mobile here >>>) Shares of AstraZeneca have outperformed the Zacks Medical - Biomedical and Genetics industry over the year-to-date period (+7.7% vs. -2%). The company's key drugs like Lynparza, Tagrisso, Imfinzi and Fasenra should keep driving revenues. Its pipeline is strong, with pivotal late- and mid-stage pipeline data readouts lined up. AstraZeneca has also been engaged in external acquisitions and strategic collaborations to boost its pipeline. AstraZeneca believes it can post industry-leading top-line growth in the 2025-2030 period. However, potentially lower sales of Lynparza and Farxiga in China, the impact of Part D redesign on U.S. oncology sales and slowing sales of rare disease drugs are expected to hurt the top line in 2025. Estimates have declined slightly ahead of the Q2 earnings release. The company has a mixed record of earnings surprises in recent quarters. (You can read the full research report on AstraZeneca here >>>) Comcast's shares have underperformed the Zacks Cable Television industry over the year-to-date period (-3.1% vs. +4.2%). The company has been persistently suffering from video-subscriber attrition due to cord-cutting. Broadband prospects are suffering from increased competition from fixed wireless and fiber businesses. Theme Parks revenues declined due to lower revenues at domestic theme parks, driven by lower guest attendance, including the impact of the Hollywood wildfires. A leveraged balance sheet is a major concern for Comcast. Nevertheless, steady growth in Content & Experiences revenues driven by steady performances by Studios and Media segments is positive. Its streaming service, Peacock, has been a key catalyst in driving broadband sales. Decreasing programming & production costs bode well for CMCSA's profitability. Strong free cash flow generation ability is noteworthy. (You can read the full research report on Comcast here >>>) Other noteworthy reports we are featuring today include Entergy Corp. (ETR), Align Technology, Inc. (ALGN) and Universal Health Services, Inc. (UHS). Mark Vickery Senior Editor Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>> Today's Must Read T-Mobile (TMUS) Rides on Solid 5G Expansion, Strong Cash Flow Key Drugs Aid AstraZeneca (AZN) Sales, Pipeline Strong Domestic Wireless Subscriber Gain Benefits Comcast (CMCSA) Featured Reports Investments Aid ETR Corporation (ETR) Amid Poor Solvency Per the Zacks analyst, ETR Corp. makes disciplined investment to maintain and upgrade the reliability of its electric utility systems. Yet its poor financial ratios indicate weak solvency position. Align (ALGN) Rides on Growing Invisalign Volume, Innovation The Zacks analyst is optimistic about Align's strong market rollout of several Invisalign products globally. The company's focused efforts to expand portfolio aids growth. Rising Admissions Aid Universal Health (UHS), High Costs Ail Per the Zacks analyst, Universal Health's continued growth in admissions at its acute care facilities will boost its top line. However, escalating expenses remain a concern for the company. Strong SMB clientele Aids BILL Holdings' (BILL) Prospects Per the Zacks analyst, BILL is benefiting from an expanding small and medium business (SMB) clientele, as well as a diversified business model. Expanding Customer Base & Smart Investment Aid ONE Gas (OGS) Per the Zacks analyst, ONE Gas is set to benefit from capital expenditure plan and extension of services to new areas. Steady demand from residential customers boosts its performance. Business Growth Plans Aid Boise Cascade (BCC), Macro Risks Ail Per the Zacks analyst, Boise Cascade is gaining from accretive business growth strategies, while ensuring shareholder value. However, housing market softness and macro risks hurt prospects. Sarepta (SRPT) Growth Outlook Dimmed by Elevidys Concerns Though Sarepta's pipeline of LGMD therapies holds potential, the Zacks analyst is concerned with two Elevidys-linked deaths and their impact on topline growth. New Upgrades Loan Growth & Strong Liquidity Supports SouthState (SSB) Per the Zacks analyst, SouthState's expanding loan balance and solid non-interest income will aid top-line growth. Its strong liquidity position enables sustainable capital distributions. SkyWest (SKYW) Benefits From Improving Air-Travel Demand The Zacks Analyst is impressed with the fact that increased air-travel demand is helping SkyWest carry more passengers and witness more revenues. TreeHouse Foods (THS) Drives Growth with Supply Chain Wins Per the Zacks analyst, TreeHouse Foods accelerates margin expansion with supply chain efficiencies, streamlined operations, and a focused portfolio in high-growth private label categories. New Downgrades Expected Decline in Sales & High Capex to Ail Magna (MGA) Per the Zacks analyst, Magna's 2025 revenues are expected to decline due to lower light vehicle production in North America. High capex requirement is likely to strain near-term cash flows. Trucking Costs & Oil Price Swings to Ail Vista Energy (VIST) Per the Zacks analyst, Vista Energy's heavy reliance on trucking for transporting production and its exposure to volatile international oil prices are expected to weigh on its profitability. Weak Digital Sales Hurts Bath & Body Works' (BBWI) Growth Per the Zacks analyst, despite favorable foot traffic, BBWI's digital softness in first quarter suggests cracks in its e-commerce strategy that could weigh on future performance. Zacks' Research Chief Picks Stock Most Likely to "At Least Double" Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren't winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%. See Our Top Stock to Double (Plus 4 Runners Up) >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report AstraZeneca PLC (AZN): Free Stock Analysis Report Entergy Corporation (ETR): Free Stock Analysis Report Comcast Corporation (CMCSA): Free Stock Analysis Report Universal Health Services, Inc. (UHS): Free Stock Analysis Report Align Technology, Inc. (ALGN): Free Stock Analysis Report T-Mobile US, Inc. (TMUS): Free Stock Analysis Report
