Price Target Adjustments: Recent discussions on X about T-Mobile US (TMUS) have centered on analyst price target reductions. Several posts highlighted Morgan Stanley cutting their target from $280 to $260, while others noted Argus Research maintaining a buy rating but lowering their target to $245. This has sparked varied reactions among users, with some questioning the stock's recent performance.
Stock Hits 52-Week Low: Another hot topic on X is TMUS reaching a 52-week low of $199.26, as reported by multiple users. Many are speculating on the reasons behind this drop, with some pointing to broader market trends or internal challenges. The conversation reflects growing concern about the stock's trajectory in the near term.
Leadership and Regulatory News: Posts on X also mentioned T-Mobile's appointment of a new COO and a regulatory issue involving 5G capacity claims being referred to the FTC. These developments have added layers to the discussion, with users debating the potential impact on operations and investor confidence.
Note: This discussion summary was generated from an AI condensation of post data.
T-Mobile US Insider Trading Activity
T-Mobile US insiders have traded $TMUS stock on the open market 415 times in the past 6 months. Of those trades, 1 have been purchases and 414 have been sales.
Here’s a breakdown of recent trading of $TMUS stock by insiders over the last 6 months:
- TELEKOM AG DEUTSCHE has made 0 purchases and 405 sales selling 6,478,127 shares for an estimated $1,525,541,009.
- G MICHAEL SIEVERT has made 0 purchases and 4 sales selling 90,000 shares for an estimated $21,239,325.
- CALLIE R FIELD (President, Business Group) sold 12,300 shares for an estimated $2,961,840
- SRINI GOPALAN (President and CEO) purchased 9,800 shares for an estimated $1,977,836
- JON FREIER (President, Consumer Group) sold 7,000 shares for an estimated $1,750,000
- MICHAEL J. KATZ (Pres, Mkting Stgy & Prods) has made 0 purchases and 2 sales selling 5,000 shares for an estimated $1,167,575.
- LETITIA A LONG sold 1,457 shares for an estimated $306,436
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
T-Mobile US Revenue
T-Mobile US had revenues of $22B in Q3 2025. This is an increase of 8.9% from the same period in the prior year.
You can track TMUS financials on Quiver Quantitative's TMUS stock page.
T-Mobile US Congressional Stock Trading
Members of Congress have traded $TMUS stock 7 times in the past 6 months. Of those trades, 2 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $TMUS stock by members of Congress over the last 6 months:
- REPRESENTATIVE JONATHAN L. JACKSON sold up to $15,000 on 11/11.
- SENATOR MARKWAYNE MULLIN sold up to $100,000 on 11/03.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 2 purchases worth up to $30,000 on 10/30, 06/17 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE RITCHIE TORRES sold up to $15,000 on 07/11.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
T-Mobile US Hedge Fund Activity
We have seen 912 institutional investors add shares of T-Mobile US stock to their portfolio, and 861 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SOFTBANK GROUP CORP. removed 18,686,333 shares (-29.3%) from their portfolio in Q3 2025, for an estimated $4,473,134,393
- WELLINGTON MANAGEMENT GROUP LLP added 4,335,368 shares (+47.5%) to their portfolio in Q3 2025, for an estimated $1,037,800,391
- BERKSHIRE HATHAWAY INC removed 3,883,145 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $925,198,127
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 3,685,889 shares (+72.8%) to their portfolio in Q3 2025, for an estimated $882,328,108
- PRICE T ROWE ASSOCIATES INC /MD/ added 3,176,155 shares (+17.5%) to their portfolio in Q3 2025, for an estimated $760,307,983
- GHISALLO CAPITAL MANAGEMENT LLC removed 2,250,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $538,605,000
- JANE STREET GROUP, LLC removed 2,239,053 shares (-49.3%) from their portfolio in Q3 2025, for an estimated $535,984,507
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
T-Mobile US Government Contracts
We have seen $39,787,747 of award payments to $TMUS over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- WIRELESS TELECOMMUNICATIONS SERVICES TO INCLUDE DATA (EMAIL), TELEPHONE/VOICE (INCLUDING VOICEMAIL) AND/OR ...: $12,737,178
- IRS BASELINE REQUIREMENT FOR SMARTPHONES, HOTSPOTS, AND TABLETS.: $8,630,791
- EPA WIRELESS MOBILITY SERVICES: $2,166,473
- TASK ORDER FOR WIRELESS SERVICES: $1,150,000
- SPIRAL 4 WIRELESS SERVICES: $878,643
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
T-Mobile US Analyst Ratings
Wall Street analysts have issued reports on $TMUS in the last several months. We have seen 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 12/10/2025
- Argus Research issued a "Buy" rating on 12/09/2025
- Tigress Financial issued a "Buy" rating on 11/11/2025
- TD Cowen issued a "Buy" rating on 10/24/2025
- Barclays issued a "Overweight" rating on 10/24/2025
- RBC Capital issued a "Outperform" rating on 10/14/2025
- Benchmark issued a "Buy" rating on 10/10/2025
To track analyst ratings and price targets for T-Mobile US, check out Quiver Quantitative's $TMUS forecast page.
T-Mobile US Price Targets
Multiple analysts have issued price targets for $TMUS recently. We have seen 14 analysts offer price targets for $TMUS in the last 6 months, with a median target of $261.5.
Here are some recent targets:
- Benjamin Swinburne from Morgan Stanley set a target price of $260.0 on 12/10/2025
- Marie Ferguson from Argus Research set a target price of $245.0 on 12/09/2025
- Ivan Feinseth from Tigress Financial set a target price of $310.0 on 11/11/2025
- Gregory Williams from TD Cowen set a target price of $263.0 on 10/24/2025
- Kannan Venkateshwar from Barclays set a target price of $240.0 on 10/24/2025
- Eric Luebchow from Wells Fargo set a target price of $260.0 on 10/16/2025
- Jonathan Atkin from RBC Capital set a target price of $270.0 on 10/14/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
