T-Mobile US (TMUS) stock has recently been on the radar for investors after a period of weaker share performance, including a 4.8% decline over the past month and 12.3% over the past 3 months.

Zooming out, T-Mobile US’s recent 1 day and 7 day share price declines come after a weaker 3 month patch, while its 3 year and 5 year total shareholder returns remain positive. This suggests momentum has softened recently even as longer term holders are still ahead.

If this shift in sentiment around T-Mobile US has you reassessing your watchlist, it could be a good moment to look at other telecom and connectivity peers through fast growing stocks with high insider ownership.

With T-Mobile US trading at a last close of US$199.58 against an analyst price target of US$271.48 and an indicated intrinsic discount of 62.1%, the key question is whether this represents genuine upside or whether the market already anticipates future growth.

Most Popular Narrative: 28% Undervalued

Based on the most followed narrative, T-Mobile US is priced below an implied fair value of about US$277 per share compared with the recent US$199.58 close. This sets up a valuation story tied closely to its 5G footprint and future earnings profile.

The launch and expansion of T-Fiber following the acquisition of Lumos, along with further expansion plans via Metronet, could lead to incremental service revenue growth and enhance long-term profitability.

The company's strategic investments and partnerships in fiber markets, designed to leverage T-Mobile's customer base and network capabilities, are likely to provide improved EBITDA growth and value-accretive returns from increased broadband penetration.

Want to see what is baked into that fair value? The narrative leans on steady revenue gains, rising margins and a future earnings multiple that has to hold up. Curious which assumptions really carry the model?

Result: Fair Value of $277.08 (UNDERVALUED)

However, there are also pressure points to keep an eye on, including potential tariffs on handsets and tougher promotional battles that could squeeze margins and slow earnings progress.

Build Your Own T-Mobile US Narrative

If parts of this story do not quite fit your view, or you prefer to test the assumptions yourself, you can build a custom T-Mobile US thesis in just a few minutes with Do it your way.

A great starting point for your T-Mobile US research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.