BUZZ-Street View: T-Mobile keeps its edge in a crowded market
T-Mobile US, Inc. TMUS | 0.00 |
** T-Mobile TMUS.O lifted its outlook for full-year postpaid net account additions on Tuesday, citing strong customer gains driven by competitive pricing and bundled streaming perks in a crowded U.S. wireless market
** Shares up 2.5% at $191.4 premarket
WIRELESS LEAD STILL HOLDS
** RBC Capital Markets ("outperform," PT: $240) says TMUS' push to develop a new competitive edge while preserving leadership in wireless net additions is encouraging amid market maturity
** Morgan Stanley ("overweight," PT: $260) says 2026 should be more balanced between pricing and volumes, with TMUS holding a structural edge as it builds on a low base and benefits from a double-digit pricing advantage on existing customers
** Scotiabank ("sector outperform," PT: $263) says trends in average revenue per account growth and churn in the coming quarters will signal whether promotional activity is intensifying
** BofA Global Research ("neutral," PO: $270) believes TMUS’ industry‑leading growth is reflected in its premium multiple, but stronger execution by peers could intensify competition and cap further multiple expansion
