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    Should T-Mobile’s Network Wins, T-Satellite Launch and Price Guarantees Require Action From TMUS Investors?

    Simply Wall St·12/25/2025 23:20:35
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    • T-Mobile US recently reinforced its market position by being named America’s Best Network, launching T-Satellite direct-to-cell service with Starlink, rolling out 5-year price-guaranteed plans, and expanding into fiber broadband while intensifying competitive pressure on rivals such as Verizon.
    • Beneath the consumer-friendly promotions and disaster-resilience initiatives, T-Mobile’s ongoing 5G and fiber build-out highlights a push to deepen customer relationships across both mobile and home connectivity.
    • We’ll now explore how T-Mobile’s direct-to-cell T-Satellite launch and 5-year price guarantee could influence its longer-term investment narrative.

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    T-Mobile US Investment Narrative Recap

    To own T-Mobile, you generally need to believe it can keep adding higher value mobile and broadband customers while managing heavy network and fiber investment. The recent confirmation as “America’s Best Network,” rollout of T-Satellite, and aggressive switching offers support the near term growth catalyst of postpaid and broadband net adds, but also highlight the key risk that rising promotions and fiber build-out costs could pressure margins if competitive intensity stays high.

    Among the latest announcements, the launch of T-Satellite with Starlink stands out as most relevant, because it extends coverage beyond traditional towers and could reinforce T-Mobile’s 5G and broadband growth story. If customers view direct to cell satellite as a differentiator in emergencies and rural coverage, it may help underpin postpaid additions and support the company’s push into bundled mobile and home connectivity, even as fiber investments weigh on near term earnings.

    Yet behind the new services and price guarantees, investors still need to watch how rising promotional intensity could affect net margins and cash generation over time...

    Read the full narrative on T-Mobile US (it's free!)

    T-Mobile US' narrative projects $98.3 billion revenue and $17.3 billion earnings by 2028. This requires 5.3% yearly revenue growth and a $5.1 billion earnings increase from $12.2 billion today.

    Uncover how T-Mobile US' forecasts yield a $277.08 fair value, a 39% upside to its current price.

    Exploring Other Perspectives

    TMUS 1-Year Stock Price Chart
    TMUS 1-Year Stock Price Chart

    Six fair value estimates from the Simply Wall St Community span roughly US$220 to about US$530 per share, reflecting very different expectations for T-Mobile’s potential. Against this wide range, the company’s push into T-Fiber and T-Satellite sits at the center of the debate on whether future broadband and 5G growth can offset the risks from higher churn and heavier promotions, so you may want to compare several of these viewpoints before deciding what you believe.

    Explore 6 other fair value estimates on T-Mobile US - why the stock might be worth just $220.00!

    Build Your Own T-Mobile US Narrative

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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.