The next catalysts for T-Mobile US Inc's (NASDAQ:TMUS) stock would come from the fourth-quarter results and 2026/2027 guidance, which could indicate "an acceleration in organic growth rates following investment in 2025," according to KeyBanc Capital Markets.
The T-Mobile US Analyst: Analyst Brandon Nispel upgraded the rating from Underweight to Sector Weight.
The T-Mobile US Thesis: The stock has lost 12.5% since July, during which time the S&P 500 has added 9.9%,Nispel said in the upgrade note.
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He added that the near-term risk/reward "appears more neutral at these levels" given:
- Potential for reaccelerating organic EBITDA growth into 2026/2027, following a year of investment
- Fears around a resurgence in Verizon Communications Inc (NYSE:VZ), which may not happen soon
"We think with organic growth reaccelerating toward 7%+ in ’26/’27 vs. ~5% in ’25, the NT bear case becomes harder to justify," the analyst wrote. The longer-term bear thesis "remains intact," he further stated.
TMUS Price Action: Shares of T-Mobile US had risen by 0.36% to $207.36 at the time of publication on Tuesday.
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