T-Mobile continues to lead US wireless net adds with 2.6GHz spectrum advantage and fixed-wireless access cannibalizing cable broadband. UScellular acquisition adds rural scale and spectrum. Strong free cash flow conversion supports buyback and dividend growth.
Thesis reviewed May 29, 2026
T-Mobile US, Inc. is headquartered in United States, which is currently showing elevated risk signals.
🇺🇸United States82EXITView United States risk detail →📡Telecom29NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| T | AT&T Inc. | 36 | +2% | ↑1% | NEUTRAL |
| ERIC | Telefonaktiebolaget LM Ericsson | 33 | +5% | ↑1% | EARLY |
| VOD.L | Vodafone | 33 | — | ↑1% | NEUTRAL |
| CHA | China Telecom Corporation Ltd | 33 | +8% | ↑1% | NEUTRAL |
| AMOV | América Móvil S.A.B. de C.V. | 33 | +9% | ↑1% | EARLY |
| ORAN | Orange S.A. | 33 | +1% | ↑1% | NEUTRAL |
| VZ | Verizon Communications Inc. | 33 | +1% | ↑1% | NEUTRAL |
Investors who hold TMUS may also have indirect exposure through these country funds.
T-Mobile postpaid phone net adds 575k in Q1 2026; FWA subs hit 7M
UScellular wireless ops acquisition closes; immediate accretion
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Sell | $15k–$50k | Mar 27, 26 | ||
| Jonathan JacksonIL | D | Buy | $50k–$100k | Jan 13, 26 | |
| Dan NewhouseWA | R | Buy | $1k–$15k | Dec 11, 25 | |
| Markwayne Mullin | Sell | $50k–$100k | Nov 3, 25 | ||
| Jared MoskowitzFL | D | Buy | $1k–$15k | Nov 8, 24 | |
| Jared MoskowitzFL | D | Buy | $1k–$15k | Dec 28, 23 | |
| Jared MoskowitzFL | D | Buy | $1k–$15k | Feb 13, 24 | |
| Jared MoskowitzFL | D | Buy | $1k–$15k | Dec 26, 23 |