T-Mobile Analyst Changes Stance; Check Out Tuesday's Top 5 Upgrades
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 02 2025
0mins
Should l Buy TMUS?
Source: Benzinga
Analyst Upgrades: BTIG upgraded Solventum Corp from Neutral to Buy with a price target of $100, while Keybanc upgraded T-Mobile US Inc from Underweight to Sector Weight.
Six Flags and Darling Ingredients: Truist upgraded Six Flags Entertainment from Hold to Buy, lowering the price target from $27 to $23, and TD Cowen upgraded Darling Ingredients from Hold to Buy, raising the price target from $34 to $45.
Albemarle Corp Upgrade: Baird upgraded Albemarle Corp from Underperform to Neutral, increasing the price target from $81 to $113.
Current Stock Prices: As of Monday, Solventum shares closed at $85.56, T-Mobile at $206.63, Six Flags at $14.87, Darling Ingredients at $36.77, and Albemarle at $128.33.
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Analyst Views on TMUS
Wall Street analysts forecast TMUS stock price to rise
21 Analyst Rating
15 Buy
6 Hold
0 Sell
Moderate Buy
Current: 214.680
Low
220.00
Averages
265.42
High
310.00
Current: 214.680
Low
220.00
Averages
265.42
High
310.00
About TMUS
T-Mobile US, Inc. is a provider of wireless communications services, including voice, messaging and data, under its flagship brands, T-Mobile and Metro by T-Mobile, and Mint Mobile, in the United States, Puerto Rico and the United States Virgin Islands. It provides wireless communications services primarily using its 4G Long Term Evolution network and its 5G technology network. It also offers a selection of wireless devices, including handsets, tablets and other mobile communication devices, and accessories for sale, as well as financing through equipment installment plans. Its primary service plan offering is Go5G Plus, which includes unlimited talk, text and data on its network, 5G access at no extra cost, scam protection features and more. In addition to its wireless communications services, the Company also offers high speed Internet, which includes a fixed wireless product that utilizes the excess capacity of its nationwide 5G network. It also provides advertising solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Investor Sentiment Shift: Although the stock has dropped 70% over the past year, the pessimistic outlook may create opportunities for a rebound, with expectations that the upcoming earnings report will reaffirm its growth potential, thereby attracting more investor interest.
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- AI Threat and Market Response: Despite concerns that AI advancements could render Duolingo obsolete, the company's financial results indicate ongoing growth, particularly with chess becoming the fastest-growing subject, suggesting that Duolingo's diverse offerings are successfully attracting more users.
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- Intensified Market Competition: As T-Mobile faces aggressive promotions from Verizon and AT&T, its price hikes and plan changes may drive more consumers to seek alternatives, especially under economic pressures, with 90% of consumers open to considering lower-priced options.
- Leading Customer Satisfaction: Despite T-Mobile achieving the highest customer satisfaction score among traditional carriers at 631, it still falls short of mobile virtual network operators (MVNOs) that offer cheaper plans, which average a satisfaction score of 630, highlighting competitive pressures in pricing and service experience.
See More
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Verizon's Earnings Report: Verizon reported significant earnings gains, with a 12% stock increase following its latest earnings report, which exceeded expectations in sales growth and earnings per share.
AT&T's Growth Strategy: AT&T's fiber-optic service continues to thrive, contributing to its revenue growth, with a notable increase in postpaid wireless subscribers and a strong dividend yield of 3.8%.
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- Use of Proceeds: The net proceeds from this offering will be utilized for general corporate purposes, including share repurchases, any dividends declared by the Board of Directors, and ongoing refinancing of existing debt, aimed at optimizing the capital structure and enhancing financial flexibility.
- Underwriting Team: The offering is managed by a consortium of prominent financial institutions, including Goldman Sachs, Morgan Stanley, and Deutsche Bank, reflecting strong market confidence and recognition of the transaction.
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See More
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- Market Share Growth: Despite facing competition from AI, Duolingo has surpassed 50 million daily active users, driving a 41% year-over-year revenue growth in Q3, demonstrating its sustained appeal and growth potential in the language learning market.
- Increase in Paid Users: Duolingo's paid subscribers rose by 34% year-over-year to 11.5 million, indicating strong user recognition and willingness to pay for its services, which bolsters the company's revenue base and future growth confidence.
- Expansion into New Areas: Beyond language learning, chess has become the fastest-growing subject on Duolingo's platform, showcasing its diversification strategy in the edtech sector and broadening its user base and market opportunities.
- Investor Sentiment Shift: Although the stock has dropped 70% over the past year, the pessimistic outlook may create opportunities for a rebound, with expectations that the upcoming earnings report will reaffirm its growth potential, thereby attracting more investor interest.
See More
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- Stock Price Decline Context: Duolingo's stock has plummeted 70% over the past year and 36% year-to-date; however, this pessimism may create an opportunity for a rebound, especially with earnings set to be reported on February 26, which could attract investor interest.
- Market Valuation Analysis: The stock price has dropped from over $500 last year to around $100, and while some investors deemed the previous valuation excessive, the current price is viewed as overly depressed, indicating a potential for 10x returns.
- User Growth and Revenue: Duolingo boasts over 50 million daily active users and achieved a 41% year-over-year revenue growth in Q3, with paid subscribers increasing by 34% to 11.5 million, demonstrating sustained appeal and demand in the ed-tech sector.
- AI Threat and Market Response: Despite concerns that AI advancements could render Duolingo obsolete, the company's financial results indicate ongoing growth, particularly with chess becoming the fastest-growing subject, suggesting that Duolingo's diverse offerings are successfully attracting more users.
See More
T-Mobile Launches Real-Time Translation Service to Combat Competition
- Increased Customer Churn: T-Mobile's latest earnings report reveals a postpaid phone churn rate of 1.02% in Q4 2025, up 0.13% from Q3, indicating accelerated customer losses amid fierce competition, which could negatively impact future revenues and market share.
- New Service Testing: T-Mobile is testing a real-time translation tool embedded in its wireless network, capable of translating conversations in over 50 languages across 215 countries, aimed at enhancing customer retention by eliminating language barriers and reducing churn.
- Intensified Market Competition: As T-Mobile faces aggressive promotions from Verizon and AT&T, its price hikes and plan changes may drive more consumers to seek alternatives, especially under economic pressures, with 90% of consumers open to considering lower-priced options.
- Leading Customer Satisfaction: Despite T-Mobile achieving the highest customer satisfaction score among traditional carriers at 631, it still falls short of mobile virtual network operators (MVNOs) that offer cheaper plans, which average a satisfaction score of 630, highlighting competitive pressures in pricing and service experience.
See More
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Strong Performance of U.S. Telecom Giants: Verizon, AT&T, and T-Mobile have shown impressive returns in 2026, outperforming the S&P 500 index, with Verizon leading at 23%, followed by AT&T at 18% and T-Mobile at 6%.
Verizon's Earnings Report: Verizon reported significant earnings gains, with a 12% stock increase following its latest earnings report, which exceeded expectations in sales growth and earnings per share.
AT&T's Growth Strategy: AT&T's fiber-optic service continues to thrive, contributing to its revenue growth, with a notable increase in postpaid wireless subscribers and a strong dividend yield of 3.8%.
T-Mobile's Future Outlook: T-Mobile has announced optimistic projections for 2027, expecting substantial revenue growth and a solid increase in net additions, despite some short-term weaknesses in subscriber growth.
See More
T-Mobile to Issue €3 Billion in Senior Notes
- Issuance Size: T-Mobile USA has agreed to issue €3 billion in senior notes, including €750 million of 3.200% notes due 2032, €750 million of 3.625% notes due 2035, and €1 billion of 3.900% notes due 2038, reflecting the company's strong capital market financing capabilities.
- Use of Proceeds: The net proceeds from this offering will be utilized for general corporate purposes, which may include share repurchases, any dividends declared by the Board of Directors, and ongoing refinancing of existing debt, aimed at optimizing the capital structure and enhancing financial flexibility.
- Underwriting Team: The joint book-running managers for this notes offering include Barclays Bank, BNP PARIBAS, and Morgan Stanley among other prominent financial institutions, indicating strong market interest and confidence in the transaction.
- Compliance Statement: T-Mobile has filed a registration statement with the SEC, and investors are advised to read the related prospectus carefully before investing, underscoring the company's commitment to transparency and compliance.
See More
T-Mobile Announces €1.5 Billion Senior Notes Offering
- Offering Size: T-Mobile USA has agreed to issue €1.5 billion in senior notes, comprising €750 million of 3.200% notes due 2032, €750 million of 3.625% notes due 2035, and €1 billion of 3.900% notes due 2038, demonstrating the company's robust financing capability in the capital markets.
- Use of Proceeds: The net proceeds from this offering will be utilized for general corporate purposes, including share repurchases, any dividends declared by the Board of Directors, and ongoing refinancing of existing debt, aimed at optimizing the capital structure and enhancing financial flexibility.
- Underwriting Team: The offering is managed by a consortium of prominent financial institutions, including Goldman Sachs, Morgan Stanley, and Deutsche Bank, reflecting strong market confidence and recognition of the transaction.
- Compliance Statement: T-Mobile has filed a registration statement with the SEC, ensuring that investors can access the complete prospectus and related documents before investing, highlighting the company's commitment to transparency and compliance.
See More
