T-Mobile US, Inc. — Cyborg Score 8/10

Strong
Wireless Telecommunications / Mobile Communications Services

Strategic Profile

The company delivered industry-leading customer and account growth in 2025, with strong service revenue growth multiple times that of its closest wireless competitors. T-Mobile expects Core Adjusted EBITDA between $37.0-37.5 billion in 2026, up 10% year-over-year at the midpoint, demonstrating continued momentum in its growth strategy.

Cyborg Score Rationale

T-Mobile demonstrated industry-leading customer growth and service revenue acceleration in 2025 with strong profitability metrics. 2026 guidance projects adjusted free cash flow between $18.0-18.7 billion, supporting sustainable shareholder returns and strategic investments. Slight valuation pressures and competitive intensity temper the outlook.

Top Insights

  • T-Mobile achieved industry-leading postpaid net account additions and broadband customer additions in 2025
  • Generated $14.0 billion in stockholder returns in 2025 while maintaining industry-leading adjusted free cash flow margins
  • Market cap of approximately $242 billion with strong analyst sentiment and recent price target raises
  • TTM revenue growth of 7.3% year-over-year, accelerating from 3.62% annual growth in 2024

Named Competitors

  • Verizon Network — Largest US wireless provider with premium network coverage
  • AT&T Wireless — Second-largest US carrier with integrated telecom services
  • Metro by T-Mobile — Prepaid wireless brand targeting value-conscious consumers

Recent Developments

  • (February 2026) T-Mobile reported 2025 full-year results showing industry-leading customer growth and strong profitability guidance
  • (February 2026) Wells Fargo raised T-Mobile price target to $235 from $225
  • (January 2026) T-Mobile announced redemption of 4.750% senior notes due February 2028

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