Investors in T-Mobile US (TMUS) are marking a new date on their calendars. The telecommunications giant has postponed its earnings call for the fourth quarter and full-year 2025 results. The presentation, where CEO Srini Gopalan will detail the company’s financial performance and strategic outlook, is now scheduled for the morning of February 11, 2026. This shift in timing brings the upcoming financial disclosures into sharper focus for the market.
Financial Expectations and Shareholder Returns
As the new date approaches, consensus estimates provide a benchmark for performance. For Q4 2025, analysts anticipate revenue of $23.66 billion and earnings per share (EPS) of $2.19. The full-year 2025 forecast calls for $87.33 billion in revenue and an EPS of $10.23.
Concurrently, the company has taken significant steps to return capital to shareholders. The board has authorized a new capital return program of up to $14.6 billion, effective through December 31, 2026. Furthermore, the quarterly dividend was raised by 16% to $1.02 per share, a move announced back on September 18, 2025.
A Critical Metric: Postpaid Phone Growth
A primary indicator of T-Mobile’s operational health is its postpaid phone net additions. Projections for the final quarter of 2025 range between 980,000 and 1.15 million new subscribers. For the entire year, the expected total is approximately 3.3 million, a figure that would surpass the company’s initial guidance for 2025.
Market Sentiment and Analyst Adjustments
Recent trading has seen the equity experience some pressure. Shares closed at $199.38 on December 17. Earlier in the month, the stock touched a 52-week low of $199.26 on December 9. Its year-to-date performance stood at approximately -8.78% as of December 10, 2025. The 52-week high remains $276.49.
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Institutional activity shows some confidence; for instance, the Czech National Bank increased its stake by 5.4% in Q3 2025, adding 6,331 shares for a total holding of 122,908 shares valued at $29.422 million. Other major holders like Vanguard and State Street also adjusted their positions.
Several equity researchers have recently revised their price targets downward while largely maintaining constructive ratings:
– Wolfe Research (Dec. 15): Lowered target to $253 from $290, maintains “Outperform”
– Goldman Sachs (Dec. 12): Lowered target to $251 from $287, maintains “Buy”
– Morgan Stanley (Dec. 10): Lowered target to $260 from $280, maintains “Overweight”
– Argus Research (Dec. 9): Lowered target to $245 from $275, maintains “Buy”
– JP Morgan (Dec. 15): Maintains $300 target and “Buy” rating
The consensus price target among 15 analysts is approximately $265.20. Based on the closing price of $196.07 on December 15, this implies a potential upside of around 33%.
The Path Forward
The immediate trajectory for the share price is likely to be influenced by two key factors: the actual Q4 results—including the final count for postpaid phone net additions—and the pace at which the company executes its substantial share repurchase program. While recent target reductions from analysts may temper near-term momentum, the enhanced dividend and buyback authorization provide underlying support.
All attention now turns to February 11, 2026. CEO Srini Gopalan’s presentation will be measured against the consensus expectations for revenue, earnings, and subscriber growth, determining the market’s reaction to this pivotal update.
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