T-Mobile US reported first-quarter 2026 results that surpassed analyst expectations, with total revenue rising 11% year-over-year to $23.1 billion and adjusted earnings per share of $2.27 beating the consensus estimate by approximately 12%. The company added 217,000 postpaid net accounts and more than 500,000 total broadband net subscribers, while core adjusted EBITDA grew 12% year-over-year. Following the strong quarter, management raised full-year 2026 guidance for postpaid net account additions, core adjusted EBITDA, and adjusted free cash flow. Separately, TD Cowen analyst Gregory Williams raised the prospect of SpaceX potentially acquiring T-Mobile as part of a strategy to integrate Starlink into a global connectivity platform, noting that such speculation may also be prompting Deutsche Telekom to pursue full ownership of its U.S. subsidiary. Wall Street analysts maintain a consensus Strong Buy rating on T-Mobile stock, with a mean price target of $257.45 implying approximately 47% potential upside from current levels.
T-Mobile US IncQ1 earnings beat estimates and full-year guidance raised
Deutsche Telekom AG
NVIDIA Corporation