--- title: "T Mobile US (TMUS) Could Be 25% Undervalued As Satellite Texting Expands" type: "News" locale: "en" url: "https://longbridge.com/en/news/296691408.md" description: "T-Mobile US (TMUS) is viewed as potentially undervalued, with a fair value estimate of $243.08 against its recent close of $183.04. This assessment highlights the expansion of its T-Satellite service and strategic fiber broadband investments via Lumos and Metronet as key growth drivers. Despite recent stock weakness and year-to-date declines, long-term shareholder returns remain strong. Risks include potential handset tariffs and competitive pressures." datetime: "2026-08-23T03:35:11.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/296691408.md) - [en](https://longbridge.com/en/news/296691408.md) - [zh-HK](https://longbridge.com/zh-HK/news/296691408.md) generator: "portal-rs" --- # T Mobile US (TMUS) Could Be 25% Undervalued As Satellite Texting Expands T-Mobile US (TMUS) is back in focus after extending its T-Satellite with Starlink texting service across the Hawaiian Islands ahead of approaching storm Lala, providing an additional channel for basic messaging and emergency contact. See our latest analysis for T-Mobile US. For all the recent product launches and satellite news, T-Mobile US shares tell a mixed story, with the stock down 8.29% on a year to date share price basis and the 1 year total shareholder return down 25.98%, even though the 3 year total shareholder return of 43.54% and 5 year total shareholder return of 38.32% point to a much stronger earlier period of compounding. If this kind of connectivity upgrade has you thinking beyond one stock, it could be a good moment to scan the market for other telecom and infrastructure plays through the 39 power grid technology and infrastructure stocks T-Mobile US now trades after a sharp pullback even as service revenue and plan mix trends look constructive. Is the recent weakness telling you more about the business, or about changing sentiment around the stock and its valuation next? ## Most Popular Narrative: 24.7% Undervalued The most followed narrative places T-Mobile US fair value at $243.08 compared with the last close at $183.04. That gap rests on a detailed set of growth, margin and valuation assumptions. > *The launch and expansion of T-Fiber following the acquisition of Lumos, along with further expansion plans via Metronet, could lead to incremental service revenue growth and enhance long-term profitability.* > > *The company's strategic investments and partnerships in fiber markets, designed to leverage T-Mobile's customer base and network capabilities, are likely to provide improved EBITDA growth and value-accretive returns from increased broadband penetration.* *Read the complete narrative.* Want to see what powers that $243.08 fair value for T-Mobile US? The narrative leans heavily on broadband expansion, higher margins and a lower future earnings multiple than today. **Result: Fair Value of $243.08 (UNDERVALUED)** Have a read of the narrative in full and understand what's behind the forecasts. However, you also need to weigh risks such as potential handset tariffs or heavier competitor promotions that could squeeze T-Mobile US margins and soften growth expectations. Find out about the key risks to this T-Mobile US narrative. ## Next Steps With sentiment on T-Mobile US split between recent share price weakness and a longer record of shareholder returns, it helps to check the full picture yourself and move quickly while views are forming. To weigh both the upside potential and the issues that investors are worried about, start with the 3 key rewards and 1 important warning sign. ## Looking for more investment ideas beyond T-Mobile US? If T-Mobile US has sharpened your focus on where to put fresh capital next, do not stop here. Use data driven screeners to quickly surface focused opportunities. - Target potential mispricings by scanning companies that combine quality metrics with attractive valuations through the 48 high quality undervalued stocks. - Prioritise resilience by reviewing companies that pass strict financial health checks in the solid balance sheet and fundamentals stocks screener (50 results). - Stay early on promising stories by hunting for lesser known stocks with strong fundamentals via the screener containing 17 high quality undiscovered gems. *This article by Simply Wall St is general in nature. **We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.** It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.* ### Valuation is complex, but we're here to simplify it. Discover if T-Mobile US might be undervalued or overvalued with our detailed analysis, featuring **fair value estimates, potential risks, dividends, insider trades, and its financial condition.** Access Free Analysis ### Related Stocks - [TMUS.US](https://longbridge.com/en/quote/TMUS.US.md) - [TMUSL.US](https://longbridge.com/en/quote/TMUSL.US.md) - [TMUSZ.US](https://longbridge.com/en/quote/TMUSZ.US.md) - [TMUSI.US](https://longbridge.com/en/quote/TMUSI.US.md) ## Related News & Research - [If You Invested $100 In T-Mobile US Stock 10 Years Ago, You Would Have This Much Today](https://longbridge.com/en/news/296800866.md) - [T-Mobile (TMUS) to Cut 77 Jobs in Washington in New Round of Layoffs](https://longbridge.com/en/news/297081184.md) - [80,052 Shares in T-Mobile US, Inc. $TMUS Bought by Sanctuary Advisors LLC](https://longbridge.com/en/news/296771723.md) - [How Is T-Mobile’s Stock Performance Compared to Other Communication Stocks](https://longbridge.com/en/news/297504320.md) - [CFO4Life Group LLC Invests $1.02 Million in T-Mobile US, Inc. $TMUS](https://longbridge.com/en/news/296695790.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**