---
title: "Weekly Recap | T-Mobile US -9.2%, SpaceX spectrum deal hits telecoms"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/301472573.md"
description: "T-Mobile US (TMUS) fell 9.2% this week to close at $148.58, lagging the S&P 500’s +1.15% by roughly 10.35 percentage points. The week ran up and then reversed: Monday through Thursday pushed higher, with Thursday touching a weekly high of $171.80. Friday opened sharply lower and sold off on heavy volume, bottoming at $147.90 and closing near the week’s low. Friday’s 19.03m shares traded dwarfed the roughly 4.30m daily average of the prior four sessions."
datetime: "2026-10-10T07:52:21.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/301472573.md)
  - [en](https://longbridge.com/en/news/301472573.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/301472573.md)
generator: "portal-rs"
---

# Weekly Recap | T-Mobile US -9.2%, SpaceX spectrum deal hits telecoms

## The Week

T-Mobile US (TMUS) fell 9.2% this week to close at $148.58, lagging the S&P 500’s +1.15% by roughly 10.35 percentage points. The week ran up and then reversed: Monday through Thursday pushed higher, with Thursday touching a weekly high of $171.80. Friday opened sharply lower and sold off on heavy volume, bottoming at $147.90 and closing near the week’s low. Friday’s 19.03m shares traded dwarfed the roughly 4.30m daily average of the prior four sessions.

## Key Events

The week’s main story was SpaceX’s acquisition of 800 MHz spectrum to expand Starlink Mobile services. News began to hit on Friday, with the $8bn deal framed as a direct push into mobile telecoms. T-Mobile, Verizon and AT&T all tumbled in response, with TMUS down more than 12% intraday and setting a fresh 12-month low. Wall Street then weighed the impact on operator pricing power and customer retention; some analysts trimmed ratings, while attention also turned to potential licensing tie-ups between carriers and Starlink.

## Analyst Ratings

Among 28 brokers, 14 rate the stock a buy, 9 overweight and 5 hold, with no underweight or sell ratings. The consensus recommendation is buy, and the consensus target price of $241.24 implies 62.36% upside from the current price. Targets range from $169 to $296, showing wide dispersion. Within the telecom services industry of 57 covered names, it ranks 3rd.

## The Week Ahead

Macro data dominates early next week: NFIB small business confidence and existing home sales arrive Tuesday, with CPI and core CPI prints due Wednesday. Following Friday’s telecom sell-off, the pricing battle between operators and SpaceX, plus any regulatory response, remains the key sector watch. T-Mobile US has no earnings release on the near-term calendar.

## In Short

The week’s drop coincided with SpaceX’s spectrum move, yet the broker consensus stays at buy with a target 62% above spot, albeit with a wide target range. On valuation, the latest P/E is about 15.09x and P/B 2.83x, not at extreme lows. Same-day capital flows showed large lots net selling while small lots turned net buyers. The open question is whether competition fears keep pressing or get offset by expectations of operator-Starlink cooperation.

*This article is generated by LongbridgeAI from market data, for information only and not investment advice.*

### Related Stocks

- [TMUS.US](https://longbridge.com/en/quote/TMUS.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**