Scotiabank raises T-Mobile stock target to $247, keeps rating

Published 30/01/2025, 13:48
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Thursday, Scotiabank (TSX:BNS) analyst Maher Yaghi increased the price target on T-Mobile US (NASDAQ:TMUS) shares to $247 from the previous $234 while maintaining a Sector Perform rating. The stock, currently trading at $235.15, has shown remarkable momentum with a 47.57% return over the past year and is trading near its 52-week high of $248.15. According to InvestingPro, T-Mobile remains a prominent player in the Wireless Telecommunication Services industry. This adjustment follows T-Mobile’s announcement of its fourth-quarter results and fiscal 2025 guidance, which demonstrated the company’s continued strong performance. T-Mobile reported industry-leading subscriber growth and a significant increase in profitability, prompting the analyst to revise upward the forecasts for fiscal year 2025 revenue and earnings before interest, taxes, depreciation, and amortization (EBITDA).

Yaghi’s updated financial projections for T-Mobile include a rise in free cash flow (FCF) generation expectations for fiscal 2025, now estimated at approximately $17.6 billion, an increase from the earlier forecast of around $17 billion. The company’s strong financial position is reflected in its impressive $30.93B EBITDA and $81.4B revenue over the last twelve months. With a market capitalization of $272.89B and a P/E ratio of 22.89, T-Mobile demonstrates solid fundamentals. The analyst’s decision to raise the price target reflects these positive revisions and acknowledges T-Mobile’s potential for further growth in various market segments.

T-Mobile’s strong quarter was attributed to several factors, including the company’s ability to exceed street expectations for subscriber numbers, its pricing power in the wireless sector, and the sustained demand for converged offerings such as fixed wireless access (FWA). Yaghi also recognized the company’s opportunities for additional growth in the suburban, rural, and enterprise mobile segments, as well as the potential for further market share gains in broadband.

Despite the positive outlook on T-Mobile’s performance and growth prospects, the Sector Perform rating suggests that the stock’s current valuation is in line with the analyst’s view of its market performance. InvestingPro analysis indicates the stock is slightly overvalued at current levels. For deeper insights into T-Mobile’s valuation and access to 8 additional exclusive ProTips, explore the comprehensive Pro Research Report available on InvestingPro. Yaghi’s commentary indicates that while T-Mobile’s recent results and guidance are commendable, the stock’s valuation has been factored into the maintained rating.

In other recent news, T-Mobile US has been the focus of several significant developments. The telecom giant recently reported strong fourth-quarter results, including an increase in phone subscribers and service revenue, and better free cash flow projections for 2025. The company’s EBITDA growth guidance remains steady at a 5% year-over-year increase. T-Mobile’s strategic initiatives include expanding its market reach through investments in fiber deals and the acquisition of Adtech.

In analyst news, Citi raised its price target for T-Mobile to $268 and maintained a Buy rating, while BofA Securities and Benchmark also reiterated their Buy ratings for the company. However, RBC Capital Markets downgraded T-Mobile from Outperform to Sector Perform.

T-Mobile has also announced the appointment of Srinivasan Gopalan, formerly of Deutsche Telekom (OTC:DTEGY), as its new Chief Operating Officer. Additionally, the company launched a new shareholder return program, authorizing up to $14 billion in buybacks and dividends through 2025. These are among the recent developments in T-Mobile’s journey.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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