![]() |
|
![]() |
|
![]() |
|
![]() |
|
![]() |
|
![]() |
|
![]() |
|
![]() |
|
![]() |
|
![]() |
|
![]() |
|
![]() |
|
![]() |
|
![]() |
|
![]() |
|
Shares of T-Mobile (TMUS) dropped on Monday despite the broader rally in the Nasdaq Composite, which was up over 1.8% at the time. The telecom giant, which had a stellar 2024, recently faced a downgrade from two major Wall Street analysts.
Why Did T-Mobile Stock Drop?
Despite T-Mobile's strong performance last year, with impressive growth fueled by its 2020 acquisition of Sprint, analysts from Wells Fargo and RBC Capital downgraded their outlook for the company. Wells Fargo reduced its price target for T-Mobile from $240 to $220, while RBC Capital adjusted its target from $255 to $240.
Both analysts cited that the “low-hanging fruit” from the Sprint merger — such as cost synergies and spectrum advantages — has likely already been realized. With that phase behind them, T-Mobile may face challenges maintaining its robust growth in the coming years. Additionally, the company is expected to experience a slowdown in free cash flow growth as its tax rate reverts to that of a full taxpayer.
T-Mobile's Valuation Compared to Rivals
Currently, T-Mobile's stock is trading at approximately 11 times its forward earnings before interest, taxes, depreciation, and amortization (EBITDA), and 15 times its forward free cash flow estimates. This is higher than its major competitors Verizon (VZ) and AT&T (T), which trade at a much lower multiple — 7 times EBITDA and 9 to 11 times free cash flow, respectively. This difference in valuation has led some analysts to caution against further investment in T-Mobile at its current levels.
Is T-Mobile Still a Solid Investment?
While the downgrade from Wells Fargo and RBC may seem concerning, T-Mobile remains a solid company with long-term potential. The analysts might be right that the stock's explosive gains of the past few years will be hard to replicate, but this does not necessarily make T-Mobile a “sell.”
T-Mobile continues to lead the telecom industry with its strong cash flow, market share gains, and spectrum advantage. The company is also heavily investing in share repurchases, which could potentially support stock price growth. Additionally, T-Mobile raised its dividend by 35% last year, further demonstrating confidence in its financial health. Though its current dividend yield is modest at 1.6%, there's potential for future growth in payouts, making it an attractive option for long-term investors, particularly those who are looking to build income for retirement.
Is T-Mobile Still a Good Long-Term Pick?
Despite the downgrade, T-Mobile remains a leading player in the telecom industry. While it may not achieve the same rapid growth as in recent years, the company's strong position and commitment to shareholder returns still make it a solid pick for investors with a long-term horizon. With a dividend that has room to grow and a resilient business model, T-Mobile could provide steady returns for those investing for the next decade or so.
However, if you're considering investing in T-Mobile, it's important to evaluate whether the stock fits your investment strategy, especially in light of the recent analyst downgrades and the changing market dynamics.
免责声明:info@kdj.com
所提供的信息并非交易建议。根据本文提供的信息进行的任何投资,kdj.com不承担任何责任。加密货币具有高波动性,强烈建议您深入研究后,谨慎投资!
如您认为本网站上使用的内容侵犯了您的版权,请立即联系我们(info@kdj.com),我们将及时删除。
-
-
- 金融世界正在目睹地震转变
- 2025-04-05 06:05:12
- 本周,有两个重大发展正在震撼加密景观。西弗吉尼亚州的开创性比特币战略储备法案正在挥舞
-
- 民主党立法者引起了对特朗普家族的加密投资的关注冲突
- 2025-04-05 06:00:12
- 民主党议员对特朗普家族的加密投资与美国金融监管之间的潜在利益冲突提出了疑问。
-
- 比特币(BTC)价格预测:死亡交叉指标显示可能下降到75,000美元
- 2025-04-05 06:00:12
- 最近,比特币的价格从84,000美元到86,000美元不等。最初价格上涨后,比特币经历了市场损失
-
- XRP无法恢复高于$ 2.60并修剪所有收益
- 2025-04-05 05:55:12
- 在$ 2.00水平以上的基础形成基础之后,XRP价格开始了恢复浪潮。
-
-
- 基于汇款的加密货币XRP下降了4%
- 2025-04-05 05:50:12
- 基于汇款的加密货币XRP在过去24小时内下降了4%,导致价值1800万美元的XRP期货被清算。
-
-