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Amid satellite-disruption fears hitting telecoms, T-Mobile's spectrum swaps, SpaceX partnership, and enterprise push support analyst upgrades and a premium valuation versus AT&T and Verizon.
Bernstein slashed the price targets on the five major telecom operators, citing valuation risks tied to SpaceX's plans to launch a direct-to-consumer Starlink mobile service.
A Bernstein research note just slashed price targets across the entire telecom sector, and Jim Cramer is telling viewers to get out. The question dividing analysts is whether Starlink stays a rural curiosity or becomes a suburban threat that rewrites the competitive landscape for good.
Find insight on AT&T, Apple, SK Hynix and more in the latest Market Talks covering technology, media and telecom.
Bernstein cut price targets on AT&T, T-Mobile and Verizon on views Elon Musk's Starlink poses a competitive threat. SpaceX stock fell.
Jen Bacchus, a former WME executive, is leading the specialized offering that aims to help clients drive deeper cultural relevance.
T-Mobile US announced a new collaboration with AT&T, Verizon, and Aduna to roll out real-time mobile number verification across major US carriers. The network-based solution is aimed at reducing AI-driven identity theft and fraud for millions of mobile users. The carriers plan to use this shared infrastructure to verify mobile numbers directly at the network level during digital transactions. T-Mobile US (NasdaqGS: TMUS) is putting its weight behind fraud prevention at a time when identity...
T-Mobile US What happened? On Monday, BofA Securities upgraded T-Mobile US Inc (NASDAQ:TMUS) to Buy with a $220 price target. *TLDR: T-Mobile insulated from satellite threats; strong urban pricing power. What’s the full story? The tier 1 bank upgrades T-Mobile to Buy from Neutral, keeping a $220 price objective based on a conservative 12.7x FCF multiple. The market is overreacting to peak competition fears. While a low Earth orbit (LEO) broadband rollout threatens to disrupt traditional wireless
T-Mobile is restricting access to two wireless promotions following several recent changes affecting customer savings. Last week, T-Mobile warned customers that it is retiring multiple older phone plans, including Magenta, Simple Choice, and ONE, over the next few weeks. The change will move ...
Shares of Vodafone Group (NASDAQ:VOD) are up 12.7% in Friday midday trading, changing hands near $14.74 after opening from a prior close of $13.08. The surge comes on confirmed news of a major shareholder change and marks the ADR’s sharpest single-day gain in months. Niel Family’s Vega Takes 16.2% Stake From e& The catalyst is ... Vodafone Group Spikes 13%: Here’s the Story
Wall Street has spent the first half of 2026 worrying about SpaceX and its Starlink satellite service crashing the wireless party. Shares of T-Mobile are down 10% in 2026 in light of investor concerns about competition from SpaceX (SPCX) and peers. Yet one of Wall Street's biggest banks ...
Morningstar sees limited impact of SpaceX’s Starlink expansion on telecom companies.
T-Mobile's wireless business is unlikely to be threatened by satellite firms in the foreseeable future.
T-Mobile US Inc. (NASDAQ:TMUS) is one of the best QQQ Stocks to invest in. On July 7, T-Mobile announced a major evolution of its executive leadership team to accelerate its expansion into new business areas, including AI and 6G development. Wireless industry veteran Chris Sambar will join the company as Chief Enterprise Officer by mid-October, […]
SpaceX bond spreads widened relative to Treasurys for the fourth trading day in a row Thursday, according to MarketAxess. SpaceX sold the $25 billion worth of debt due in 2036 at a 1.4 percentage point spread to Treasurys shortly after the rocket maker went public in June. The securities are now yielding 1.7 percentage points more than Treasury bonds.
T-Mobile US, Inc. (NASDAQ:TMUS) is one of the 15 Best NASDAQ 100 Stocks to Buy Other Than SpaceX. On July 7, 2026, Morgan Stanley analyst Sean Diffley lowered the firm’s price target on T-Mobile US, Inc. (NASDAQ:TMUS) to $230 from $260 and kept an Overweight rating on the shares. On July 8, Barclays analyst Kannan […]
T-Mobile is facing backlash for revoking a privilege that customers used when chatting with customer support representatives in the T-Life app. The change comes as the carrier has been making customers increasingly reliant on the app to handle account changes in recent months. For example, in ...
Public Storage (PSA) is back in focus after the company announced that Chief Operating Officer Chris Sambar will resign at the end of July to join T-Mobile as Chief Enterprise Officer. See our latest analysis for Public Storage. At a share price of $320.77, Public Storage has seen short term pressure around the COO resignation and upcoming earnings, but its year to date share price return of 24.12% and 1 year total shareholder return of 15.60% point to momentum that has been building rather...
Public Storage (NYSE:PSA) announced the resignation of Chief Operating Officer Chris Sambar. Sambar is leaving the company to take a senior leadership role at T-Mobile. Public Storage has put interim leadership arrangements in place to cover COO responsibilities. Public Storage operates a large network of self storage facilities. This business tends to track demand tied to housing turnover, small business activity, and personal moves. Leadership changes at the COO level matter because they...
Comcast, which owns Xfinity Mobile, is promoting a free offer it is now aiming at T-Mobile customers frustrated by the carrier’s latest wireless plan changes. Last week, T-Mobile raised eyebrows when it confirmed that it is retiring several legacy wireless plans, including Simple Choice, ONE and ...
Verizon Communications (NYSE:VZ), AT&T, and T-Mobile introduced a network-based mobile number authentication solution aimed at reducing AI-driven identity theft in the US. The carrier collaboration targets rising telecom-related fraud by embedding verification directly at the network level across their mobile systems. Separately, Endeavor Managed Services completed the acquisition of the largest Verizon-exclusive enterprise agent, expanding Verizon’s reach in connectivity and lifecycle...
Both Netflix and T-Mobile stocks have been battered this year and bounced hard last week, but their risk profiles could not be more different for a retiree counting on that portfolio to pay the bills.
The three telecoms get another look from Wall Street. It could have been better. It could have been worse.
Telecom growth could boost SpaceX stock. Some analysts expect Starlink capital spending to surge to expand broadband, wireless services.
Investing.com -- Wells Fargo initiated coverage of the three major U.S. wireless carriers with a cautious sector outlook, flagging SpaceX's Starlink as a growing competitive threat to fixed wireless access and postpaid account growth across the industry.
After a steep pullback, this telecom giant looks cheap, but the market's discount could be a warning sign about the business itself.
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