Wells Fargo analyst Eric Luebchow downgrades $T-Mobile US (TMUS.US)$ to a hold rating, and adjusts the target price from $240 to $220.
According to TipRanks data, the analyst has a success rate of 56.4% and a total average return of 6.7% over the past year.
Furthermore, according to the comprehensive report, the opinions of $T-Mobile US (TMUS.US)$'s main analysts recently are as follows:
T-Mobile's decelerating EBITDA and free cash flow growth rates, combined with its relative premium being well above its historical levels, suggest a less favorable risk/reward outlook heading into 2025. Despite anticipated 'best in class' growth in subscribers and EBITDA over the next three years, an over 50% premium relative to peers on EV/EBITDA measures is considered challenging to justify as growth rates decelerate towards 2025.
While T-Mobile's fundamentals continue to be robust, the valuation now seems to be fully reflective of its current market position. The revised valuation model now incorporates the impact of a higher interest rate environment. Execution within the company remains strong, but current valuation presents a less favorable reward-to-risk scenario, especially when considering more attractive opportunities in other areas.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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富国集团分析师Eric Luebchow下调$T-Mobile US (TMUS.US)$至持有评级，并将目标价从240美元下调至220美元。
根据TipRanks数据显示，该分析师近一年总胜率为56.4%，总平均回报率为6.7%。
此外，综合报道，$T-Mobile US (TMUS.US)$近期主要分析师观点如下：
T-Mobile的息税折旧摊销前利润和自由现金流增长率减速，加上相对溢价远高于历史水平，表明进入2025年的风险/回报前景不那么乐观。尽管预计未来三年用户和息税折旧摊销前利润将实现 “同类最佳” 的增长，但随着增长率在2025年减速，相对于电动汽车/息税折旧摊销前利润指标的同行而言，溢价超过50％被认为难以证明其合理性。
尽管T-Mobile的基本面继续保持强劲，但现在的估值似乎完全反映了其当前的市场地位。修订后的估值模型现在纳入了更高利率环境的影响。公司内部的执行力仍然强劲，但当前的估值呈现出不太有利的风险回报情景，尤其是在考虑其他领域更具吸引力的机会时。
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