T-Mobile US, Inc. (TMUS) is down 5.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The selloff appears tied to a mix of competitive and sentiment pressures rather than a fresh earnings miss or guidance cut. Investors may be reacting to reports that SpaceX is exploring a broader consumer mobile push that could compete with major wireless carriers, while T-Mobile also faces backlash over moving some legacy customers to newer plans that can cost more.

Details:

Sources:

Reuters, T-Mobile, Fierce Network, Forbes

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$TMUS Insider Trading Activity

$TMUS insiders have traded $TMUS stock on the open market 15 times in the past 6 months. Of those trades, 1 have been purchases and 14 have been sales.

Here’s a breakdown of recent trading of $TMUS stock by insiders over the last 6 months:

• RAUL MARCELO CLAURE sold 550,000 shares for an estimated $119,663,500
• TELEKOM AG DEUTSCHE has made 0 purchases and 2 sales selling 189,670 shares for an estimated $31,421,034.
• G MICHAEL SIEVERT has made 0 purchases and 3 sales selling 95,000 shares for an estimated $20,498,188.
• PETER OSVALDIK (Chief Financial Officer) sold 27,000 shares for an estimated $5,801,220
• MARK WOLFE NELSON (Chief Legal Officer & GC) has made 0 purchases and 3 sales selling 18,843 shares for an estimated $4,157,295.
• ANDRE ALMEIDA (Chief Broadband, Ent. & Emerg) purchased 5,097 shares for an estimated $1,000,015
• MICHAEL J. KATZ (Chief Bus. and Prod. Officer) sold 5,000 shares for an estimated $979,050
• SRIKANT M. DATAR has made 0 purchases and 2 sales selling 4,291 shares for an estimated $945,890.
• JON FREIER (Chief Operating Officer) sold 4,799 shares for an estimated $911,810

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$TMUS Hedge Fund Activity

We have seen 901 institutional investors add shares of $TMUS stock to their portfolio, and 905 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• SOFTBANK GROUP CORP. removed 18,503,696 shares (-64.9%) from their portfolio in Q1 2026, for an estimated $3,886,331,270
• CAPITAL INTERNATIONAL INVESTORS removed 8,814,590 shares (-59.4%) from their portfolio in Q1 2026, for an estimated $1,851,328,337
• BARCLAYS PLC added 3,488,190 shares (+111.7%) to their portfolio in Q1 2026, for an estimated $732,624,545
• FMR LLC removed 3,202,889 shares (-20.4%) from their portfolio in Q1 2026, for an estimated $672,702,776
• JANE STREET GROUP, LLC added 3,132,510 shares (+234.5%) to their portfolio in Q1 2026, for an estimated $657,921,075
• TWO SIGMA INVESTMENTS, LP added 2,707,603 shares (+228.7%) to their portfolio in Q1 2026, for an estimated $568,677,858
• NUVEEN, LLC added 2,111,149 shares (+93.4%) to their portfolio in Q1 2026, for an estimated $443,404,624

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$TMUS Government Contracts

We have seen $33,732,548 of award payments to $TMUS over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

• WIRELESS TELECOMMUNICATIONS SERVICES TO INCLUDE DATA (EMAIL), TELEPHONE/VOICE (INCLUDING VOICEMAIL) AND/OR ...: $14,485,496
• IRS BASELINE REQUIREMENT FOR SMARTPHONES, HOTSPOTS, AND TABLETS.: $4,975,700
• EPA WIRELESS MOBILITY SERVICES: $1,798,500
• T-MOBILE USA WIRELESS TASK ORDER: $1,007,926
• TASK ORDER FOR WIRELESS SERVICES: $1,000,000

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$TMUS Congressional Stock Trading

Members of Congress have traded $TMUS stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $TMUS stock by members of Congress over the last 6 months:

• REPRESENTATIVE JONATHAN L. JACKSON sold up to $100,000 on 01/13.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$TMUS Analyst Ratings

Wall Street analysts have issued reports on $TMUS in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

• TD Cowen issued a "Buy" rating on 04/29/2026

To track analyst ratings and price targets for $TMUS, check out Quiver Quantitative's $TMUS forecast page.

$TMUS Price Targets

Multiple analysts have issued price targets for $TMUS recently. We have seen 13 analysts offer price targets for $TMUS in the last 6 months, with a median target of $255.0.

Here are some recent targets:

• John Hodulik from UBS set a target price of $255.0 on 06/22/2026
• Timothy Horan from Oppenheimer set a target price of $260.0 on 04/29/2026
• Maher Yaghi from Scotiabank set a target price of $263.0 on 04/29/2026
• Jonathan Atkin from RBC Capital set a target price of $240.0 on 04/29/2026
• Gregory Williams from TD Cowen set a target price of $261.0 on 04/29/2026
• Sebastiano Petti from JP Morgan set a target price of $275.0 on 04/29/2026
• Lyaysyan Sedova from Freedom Broker set a target price of $270.0 on 04/17/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.

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