T-Mobile US, Inc. (TMUS) — closed signal from October 17, 2025
Partial Published before the outcome was known, scored automatically when the window closed on January 15, 2026.
Predicted vs. what happened
What happened
Reached 6% of the predicted growth at its peak, without hitting the target.
The thesis — published October 17, 2025
T-Mobile looks temporarily beaten down, creating a short-term opening. Reports point to strong 5G advantages and ongoing spending to keep that edge. Noise from rivals, including AT&T headlines, may fade. If customer counts and average revenue per customer steady up, the next 0-3 months could see a recovery. Wait for steadier trends before taking a bigger position.
Primary drivers
- Price looks beaten down right now, which can create a near-term chance.
- Holds a clear edge in 5G coverage and speed versus rivals.
- Keeps investing to widen its network lead and improve service.
- Negative headlines from other carriers may fade and lift sentiment.
How it played out
TMUS: the target was never reached
Lyra published TMUS on 2025-10-17 at 227.25. The thesis expected 14% growth toward 257.79 over the short-term window. It pointed to a beaten-down price, a 5G coverage and speed edge, continued network spending, and the chance that negative carrier headlines would fade.
Inside the window, TMUS peaked at 229.40 on 2025-10-20, with a peak gain of 0.9%. It never reached 257.79. By 2026-01-15, it ended at 190.66. The thesis missed on price action, even though the stock did briefly rise after publication.
What happened during the window
On 2025-10-23, T-Mobile reported third-quarter results. Investors.com reported revenue of $21.95 billion, adjusted earnings of $2.41 per share, more than 1 million postpaid phone subscriber additions, and 506,000 wireless high-speed internet subscriber additions.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
Read the next call before it closes.
This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.