T-Mobile US, Inc. (TMUS) — closed signal from July 19, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on October 17, 2025.
Predicted vs. what happened
What happened
Reached its target in 32 days.
The thesis — published July 19, 2025
This looks like a good moment to step in because the stock has fallen sharply just before its 24 July results, making the $225-$228 range attractive for dip-buyers. Analysts see earnings of $2.69 per share and healthy customer growth ahead. If regulators stay open to future deals and airwave purchases, the price could rebound toward $260 once results are out. The pullback seems more about short-term trading than business trouble, giving long-term investors a possible entry window.
Primary drivers
- Recent selling looks overdone, so a quick price bounce is likely.
- 24 July earnings should show solid profits and more phone customers.
- Few customers leave, so average monthly revenue stays strong and steady.
- Government mood favors future telecom deals, which could boost growth.
How it played out
TMUS: target reached in 32 days
Lyra published TMUS at $225.30 on 2025-07-19. The thesis expected 15% growth toward $256.91. It pointed to recent selling as overdone, a possible bounce after 24 July results, solid profits, more phone customers, low customer departures, steady average monthly revenue, and a friendlier government mood for telecom deals and airwave purchases.
Inside the window, TMUS reached $259.36 on 2025-08-20. That was above the $256.91 target, with a peak gain of 15.1%. The target was reached in 32 days. By 2025-10-17, the stock ended at $228.20. The thesis played out.
What happened during the window
On July 23, 2025, Barron's reported that T-Mobile posted second-quarter adjusted earnings of $2.84 a share on revenue of $21.13 billion and raised full-year postpaid net customer guidance to 6.1 million to 6.4 million.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.