T-Mobile US Inc (TMUS) — closed signal from April 29, 2026
Partial Published before the outcome was known, scored automatically when the window closed on July 28, 2026 — -6.9% at the close.
Predicted vs. what happened
What happened
Reached 13% of the predicted growth at its peak, without hitting the target.
The thesis — published April 29, 2026
T-Mobile may grow beyond phones because new fiber partnerships aim to sell home internet to more households. The company recently reported solid results and the stock hasn't been too volatile, which supports the setup. High debt levels, insider hesitation, and negative price trend make this a stabilization trade rather than a clear confirmed move.
Primary drivers
- Fiber partnerships widen the home internet opportunity
- Recent results show the business is executing
- Stock moves less than peers in choppy markets
- Strong target support offers upside optionality
How it played out
TMUS: the 15% growth thesis missed its target
On April 29, Lyra expected TMUS to rise 15% from a publication price of $195.90. The thesis pointed to fiber partnerships, recent business results, lower volatility than peers, and target support. It also noted high debt, insider hesitation, and a negative price trend.
TMUS peaked at $199.55 on April 29, a gain of 1.9%. It never reached the $224.07 target. By July 28, the stock had fallen to $182.39, below both the publication price and the entry zone. The thesis did not play out within the window.
What happened during the window
On July 23, T-Mobile reported second-quarter results. Postpaid revenue per account grew 2% from a year earlier, while postpaid net account additions fell 13%.
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.