This T-Mobile US Analyst Is No Longer Bearish On Potential Acceleration In Organic Growth

The next catalysts for **T-Mobile US Inc's (NASDAQ: TMUS)** stock would come from the fourth-quarter results and 2026/2027 guidance, which could indicate "an acceleration in organic growth rates following investment in 2025," according to KeyBanc Capital Markets.

**The T-Mobile US** **Analyst:** Analyst Brandon Nispel upgraded the rating from Underweight to Sector Weight.

**The T-Mobile US** **Thesis:** The stock has lost 12.5% since July, during which time the S&P 500 has added 9.9%,Nispel said in the upgrade note.

He added that the near-term risk/reward "appears more neutral at these levels" given:

- Potential for reaccelerating organic EBITDA growth into 2026/2027, following a year of investment
- Fears around a resurgence in **Verizon Communications Inc** (NYSE: VZ), which may not happen soon

"We think with organic growth reaccelerating toward 7%+ in ’26/’27 vs. ~5% in ’25, the NT bear case becomes harder to justify," the analyst wrote. The longer-term bear thesis "remains intact," he further stated.

**TMUS Price Action:** Shares of T-Mobile US had risen by 0.36% to $207.36 at the time of publication on Tuesday.

<p>The next catalysts for<strong> T-Mobile US Inc's <a href="https://www.benzinga.com/quote/TMUS" target="_blank" class="ticker-link" data-ticker="TMUS" data-exchange="NASDAQ" rel="noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/TMUS">TMUS</a>)</a> </strong>stock would come from the fourth-quarter results and 2026/2027 guidance, which could indicate "an acceleration in organic growth rates following investment in 2025," according to KeyBanc Capital Markets.</p>



<p><strong>The T-Mobile US </strong><strong>Analyst:</strong> <a href="https://www.benzinga.com/analyst-stock-ratings/analyst/59f8cd40efacff000111b43b/brandon-nispel">Analyst Brandon Nispel</a> upgraded the rating from Underweight to Sector Weight.</p>



<p><strong>The T-Mobile US </strong><strong>Thesis: </strong>The stock has lost 12.5% since July, during which time the S&amp;P 500 has added 9.9%,Nispel said in the upgrade note.</p>



<p><strong>Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a></strong>.</p>



<p>He added that the near-term risk/reward "appears more neutral at these levels" given:</p>



<ul class="wp-block-list">
<li>Potential for reaccelerating organic EBITDA growth into 2026/2027, following a year of investment</li>



<li>Fears around a resurgence in <strong>Verizon Communications Inc</strong> (NYSE:<a class="ticker" href="https://www.benzinga.com/quote/VZ">VZ</a>), which may not happen soon</li>
</ul>



<p>"We think with organic growth reaccelerating toward 7%+ in &#8217;26/&#8217;27 vs. ~5% in &#8217;25, the NT bear case becomes harder to justify," the analyst wrote. The longer-term bear thesis "remains intact," he further stated.</p>



<p><strong>TMUS Price Action:</strong> Shares of T-Mobile US had risen by 0.36% to $207.36 at the time of publication on Tuesday.</p>



<p><strong>Read More:</strong></p>



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</ul>



<p><em>Image: Shutterstock</em></p>