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    T-Mobile SERHANT. 5G AI Partnership Could Be A Game Changer For T-Mobile US (TMUS)

    Simply Wall St·12/09/2025 20:18:48
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    • SERHANT. recently announced a first-of-its-kind collaboration with T-Mobile to bring its SuperMobile 5G network-slicing and satellite-to-cell connectivity to more than 1,300 mobile-first real estate agents across multiple U.S. states, powering the firm’s AI workflow platform S.MPLE and other on-the-go tasks.
    • The deal positions T-Mobile as the connectivity backbone for a high-profile, AI-driven brokerage featured in Netflix’s “Owning Manhattan,” showcasing how its advanced 5G capabilities can support demanding enterprise workflows in real-world, content-rich use cases.
    • Next, we’ll examine how enabling SERHANT.’s AI-powered SuperMobile workflows could reinforce T-Mobile’s enterprise 5G leadership within its broader investment narrative.

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    T-Mobile US Investment Narrative Recap

    To own T-Mobile US, you need to believe it can keep expanding higher value 5G and broadband relationships while managing industry churn, promotions and heavy network and fiber investment. The SERHANT. SuperMobile deal reinforces T-Mobile’s push to showcase differentiated 5G and satellite-to-cell capabilities in demanding, content-heavy workflows, but it does not materially change the near term drivers, which still center on customer growth, pricing discipline and the risk of rising competitive promotions.

    Among the recent updates, the reaffirmed US$1.02 per share dividend stands out alongside the SERHANT. announcement, because it highlights management’s current confidence in cash generation even as T-Mobile invests in fiber builds, SuperMobile, T-Satellite and other 5G innovations that underpin the longer term growth story. Both the dividend commitment and these enterprise partnerships sit against the same key risk: that industrywide promotional intensity or tariff-driven handset price shocks could pressure margins before new revenue streams fully scale.

    Yet investors should also weigh how rising competitive promotions and potential handset tariffs could together reshape T-Mobile’s growth profile and risk reward...

    Read the full narrative on T-Mobile US (it's free!)

    T-Mobile US' narrative projects $98.3 billion revenue and $17.3 billion earnings by 2028. This requires 5.3% yearly revenue growth and about a $5.1 billion earnings increase from $12.2 billion today.

    Uncover how T-Mobile US' forecasts yield a $277.08 fair value, a 36% upside to its current price.

    Exploring Other Perspectives

    TMUS 1-Year Stock Price Chart
    TMUS 1-Year Stock Price Chart

    Six members of the Simply Wall St Community currently see T-Mobile’s fair value between US$220 and about US$529 per share, highlighting a wide spread of expectations. Against that backdrop, the company’s push to turn advanced 5G offerings like SuperMobile into sustained postpaid and broadband growth could be just as important for you to assess as headline valuation ranges.

    Explore 6 other fair value estimates on T-Mobile US - why the stock might be worth just $220.00!

    Build Your Own T-Mobile US Narrative

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    No Opportunity In T-Mobile US?

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.