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    What T-Mobile US (TMUS)'s New Family Bundle and Debt Raise Strategy Means For Shareholders

    Simply Wall St·01/07/2026 17:36:01
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    • T-Mobile US recently launched its Better Value family plan, offering premium 5G data, streaming perks, satellite connectivity and a five-year price guarantee from US$140 per month for three lines, while also expanding its revolving credit facility to US$10.00 billion and announcing a new fixed-rate senior notes offering.
    • By pairing an aggressively priced, benefit-rich family bundle with greater funding flexibility, T-Mobile appears to be sharpening its push for higher-value multi-line customers and broader service offerings.
    • Next, we’ll examine how the Better Value family plan’s rich perks and pricing could reshape T-Mobile’s longer-term investment narrative.

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    T-Mobile US Investment Narrative Recap

    To own T-Mobile US, you need to believe it can keep deepening customer relationships in postpaid mobile and broadband while managing high debt and intense promotions from rivals. The Better Value family plan may reinforce the near term catalyst of higher postpaid ARPA and multi line retention, but it could also add pressure to margins if competitive responses escalate. The biggest near term risk, in my view, remains heavier promotional intensity across the industry rather than this specific launch.

    The expanded US$10.0 billion revolving credit facility, now maturing in 2031, looks most relevant alongside Better Value because it bolsters liquidity as T-Mobile leans into richer service bundles, fiber build out and T Satellite initiatives. While this added funding flexibility can support the growth catalysts around 5G broadband and fiber, it also sits against an already high debt load that investors will want to monitor closely as capital needs for network and fiber projects evolve.

    Yet while the headlines focus on richer perks and lower plan prices, investors should also be aware of the risk that...

    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 40% upside to its current price.

    Exploring Other Perspectives

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

    Six Simply Wall St Community fair value estimates, from US$220 to about US$527, show how far apart views on T-Mobile can be. Set against that spread, the risk of rising competitive promotions and higher acquisition costs could influence how comfortably you feel about the company’s ability to sustain its current earnings trajectory.

    Explore 6 other fair value estimates on T-Mobile US - why the stock might be worth over 2x more than the current price!

    Build Your Own T-Mobile US Narrative

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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.