Is T-Mobile Us (TMUS) The Best Telecom Stock to Buy? Analyst Explains Her Bullish Thesis on the Stock

We recently published Analysts Are Talking About These 10 Stocks as AI Investments Continue to Grow. T-Mobile Us Inc (NASDAQ:TMUS) is one of the stocks analysts were recently talking about.

Jessica Inskip from StockBrokers said in a recent program on Schwab Network that she likes T-Mobile Us Inc (NASDAQ:TMUS) because of the company’s strong postpaid performance and monetization capabilities.

“What really caught my attention is the monetization. Their revenue growth for the second quarter came in very large from strong post-paid performance. And it’s really about pricing power. So their average revenue per account was up 5% year-over-year. That’s the best for them in eight years. So that’s definitely a signal that this could be a growth story. And in addition to this, this also came up on that growth scan that I was scanning for stocks this morning to bring of course to the show. So I see there’s competitive positioning for them even outside of Verizon and AT&T. It’s helped them capture more market share. We’re talking more about T-Mobile Us Inc (NASDAQ:TMUS) and they’ve got additional revenue growth drivers with analysts forecasting about 6 and a half% growth through 2025. It’s going to slow down a little bit, 5.3% in 2026. So, there are definitely some headwinds for this. We want to see continued pricing power. If there is more strain on the consumer, that could be of concern. But due to its underperformance and that average revenue per account increase is what really caught my eye. I think it’s something we can add to the portfolio that’s not so concentrated in technology in those big mega cap stocks.”

Carillon Eagle Growth & Income Fund stated the following regarding T-Mobile US, Inc. (NASDAQ:TMUS) in its second quarter 2025 investor letter:

“T-Mobile US, Inc. (NASDAQ:TMUS) US traded lower on uncertainty regarding succession planning. The company has denied a report alleging that its well respected CEO was looking to get out of his contract early. The company remains a leading operator in the space.”

While we acknowledge the potential of TMUS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.