Shares of T-Mobile US (TMUS) surged 7.08% in pre-market trading on Thursday following the release of its impressive second-quarter earnings report and an upward revision of its full-year guidance. The telecommunications giant delivered results that exceeded analyst expectations across multiple key metrics, showcasing its continued momentum in the competitive telecom landscape.

T-Mobile reported earnings per share of $2.84 for Q2 2025, significantly beating the analyst consensus estimate of $2.67. Total revenue for the quarter came in at $21.13 billion, surpassing expectations of $21.02 billion. The company's strong performance was further highlighted by the addition of 830,000 postpaid phone customers, considerably outpacing the FactSet estimate of 700,300 additions.

Buoyed by this robust customer growth, T-Mobile raised its annual forecast for postpaid net customer additions. The company now expects to add between 6.1 million and 6.4 million subscribers in 2025, up from its previous projection of 5.5 million to 6 million additions. This upward revision reflects the continued strong demand for T-Mobile's services and its ability to capture market share from competitors. Additionally, T-Mobile increased its financial guidance, now expecting core adjusted EBITDA to be between $33.3 and $33.7 billion for the full year 2025.

Analysts reacted positively to the results, with several raising their price targets for T-Mobile stock. TD Cowen increased its target to $291 from $272, while JP Morgan raised its target to $280 from $270, citing the company's consistent execution and ability to deliver outsized, profitable growth. The strong Q2 performance and optimistic outlook underscore T-Mobile's differentiated value proposition and its potential for continued growth in the US telecommunications market.