异动解读 | 上调财务预期获券商看好,T-Mobile盘中大涨5%

异动解读
Feb 12

T-Mobile US Inc(TMUS)今日盘中股价大涨5%,引起了市场的广泛关注。

消息面上,T-Mobile上调了对2027年服务收入和调整后自由现金流的预期,这主要得益于市场对其宽带产品以及包含流媒体福利的5G移动计划的需求持续增长。此外,多家华尔街券商发布积极观点,摩根大通和德意志银行均给出“买入”评级,目标价高达300美元,并认为T-Mobile将继续领跑电信业,成为行业内增长最快的公司。

与此同时,其他券商也调整了对T-Mobile的目标价,例如巴克莱将目标价从240美元上调至245美元,尽管丰业银行和TD Cowen小幅下调了目标价,但市场整体情绪偏向乐观,认为公司强劲的增长前景和自由现金流表现是推动股价上涨的关键因素。

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