周四盘中，T-Mobile US股价大涨7.08%，主要受该公司发布的强劲第二季度财报以及上调的全年用户增长预期推动。
根据T-Mobile最新公布的财报，公司第二季度表现超出市场预期：新增后付费电话用户83万，远超分析师预期的70.03万；总营收达211.3亿美元，高于分析师预期的210.2亿美元；调整后每股收益为2.84美元，超过市场预期的2.67美元。更为重要的是，T-Mobile大幅上调了2025年全年新增用户预期，目前预计今年将新增610万至640万后付费用户，显著高于此前预测的550万至600万用户。
分析师对T-Mobile的业绩表现和前景给予积极评价。多家券商上调了对T-Mobile的目标价，如摩根大通将目标价从270美元上调至280美元，TD Cowen将目标价从272美元上调至291美元。分析师认为，T-Mobile在用户增长、收入增长和网络质量等方面继续保持领先地位，公司在农村和商业领域的扩张战略也将支持未来的持续增长。投资者对T-Mobile在竞争激烈的无线通信市场中的表现充满信心，推动股价大幅上涨。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.