金吾财讯 | T-Mobile（TMUS）一季度财报发布前夕，KeyBanc将其评级从“行业同步”上调至“增持”，目标股价定为260美元，较上周五收盘价有33%上涨空间，核心原因是看好其业绩超预期及指引上调。
T-Mobile计划4月28日开盘前披露Q1财报，市场预期其每股收益2.12美元、营收230亿美元。KeyBanc分析师认为，T-Mobile上行空间大于下行风险，优势包括有机EBITDA增长加速、网络优势及灵活的资产负债表，预计Q1业绩将成为股价催化剂，Verizon（VZ）和Starlink（星链）的竞争不会改变其发展轨迹。他预计，有机EBITDA增速将从2025年约5%升至2027年约8%，EBITDA贡献利润率2027年将超80%；虽SpaceX上市后Starlink可能加剧竞争，但Starlink服务不及T-Mobile，且T-Mobile的合作布局比同行更具优势。
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