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T-Mobile (TMUS) Upgraded as Subscriber Growth Outlook Improves

T-Mobile US Inc. (NASDAQ:TMUS) ranks among the best telecom stocks to invest in. On December 2, KeyBanc lifted T-Mobile US Inc. (NASDAQ:TMUS) from Underweight to Sector Weight, suggesting a neutral risk/reward profile at present prices. The firm continues to identify structural, cyclical, and company-specific problems for T-Mobile US Inc. (NASDAQ:TMUS), though it thinks these risks have been addressed in the stock’s price.

The next major trigger for the stock, according to KeyBanc, will be T-Mobile’s fourth-quarter earnings release and the company’s 2026/2027 projection. The firm anticipates that T-Mobile US Inc. (NASDAQ:TMUS) can expect an acceleration in organic growth rates following its anticipated investments in 2025.

Most notably, T-Mobile US Inc. (NASDAQ:TMUS) raised its FY25 outlook for postpaid net subscriber additions from 6.1-6.4 million to 7.2-7.4 million, an improvement of 1.05 million at the midpoint. The company’s core adjusted EBITDA forecast also rose by $300 million at the midpoint to $33.7-33.9 billion, while net cash generated through operations guidance was enhanced by $600 million to $27.8-28.0 billion. T-Mobile US Inc. (NASDAQ:TMUS) also boosted its capital expenditure plan from $9.5 billion to $10.0 billion, indicating additional investment to support its rising customer base and network growth.

T-Mobile US Inc. (NASDAQ:TMUS) provides wireless communications services in the US, Puerto Rico, and the United States Virgin Islands. The company offers voice, messaging, and data services to postpaid, prepaid, and wholesale & other services customers.

While we acknowledge the potential of TMUS to grow, 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 AI stock that is more promising than TMUS and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 10 Best Magic Formula Stocks for 2025 and 10 Best Retirement Stocks to Buy According to Hedge Funds.

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

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

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In fact, Verge argues this company’s supercheap AI technology should concern rivals.

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

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