T-Mobile US (TMUS) Slid Due to Uncertainty Over Rival’s Direction

3 days ago 7

Soumya Eswaran

Thu, February 12, 2026 astatine 8:54 AM CST 3 min read

Carillon Tower Advisers, an concern absorption company, released its fourth-quarter 2025 capitalist missive “Carillon Eagle Growth & Income Fund”. A transcript of the missive tin beryllium downloaded here. 2025 marked a affirmative play for the equity market. The S&P 500 Index returned 2.7% successful Q4 and finished the twelvemonth up 17.9%. The twelvemonth started with imaginable disruptions and heightened volatility, portion it ended with optimism driven by beardown AI investment, clarity successful policies, and U.S. Federal Reserve (Fed) involvement complaint cuts. The market’s show was importantly affected by the connection services and exertion sectors. From a return‑driver standpoint, the marketplace enlargement successful the twelvemonth was driven by net growth. The steadfast observes favorable conditions arsenic 2026 approaches, and believes it tin execute different twelvemonth of beardown equity returns. The Fund holds nett assets of $493.06 cardinal crossed 48 holdings. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Carillon Eagle Growth & Income Fund highlighted T-Mobile US, Inc. (NASDAQ:TMUS). T-Mobile US, Inc. (NASDAQ:TMUS) is simply a wireless communications services supplier that offers voice, messaging, and information services to customers. On February 11, 2026, T-Mobile US, Inc. (NASDAQ:TMUS) banal closed astatine $209.54 per share. One-month instrumentality of T-Mobile US, Inc. (NASDAQ:TMUS) was 14.72%, and its shares mislaid 17.49% of their worth implicit the past 52 weeks. T-Mobile US, Inc. (NASDAQ:TMUS) has a marketplace capitalization of astir $246.984 billion.

Carillon Eagle Growth & Income Fund stated the pursuing regarding T-Mobile US, Inc. (NASDAQ:TMUS) successful its 4th fourth 2025 capitalist letter:

"T-Mobile US, Inc. (NASDAQ:TMUS) lagged amid uncertainty surrounding the strategical absorption of 1 of its largest competitors. A caller CEO astatine the competing institution appears to person a much assertive posture, which could unit nett subscription additions for T‑Mobile. However, successful humanities times of elevated switching behavior, T‑Mobile has tended to summation marketplace stock owed to its well‑established worth proposition."

T-Mobile US, Inc. (TMUS) "Has Been A Huge, Huge Winner," Says Jim Cramer

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