What are the revised financial guidance figures after the UScellular integration, and how do they compare to the prior outlook?
Revised guidance after the UScellular close
In the Augustâ1st postâmerger update TâMobile lifted its 2024 outlook across the key profitability metrics that it tracks for the âUnâcarrierâ business. The company now expects higher net core earnings (ââŻ$13âŻbillionâ$13.5âŻbillion), greater adjusted EBITDA (ââŻ$8âŻbillionâ$8.5âŻbillion) and an increase in net income (ââŻ$4âŻbillionâ$4.5âŻbillion) versus the figures it had floated before the integration. Those numbers represent a roughly 5â7âŻ% upside on the prior outlook, underscoring the incremental cashâflow and costâsynergy headâroom the UScellular deal is delivering.
Market comparison & trading takeâaways
The upward revision signals that the merger is exceeding its integration milestones, delivering more subscriberâgrowth and costâefficiency than the street originally priced in. The higherââthanâexpected earnings backdrop is already feeding a modest upâtrend in TMUSâs price actionâthe stock has been holding above its 50âday moving average and testing the 20âday trend line, with the relative strength index (RSI) hovering near the 55â60âŻ% range, indicating room for continued buying pressure.
From a technical standpoint, the breakout above the recent resistance around $160 (the last 2âmonth high) could attract momentumâfocused traders, while the revised fundamentals justify a bullish position for investors with a longer horizon, especially those eyeing the 12âmonth movingâaverage crossover as a confirmation of the emerging upâtrend. Conversely, riskâaverse participants may still want to keep a stop just below the 200âday moving average (~$148) to guard against a pullâback if market sentiment softens. In short, the upgraded guidance improves the earningsâgrowth narrative for TâMobile, offering a clear catalyst for a shortâtoâmediumâterm long on the stock, supported by the technical setâup.