$TMUS

T-Mobile US, Inc. (TMUS) said it is restoring network service in Hawaiʻi after Hurricane Lala, citing widespread commercial power outages. The company reported 160 self-optimizing network adjustments since the storm began and said T-Satellite enabled nearly 29,000 satellite texts since access was extended, including 6,200 customers exchanging 17,000 messages in one day. It also waived overages and expanded support and emergency access.

T-Mobile US (TMUS) is up nearly 6% in August and is set for a second straight month of gains, despite broader telecom pressures. Wolfe Research analyst Peter Supino downgraded TMUS to Peer Perform from Outperform, citing new competitive pressures from AT&T and Verizon, cable promotions, potential Starlink impact, and concerns about capital return expectations. T-Mobile CEO Srini Gopalan downplayed Starlink risk.

Simply Wall St says T-Mobile US (TMUS) launched Aug 2026 Experience 2.0 plans with EIP Flex 36 financing and student offers, completed a spectrum swap with Grain Management for $2.90B cash plus 600 MHz licenses, and ran exclusive promotions for Google Pixel 11 devices and Pixel Watch 5. It also activated T-Satellite support during Tropical Storm Lala. The article cites 2029 revenue of $104.8B and earnings of $17.9B.

An analyst downgrade of T-Mobile US (TMUS) cites rising competitive pressure as AT&T and Verizon improve offers for postpaid subscribers. Wolfe Research says expectations for T-Mobile capital returns may be too high. Analysts also warn Starlink could affect fixed wireless growth. The article notes bearish Stocktwits sentiment and highlights TMUS share underperformance.

Light Reading’s broadband deployment column says Hawaiian Telcom finalized a $34 million BEAD contract to connect 5,800 homes in Hawaii, covering 82% of 7,000 eligible locations, with remaining service via Amazon LEO satellite. It also reports Texas paused BEAD disbursements pending an audit. GoNetspeed started $43 million work in Rahway, NJ, Wire 3 plans $40 million in Athens, GA, Comcast expanded in Putnam County, FL, and Charter’s Spectrum grew in Michigan.

Income-focused article lists dividend ex-dates and payments for Starbucks (SBUX, ex-date Aug 14, $0.62 quarterly, paid Aug 28), Honeywell (HON, ex-date Aug 14, $0.70, paid Sep 4), and Cintas (CTAS, ex-date Aug 14, $0.52, paid Sep 15). It also notes CDW (ex-date Aug 25, $0.63, paid Sep 10) and T-Mobile US (TMUS, ex-date Aug 28, $1.02, paid Sep 10), with brief EPS coverage and yield/valuation context.

Midday Aug. 14 market update: S&P 500 -0.21% to 7,782.65 and Nasdaq -0.50% to 26,664.30, with stocks pressured by falling consumer confidence. Reddit rose 14% after news it will join the S&P 500. Valneva gained 22% on earnings and regulator validation. T-Mobile US fell on a brokerage downgrade.

Analyst notes on Friday included KeyBanc reiterating Apple as underweight, citing iPhone 17 carrier survey data slightly positive but with iPhone 18 price uncertainty. Bernstein upgraded Wayfair to Outperform, raising its PT to $125. Morgan Stanley reiterated Nvidia as overweight. Other calls covered Fox, Intuitive Machines, Cinemark, SanDisk, Energy Fuels, Digital Realty, SpaceX, Dell, Micron, and T-Mobile.

Wolfe Research downgraded T-Mobile US to Peer Perform from Outperform, citing rising competitive pressure in its core market and a capital spending cycle that could hurt shareholder returns. Analyst Peter Supino said broadband and 6G investments may dampen capital returns and leverage, with slower ARPU growth and narrowing valuation premium.

The article reports Friday’s Wall Street analyst research calls after cooler-than-expected CPI and PPI helped lift the S&P 500 to a record and Nasdaq up 0.81%. It cites upgrades, downgrades, and initiations including JPMorgan upgrading FoxA to Overweight with an $82 target and RBC initiating Krystal Biotech (KRYS) at $400. It also lists multiple other price targets across stocks.