Reaves Strategy Outperforms

Reaves W H & Co Inc's Q2 2026 investor letter reported a 10.55% increase for its Reaves Long Term Value Wrap Strategy, outperforming the MSCI USA Infrastructure Index's 6.31% decline.

T-Mobile US Stock Declines

T-Mobile US closed at $176.26 per share on September 16, 2026, down 4.90% monthly and 27.84% yearly.

T-Mobile US Market Cap

T-Mobile US has a $184.95 billion market capitalization with shares trading between $165.66 and $242.37 over the past 52 weeks.

Reaves Strategy on T-Mobile

Reaves noted T-Mobile shares lagged wireless peers due to renewed competitive intensity, with Verizon and AT&T narrowing pricing gaps and SpaceX satellite risks.

“T-Mobile US, Inc. (NASDAQ:TMUS): Shares of T-Mobile US languished along with US wireless peers during the quarter on renewed concerns about competitive intensity”

Starlink and Deutsche Telekom Risks

Reaves warned Starlink lacks assets to disrupt wireless soon but noted Deutsche Telekom's potential consolidation of T-Mobile minority shareholders pressured shares.

“We think Starlink lacks the assets to be disruptive to wireless in the near term but acknowledge the overhang may persist. Additionally, rumors that parent company Deutsche Telekom may be interested in consolidating the TMUS minority shareholders pressured the stock.”