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Gabelli Funds' Q2 investor letter is bullish on T-Mobile US (TMUS), anticipating significant growth through new areas such as 5G and AI.
Gabelli Investment Management's Global Content & Connectivity Fund expressed a positive outlook on T-Mobile US (TMUS) in its Q2 2026 investor letter, noting that the second-largest wireless carrier in the U.S. raised its 2027 service revenue, EBITDA, and free cash flow targets in February 2026. The fund anticipates significant growth for TMUS in the coming years through market share expansion, broadband business growth, and leveraging its 5G Advanced network to enter new growth areas such as advertising, financial services, and AI. The fund grew 12.88% in the second quarter, outperforming the MSCI AC World Communication Services Index's 6.02%.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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