USM(USM)
USM
10/8/26
United States Cellular (USM)
Thursday
9:08 AM
ThesisRecent competitive pressures and regulatory uncertainties are leading to concerns about future profitability and growth potential.
Revenue Outlook
What Moves the Stock
- 01Changes in customer acquisition rates in rural markets
- 02Competitive pricing strategies from larger carriers
- 03Regulatory changes affecting telecommunications
- 04Technological advancements in network infrastructure
- 05Wireless service revenue - 100%
- 065G network expansion
- 07Rural broadband initiatives
FY2025 Snapshot
- Revenue
- $163M
- Rev. Growth
- -95.7%
- Gross Margin
- 0.0%
- Op. Margin
- -56.8%
- Net Margin
- 106%
- Net Income
- $172M
- NI Growth
- +542%
- EPS
- $2.00
- 1Y Return
- +38.3%
USM Chart
My Notes
- "Management noted, 'We are facing unprecedented challenges in maintaining our pricing power amidst growing competition.'"
- Moat: USM's competitive advantage is moderate, primarily driven by customer service and localized market knowledge.
- value - Investors may be drawn to USM for its potential undervaluation relative to larger competitors and its focus on customer service.
- Rising interest rates could increase financing costs for network expansion and infrastructure investments…
- Watch on earnings: Subscriber growth rate, Average revenue per user (ARPU), Churn rate.
One Sentence Summary:
United States Cellular: the story is balanced — changes in customer acquisition rates in rural markets.
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.
Explore More
Stock Comparison
Compare equities side by side
52-Week Highs Breakout
Stocks breaking to new annual highs
52-Week Lows Oversold
S&P 500 oversold value screener
Trending Momentum
Relative strength momentum leaders
Earnings Calendar
Upcoming earnings dates & reports
S&P 500 Screener
Filter and sort all 500 stocks
Strategy Focus List
Continuous multi-factor scoring & catalyst forensics
Market Movers
Today's biggest gainers and losers
