Lumida
/VZ
⌘K
Verizon Communications Inc

Verizon Communications Inc

VZ
$43.59USD↓-0.66%-0.29 today

MARKET CAP

182.0B

P/E (TTM)

9.1x

FWD P/E

8.3x

DAY RANGE

$43 – $45

52W RANGE

$11
$52

AI Summary

Stalk
Buy NowMedium

VZ is in a Stage 2 corrective reset within an ongoing uptrend. The medium-term bias is bullish, supported by higher lows and rising EMAs, and the Bullish Pivot Point pattern confirms structural repair. Short-term conditions are favorable as price pulls back into the oversold EMA zone, offering an execution opportunity now in line with the Stable strategy’s patient pullback entries.

  • ↑Targeted $5B operational savings program to boost margins and reinvestment.
  • ↑Q1 revenue +2.7% YoY to $34.44B; EPS growth projected 4–5% in 2026.
  • ↓Weak profitability factors show inefficiencies in converting revenue into profits.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Verizon Communications Inc. (NYSE: VZ) is a leading telecommunications company in the United States, providing wireless communications, broadband services, and content delivery. The company is in a critical transformation phase under the leadership of CEO Dan Schulman, shifting its focus towards enhancing customer satisfaction and operational efficiency. This includes streamlining costs and leveraging network capabilities to drive growth in mobility and broadband markets while facing increasing competition from cable and satellite services.

Bull says

  • ↑Targeted $5B operational savings program to boost margins and reinvestment.
  • ↑Q1 revenue +2.7% YoY to $34.44B; EPS growth projected 4–5% in 2026.
  • ↑6.2% dividend yield plus $25B share repurchase plan enhances shareholder returns.
  • ↑Frontier deal synergy target doubled to accelerate fiber and broadband growth.
  • ↑AI-driven service improvements expected to cut churn and raise customer value.
  • ↑Robust earnings yield and vast network moat support stable market leadership.

Bear says

  • ↓Weak profitability factors show inefficiencies in converting revenue into profits.
  • ↓Saturated wireless market drives churn +25bps; pricing hikes risk further attrition.
  • ↓Net debt ~$116B and elevated leverage hinder growth and financial flexibility.
  • ↓Regulatory scrutiny post-Frontier deal may delay rollout or require divestitures.
  • ↓Intense competition from cable and satellite promotions pressures pricing and margins.
  • ↓High short interest and negative earnings revisions reflect market skepticism.

Investment themes with VZ

Networking & Connectivity Infrastructure↑ +0.56%

INTC · CIEN · MU
Telecommunications↑ +0.98%

CSCO · VZ · T
High Dividend Yield↑ +0.32%

Companies paying above-average dividends

AVGO · JPM · XOM

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 04-27-2026neutral

Transcript signals

Bull points

  • We moved quickly and took bold actions to drive $5 billion of cost out of the business. Some of that will be reinvested in the customer, with the remainder falling to the bottom line.
  • we also gave guidance for 2026, which is a significant improvement over what you've seen from us in the past.
  • we gave guidance on volumes, net ads, in terms of 750 to 1 million retail postpaid net ads in the year. Service revenue, mobility and broadband service revenue of 2% to 3%. Adjusted EPS, 4% to 5% growth is our expectation.

Bear points

  • Your guidance for 2% to 3% service revenue growth includes flat wireless services revenue growth, which implies some modest ARPU and ARPA pressure in 2026
  • Your guidance for 2% to 3% service revenue growth includes flat wireless services revenue growth, which implies some modest ARPU and ARPA pressure in 2026
  • Your guidance for 2% to 3% service revenue growth includes flat wireless services revenue growth, which implies some modest ARPU and ARPA pressure in 2026
Read full transcript analysis ›