Verizon Communications Inc.

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Bullish +65

Inside Dan Schulman’s war on the old Verizon - Yahoo Finance

Company update Layoffs Leadership change AI-generated analysis

Dan Schulman assumed the role of Verizon's CEO in October 2025, immediately addressing a severe decline in market share and profitability caused by bureaucratic inefficiencies and aggressive competition from AT&T and T-Mobile. Upon taking the helm, Schulman identified that the company had become a 'lumbering...

Bullish Signals

  • Added 406k lines in Q3 2025, strongest gain in five years.
  • Gained 137k accounts, best quarterly performance in over a decade.
  • Cut promotional spending by 41% while growing subscriber base.
  • Secured multi-billion deals with Google and AWS for AI fiber.
  • Used AI to cut six minutes from in-store phone buying.

Bearish Signals

  • Lost 414k postpaid lines in first three quarters of 2025.
  • Bureaucracy required up to 35 signatures for simple decisions.
  • Network reliability is now a baseline, reducing premium pricing power.
  • Added less than 900k lines while competitors added millions.
2
Bullish +65

Alphabet Replaces Verizon in Dow as AI Reshapes America's Oldest Stock Index

AI-generated analysis

Alphabet Inc. will replace Verizon Communications in the Dow Jones Industrial Average starting June 29, marking the first adjustment to the benchmark since November 2024. This decision by S&P Dow Jones Indices reflects a strategic shift in the U.S. economy toward artificial intelligence, cloud computing,...

Bullish Signals

  • Boosts Dow exposure to high-growth AI and cloud sectors.
  • Creates powerful tech bloc with Microsoft, Apple, Amazon, NVIDIA.
  • Verizon shares rose 3.19% on announcement day.
  • Alphabet's $4.22T valuation ensures meaningful Dow contribution.

Bearish Signals

  • Removal lowers telecom sector exposure in the Dow.
  • Selling pressure expected around June 29 rebalancing.
3
Bullish +55

Verizon (VZ) Latest Earnings | What Happened to the Telecom Company That Is Growing Profits Despite Poor Smartphone Sales (July-September/Q3, 2026)

Dividend Earnings report AI-generated analysis

Verizon Communications reported third-quarter fiscal year 2026 earnings on October 26, 2026, driven by a strategic shift toward high-margin services despite a decline in hardware sales. Total revenue increased by 1.5% year-over-year to $34.3 billion, while adjusted earnings per share rose 8.3% to $1.31 and...

Bullish Signals

  • Adjusted EPS rose 8.3% to $1.31, beating consensus.
  • Mobile subscriber additions hit 406k, highest in five years.
  • Free cash flow grew 14.3% YoY to $18 billion.
  • CEO raised guidance for third consecutive quarter.
  • EBITDA margin expanded to 40.2%, up from 37.8%.

Bearish Signals

  • Revenue missed expectations due to weak device sales.
  • Device sales declined 9.0% year-over-year.
  • Device upgrade rate fell to 2.6% from 3.3%.
  • Total debt stands at $166.2 billion.
4
Somewhat Bullish +45

Verizon Communications (NYSE:VZ) CEO Sells $54,978.00 in Stock

AI-generated analysis

Verizon Communications CEO Kyle Malady sold 1,100 shares of company stock on September 8th for a total value of $54,978.00 under a pre-arranged Rule 10b5-1 trading plan. Following the transaction, the CEO directly owns 106,566 shares, representing a 1.02% decrease in his personal ownership stake....

Bullish Signals

  • Q2 EPS hit $1.30, beating estimates by $0.03.
  • Quarterly dividend is $0.7075 with a 5.7% yield.
  • California State Teachers Retirement System stake grew >4,000%.
  • State Street Corp and Charles Schwab increased holdings.
  • Bank of America lifted holdings by 15.4% in Q1.

Bearish Signals

  • Q2 revenue missed estimates, declining 0.7% year-over-year to $34.25 billion.
  • CEO Kyle Malady sold 1,100 shares, reducing ownership by 1.02%.
5
Bullish +65

Verizon Stock Is Near a 52-Week High. Here’s Why I’m Still Bullish.

AI-generated analysis

Verizon (VZ) has emerged as a standout large-cap turnaround story, posting six consecutive earnings beats and climbing 29.5% year-to-date to approach its 52-week high. The company's Q2 2026 results delivered adjusted EPS of $1.30 against consensus estimates, driven by revenue of $34.25 billion and a...

Bullish Signals

  • Six consecutive earnings beats; Q2 EPS $1.30 vs $1.27 consensus.

Bearish Signals

  • Unsecured debt at $136.5B; leverage rose to 2.5x post-Frontier.
  • GAAP net income fell 21.07% due to $1.8B special items.
6
Somewhat Bullish +45

Verizon: This Stock Offers a 6% Dividend Yield and Looks 14% Undervalued - Morningstar

AI-generated analysis

Morningstar analysts rate Verizon Communications (VZ) as an attractive value play, citing a current dividend yield of approximately 6% and trading at roughly 14% below their $53 fair value estimate. The firm suggests the stock is suitable for income-focused investors looking to rebalance portfolios away...

Bullish Signals

  • Trades below Morningstar's $53 fair value estimate.
  • Offers 6% dividend yield with safe 60% FCF coverage.
  • Highest sector margins and returns on capital.
  • Wireless revenue forecast to grow 3% annually by 2028.
  • Fixed-line services projected for 5% annual growth through 2030.

Bearish Signals

  • AT&T and T-Mobile eroding Verizon's market share lead.
  • Regulatory bodies control spectrum licensing with political intervention risks.
  • Fixed-line business disaster with minimal profits and high costs.
  • Price increases soured reputation, impacting retention in competitive market.
  • Heavy spectrum investment pulled wireless returns to low double digits.
  • Balance sheet no longer fortress, limiting flexibility due to debt.
7
Very Bullish +76

Verizon shares rise over 3% after first quarter sales beat expectations

AI-generated analysis

Verizon Communications shares climbed more than 3% on Monday following a strong first-quarter earnings report that significantly exceeded analyst expectations for mobile subscriber growth. The carrier added 55,000 net new mobile phone users in the quarter, marking its first positive growth in this metric since...

Bullish Signals

  • Verizon shares rose 3% with a 12% year-to-date gain.
  • Carrier added 55,000 net mobile users, first growth since 2013.
  • Full-year earnings outlook boosted to $4.95-$4.99 per share.
  • Adjusted EBITDA hit company record of $13.4 billion.
  • Phone subscriber growth targets upper limit under CEO Dan Schulman.

Bearish Signals

  • $34.4B revenue missed $34.8B analyst projection.
  • Wireless service revenue slightly lower than anticipated.
  • Strategy shift from high-margin activity to low-margin recurring revenues.
  • Aggressive tactics rely on costly free phone offers and bundling.
  • Current retention tactics appear unsustainable without higher costs.
8
Bullish +75

Verizon Stock Is Up 25% Year to Date. Here’s Where Shares Could Go in 2026 - TIKR.com

AI-generated analysis

Verizon Communications Inc. shares have risen approximately 25% year-to-date in 2026, trading near $51 per share as investors rotate into stable, cash-flow-driven telecom businesses with high dividend yields. The company is increasingly viewed as a defensive, income-focused play compared to peers like T-Mobile, attracting capital...

Bullish Signals

  • Stock gained 25% year-to-date in 2026.
  • Targeting $5B cost reductions and $4B capital savings.
  • Guidance for at least $21.5B free cash flow.
  • Operating margins expanding from 21% to 24%.
  • Analyst target price of $60 implies 19% upside.
9
Bullish +65

Verizon and ITT Are on Analysts’ Radar as Upgrades Suggest More Gains Ahead - 24/7 Wall St.

AI-generated analysis

Wall Street analysts are showing increased confidence in infrastructure-linked stocks, highlighted by fresh upgrades and initiations for Verizon Communications (VZ) and ITT Inc. (ITT). Scotiabank upgraded Verizon to Outperform with a raised price target of $54.50 following a management meeting, citing strong momentum in subscriber...

Bullish Signals

  • Scotiabank upgraded Verizon to Outperform with $54.50 price target.
  • Verizon added 568,000 postpaid phones in Q4 2024.
  • Fixed wireless revenue surged 51.6% year-over-year to $611 million.
  • Verizon trades at 10x forward P/E with 5.34% dividend yield.
  • ITT hit 14% free cash flow margin five years early.
  • ITT free cash flow grew 26.75% to $555.4 million.
  • SPX FLOW acquisition added over $1.3 billion in 2025 revenue.
  • Barclays views ITT as a premium compounder with strong execution.

Bearish Signals

  • Verizon debt of $144 billion limits financial flexibility.
  • 15 of 25 analysts rate Verizon stock Hold.
  • Consensus target $49.80 is below Scotiabank's $54.50.
  • ITT faces leverage overhangs from SPX FLOW acquisition.
  • Barclays warns of dilution from December 2025 offering.
10
Slightly Bearish -15

AT&T T-Mobile Verizon SpaceX Competition: Shocking Signal

Acquisition Antitrust case AI-generated analysis

Elon Musk suggested at the Barron's Investment Conference that SpaceX could acquire a legacy U.S. wireless carrier to utilize its spectrum more efficiently, sparking immediate market reactions for AT&T and Verizon. While no specific target was named or transaction announced, the comment reinforced investor expectations...

Bullish Signals

  • Unsecured debt of $136.1B supports strategic initiatives.
  • Robust spectrum holdings and nationwide footprint remain strong.

Bearish Signals

  • FCC approval needed for SpaceX spectrum license transfers.
  • Acquisition requires intense antitrust scrutiny due to strategic importance.
11
Slightly Bullish +25

NEOS Investment Management LLC Grows Stock Holdings in Verizon Communications Inc. $VZ - MarketBeat

AI-generated analysis

Verizon Communications Inc. (NYSE: VZ) reported quarterly earnings that beat analyst expectations for EPS but missed revenue forecasts, resulting in a mixed market reaction. The company posted earnings per share of $1.30, surpassing the consensus estimate of $1.27, while revenue declined 0.7% year over year...

Bullish Signals

  • EPS beat estimates at $1.30 vs $1.27 consensus.

Bearish Signals

  • Revenue fell 0.7% to $34.25B, missing $35.16B forecast.
  • Moffett Nathanson cut target to $49 with neutral rating.
  • BNP Paribas Exane lowered target to $44 with neutral rating.
  • CEO sold 1,100 shares; insiders sold $164,164 total.
  • Debt-to-equity is 1.36; current ratio stands at 0.60.
12
Somewhat Bearish -35

SpaceX's Starlink threat causes Bernstein to cut Verizon, AT&T, Comcast PTs

AI-generated analysis

Bernstein Research lowered price targets for five major US telecommunications companies, including Verizon, AT&T, Comcast, Charter Communications, and T-Mobile, citing valuation risks associated with SpaceX's Starlink satellite internet business. The brokerage views Starlink as a growing competitive threat that is shifting from a rural niche...

Bullish Signals

  • Starlink doubled subscribers annually recently.
  • Secured broadband deals with American & United Airlines.
  • AT&T retains Outperform rating despite lower target.

Bearish Signals

  • Verizon price target cut $5 to $44 due to poor risk/reward.
  • Charter target reduced from $210 to $170 amid market saturation risks.
  • Comcast valuation vulnerable as Starlink threatens broadband market share.
  • AT&T target lowered from $30 to $25 over SpaceX competitive threat.
  • T-Mobile target cut from $245 to $220 due to Starlink mobile impact.
13
Somewhat Bullish +45

Verizon Just Tore Up Its Pricing Playbook. Where VZ Stock Could Go in 2026 - TIKR.com

AI-generated analysis

Verizon Communications (VZ) is navigating a strategic pivot in 2026 following the removal of activation and upgrade fees and the launch of a new loyalty program. The company introduced 'Simplicity,' a stripped-down plan offering full 5G access for $45/month, alongside bundled home internet options. CEO...

Bullish Signals

  • Best operating numbers in years signal turnaround.
  • Consumer churn improved from 95 to 85 basis points.
  • Returned to postpaid phone growth after decade decline.
  • Raised guidance to 7% FCF and 5-6% EPS growth for 2026.
  • Offers high 6.3% dividend yield for investors.
  • Launching $5 billion expense program targeting 16% net income margins.

Bearish Signals

  • Net debt of $192B and ratio of 3.37x.
  • Forward multiple of 9x below historical norms.
  • $47M FCC penalty upheld by Supreme Court.
  • Performance drag of 190 basis points expected.
  • Competitive risks from rivals like AT&T or T-Mobile.
14
Somewhat Bullish +50

Verizon Unveils Digital Twin Technology and Expanded Satellite Fleet in Preparation for the 2026 Hurricane Season

AI-generated analysis

Verizon has announced significant enhancements to its disaster response capabilities ahead of the 2026 hurricane season, set to begin on June 1, with a primary focus on accelerating network recovery and ensuring reliability when terrestrial infrastructure fails. The core of this initiative is the debut...

Bullish Signals

  • Verizon launches AI-driven Digital Twin tech for instant network damage identification.
  • Satellite fleet expanded to 2,600 assets ensuring reliable connectivity during storms.
  • New Multi-orbit vehicle supports flexible disaster-zone connections and 5G hotspots.
  • Elite specialist teams deploy immediate expert support for public safety.
  • V Team partners with Red Cross to aid communities in disaster shelters.
  • Nearly 3,000 mobile assets ready for rapid response cell sites.
  • Fleet includes over 1,000 portable generators to maintain operations during outages.
  • Permanent satellite backhaul added as failover for storm-prone cell sites.

Bearish Signals

  • Terrestrial fiber backbone remains vulnerable to storm severance.
  • Managing 2,600 satellite assets introduces operational complexity and maintenance risks.
  • Network relies on generators exposed to fuel supply chain disruptions.
  • AI virtual modeling introduces cybersecurity risks from blueprint tampering.
  • Specialist teams face liability exposure during hazardous rescue missions.
15
Slightly Bearish -10

Verizon (VZ) vs. AT&T (T): Which Telecom Stock to Own Now? - Cabot Wealth Network

AI-generated analysis

In 2026, telecom giants Verizon (VZ) and AT&T (T) present divergent investment cases for dividend investors. While both offer steady cash flows and attractive yields, the article argues their strategies differ significantly regarding diversification and focus. AT&T is characterized as a mega-media conglomerate following its...

Bullish Signals

  • Verizon leads U.S. wireless market share.
  • Verizon achieves higher profit margins than AT&T.
  • Verizon shows stronger subscriber growth than AT&T.
  • Verizon offers 5.5% dividend yield vs AT&T's 3.8%.
  • AT&T rose 27% over last five years.

Bearish Signals

  • AT&T criticized for conglomerate strategy with declining legacy divisions.
  • $159 billion debt load from failed Time Warner acquisition.
  • Cable TV and phone lines disappearing due to streaming.
  • Inconsistent profitability over the last few years.
  • Must spend cash flow on debt service, not growth.
16
Bullish +75

Why Verizon Is One of Our Top Defensive Picks In 2026

AI-generated analysis

Verizon is highlighted as a top defensive stock pick for 2026, with shares trading at $47.21 as of May 13, 2026, representing a significant recovery from a January low of $39.36 and approaching its 52-week high of $50.91. The stock has gained 19.73% year to...

Bullish Signals

  • The stock is undervalued with a buy rating and 90% confidence level from 24/7 Wall St., implying 16.87% upside potential.
  • Shares are up 19.73% year to date and have recovered sharply from January lows to near the 52-week high.
  • Q4 2024 earnings beat expectations with revenue of $35.68 billion and strong postpaid phone net adds of 568,000, the best in over a decade.
  • FWA revenue grew 51.6% year-over-year to $611 million, demonstrating rapid growth in the fiber access business.
  • The pending Frontier Communications acquisition will meaningfully expand Verizon's fiber footprint and create a credible converged offering.
  • Management targets 8 to 9 million FWA subscribers by 2028 compared to roughly 4.6 million today, indicating significant growth runway.
  • Free cash flow of $19.82 billion in 2024 comfortably covers the 5.86% dividend yield, providing secure income for investors.
  • Senior executives including CEO Hans Vestberg and CFO Anthony Skiadas have been steady buyers through March and April 2026, showing insider confidence.
  • Verizon trades at a forward P/E near 10, offering a defensive cash flow machine below market multiples with yield plus capital appreciation potential.
  • Even in the bear case scenario, the stock points to a total return of $48.66, representing a positive 3.08% return when factoring the dividend.

Bearish Signals

  • $144B debt exposes high refinancing risk if rates spike.
  • -8% legacy wireline decline Q4 2024 indicates continued deterioration.
  • FWA promotional spend pressures consumer margins despite growth targets.
  • Frontier deal faces execution/regulatory risks that could derail expansion.
  • Deal collapse negates catalyst and leaves offering incomplete.
17
Somewhat Bullish +50

Verizon CEO sends shocking message to employees

AI-generated analysis

Verizon CEO Dan Schulman has stated that artificial intelligence will replace a large percentage of customer service work, marking a significant shift in the company's workforce strategy. Speaking to Bloomberg, Schulman confirmed that AI is already being deployed to handle routine requests such as password...

Bullish Signals

  • Verizon EBITDA hit $48.8B in 2024, up from $47.2B in 2019.
  • Company completed $20B Frontier acquisition in early 2026 for fiber assets.
  • CEO Dan Schulman's AI automation strategy offers quick cost reduction potential.
  • Schulman's PayPal background ensures disciplined balance between savings and customer trust.
  • Hybrid model lets humans handle complex cases, improving high-value service quality.

Bearish Signals

  • Verizon cut 13,000 jobs in Nov 2025 amid cost reduction.
  • Employee claims AI training caused layoffs, contradicting company denial.
  • $20B Frontier acquisition added volume just as headcount shrank.
  • Subscriber growth and margin challenges persist despite $48.8B EBITDA.
  • AI limits may increase churn and acquisition costs.
18
Bullish +65

Verizon declares quarterly dividend on September 9, 2026

AI-generated analysis

Verizon Communications Inc. (NYSE: VZ) declared a quarterly dividend of $0.7075 per share on September 9, 2026. The payment is scheduled for November 2, 2026, to shareholders of record as of October 9, 2026. CEO Dan Schulman emphasized that this consistent capital return reflects the...

Bullish Signals

  • Declared quarterly dividend of $0.7075 per share.
19
Neutral +10

Verizon Communications stock heads into the open after a 0.8 percent gain

AI-generated analysis

Verizon Communications stock opened for trading on September 7, 2026, following a 0.8 percent gain that closed the previous session at USD 50.15 on the NYSE. The shares are currently trading near their 12-month high of USD 51.68 but remain slightly below that peak, with...

Bullish Signals

  • EPS hit $1.30, beating estimates.
  • Maintained FY2026 guidance of $4.99-$5.04.

Bearish Signals

  • Revenue declined 0.7% YoY to $34.25B, missing $35.16B forecast.
  • Stock trades below 12-month high of $51.68 with $1.53 gap.
20
Slightly Bullish +15

Shah Wealth Advisors LLC Takes Position in Verizon Communications Inc. $VZ - MarketBeat

AI-generated analysis

Shah Wealth Advisors LLC initiated a new position in Verizon Communications Inc., acquiring 26,555 shares valued at approximately $1.12 million during the second quarter. This move aligns with several other institutional investors who also established stakes in the telecommunications giant, bringing total institutional ownership to...

Bullish Signals

  • EPS beat at $1.30 vs $1.27 consensus.
  • Net margin hit 11.64% with 19.48% ROE.
  • Shah Wealth Advisors initiated new positions.

Bearish Signals

  • Revenue declined 0.7% YoY to $34.25B, missing $35.16B estimates.
  • Stock opened at $50.15, below $50.97 analyst target.