Verizon CommunicationsVZPARTIAL SELLMar 13, 2026Stock price when the opinion was issued
As of Oct 01, 2026. Market Open.
A changed company. Older business model was volume-based, now has a bit more of an entrepreneurial spirit and is a bit more growthy. Cutting back on getting the customer at any price to a higher-quality customer. New focus is turning up in cashflow. Returning a lot of cash to investors, lots of buybacks.
Defensive play. Yield is 5.67%.
Revenues last quarter were spectacular. Returns going forward may not be the same. Global memory chip shortage, as chips get redirected to AI. Consider taking profits, but don't sell it all (collect the healthy dividend).