NYSE:VZ

Verizon Communications (VZ)

45.68
-1.05 (2.25%)
as of Jun 24, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 24, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

Verizon Communications (VZ) has experienced significant stock movement lately, with a notable increase of 18.6% in the past six months, largely influenced by a change in leadership with the appointment of a new CEO. However, experts express mixed sentiments about its future growth prospects due to the global memory chip shortage, which diverts resources to more lucrative areas like AI. Despite the strong recent performance and a healthy 6.7% dividend yield, some analysts caution that the stock may lack growth potential and could experience further declines in the coming months. There is also a prevailing sentiment that the stock functions more like a bond, appealing to investors seeking steady income rather than capital growth. Overall, while it remains a reliable performer for income-focused investors, the lack of growth raises concerns about its long-term attractiveness.

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Consensus
Cautious
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Valuation
Fair Value
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COMMENT
Doesn't hold telecoms other than BCE (BCE-T). Think there are better ways to play the technology space rather than the carriers. 6.5% yield.
COMMENT
Spent a lot of time and money on cap X trying to build out their network to compete with AT&T (T-N) with some success. He would prefer AT&T instead as it gives you a solid yield of 6.3%.
BUY
Verizon and AT&T (T-N) performances are very much the same but this one has a much higher wireless exposure. If they ever get AT&T's exclusive contract with Apple broken they would probably perform better. Stock is okay for long-term purchase.
DON'T BUY
Really doesn't like the telcos at this time. His model price is $25.60, a -17% differential. More of a yield play with 6.13%.
DON'T BUY
(Market Call Minute.) Telco space is interesting in this one has some yield. Not extremely exciting so he would consider Vodafone (VOD-Q) instead.
PAST TOP PICK
(A Top Pick Dec 1/08. Up 10.99%.) A defensive name and a tough time.
BUY
Getting a smart phone but the whole iPhone market is getting a little bit crowded. 6.2% dividend. Primarily a yield play. Expect there will be a lot of money sloshing out of the high beta stocks and into the low beta in 2010.
DON'T BUY
Suffered quite a bit in their earnings forecasts. Flattened out a little bit but are now oozing down again. Could see it going down to $26.
BUY
There is currency risk, but he likes it because of the growth factor. Invested heavily in fiber to the homes. He likes that growth potential. It is a defensive stock.
COMMENT
Very good at managing cash flow so it is good for growth and protection of dividend so dividend should be safe. 5.8% yield. Growth is going to be challenged because of problems on the enterprise side. Wire line side continues to lose lines.
PAST TOP PICK
(A Top Pick April 30/08. Down 15.63%.) Likes outlook for their wireless, which they own 50% of. Their fibre to the home is expensive to roll out but is proving to be profitable. Good long-term hold.
TOP PICK
$90 billion market cap. Trading at 5 X cash flow. Has been behaving better than its peers and the group is behaving better than the market. Their wireless growth is attractive. Also have an opportunity in the Internet TV space, which they can fund internally.
BUY
2 parts to this company. Wireless and wire line/cable. Spending over $19 billion to bring fibre to the home so that they will be the leading content provider. Turning out to be very successful for them.
TOP PICK
Just reported excellent earnings. Came off recently because AT&T reported poor earnings last quarter. Investors thought these stocks were very economically sensitive but they are not. The leader in wireless. Spent a lot of money putting fibre into the homes but will be cash flow positive by the end of this year. 4.5% yield.
DON'T BUY
Very overvalued, like all the Telcos. He has a model price of $28.10. A 31% negative differential. He can see his model price going lower on this one.
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