NYSE:VZ

Verizon Communications (VZ)

50.61
+0.64 (1.28%)
as of Sep 11, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconSep 13, 2026, 12:00 am

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

Verizon Communications (VZ-N) is undergoing a transformation from a traditional volume-based business model to one that emphasizes quality over quantity. With a new focus on cash flow, the company is returning significant capital to investors through buybacks, highlighted by its strong dividend yield of around 5.67%-6.7%. Recently, shares have been impacted by a 6.5% drop primarily due to a restructuring charge, which some may view as an opportunity to buy the stock at a discount. Despite recent positive trends such as a new CEO and impressive quarterly revenues, concerns loom regarding future growth due to external challenges like the global memory chip shortage. Experts suggest a cautious approach, balancing the collection of dividends with the consideration of profits, particularly in light of potential declines.

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Consensus
Neutral
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Valuation
Fair Value
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COMMENT
$30 is pretty close to its all-time highs but it could go to $26 before it got to $35. As far as US telecom stocks go, it is not a bad long-term play.
DON'T BUY
Difficulty with large telecoms generally is that they are tied to their wire line legacy business. As that drags them down, wireless builds them up so it is a bit of a wash. Spending huge amounts of money on capital spending in the wireless area. Huge dividend but growth is stagnant.
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.
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