DailyIQ
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Sector:Communication ServicesAll sectors
Last updated 3 minutes ago

VZ·Verizon Communications Inc.

$.
+. (+.%)
After Hours
High
$48.70
Open
$48.29
Market Cap
201.55B
52W High
$51.68
Low
$47.86
P. Close
$48.50
P/E
11.62
52W Low
$38.39
Fwd P/E
38.07
Mean Target
-
Technical Score (1D)
68
BUY
News Sentiment
73
BULLISH
Verizon has announced a partnership with AI firm Anthropic, joining Project Glasswing to enhance critical infrastructure security for the AI era. This collaboration leverages Anthropic's AI to rapidly identify complex software vulnerabilities, bolstering Verizon's network protection and threat mitigation capabilities. In a separate development, Verizon, AT&T, and T-Mobile are forming a joint venture to address wireless dead zones by pooling spectrum resources and utilizing satellite direct-to-device technology, aiming to improve network capacity and rural coverage. This initiative also focuses on disaster resilience. On the product front, Verizon is launching the new Motorola Razr 2026, positioning it as its most affordable folding phone to date, offered at $0 with specific plan and payment terms, aiming to attract consumers with competitive pricing on innovative devices. The company also announced a significant ticket giveaway for the FIFA World Cup 2026™ exclusively for its customers, aiming to enhance loyalty and engagement. Looking at broader market context, Verizon has been recognized as a top high-yield dividend stock, attractive for income-focused investors due to a yield significantly above the S&P 500 average, suggesting a stable business model. However, one analysis notes challenges for Verizon, citing lagging annual sales growth compared to peers and a low free cash flow margin that constrains capital allocation. Despite these challenges, Verizon Communications Inc. is listed as a key player in the global private 5G network market, which is projected for substantial growth. In terms of shareholder actions, preliminary voting results from Verizon's 2026 annual meeting show all nine director nominees were elected, and proposals concerning executive compensation and incentive plans were approved, though shareholder proposals on climate change oversight and an independent board chair were rejected. Finally, Verizon was honored as the Corporate Small Business Champion of the Year by the California SBDC Network for its contributions to strengthening small businesses.
Earnings Summary
Verizon Communications Inc. is a prominent global telecommunications provider, offering a wide range of wireless and wireline services to consumers and businesses across the United States. Operating within the competitive Telecom Services industry, Verizon leverages its extensive network infrastructure to deliver communication solutions, including mobile services, broadband, and enterprise networking. In its most recent reported quarters, Verizon demonstrated a pattern of exceeding earnings per share (EPS) estimates. For Q1 2026, EPS was $1.28 against an estimate of $1.26648, and for Q4 2025, actual EPS was $1.09 compared to an estimate of $1.0853. Revenue performance showed some variability, with Q1 2026 revenue at $34.44 billion falling short of the estimated $36.06 billion, while Q4 2025 revenue of $36.38 billion missed the estimate of $37.14 billion. This indicates a trend of consistent EPS beats alongside revenue figures that have recently fallen below expectations. Historically, Verizon has shown a capacity to meet or surpass analyst expectations for earnings per share in recent periods. The company has beaten EPS estimates in at least the last three reported quarters (Q4 2025, Q1 2026, and Q2 2025 where actual EPS was $1.22 vs. estimate $1.18925). While revenue estimates were not consistently provided for all quarters, the recent trend suggests that while EPS performance has been robust, revenue has faced challenges in meeting projections. Recent news highlights significant strategic moves for Verizon. The company is experiencing strength in its consumer segment, marked by postpaid phone user additions and broadband expansion, further bolstered by spectrum acquisition approvals. Furthermore, Verizon is actively involved in industry collaborations to enhance satellite connectivity for direct-to-device services, aiming to expand coverage into underserved areas. A key development is the partnership with Anthropic on Project Glasswing, utilizing AI to bolster network security and identify vulnerabilities at machine speed, underscoring a commitment to advanced network integrity and AI integration. Looking ahead, investors will be keen to observe if Verizon can sustain the positive momentum in its consumer segment and translate its strategic investments in network upgrades and AI security into consistent revenue growth that meets or exceeds analyst expectations. Key will be the company's ability to navigate competitive pressures while capitalizing on new technologies and expanding service reach through collaborations.

EPS

EstBeatMiss
$1.06$1.12$1.18$1.25$1.31Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$1.27 - -
Q1'26$1.27$1.28+1.1%
Q4'25$1.09$1.09+0.4%
Q3'25$1.19$1.21+1.5%
Q2'25$1.19$1.22+2.6%
Q1'25$1.15$1.19+3.7%

Revenue

EstBeatMiss
$32.9B$34.1B$35.3B$36.5B$37.7BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$36.5B - -
Q1'26$36.1B$34.4B-4.5%
Q4'25$37.1B$36.4B-2.0%
Q3'25 - $33.8B -
Q2'25 - $34.5B -
Q1'25 - $33.5B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

VZ Stock Snapshot

VZ is currently trading at $48.49, giving Verizon Communications Inc. a market cap of 201.55B and a P/E ratio of 11.6. Today's range spans $47.86–$48.70, with shares opening at $48.29 and moving down $0.01 (0.0%) from the prior close. DailyIQ's technical score sits at 68/100 (BUY) with a news sentiment reading of 73/100.

Over the past year VZ has traded between $38.39 and $51.68 - the current price is +26.3% off the 52-week low and -6.2% from the high.

The BUY technical setup for VZ (68/100) is worth attention in the context of the broader Communication Services sector. At $48.49 (in the upper portion of its 52-week range), with 201.55B in capitalization and bullish sentiment at 73/100 The current P/E ratio stands at 11.6., this large-cap name sits at the intersection where momentum strategies and fundamental growth investors both find something to like. Annual range: $38.39–$51.68.

What makes VZ's BUY setup (68/100) particularly actionable at 201.55B in Communication Services capitalization is the scale-to-move ratio: large enough to feature on institutional mandates but not so large that the percentage upside is already compressed by index inertia. At $48.49 (in the upper portion of its 52-week range in $38.39–$51.68), with sentiment running bullish at 73/100, the setup rewards conviction-sized positioning more than it does speculative small bets.