DailyIQ
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Sector:Communication ServicesAll sectors
Last updated 1 minute ago

VZ·Verizon Communications Inc.

$.
-. (-.%)
After Hours
High
$42.44
Open
$41.61
Market Cap
186.13B
52W High
$51.68
Low
$41.30
P. Close
$42.11
P/E
10.73
52W Low
$38.39
Fwd P/E
8.00
DailyIQ Est.
$52.98
Technical Score (1D)
18
SELL
News Sentiment
87
BULLISH
Verizon secured a partnership with BMW to embed its connectivity layer in all new BMW, MINI, and Group vehicles, expanding its automotive data services footprint. This move positions Verizon as a key player in automotive connectivity, potentially unlocking new revenue streams as 5G and edge computing roll out in vehicles. The deal differentiates Verizon from competitors by leveraging its network quality advantage, which could translate into higher margins in the near term. In parallel, Verizon announced a collaboration with Aduna to launch a nationwide number verification solution that delivers real‑time, possession‑based mobile identity checks. The fraud‑prevention technology expands Verizon’s security portfolio and could generate additional revenue while enhancing customer trust. Together, the automotive and security partnerships broaden Verizon’s service offerings, suggesting a shift toward higher‑margin, data‑centric businesses over traditional voice. Over the next 1–10 trading days, investors should watch how quickly the BMW integration moves into production and whether early deployments generate measurable data usage. Additionally, monitoring the adoption rate of the Aduna verification service among Verizon’s enterprise and small‑business customers will indicate whether the new security offering gains traction. Finally, keep an eye on any regulatory or supply‑chain updates that could affect the rollout of 5G edge infrastructure in automotive and fraud‑prevention deployments.
Earnings Summary
Verizon Communications Inc. is a global telecommunications leader that serves consumers and businesses through its wireless and wireline networks, offering services such as mobile, broadband, and enterprise solutions. The company operates in the communication services sector, where network infrastructure and subscriber growth remain key drivers. In the most recent two quarters, Verizon posted EPS of $1.09 in Q4 2025 and $1.28 in Q1 2026, both beating analyst estimates of $1.0853 and $1.26648 respectively, while revenue fell to $36.38 billion from $34.44 billion, a decline from the $34.50 billion and $33.82 billion seen in Q2 and Q3 2025; the company has consistently outperformed earnings expectations, recording a six‑quarter streak of EPS beats. Historically, Verizon has maintained a steady upward trajectory in earnings, with EPS growth outpacing revenue growth in recent periods, and has rarely missed analyst forecasts, underscoring disciplined cost management and a robust network investment strategy. Recent news highlights Verizon’s accelerated fiber rollout in major urban markets and its 5G partnership with KDDI to supply connectivity to BMW vehicles, both of which could enhance subscriber acquisition and diversify revenue streams; meanwhile, the threat from Starlink’s expansion and the launch of a carrier fraud detection tool under the SOVA deal signal strategic responses to competitive pressures and new security opportunities. Investors should watch for the Q2 2026 earnings guidance, particularly subscriber growth figures, margin improvement, and the progress of the fiber and 5G deployment timelines, as well as any regulatory updates that could influence the company’s rollout plans.

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$36.3B - -
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 $42.15, giving Verizon Communications Inc. a market cap of 186.13B and a P/E ratio of 10.7. Today's range spans $41.30–$42.44, with shares opening at $41.61 and moving up $0.04 (0.1%) from the prior close. DailyIQ's technical score sits at 18/100 (SELL) with a news sentiment reading of 87/100.

Over the past year VZ has traded between $38.39 and $51.68 - the current price is +9.8% off the 52-week low and -18.4% from the high. 38 analysts cover the stock with a Hold consensus and a mean 12-month target of $51.69 (range $43.00–$71.00), implying upside of +22.6%.

The bearish momentum on Verizon Communications Inc. (VZ) - 18/100 (SELL), sentiment bullish at 87/100, price $42.15 (in the lower half of its 52-week range) - is the type of setup where stop-loss selling from long-side momentum strategies amplifies the initial technical weakness. The current P/E ratio stands at 10.7. At 186.13B in Communication Services market cap, the 52-week range of $38.39–$51.68 provides the structural reference, and the lower end of that range becomes the next key test if the current SELL signal persists.

When a large-cap Communication Services name with 186.13B in capitalization prints a SELL signal (18/100) alongside bullish news sentiment (87/100), the risk isn't just price depreciation — it's the loss of institutional sponsorship that makes recovery harder. At $42.15 (in the lower half of its 52-week range in the $38.39–$51.68 range), the structural support levels are where that sponsorship question gets answered.