VERIZON COMMUNICATIONS INC
Verizon (VZ) and Realty Income (O) both yield around 5%, but differ in growth and balance sheet. VZ reported 27% YoY free cash flow growth, raised EPS guidance to 6-7%, and has lower leverage. O has 115 consecutive dividend increases, but slower growth and higher debt. VZ is preferred for growth, while O suits income-focused investors.
Verizon Communications (VZ) stock has risen 22% in the past year, near its 52-week high. The company reports strong operating margins and cash flow, with management citing improved customer experience and a new agreement with Google. VZ trades at a P/E of 13.0, below the S&P 500 median, but revenue growth lags the market. The company's strategy to eliminate fees may reduce churn but also cuts revenue.
Cable One (CABO) reported Q2 revenue of $348.9M, down 8.4% YoY, missing EPS and EBITDA estimates. Comcast (CMCSA) reported $29.57B revenue, up 4.7% YoY, beating estimates. Optimum (OPTU), AT&T (T), and Verizon (VZ) also reported mixed results. CABO stock fell 36.3% post-earnings, while CMCSA, OPTU, T, and VZ rose 14.3%, 29.4%, 16.7%, and 14.7% respectively.
Over the past 7 days, alphai's AI scored 9 news stories mentioning VZ (VERIZON COMMUNICATIONS INC). Coverage has been balanced: 2 bullish, 5 neutral, and 2 bearish.
Recent VZ coverage spans earnings, financial news and technology.
In the last 30 days, VZ insiders filed 3 SEC Form 4 transactions — no purchases and 3 sales ($164K). The most active reporter was Malady Kyle, EVP and Group CEO-VZ Business, with 3 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Strong earnings beat and upgraded guidance may support upside and attract income investors.
The Google contract adds a significant growth catalyst for Verizon's network services.
Flat revenue and EPS miss, but price still up, indicating market resilience.
Modest price decline despite earnings beat suggests limited upside; analysts maintain a modest 2.9% target.
Potential modest increase in share supply; unlikely to move price materially.
alphai scores every news story that mentions VZ with an AI model for sentiment and relevance, and aggregates insider trades from VERIZON COMMUNICATIONS INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Verizon (VZ) and Realty Income (O) both yield around 5%, but differ in growth and balance sheet. VZ reported 27% YoY free cash flow growth, raised EPS guidance to 6-7%, and has lower leverage. O has 115 consecutive dividend increases, but slower growth and higher debt. VZ is preferred for growth, while O suits income-focused investors.
3 min readVerizon Communications (VZ) stock has risen 22% in the past year, near its 52-week high. The company reports strong operating margins and cash flow, with management citing improved customer experience and a new agreement with Google. VZ trades at a P/E of 13.0, below the S&P 500 median, but revenue growth lags the market. The company's strategy to eliminate fees may reduce churn but also cuts revenue.
3 min readCable One (CABO) reported Q2 revenue of $348.9M, down 8.4% YoY, missing EPS and EBITDA estimates. Comcast (CMCSA) reported $29.57B revenue, up 4.7% YoY, beating estimates. Optimum (OPTU), AT&T (T), and Verizon (VZ) also reported mixed results. CABO stock fell 36.3% post-earnings, while CMCSA, OPTU, T, and VZ rose 14.3%, 29.4%, 16.7%, and 14.7% respectively.
3 min readVerizon (VZ) stock has slipped 3.5% from its 52-week high but is up 4.3% over the past three months, outperforming the S&P 500. Over 52 weeks, VZ gained 13.5%, lagging the S&P 500's 18.6% return. Q2 2026 revenue was $34.3 billion, flat year-over-year, missing estimates, but adjusted EPS of $1.30 beat expectations. Analysts have a 'Moderate Buy' consensus with a mean price target of $51.57.
2 min readVerizon's Kyle Malady plans to sell 1,100 shares of Verizon common stock, valued at $55,550, on or after September 1, 2026, under Rule 144. This follows prior sales of 1,100 shares each on August 18 and 25, 2026, valued at $53,548 and $55,066 respectively. The shares stem from restricted stock vesting on March 1, 2026, as part of Malady's compensation.
1 min readVerizon (VZ) plans to redeem $1.25B in 2028 notes in 2026, improving its balance sheet. The company is focusing on connectivity metrics and dark fiber contracts for future growth, aiming for $147.7B revenue and $22.4B earnings by 2029. Analysts' estimates vary, with some predicting slower growth. The redemption is part of broader refinancing efforts.
3 min readSpring Lake, New Jersey residents are opposing Verizon's plans to install 5G towers on the town's beachfront, citing health, property value, and aesthetic concerns. Verizon sued the town in November 2024 to advance its plans. The borough is considering a settlement, but residents and their legal supporters argue it's premature and favors Verizon. Similar lawsuits are ongoing in nearby Belmar and Lavallette, with Children's Health Defense providing legal support.
2 min readVerizon (VZ) has shifted its focus from wireless to combined connectivity metrics and dark-fiber deals. Q2 2026 wireless revenue fell 0.7% to $20.8B, while mobility and broadband revenue rose 2.8% to $23.4B. Consumer segment, 77% of revenue, added 348K broadband subscribers. Management expects dark-fiber revenue to start in 2027. TTM revenue up 1.4% against a 3-year average of 1.0%.
2 min readAlphabet (GOOGL) will replace Verizon (VZ) in the Dow Jones Industrial Average, effective June 29. GOOGL gained 1.1% in after-hours trading, while VZ fell 0.45%. S&P Dow Jones Indices cited Alphabet's larger market cap and diverse business portfolio. Retail sentiment on Stocktwits remains bullish, with increased message volume. GOOGL is up 11% year-to-date.
2 min readVerizon (VZ) reported Q1 2025 earnings with adjusted EPS of $1.19, up from $1.15 YoY, and revenue of $33.48B, up 1.5%. Fixed wireless access added 308K subscribers, driving revenue growth of 47.8%. Wireless service revenue grew 2.7%, while free cash flow improved to $3.64B. Postpaid phone net losses widened to 356K. Verizon reaffirmed its full-year 2025 guidance.
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