Coverage / VZ / Trade Card

VZ

Verizon Communications Inc

BUY 2026-08-01 Updated today USD 46.81 Communication Services - Telecommunications ServicesAWAIT ENTRY
67

Position levels

Currenttoday
USD 46.81
Buy <=wait / entry
USD 43.17
Trim >=take some off
USD 49.50
Thesis breakA material and sustained decline in post-paid phone net additions alongside nega...
-

Scenario-weighted conviction

ProbabilityScoreContribution
Bull case36%100 / 10036.0
Base case48%62 / 10029.8
Bear case16%10 / 1001.6
Weighted conviction67 / 100 - BUY

Top risks

  • Acquisition of spectrum licenses from United States Cellular Corporation
  • Q2 2026 EPS beat of $1.30 vs $1.27 estimate with next earnings on 2026-11-04
  • 550,000 mobility and broadband net additions in Q2 2026 plus expanded $4.5B share buyback target
Read full report →

Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.