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VZVZ

Verizon Communications Inc.

$VZ·$189B·Telecommunications Services·Communication Services
$45.33-0.1%
Mentions · last 7 days
2026-06-01: 15 posts2026-06-02: 39 posts2026-06-03: 67 posts2026-06-04: 66 posts2026-06-05: 51 posts2026-06-06: 167 posts2026-06-07: 193 posts598+48%
Price updated 10m ago·X counts updated 19h ago
VZVZ
Verizon Communications Inc.$VZ
$45.33-0.10%598 posts+48%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $VZ, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-06-08

Catching its breath after a run — could pick back up or fade from here.

Telecom giant consolidates lower amidst defensive income investor interest.

Verizon Communications is cooling as the stock experiences minimal social media chatter amidst defensive sector rotation. Income-oriented investors remain focused on capital return initiatives rather than growth catalysts. The stock trades at a price-to-earnings ratio of 11.0, yielding a high free cash flow yield of 10.6%. First-quarter revenue rose 2.9% year-over-year to $34,440.0M, supported by a stable operating margin of 23.9% and a return on equity of 16.7%.

What to watch: The growth rate of wireless postpaid phone net additions and the next earnings release scheduled for July twenty-first.

On the calendar: 2026-07-21 — Q2 2026 earnings

Read the AI verdict + X sentiment for $VZ

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Verizon Communications Inc., through its subsidiaries, offers communications, technology, information, and entertainment products and services to consumers, businesses, and governmental entities worldwide. Its Consumer segment provides postpaid and prepaid service plans; internet access on notebook computers and tablets; wireless equipment, including smartphones and other handsets; and wireless-enabled internet devices, such as tablets, and other wireless-enabled connected devices comprising smart watches. It also provides residential fixed connectivity solutions, such as internet, video, and voice services; and sells network access to mobile virtual network operators. As of December 31, 2021, it had approximately 115 million wireless retail connections, 7 million wireline broadband connections, and 4 million Fios video connections. The company's Business segment provides network connectivity products, including private networking, private cloud connectivity, virtual and software defined networking, and internet access services; and internet protocol-based voice and video services, unified communications and collaboration tools, and customer contact center solutions. This segment also offers a suite of management and data security services; domestic and global voice and data solutions, such as voice calling, messaging services, conferencing, contact center solutions, and private line and data access networks; customer premises equipment; installation, maintenance, and site services; and Internet of Things products and services. As of December 31, 2021, it had approximately 27 million wireless retail postpaid connections and 477 thousand wireline broadband connections. The company was formerly known as Bell Atlantic Corporation and changed its name to Verizon Communications Inc. in June 2000. Verizon Communications Inc. was incorporated in 1983 and is headquartered in New York, New York.

Industry overviewAI analysisGenerated by AI from underlying data

Where Telecommunications Services sits in its cycle right now — and what that implies for $VZ.

Telecommunications Services · Communication Services

Space-based connectivity is the structural differentiation play — IRDM's global LEO satellite voice/IoT/broadband and GSAT's LEO constellation with SpaceX partnership are the growth vectors above legacy terrestrial carriers. AT&T Fiber broadband and Comcast Xfinity's consistent quality rankings anchor the infrastructure base.

See how Telecommunications Services shapes $VZ

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $VZ's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Industry benchmark

8-name peer basket
+20.9%YTD
+31.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
11.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
21.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
10.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
16.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
58.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 27, 2026$1.28$1.21+5.8%
Q4 2025Jan 30, 2026$1.09$1.05+3.8%
Q3 2025Oct 29, 2025$1.21$1.19+1.7%
Q2 2025Jul 21, 2025$1.22$1.19+2.5%
Next earningsTue, Jul 21·consensus EPS $1.27

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$34.4B+2.9%60.3%23.9%$1.20$3.8B
Q4 FY25$36.4B+2.0%80.5%13.8%$0.55$4.4B
Q3 FY25$33.8B+1.5%46.9%24.0%$1.17$6.8B
Q2 FY25$34.5B+5.2%46.3%23.7%$1.18$5.1B

Forward consensus

5-year forecast · up to 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$142.8B$141.2B – $144.4B$4.95$4.79 – $5.0917
FY27$144.7B$141.2B – $147.7B$5.25$5.03 – $5.4617
FY28$146.4B$146.0B – $146.7B$5.66$5.14 – $6.0315
FY29$148.0B$144.8B – $150.2B$6.07$5.90 – $6.1911
FY30$149.9B$146.7B – $152.1B$6.55$6.37 – $6.687

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.53%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+2.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 4.2B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.225-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Know if $VZ is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 29Samantha HammockEVP & Chief HR Officer73.1K sh$3.5M
+ 49 other (49 awards) in window

See when $VZ insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeMay 288-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
8-KPress release / Reg FDMar 138-K — Item 7.01: Press release / Reg FD
3New insider — initial holdingsFeb 133
8-KOfficer or director changeFeb 98-K — Item 5.02: Officer or director change
8-KOfficer or director changeFeb 58-K — Item 5.02: Officer or director change
8-KPress release / Reg FDJan 308-K — Item 7.01: Press release / Reg FD
8-KOfficer or director changeJan 128-K — Item 5.02: Officer or director change
+ 19 other (5 routine 8-Ks · 2 S-8s · 2 13Gs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Oppenheimer Says SpaceX Could Disrupt a $1.6 Trillion Industry. AT&T and Verizon Investors Should Be Worried.fool.com·2d agoThe Smartest Dividend ETF to Buy With $1,000 Right Now -- and It's Up 19% in 2026fool.com·2d agoForget Wall Street's Ultimate Telecom Value Trap and Buy the Real Free Cash Flow King247wallst.com·3d agoVZ Shares Rise 8.6% in Six Months: What's the Next Move for Investors?zacks.com·3d agoVerizon declares quarterly dividend on June 4, 2026globenewswire.com·4d ago

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Voices on X · last 7 days

No standout posts about $VZ on X in the last 7 days.

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