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VZVZ

Verizon Communications Inc.

$VZ·$209B·Telecommunications Services·Communication Services
$50.14-0.9%YTD+15.0%1Y+13.5%
Price updated 3d ago·X counts updated 2d ago
VZVZ
$VZVerizon Communications Inc.
$50.14-0.88%196 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $VZ on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

196X posts · last 7 days
Aug 20Sep 5
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $VZ's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 76% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data10 posts analyzed · as of 2026-08-30

Sentiment on Verizon is split — bulls anchor on a new Google Cloud partnership with Gemini Enterprise supporting customer service, network ops, marketing and employee workflows (with Agentic Data Cloud as the data layer), a chart above resistance and "new highs incoming," and dividend-stock calls as the dollar rises. Bears counter that AI will be "a lot like wireless networks" — great buildouts, lousy carrier stocks — and that Musk's Starlink home-plus-cell bundle could put VZ/T on an existential footing.

Read what X is saying about $VZ

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $VZ — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-09-06

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

Verizon is a dividend-quality telco cooling at highs — a Google Cloud/Gemini partnership adds real optionality against the Starlink threat.

Verizon Communications is one of the two US telecom incumbents — wireless network, broadband, and now a growing enterprise-AI push through a fresh Google Cloud/Gemini Enterprise partnership. The stock is up 15% YTD on the dividend-yield rotation.

  • The mechanics are quality-yield: Q1 revenue grew 2.9% YoY to $34.44B, consensus FY26 EPS at $4.99 gives ~10x forward, TTM FCF yield is 10.6%, and the new Google Cloud/Gemini Enterprise deal (spanning customer service, network ops, marketing, employee workflows on Agentic Data Cloud) is a real AI-monetization thread — not just a marketing announcement.
  • The counter is the Starlink risk: Musk's Starlink home-plus-cell bundle is a genuine existential threat that bears frame as 'lousy carrier stocks great buildouts,' TTM debt/equity is 1.9x, and insider selling by executives (Malady, others) at $50-51 in early September says management is comfortable letting the stock clear at 88% of the 52-week range.

The stock is cooling from the 52-week highs with real fundamentals — an Oct 20 print showing wireless net-adds holding and enterprise-AI contribution restarts the compounding; a Starlink competitive escalation or a bond-yield spike is the invalidation.

Agrees with X sentimentThe mixed X read — Google Cloud/Gemini partnership as bullish, chart above resistance vs. Musk Starlink existential threat and 'AI great buildouts lousy carrier stocks' bear — is honest on both sides; the setup rewards steady wireless execution and punishes any Starlink share-take datapoint.

What to watch: The Oct 20 Q3 print — wireless net-adds, enterprise-AI revenue contribution, and any concrete Google Cloud/Gemini customer wins decide direction; a Starlink competitive escalation or a bond-yield spike is the invalidation.

On the calendar: 2026-10-20 — Q3 earnings

starlink competitive threatinsider selling patternhigh dividend yield

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

US wireless and broadband giant serving 90M+ postpaid subscribers and enterprise customers nationwide.

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

US wireless oligopoly (T-Mobile/AT&T/Verizon) sustains ARPU and margin stability through premium plan mix; satellite-connectivity demand from low-orbit networks adds optionality. Cord-cutting legacy wireline pressure continues, offset by broadband share gains.

What this means for $VZ

Partial — Verizon wireless + fixed; premium network quality, but market-share pressure from T-Mobile fixed-wireless and competition limits ARPU growth.

Industry benchmark

14-name peer basket
+11.1%YTD
+27.8%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
Q2 2026Jul 24, 2026$1.30$1.27+2.4%
Q1 2026Apr 27, 2026$1.28$1.22+4.9%
Q4 2025Jan 30, 2026$1.09$1.05+3.8%
Q3 2025Oct 29, 2025$1.21$1.19+1.7%
Next earningsTue, Oct 20·consensus EPS $1.29

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 18 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$141.0B$139.4B – $144.5B$4.99$4.96 – $5.1816
FY27$143.3B$138.1B – $146.2B$5.25$5.10 – $5.4618
FY28$144.7B$141.2B – $148.4B$5.63$5.21 – $6.0014
FY29$147.9B$145.0B – $151.3B$5.93$5.78 – $6.118
FY30$150.0B$147.1B – $153.5B$6.34$6.19 – $6.5412

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.0.6×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.88%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.+8.0%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.+9.7%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 today0.3% 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.β0.245-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.

Insider activity

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

Recent transactions

SellSep 1Kyle MaladyCEO1.1K sh$56KSellAug 25Kyle MaladyCEO1.1K sh$55KSellAug 18Kyle MaladyCEO1.1K sh$54KSellMay 29Samantha HammockEVP & Chief HR Officer73.1K sh$3.5M
+ 94 other (94 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 changeJul 248-K — Item 5.02: Officer or director change
8-KPress release / Reg FDJun 298-K — Item 7.01: Press release / Reg FD
AI summary

Verizon Communications filed a Reg FD disclosure on June 29, 2026. The available excerpt consists of dense XBRL metadata cataloguing dozens of Verizon bond series with no readable investor narrative. Body unavailable — excerpt is bond XBRL metadata only with no actionable Reg FD content.

8-KOfficer or director changeMay 288-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

VZ (VZ) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on multiple proposals. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KPress release / Reg FDMar 138-K — Item 7.01: Press release / Reg FD
+ 21 other (4 11-Ks · 4 routine 8-Ks · 2 S-8s · 2 10-Qs) in window

Recent news

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

Verizon Waives Charges for Hurricane Lowell, Prepares Network in Hawai'iglobenewswire.com·2d agoThese 2 Dividend Giants Yield Around 5%—But That's Where the Similarities End247wallst.com·2d agoBeacon Financial Advisory LLC Decreases Stock Position in Verizon Communications Inc. $VZdefenseworld.net·3d agoThe Big 3: VZ, NEM, SPCXyoutube.com·4d agoVerizon Shares Rise 23.3% YTD: How Should You Play the Stock?zacks.com·4d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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