Verizon (VZ)
NYSECommunication ServicesTelecommunications ServicesSnapshot 2026-10-30
$44.73+2.45%
Close 2026-10-30 · 1-day change
NYSECommunication ServicesTelecommunications ServicesSnapshot 2026-10-30
Research Workspace
Put VZ beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communication Services is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Free cash flow growth and capital discipline: Comparison needs review.
View ThesisRevenue is growing steadily — about 1% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on earnings delivery, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskVZ’s case rests on adjusted EPS growth, supported by subscriber momentum and its AWS AI infrastructure deal. Revenue growth slowed from 2.9% year over year in Q1 to 1.5% in Q3, despite an earnings beat. Q3 non-GAAP EPS was 1.31, above consensus of 1.27. VZ trades at 9× P/E versus a 17× peer median and its 9.5× historical multiple. The price reflects less growth than our forecast, though the peer comparison is a weak guide. The risk is pressure on free cash flow growth and capital discipline; that comparison needs review. Our model puts the next-quarter miss probability near 17%. Peer multiples imply a price about 9% above where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. VZ is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 27 analysts currently covering VZ (as of Oct 2026).
Based on 7 Wall Street analysts offering 12-month price targets for VZ in the last 4 months.
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Compare VZ with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| VZ Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Integrated Telecommunication Services — fair value, gap to price, and forward P/E.
Compare the value case
Put VZ next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Deliver adjusted EPS growth
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $44.73
The last 12 months of price, then the range of analyst 12-month targets from today’s $44.73.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Reported EPS growth outlook and FWA target support earnings and broadband growth objectives.
Advances: Deliver adjusted EPS growth
Raised outlook, subscriber growth, and large AWS deal support earnings and customer objectives.
Advances: Raise adjusted EPS guidance and deliver EPS growth
Profit beat and raised guidance reinforce EPS growth objectives.
Advances: Deliver adjusted EPS growth
Higher forecasts and major AWS AI infrastructure deal provide operating and earnings support.
SpaceX spectrum deal impacts competitive positioning.
Starlink risk poses competitive threat to Verizon.
Advances: Grow mobility and broadband customers and service revenue
Carrier satellite joint venture could extend coverage and support customer acquisition.
Advances: Grow mobility and broadband customers and service revenue
Dead-zone initiative could improve coverage and strengthen customer proposition.
