Verizon (VZ)
NYSECommunication ServicesTelecommunications ServicesSnapshot 2026-09-15
$51.45+0.31%
Close 2026-09-15 · 1-day change
NYSECommunication ServicesTelecommunications ServicesSnapshot 2026-09-15
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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 broken — Free cash flow growth and capital discipline: FCF growth +9.0% to +10.0% vs $21.5B target; Capex $16.0B to $16.5B vs $16.5B target.
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 RiskVerizon's growth in wireless service revenue and broadband connections is crucial to its valuation. Revenue grew 2.8% year over year, and the last quarter beat expectations. It trades at 10.5× P/E versus a peer median of 16.9×. This suggests the price reflects less growth than forecasted. A specific risk is the potential for a credibility hit if Verizon cuts guidance after recently raising it. Peer multiples imply a price roughly in line with where it trades (about fair). The thesis has broken due to a primary pillar being broken: free cash flow growth and capital discipline.
Trailing returns as of 2026-09-15. VZ is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 26 analysts currently covering VZ (as of Sep 2026).
Based on 6 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 2026-09-15. 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: Grow wireless service revenue and broadband connections
Fiber deal supports growth in broadband connections.
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 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
Current $51.45
The last 12 months of price, then the range of analyst 12-month targets from today’s $51.45.
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.
Legal challenges could hinder 5G expansion efforts.
Supreme Court ruling impacts financial obligations.
Advances: Grow wireless service revenue and broadband connections
Expansion of partnerships supports growth in wireless service revenue.
Advances: Grow wireless service revenue and broadband connections
Fiber expansion supports growth in broadband connections.
Threatens: Increase service revenue
Outages could impact service revenue growth.
Advances: Increase service revenue
AI technology enhances service offerings and revenue potential.
Legal challenges could impact operational costs.