Verizon Stock Rallies 20.4% Following Strong Q4 Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 07 2026
0mins
Source: Fool
- Strong Earnings Drive Stock: Verizon's fourth-quarter report at the end of January revealed an addition of 616,000 net postpaid subscribers, leading to a 20.4% stock price increase in February, contrasting with a 0.9% decline in the S&P 500 and a 3.4% drop in the Nasdaq Composite, showcasing robust market performance.
- Analyst Upgrades: Several firms, including JPMorgan Chase, RBC Capital, and Morgan Stanley, raised their ratings on Verizon in February, with price targets increased from $48 to $58 per share, reflecting a bullish outlook on the company's growth potential.
- Sustained Growth Momentum: Despite increased market volatility, Verizon's stock has risen 1.9% in March, indicating resilience in an uncertain economic environment, with analysts predicting continued customer growth momentum throughout 2026.
- Attractive Valuation: Even after significant gains, Verizon trades at a price-to-earnings ratio of just 10.4 and offers a dividend yield of approximately 5.4%, suggesting that its valuation remains appealing in the current market landscape, potentially attracting more investor interest.
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Analyst Views on VZ
Wall Street analysts forecast VZ stock price to fall
14 Analyst Rating
4 Buy
10 Hold
0 Sell
Moderate Buy
Current: 50.300
Low
43.00
Averages
46.42
High
51.00
Current: 50.300
Low
43.00
Averages
46.42
High
51.00
About VZ
Verizon Communications Inc. is a holding company. The Company, through its subsidiaries, provides communications, technology, information and streaming products and services to consumers, businesses and government entities. Its Consumer segment provides wireless and wireline communications services. It also provides fixed wireless access (FWA) broadband through its 5G or 4G Long-Term Evolution (LTE) networks portfolio. The Company's Business segment provides wireless and wireline communications services and products, including FWA broadband, data, video and advanced communication services, corporate networking solutions, security and managed network services, local and long-distance voice services and network access to deliver various Internet of Things (IoT) services and products. It provides these products and services to businesses, public sector customers and wireless and wireline carriers across the U.S. and a subset of these products and services to customers around the world.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Investor Relations Information: Earnings materials, including press releases and financial tables, will be available on Verizon's Investor Relations website at 7:00 a.m. ET, ensuring that investors have timely access to critical information.
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- Investor Relations Information: Earnings materials, including press releases and financial tables, will be available on Verizon's Investor Relations website at 7:00 a.m. ET, ensuring that investors have timely access to critical information.
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- Innovation Focus: Verizon is committed to continuous innovation to meet customer needs, ensuring its competitiveness in a rapidly changing market, particularly in its service to Fortune 500 companies.
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- Technical Analysis Tool: Comparing the latest share price to the 200-day moving average can provide valuable insights for investors, helping them assess market trends and potential buying opportunities.
- ETF Trading Mechanism: Exchange-traded funds (ETFs) trade like stocks, where investors buy and sell 'units' that can be created or destroyed based on demand, impacting the fund's liquidity and market performance.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding for ETFs experiencing significant inflows or outflows can provide investors with critical information regarding market sentiment and potential investment opportunities.
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- Improper Comparison: Kaplan highlighted that T-Mobile compares Verizon's non-promotional rate of $195 with its promotional rate of $140, which misleads consumers and could hinder T-Mobile's customer acquisition efforts by creating confusion in the market.
- Price Guarantee Scrutiny: The ruling criticized T-Mobile's five-year price guarantee, stating there is no evidence that the claimed savings would last even one year, let alone five, potentially undermining consumer trust in T-Mobile's offerings.
- Market Impact Analysis: This ruling may negatively affect T-Mobile's brand image and market share while providing Verizon with legal protection against misleading advertising, ensuring its customer base remains intact amidst competitive pressures.
See More
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Impact on Advertising: The ruling affects how mobile carriers can market their services and claims regarding savings.
See More
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Energy Sector Insights: XLE, the energy sector fund, has surged approximately 40% this year, driven by high crude oil prices, largely influenced by geopolitical tensions in Iran affecting oil supply.
Verizon's Strong Performance: Verizon Communications has delivered a total return of nearly 25% in 2026, making it one of the best-performing stocks in the communications sector, aided by a strategic shift under new CEO Dan Schulman.
Constellation Brands Recovery: Constellation Brands has seen a return of about 10% in 2026, despite a drop in beer volumes, with analysts optimistic about further upside potential and solid dividend yields.
See More
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- Significant User Growth: Over the past year, AT&T added 1.5 million phone users and 1 million fiber users, bringing total fiber subscribers to 10.4 million, with a 200 basis point increase in convergence rate to 42%, which will help reduce churn and enhance future free cash flow.
- Verizon's Strong Performance: Verizon achieved a net addition of 551,000 consumer subscribers in its 2025 report, with full-year operating revenue reaching $138.2 billion, up 2.5%, indicating potential recovery in a competitive market.
- Enhanced Shareholder Returns: Verizon's board authorized up to $25 billion in share repurchases over three years and raised its dividend for the 20th consecutive year, now yielding 5.62%, ranking 18th in the S&P 500, demonstrating a commitment to shareholders and financial stability.
See More
