VEON Shares Surge 15% After Strong Q4 Results Driven by Revenue Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy VEON?
Source: seekingalpha
- Significant Performance Growth: VEON reported a 17.4% year-over-year revenue increase in Q4, reaching $1.171 billion, with EBITDA rising 29.1%, demonstrating the company's strong core execution and cost control capabilities.
- Explosive Digital Revenue: The company's digital revenue surged 84.1% year-over-year to $235 million, particularly in financial services, reflecting the success of its digital transformation strategy.
- Optimistic Future Outlook: VEON forecasts total revenue growth of 9%-12% and EBITDA growth of 7%-10% for FY26, indicating confidence in its future performance and potential for sustained growth.
- Positive Market Reaction: While Seeking Alpha's Quant rating considers VEON a Hold, Wall Street analysts are generally bullish, rating it a Buy, reflecting optimistic expectations for its future performance.
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Analyst Views on VEON
Wall Street analysts forecast VEON stock price to rise
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 44.310
Low
75.00
Averages
87.50
High
100.00
Current: 44.310
Low
75.00
Averages
87.50
High
100.00
About VEON
VEON Ltd is a United Arab Emirates based digital operator which provides connectivity and internet services to corporate and individual customers across multiple markets. The company delivers both mobile and fixed line telecommunications services using traditional and broadband mobile technologies and supports prepaid and contract mobile plans for consumer and enterprise segments. The Company’s mobile offerings include national and international roaming, value added services, wireless broadband, mobile financial services, and digital applications. The Company also provides fixed line services such as voice, data, internet connectivity, data transmission, network access, domestic and international voice termination, and international transit services, alongside the sale of telecom equipment, infrastructure, and accessories. The company operates in Pakistan, Uzbekistan, Kazakhstan, and among others, delivering services under its brands Beeline, Kyivstar, Banglalink, and Jazz.
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.
VEON Set to Announce Q4 Earnings on March 13
- Earnings Announcement: VEON is scheduled to release its Q4 2023 earnings report on March 13 before market open, with consensus EPS estimates at $1.87 and revenue expectations at $1.12 billion, indicating significant investor interest in the company's financial performance.
- EPS Estimate Revisions: Over the past three months, VEON's EPS estimates have seen two upward revisions with no downward adjustments, reflecting increased analyst confidence in the company's profitability, which could positively impact its stock price.
- Revenue Estimate Fluctuations: The revenue estimates have experienced one upward and one downward revision, suggesting market uncertainty regarding VEON's future revenue growth, prompting investors to closely monitor the upcoming earnings report for performance insights.
- Acquisition Plans: VEON's intention to acquire a controlling stake in TPL Insurance may enhance its market position in the insurance sector, further diversifying its business portfolio and laying the groundwork for future growth.
See More
VEON Shares Surge 15% After Strong Q4 Results Driven by Revenue Growth
- Significant Performance Growth: VEON reported a 17.4% year-over-year revenue increase in Q4, reaching $1.171 billion, with EBITDA rising 29.1%, demonstrating the company's strong core execution and cost control capabilities.
- Explosive Digital Revenue: The company's digital revenue surged 84.1% year-over-year to $235 million, particularly in financial services, reflecting the success of its digital transformation strategy.
- Optimistic Future Outlook: VEON forecasts total revenue growth of 9%-12% and EBITDA growth of 7%-10% for FY26, indicating confidence in its future performance and potential for sustained growth.
- Positive Market Reaction: While Seeking Alpha's Quant rating considers VEON a Hold, Wall Street analysts are generally bullish, rating it a Buy, reflecting optimistic expectations for its future performance.
See More
El Pollo Loco Surges After Strong Q4 Earnings Beat Estimates
- Strong Earnings Report: El Pollo Loco reported Q4 earnings of $0.25 per share, surpassing analyst expectations of $0.20, indicating robust profitability that boosts investor confidence.
- Sales Exceed Expectations: The company achieved quarterly sales of $123.515 million, exceeding the analyst consensus of $122.783 million, demonstrating sustained strong market demand that drives overall performance.
- Stock Rating Upgrade: Benchmark upgraded El Pollo Loco's stock from Hold to Buy, reflecting a positive outlook on the company's future growth potential, which may attract more investor interest.
- Significant Stock Price Increase: Following the earnings report, El Pollo Loco's stock surged 17.6% to $12.79, indicating a strong market reaction to its financial performance and further solidifying its competitive position in the fast-food industry.
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VEON Releases Financial Outlook for 2026
- Earnings Highlights: VEON reported a GAAP EPS of -$0.44 for Q4 2025, with revenue increasing by 17.2% year-over-year to $1.17 billion, indicating resilience in revenue generation despite challenges, which boosts investor confidence.
- Digital Revenue Surge: Digital revenues soared by 84.1% year-over-year to $235 million, accounting for 20.1% of total revenues, driven in part by contributions from Uklon, showcasing significant progress in the company's digital transformation efforts.
- EBITDA Performance: The EBITDA for Q4 2025 reached $527 million, reflecting a 29.1% year-over-year increase, which highlights the company's success in cost control and operational efficiency, further solidifying its market position.
- 2026 Outlook: VEON anticipates total revenue growth of 9% to 12% year-over-year for 2026, with EBITDA growth projected at 7% to 10%, while maintaining a capex intensity of 14% to 16%, indicating a positive outlook for future growth.
See More
Major Earnings Reports Expected Before Friday's Open
- Earnings Preview: VEON Ltd. (VEON) is set to release its earnings before Friday's open, with market participants keen on its performance and growth potential in the competitive telecom sector.
- LNG Partners Report: Dynagas LNG Partners LP (DLNG) will also announce its earnings on the same day, with investors looking for insights into its operational data and profitability in the liquefied natural gas market.
- Retail Sector Insights: The Buckle (BKE) will reveal its earnings, shedding light on sales trends in the retail industry, particularly regarding consumer spending in the current economic climate.
- Tech Company Earnings: RLX Technology (RLX) is expected to report its earnings, with the market closely monitoring its performance and outlook in the rapidly evolving technology sector.
See More
VEON Successfully Auctions Mobile Spectrum in Pakistan
- Successful Spectrum Auction: The Pakistani government nearly triples the available spectrum from 274 MHz to 754 MHz in today's auction, with VEON's subsidiary Jazz securing the largest allocation of 190 MHz, significantly enhancing the national digital infrastructure.
- Investment and Innovation Environment: VEON CEO Kaan Terzioglu praised the government's reform-driven expansion of digital infrastructure, stating that the auction will accelerate the development of connectivity, digital services, and AI platforms, further attracting investment.
- Expanding User Base: JazzWorld currently serves over 100 million users, including 74 million mobile connectivity customers, and the additional spectrum will support enhanced network capacity and high-quality mobile broadband expansion, promoting digital inclusion.
- Future Investment Plans: Jazz will begin payments for the spectrum, approximately USD 239.5 million, in Pakistani Rupees starting in 2027, with plans to continue investing in network optimization to support the expansion of digital services nationwide.
See More
VEON Set to Announce Q4 Earnings on March 13
- Earnings Announcement: VEON is scheduled to release its Q4 2023 earnings report on March 13 before market open, with consensus EPS estimates at $1.87 and revenue expectations at $1.12 billion, indicating significant investor interest in the company's financial performance.
- EPS Estimate Revisions: Over the past three months, VEON's EPS estimates have seen two upward revisions with no downward adjustments, reflecting increased analyst confidence in the company's profitability, which could positively impact its stock price.
- Revenue Estimate Fluctuations: The revenue estimates have experienced one upward and one downward revision, suggesting market uncertainty regarding VEON's future revenue growth, prompting investors to closely monitor the upcoming earnings report for performance insights.
- Acquisition Plans: VEON's intention to acquire a controlling stake in TPL Insurance may enhance its market position in the insurance sector, further diversifying its business portfolio and laying the groundwork for future growth.
See More
VEON Shares Surge 15% After Strong Q4 Results Driven by Revenue Growth
- Significant Performance Growth: VEON reported a 17.4% year-over-year revenue increase in Q4, reaching $1.171 billion, with EBITDA rising 29.1%, demonstrating the company's strong core execution and cost control capabilities.
- Explosive Digital Revenue: The company's digital revenue surged 84.1% year-over-year to $235 million, particularly in financial services, reflecting the success of its digital transformation strategy.
- Optimistic Future Outlook: VEON forecasts total revenue growth of 9%-12% and EBITDA growth of 7%-10% for FY26, indicating confidence in its future performance and potential for sustained growth.
- Positive Market Reaction: While Seeking Alpha's Quant rating considers VEON a Hold, Wall Street analysts are generally bullish, rating it a Buy, reflecting optimistic expectations for its future performance.
See More
El Pollo Loco Surges After Strong Q4 Earnings Beat Estimates
- Strong Earnings Report: El Pollo Loco reported Q4 earnings of $0.25 per share, surpassing analyst expectations of $0.20, indicating robust profitability that boosts investor confidence.
- Sales Exceed Expectations: The company achieved quarterly sales of $123.515 million, exceeding the analyst consensus of $122.783 million, demonstrating sustained strong market demand that drives overall performance.
- Stock Rating Upgrade: Benchmark upgraded El Pollo Loco's stock from Hold to Buy, reflecting a positive outlook on the company's future growth potential, which may attract more investor interest.
- Significant Stock Price Increase: Following the earnings report, El Pollo Loco's stock surged 17.6% to $12.79, indicating a strong market reaction to its financial performance and further solidifying its competitive position in the fast-food industry.
See More
VEON Releases Financial Outlook for 2026
- Earnings Highlights: VEON reported a GAAP EPS of -$0.44 for Q4 2025, with revenue increasing by 17.2% year-over-year to $1.17 billion, indicating resilience in revenue generation despite challenges, which boosts investor confidence.
- Digital Revenue Surge: Digital revenues soared by 84.1% year-over-year to $235 million, accounting for 20.1% of total revenues, driven in part by contributions from Uklon, showcasing significant progress in the company's digital transformation efforts.
- EBITDA Performance: The EBITDA for Q4 2025 reached $527 million, reflecting a 29.1% year-over-year increase, which highlights the company's success in cost control and operational efficiency, further solidifying its market position.
- 2026 Outlook: VEON anticipates total revenue growth of 9% to 12% year-over-year for 2026, with EBITDA growth projected at 7% to 10%, while maintaining a capex intensity of 14% to 16%, indicating a positive outlook for future growth.
See More
Major Earnings Reports Expected Before Friday's Open
- Earnings Preview: VEON Ltd. (VEON) is set to release its earnings before Friday's open, with market participants keen on its performance and growth potential in the competitive telecom sector.
- LNG Partners Report: Dynagas LNG Partners LP (DLNG) will also announce its earnings on the same day, with investors looking for insights into its operational data and profitability in the liquefied natural gas market.
- Retail Sector Insights: The Buckle (BKE) will reveal its earnings, shedding light on sales trends in the retail industry, particularly regarding consumer spending in the current economic climate.
- Tech Company Earnings: RLX Technology (RLX) is expected to report its earnings, with the market closely monitoring its performance and outlook in the rapidly evolving technology sector.
See More
VEON Successfully Auctions Mobile Spectrum in Pakistan
- Successful Spectrum Auction: The Pakistani government nearly triples the available spectrum from 274 MHz to 754 MHz in today's auction, with VEON's subsidiary Jazz securing the largest allocation of 190 MHz, significantly enhancing the national digital infrastructure.
- Investment and Innovation Environment: VEON CEO Kaan Terzioglu praised the government's reform-driven expansion of digital infrastructure, stating that the auction will accelerate the development of connectivity, digital services, and AI platforms, further attracting investment.
- Expanding User Base: JazzWorld currently serves over 100 million users, including 74 million mobile connectivity customers, and the additional spectrum will support enhanced network capacity and high-quality mobile broadband expansion, promoting digital inclusion.
- Future Investment Plans: Jazz will begin payments for the spectrum, approximately USD 239.5 million, in Pakistani Rupees starting in 2027, with plans to continue investing in network optimization to support the expansion of digital services nationwide.
See More
