Verizon (VZ) Added 1.1 Million Net Subscribers in Q4-2025

Core Insights - Verizon Communications Inc. reported strong Q4-2025 results, adding 1.1 million net new subscribers and expanding fiber coverage to 30 million homes [1][3] - The company achieved a 2.5% year-over-year revenue growth, increasing from $134.8 billion to $138.2 billion [1] - Verizon's operating cash flows grew by 0.5% year-over-year, from $36.9 billion to $37.1 billion, and free cash flow to the firm increased by 1.5%, from $19.8 billion to $20.1 billion [1] - CEO Dan Schulman provided guidance for 2026, projecting revenue growth of 2-3%, adjusted EPS growth of 4-5%, and free cash flows growth of 7% [1] Analyst Ratings and Price Targets - Wells Fargo raised its target price for Verizon from $41 to $44, citing strong subscriber growth and a $5 billion reduction in capital costs [2] - Morgan Stanley increased its target price from $47 to $49, attributing the rise to lower CapEx spend guidance and an improved free cash flow forecast [2] - Among analysts covering Verizon, approximately 39% have a "Buy" rating, 57% have a "Hold," and 4% have a "Sell" rating, with a median target price of $47 [2]