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RBC Capital Raises its Price Target on Verizon Communications Inc. (VZ) to $48
Yahoo Finance· 2026-02-09 13:35
Verizon Communications Inc. (NYSE:VZ) is included among the 10 Most Profitable Undervalued Stocks to Buy RBC Capital Raises its Price Target on Verizon Communications Inc. (VZ) to $48 On February 3, 2026, RBC Capital raised its price target on Verizon Communications Inc. (NYSE:VZ) to $48 from $44 while maintaining a Sector Perform rating. The move followed Verizon’s fourth-quarter earnings beat. RBC pointed to the company’s turnaround plan, which centers on operating and capital expenditure reductions ai ...
Verizon Communications Inc. (VZ): A Bull Case Theory
Yahoo Finance· 2026-01-28 14:15
We came across a bullish thesis on Verizon Communications Inc. on Phaetrix Investing’s Substack by Phaetrix. In this article, we will summarize the bulls’ thesis on VZ. Verizon Communications Inc.'s share was trading at $39.62 as of January 26th. VZ’s trailing and forward P/E were 8.45 and 8.27 respectively according to Yahoo Finance. Ericsson (ERIC) Touches 3-Year High on Strong Earnings TunedIn by Westend61/Shutterstock.com Verizon Communications Inc., through its subsidiaries, engages in the provisio ...
Verizon Communications Inc. (VZ): A Bull Case Theory
Yahoo Finance· 2026-01-28 14:15
We came across a bullish thesis on Verizon Communications Inc. on Phaetrix Investing’s Substack by Phaetrix. In this article, we will summarize the bulls’ thesis on VZ. Verizon Communications Inc.'s share was trading at $39.62 as of January 26th. VZ’s trailing and forward P/E were 8.45 and 8.27 respectively according to Yahoo Finance. Ericsson (ERIC) Touches 3-Year High on Strong Earnings TunedIn by Westend61/Shutterstock.com Verizon Communications Inc., through its subsidiaries, engages in the provisio ...
General Dynamics Corporation (GD) Secures Major Navy Contract as Defense Spending Ramps Up
Yahoo Finance· 2026-01-28 11:49
Group 1 - General Dynamics Corp has secured a $988 million contract for the Ship and Air Command, Control, Communications, Computers, Combat, Intelligence, Surveillance, and Reconnaissance (C5ISR) Systems Support [1][2] - The contract focuses on modernizing the US Navy's fleet systems, including command, control, and surveillance technologies, and will cover guided missile ships, aircraft carriers, and coastal guard vessels [2] - The contract highlights General Dynamics Information Technology's (GDIT) extensive experience in delivering mission-critical services to the Navy, including advanced electronic warfare technologies and training services [3] Group 2 - UBS has reiterated a Neutral rating on General Dynamics with a price target of $381, noting the company's strong position in the aerospace and defense industry [4] - The research firm mentioned that 25 G700 and 10 G800 planes have completed flights but are yet to be delivered, which is an increase compared to the same period last year [4] - General Dynamics is recognized as a global aerospace and defense giant, involved in designing and manufacturing high-tech military equipment and luxury business jets, as well as providing IT/C4ISR solutions [5]
Scotiabank Trims Verizon (VZ) Price Target as Wireless Promotions Intensify
Yahoo Finance· 2026-01-12 22:02
Verizon Communications Inc. (NYSE:VZ) is included among the 13 Best Dividend Stocks Paying Over 6%. Scotiabank Trims Verizon (VZ) Price Target as Wireless Promotions Intensify Ken Wolter / Shutterstock.com On January 7, Scotiabank cut its price target on Verizon Communications Inc. (NYSE:VZ) to $48 from $51 and kept a Sector Perform rating. The firm said the change was part of a broader refresh of its telecom services targets ahead of Q4 earnings. Scotiabank noted that wireless promotions were especial ...
América Móvil (AMX) Benefits From Latin America Telecom Pricing Power
Yahoo Finance· 2025-12-28 16:15
Company Overview - América Móvil SAB de CV (NYSE:AMX) is a major Mexican telecommunications company specializing in communications, information technology, and digital content, operating in 22 countries across Latin America and Europe [4] Investment Outlook - Bank of America Securities initiated coverage of América Móvil, rating it Neutral with a price target of $26, highlighting a positive outlook for Latin American telecommunications in 2023-2024 due to relaxed capital expenditures and strengthened pricing power from industry consolidation [1] - Improved cash generation in the telecommunications industry has led to increased dividends for investors, with América Móvil having paid dividends for the past 25 years, reflecting a favorable trend for telecom companies in Latin America [2] Strategic Developments - América Móvil has secured broadcasting rights for the Olympics in Latin America, maintaining rights in 16 regions through to the Brisbane 2032 games, covering major events including the Winter Olympics in 2026 and 2030, and the Summer Olympics in 2028 and 2032 [3]
WPP PLC (WPP) Fell Due to Revenue Growth Falling Short of Expectations
Yahoo Finance· 2025-12-10 13:29
Core Insights - Hotchkis & Wiley Mid-Cap Value Fund's third-quarter 2025 investor letter highlights strong equity market performance, with major indices reaching all-time highs driven by enthusiasm for AI, anticipated Federal Reserve rate cuts, and robust corporate earnings [1] - The fund outperformed the Russell Midcap Value Index, achieving a gain of 7.74% compared to the index's 6.18% [1] Company Analysis: WPP plc - WPP plc is identified as a leading ad agency holding company, experiencing pressure due to lower-than-expected revenue growth and disappointing Q2 earnings results [3] - The stock of WPP plc saw a one-month return of 8.57%, but it has lost 62.46% over the past 52 weeks, closing at $21.16 per share with a market capitalization of $4.575 billion as of December 09, 2025 [2] - The introduction of a new CEO with expertise in digital transformation and AI is viewed as a potential catalyst for the company's turnaround, with expectations of mid-teens returns from capital return and organic growth [3] Hedge Fund Interest - WPP plc was held by 11 hedge fund portfolios at the end of the third quarter, an increase from 8 in the previous quarter, indicating growing interest among institutional investors [4] - Despite recognizing WPP plc's potential, the company is not among the 30 most popular stocks among hedge funds, with certain AI stocks being perceived as offering greater upside potential and lower downside risk [4]
Verizon Communications Inc. (VZ)’s CEO Tells Employees Last Month’s Layoffs Were Inevitable
Yahoo Finance· 2025-12-09 10:53
Verizon Communications Inc. (NYSE:VZ) is among the Top 15 Lowest P/E Ratios of the S&P 500 in 2025. On December 5, Barron’s reported that it had seen a video of the company’s live employee webcast on Friday, the first since last month’s mass layoffs. Verizon Communications Inc. (VZ)'s CEO Tells Employees Last Month's Layoffs Were Inevitable Photo by Austin Distel on Unsplash According to the report, Verizon’s CEO, Daniel Schulman, was blunt in explaining the downsizing. The company has lost between 5% a ...
Forterra Closes $238 Million Series C, Cementing Leadership in Autonomy and Interoperable Systems
Globenewswire· 2025-11-12 12:30
Core Insights - Forterra has successfully closed a $238 million Series C funding round, which includes both equity and debt, led by Moore Strategic Ventures and supported by various new and existing investors [1][3] - The company aims to set the operating standard for autonomy in complex environments, focusing on automating vehicles and transforming operations for entire fleets [2][3] - Recent contract wins include a $114 million Prime contract with the Army and the first ground autonomy production contract with the DoD, indicating strong momentum in the defense sector [4][5] Funding and Investment - The Series C funding round was led by Moore Strategic Ventures, with participation from notable investors such as Salesforce Ventures, Franklin Templeton, and others [1] - Crescent Cove has shown continued support by providing both equity and debt, reflecting confidence in Forterra's growth since its Series A in 2021 [1] Company Mission and Technology - Forterra's mission is to create interoperable mission modules and an autonomous stack that enable platforms to operate without limits [3] - The company has delivered both hardware and operating systems necessary for future autonomous ground operations, positioning itself as a leader in defense technology [3] Recent Achievements and Partnerships - Forterra has secured multiple contracts, including a $4.8 million contract for the Army's UxS Program and partnerships with companies like Volvo Defense and BAE Systems [4] - The acquisition of mobile mesh network company goTenna and the expansion of its product suite further enhance Forterra's capabilities in the defense sector [4] Industry Context - There is a growing demand from defense customers for intelligent and interoperable systems capable of functioning across complex missions and command structures [5]
Can Margin Gains Across Non-Pipeline Segments Drive MasTec's Growth?
ZACKS· 2025-10-07 14:30
Core Insights - MasTec, Inc. is focusing on enhancing profitability through margin expansion in its non-pipeline segments, particularly in Communications, Power Delivery, and Clean Energy & Infrastructure, driven by increasing demand in telecom, grid modernization, and renewable energy [1][10] Financial Performance - In Q2 2025, non-pipeline EBITDA increased by 42% year-over-year to $257 million, with revenues rising by 26%. Communications revenues grew by 40%, Power Delivery by 20%, and Clean Energy & Infrastructure nearly doubled its EBITDA to $83 million, improving segment margin by 240 basis points to 7.4% [2][10] - Overall, non-pipeline margins improved by 100 basis points year-over-year and 230 basis points sequentially, reflecting enhanced productivity and operating leverage [2] Future Outlook - MasTec anticipates further sequential margin gains in the second half of 2025, especially in Communications and Power Delivery, while Clean Energy is expected to maintain steady margins. The company has raised its full-year 2025 EBITDA guidance to a range of $1.13 billion to $1.16 billion, primarily due to an expected 30% increase in non-pipeline performance [3][4] Industry Comparison - Other infrastructure peers, such as EMCOR Group and Sterling Infrastructure, are also focusing on margin expansion. EMCOR reported a 28% year-over-year increase in adjusted EPS to $6.72, with operating margin expansion of 50 basis points to 9.6% [5][6] - Sterling Infrastructure's adjusted EPS rose by 41% year-over-year to $2.69, with gross profit margin expanding by 400 basis points to 23.3%, attributed to a shift towards higher-margin E-Infrastructure projects [7] Stock Performance - MasTec's shares have surged by 59.3% year-to-date, outperforming the Zacks Building Products - Heavy Construction industry's growth of 46.4% [8] - The Zacks Consensus Estimate for MasTec's 2025 and 2026 earnings per share (EPS) indicates a year-over-year increase of 60% and 22.4%, respectively, with estimates remaining unchanged over the past 30 days [12]