Is VZ a good stock to buy? We came across a bullish thesis on Verizon Communications Inc. on The Boring Finance Guy’s Substack. In this article, we will summarize the bulls’ thesis on VZ. Verizon Communications Inc.'s share was trading at $50.37 as of March 25th. VZ’s trailing and forward P/E were 12.31 and 10.16 respectively according to Yahoo Finance. Is VZ a good stock to buy? Copyright: hywards / 123RF Stock Photo Verizon Communications Inc. (VZ) is a legacy telecommunications leader undergoing a str ...

Operational excellence initiatives at Kinetic led to the highest consumer fiber gross adds ever and the best churn levels since the pandemic.Management is aggressively transitioning the revenue mix, with fiber expected to overtake legacy copper and TDM services as the majority of revenue by 2026.Strategic positioning focuses on 'insurgent' growth, prioritizing high-density fiber builds in Tier 2 and Tier 3 markets where the company has a first-mover advantage.Achieved record new bookings in Q4 2025, includi ...

We recently published 10 Market Winners With Stunning Gains. Liberty Global Ltd. (NASDAQ:LBTYA) was one of the best performers on Wednesday. Liberty Global soared to a new 52-week high on Wednesday, as investors took heart from a flurry of billion-dollar acquisition initiatives. At intra-day trading, the stock jumped to its highest price of $13.52 before trimming gains to finish the session just up by 16.76 percent at $13.03 apiece. In an updated report during the day, Liberty Global Ltd. (NASDAQ:LBTYA ...

Core Insights - U.S. telecom giants Verizon, AT&T, and T-Mobile have significantly outperformed the S&P 500 Index in 2026, driven by strong earnings reports rather than broader sector gains [3] - The Communication Services Select Sector SPDR Fund has a -3% total return in 2026, highlighting the exceptional performance of these telecom companies [3] Verizon Performance - Verizon's earnings report on January 30 led to a nearly 12% increase in shares, marking its largest post-earnings gain in at least ten years [4] - Sales grew by 2%, and adjusted earnings per share (EPS) of $1.09 exceeded expectations, but the main driver of investor optimism was the addition of 616,000 net postpaid wireless subscribers, the highest in five years [5][4] - Verizon expects to add between 750,000 to 1,000,000 net subscribers in 2026, significantly higher than the previous year [5] - Analysts have mixed views on Verizon, but all price targets increased post-earnings, indicating a consensus belief in the company's positive trajectory [6][8] - Verizon offers a 5.5% dividend yield, contributing to its attractive return profile [8] AT&T Performance - AT&T's Q4 2025 earnings report on January 28 resulted in a 4.6% stock gain, with revenue growth of 3.6% surpassing estimates [9] - Adjusted EPS of 52 cents was approximately 13% better than expected, and the company's 2026 adjusted EPS guidance of $2.25 to $2.35 also exceeded estimates [9] T-Mobile Performance - T-Mobile's performance in Q4 was less highlighted compared to Verizon and AT&T, but it still contributed to the overall positive sentiment in the telecom sector [7] - T-Mobile's growth in wireless customer additions was noted, but specific figures were not detailed in the provided content [7]

EXHIBIT 99.2 2 | 3 | Highlights | | --- | --- | | 4 | Customer Metrics | | 7 | Financial Metrics | | 13 | Capital Structure | | 14 | Guidance | | 15 | Contacts | | 16 | Financial and Operational Tables | (1) AT&T Inc. does not disclose postpaid net account additions. Comcast and Charter do not disclose postpaid phone net customer additions. Industry-leading claims are based on consensus expectations if results are not yet reported. (2) Core Adjusted EBITDA, Adjusted Free Cash Flow and Adjusted Free Cash Flo ...

Core Insights - AT&T Inc. has shown strong performance in Q4 2025, exceeding earnings and revenue estimates due to increased demand in mobility and broadband sectors [2] - The company is strategically expanding its fiber Internet service through the acquisition of Lumen Technologies' mass-market fiber business for $5.75 billion, adding over one million fiber subscribers [4] - Despite challenges in legacy services and margin pressures, AT&T plans to return $45 billion to shareholders from 2026 to 2028, supported by cost savings and enhanced free cash flow [3] Financial Performance - AT&T reported significant growth in wireless and broadband services, with fiber convergence rising to 42% and adding 283,000 net fiber subscribers and 221,000 Internet Air subscribers [2] - The stock price has increased by 6.4% over the past month, outperforming the Zacks S&P 500 composite and the Zacks Wireless National industry [5] - AT&T's current stock price is $26.83, with a market capitalization of approximately $190.21 billion [5] Strategic Moves - The acquisition of Lumen Technologies enhances AT&T's fiber Internet service footprint across 32 U.S. states, including major cities like Denver, Seattle, and Salt Lake City [4] - The company remains committed to investing in key areas such as 5G and fiber, adapting its strategies to align with market changes [3] - David Taylor's recent share purchase reflects investor confidence in AT&T's growth prospects [6]

Core Insights - AT&T's shares rose over 10% following a strong quarterly financial report and a positive long-term growth outlook [1][2] Financial Performance - The company generated $16.6 billion in free cash flow in 2024, with expectations to exceed $21 billion by 2028 [5] - AT&T's current dividend yield stands at 4.2%, and a new $10 billion share buyback program has been approved by the board [1][5] Customer Growth - AT&T attracted 421,000 postpaid phone and 283,000 fiber subscribers in the fourth quarter [2] - The fiber convergence rate increased by 200 basis points year over year to 42%, marking the fastest annual growth since tracking began [3] Customer Retention - The postpaid churn rate was reported at less than 1%, indicating effective customer retention despite competition from rivals like Verizon and T-Mobile [4]

Core Insights - T-Mobile US Inc. has been downgraded by Oppenheimer from Outperform to Perform, with concerns about subscriber growth and free cash flow estimates [1][3] - The company reported its best-ever total postpaid net additions, raising its guidance for total postpaid net additions for the year [2][3] - T-Mobile's revenue for the quarter was $21.96 billion, reflecting an 8.90% year-over-year increase, although it missed Street estimates [2] Subscriber Growth and Competition - Oppenheimer forecasts that T-Mobile will struggle to exceed subscriber growth estimates due to slowing overall industry growth and heightened competition expected to last for 12 to 24 months [1][3] - The company added over 1 million postpaid phone net additions in Q3 2025, leading to an increase in total postpaid net additions guidance to 7.2 to 7.4 million for the full year [2][3] Financial Performance - T-Mobile achieved $21.96 billion in revenue, an 8.90% increase year-over-year, but missed estimates by $7.29 million [2] - The company reported earnings per share (EPS) of $2.77, exceeding guidance by $0.20 [2] Business Segments - T-Mobile's 5G broadband business added over 500,000 customers, and the fiber business added over 50,000 new customers, leading to an increase in fiber customer net additions guidance to approximately 130,000 [3]

EXHIBIT 99.2 | 3 | Highlights | | --- | --- | | 4 | Customer Metrics | | 7 | Financial Metrics | | 13 | Capital Structure | | 14 | Guidance | | 15 | Contacts | | 16 | Financial and Operational Tables | 2 (1) AT&T Inc. does not disclose postpaid net account additions. Comcast and Charter do not disclose postpaid phone net customer additions. Industry-leading claims are based on consensus expectations if results are not yet reported. (2) Core Adjusted EBITDA, Adjusted Free Cash Flow and Adjusted Free Cash Flo ...

Core Insights - The company is focusing on providing both fiber and wireless services to more customers, indicating a strategic shift towards integrated service offerings [1] - The company reports that this strategic move is yielding positive results, suggesting an increase in customer acquisition or retention [1] - Analysts are expected to closely observe the effects of promotional activities on the company's performance [1]