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 ...

Get alerts: AT&T, TELUS, Vodafone Group, Dycom Industries, and Telephone and Data Systems are the five Telecom stocks to watch today, according to MarketBeat’s stock screener tool. Telecom stocks are shares of publicly traded companies that provide telecommunications services or infrastructure—such as wireless carriers, broadband and satellite providers, and network-equipment makers. Investors typically regard them as income-oriented, relatively stable holdings because they generate recurring subscription ...

Core Insights - Verizon Communications Inc. is a significant player in the telecommunications industry, competing with major companies like AT&T and T-Mobile [1] Group 1: Company Transactions - On March 9, 2026, a representative from Texas's 17th district sold shares of Verizon, valued between $1,001 and $15,000 [1] Group 2: Industry Events - Verizon participated in the Deutsche Bank 34th Annual Media, Internet & Telecom Conference, sharing strategies and insights into the telecommunications industry [2] Group 3: Stock Performance - Verizon's stock is currently priced at $50.79, reflecting an increase of 0.66% or $0.34, with fluctuations between a low of $50.02 and a high of $50.82 on the same day [3] - Over the past year, Verizon's stock has experienced volatility, reaching a high of $51.41 and a low of $38.39 [3] Group 4: Market Capitalization and Trading Activity - Verizon's market capitalization is approximately $214.19 billion, indicating its significant presence in the telecommunications sector [4] - The trading volume on the New York Stock Exchange for Verizon is 8,128,017 shares, demonstrating active investor interest [4]

Group 1 - Wall Street is becoming more positive on infrastructure-related companies, with Scotiabank upgrading Verizon to Outperform and Barclays initiating coverage on ITT [2][6] - Scotiabank raised Verizon's price target to $54.50 from $50.25, citing strong subscriber growth and cost improvements as key factors [3][4] - Verizon's stock trades at a forward P/E of approximately 10x and has a dividend yield of 5.34%, with a year-to-date increase of nearly 26% [4][6] Group 2 - Scotiabank's analysis indicates a multi-year cost reduction strategy for Verizon, expecting further improvements in 2027 and 2028 [5] - Verizon reported postpaid phone net additions of 568,000 in Q4 2024, a 26.5% year-over-year increase, marking its best performance in over a decade [5] - ITT was initiated at Equal Weight with a price target of $220, while currently trading at $185.59, reflecting a decline of 8.12% after its acquisition of SPX FLOW [6]

Core Insights - Investors are optimistic about Nvidia's upcoming Q4 results, while several other Zacks-rated stocks have exceeded EPS expectations, indicating strong growth trajectories and potential for portfolio diversification [1] Group 1: Allison Transmission Holdings (ALSN) - Allison Transmission Holdings reported Q4 EPS of $1.70, surpassing expectations of $1.56 by 9%, although it decreased from $2.01 per share a year ago [2] - The full-year EPS for FY25 was slightly down to $8.21, but it is projected to rebound with an 18% increase to $9.68 this year [2] - ALSN trades at an attractive 12X forward earnings multiple and offers a respectable annual dividend yield nearing 1% [3] Group 2: BWX Technologies (BWXT) - BWX Technologies achieved Q4 EPS of $1.08, beating estimates of $0.91 by nearly 19% and increasing from $0.92 per share in the same quarter last year [4] - The full-year EPS rose 20% to $4.01, with annual earnings expected to increase another 6% in FY26 [6] - BWXT has a forward P/E multiple of 46X, reflecting high investor sentiment in the aerospace and defense sector amid geopolitical tensions [5] Group 3: Telefonica Brasil (VIV) - Telefonica Brasil reported Q4 EPS of $0.22, exceeding expectations of $0.17 and up from $0.18 per share last year [9] - As the largest wireless provider in Brazil, it offers a 2.49% annual dividend yield, with annual earnings up 8% and FY26 EPS forecasted to spike 26% to $0.86 [10] Group 4: V2X Inc (VVX) - V2X Inc posted Q4 EPS of $1.56, beating estimates of $1.33 by 17% and showing a 21% increase in FY25 EPS to $5.24 [11] - The company does not offer a dividend but trades at a relatively low 12X forward earnings multiple, indicating improving growth prospects [12]

Core Viewpoint - Rogers Communications Inc. has shown improved financial performance, leading to an increased price target and maintained Buy rating from Canaccord, reflecting confidence in its earnings and cash flow outlook [1][3]. Financial Performance - The fourth-quarter results of Rogers Communications exceeded forecasts, driven by strong performance in the Media segment, particularly from sports assets and new content channels [3]. - Better-than-expected EBITDA and free cash flow were reported, with management's 2026 guidance indicating service revenue and free cash flow projections surpassing analyst expectations [3]. - Capital expenditure plans were slightly reduced, suggesting stronger medium-term cash generation and balance sheet improvement [3]. Market Position and Strategy - Despite flat wireless service revenue and pressure on ARPU, there are signs of stabilization in churn and a potential moderation in competitive intensity [3]. - The Cable segment continues to provide a stable earnings foundation, while the Media segment has emerged as a significant growth lever when programming performance is favorable [3]. - A sum-of-the-parts valuation approach indicates attractive upside potential, supporting a positive investment stance [3]. Company Overview - Founded in 1960 and headquartered in Toronto, Rogers Communications operates in wireless services, cable television, telephony, internet, and professional sports, positioning itself to generate resilient cash flows [4].

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]

Core Insights - America Movil, S.A.B. de C.V. (AMX) reported a net income per ADR of 35 cents for Q4 2025, a significant increase from 7 cents in the same quarter last year, although it fell short of the Zacks Consensus Estimate of 43 cents [1][9] - The company's total quarterly revenues rose by 3.4% to Mex$244,897 million, driven by growth in both Service and Equipment segments [3][9] Financial Performance - Net income for the quarter was Mex$19,134 million, compared to Mex$4,074 million in the prior-year quarter [1] - Comprehensive financing costs decreased by 47.6% to Mex$15,643 million from Mex$29,850 million year-over-year [2] - Free cash flow increased by 39% year-over-year to Mex$81,884 million [12][9] - Total costs and expenses rose by 2.8% to Mex$149,969 million, while EBITDA increased by 4.2% to Mex$94,928 million, resulting in an EBITDA margin of 38.8% [11] Subscriber Growth - AMX gained 2.5 million wireless subscribers in Q4 2025, including a net increase of 2.8 million postpaid subscribers, while the prepaid segment saw a decline of 298,000 users [4] - The company had a total of 331 million wireless subscribers by the end of December 2025 [4] Regional Performance - Central America experienced a revenue growth of 10.4%, with wireless service revenue increasing by 12.7% year-over-year [6] - Argentina's revenues rose by 7.4% to ARS 770,695 million, driven by higher service revenues, although equipment revenues showed soft trends [7] - Brazil's revenues increased by 6.3% to BRL $13,381 million, supported by strong performance in Service and Equipment revenues [10]

Core Viewpoint - T-Mobile's wireless subscriber growth in the fourth quarter fell short of analysts' expectations due to aggressive competition from rivals offering attractive deals and promotions [1] Subscriber Growth - T-Mobile added fewer wireless subscribers in the fourth quarter compared to analyst forecasts, indicating a potential challenge in maintaining market share amidst competitive pressures [1]

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]