Verizon (VZ) up ~20% in February while the market tanked – and now multiple analyst upgrades? Is the 6-7% yield getting even more attractive?
u/Aggressive-Virus4046 ·
Reddit — r/ValueInvesting
· March 07, 2026 at 14:33
· ⬆ 23 pts
· 💬 28 comments
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Summary
The post highlights Verizon's (VZ) recent outperformance (~20% gain in Feb 2026) against a declining market, attributing it to strong subscriber growth and its defensive nature.
The author's thesis is that multiple recent analyst upgrades, combined with a high dividend yield (6-7%), make VZ an attractive and potentially safer income investment.
Quality assessment: This is a sentiment-driven post based on recent news and price action, not deep fundamental due diligence (DD). It's more of a discussion starter than a research piece.
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Verizon (VZ) has been a standout defensive play lately: the stock rose about **20% in February 2026** while the S&P 500 lost 0.9% and the Nasdaq dropped 3.4%. In a volatile macro environment (Iran tensions, weak jobs data), this kind of resilience is exactly what dividend investors look for.
The big driver? Verizon added **616,000 net postpaid subscribers** last quarter – a strong sign that demand for telecom services (mobile, fixed wireless, fiber) remains solid despite economic pressure.
On top of that, several major analysts have turned bullish post-earnings: JPMorgan, RBC, UBS, Morgan Stanley, Wells Fargo, and TD Cowen all raised price targets in the same month. When multiple firms upgrade a high-yield name like VZ at once, it often signals growing confidence in the sustainability of that juicy \~6-7% dividend yield.
For dividend-focused portfolios, this combo is appealing:
* Recurring revenue from subscriptions
* Defensive nature during macro shocks
* Recent momentum + analyst support = potential for continued stability and dividend safety
Personally, I captured part of the move via Bitget stock futures (VZUSDT perpetuals) – adjustable leverage, while still holding the core position for the yield.
what’s your take?
* Do these upgrades make VZ more attractive as a long-term income play?
* Still room for the rally to continue, or are you waiting for a pullback to add?
* How much weight do you give analyst upgrades when evaluating dividend safety?
Would love to hear your setups and yield targets! 📈