VZ VZ Verizon Communications Inc. Loading... : Bullish and Bearish Analyst Opinions

Verizon announced layoffs affecting about 3,000 corporate retail employees as part of new CEO Dan Schulman's transformation plan for the mobile provider.

Verizon announces retail layoffs as part of a reorganization strategy to streamline operations and reduce costs.

Verizon is planning a new round of layoffs this week according to a report from Barron's.

Verizon is planning a new round of layoffs this week according to a report from Barron's.

Avoid AT&T, Verizon on Starlink threat

Verizon's connected vehicle deal with BMW is a growth initiative, but the Seeking Alpha Quant model rates it a neutral HOLD, balancing income appeal against competitive pressures.

Seeking Alpha reports Verizon and BT Group forming a 50/50 joint venture with a $625M equalization payment, but the Quant system rates it a HOLD with no explicit author position.

Verizon expects a second-quarter loss of between 700 million and 800 million dollars after agreeing with BT to create a joint venture.

Verizon expects a Q2 2026 loss of 700 to 800 million dollars with severance and asset rationalization charges according to a SEC filing.

Verizon expects a record loss of approximately 700 million to 800 million dollars in the second quarter.

Verizon expects to record a loss of approximately 700 million to 800 million dollars in the second quarter.

Verizon is in advanced talks to combine some of its international business with that of the UK's BT according to a report.

The tweet reports that Verizon and T-Mobile were big winners in an FCC spectrum auction, but provides no author position or forward-looking trade call.

FCC announces Verizon, AT&T, T-Mobile, and SpaceX as winners in a $3.5 billion wireless spectrum auction.

Premarket movers include Alphabet rising on Dow replacement news, Cerebras falling on disappointing forecast, FedEx dropping on earnings miss, FuelCell Energy surging on data center deal, Hertz slumping on update, Twilio rising on Goldman Sachs buy rating, and Wendy's climbing on social media buzz.

Google is being added to the Dow Jones Industrial Average, replacing Verizon, according to a breaking news report.

Alphabet is being added to the Dow Jones Industrial Average, replacing Verizon, in a major index composition change.

Seeking Alpha reports on Verizon's new loyalty ecosystem and simplified plans to improve subscriber retention, but the analysis is a research summary without an explicit author position or directional call.

Short Verizon on Starlink disruption.

Verizon CEO Dan Schulman expects AI to replace a large percentage of customer service work as the carrier aims to boost financial performance and improve satisfaction.

Avoid telecom operators as 6G and AI-RAN capex will pressure returns while monetization remains unproven.

Watch these connectivity competitors to Starlink in satellite broadband; the filing lists them as direct rivals.

Watch these connectivity competitors to Starlink in satellite broadband; the filing lists them as direct rivals.

Bearish view on AT&T, Verizon, and T-Mobile as near‑term AI‑readiness investments pressure telco margins and returns.

Long U.S. and European telecom operators as AI-driven proactive customer service reduces churn and improves lifetime value, a medium-magnitude positive.

Santiago Capital hints at a bearish outlook for Verizon by sarcastically asking what the stock will do next, implying downside.

Traderstewie shares a list of upcoming earnings from Earnings Whispers for the week of April 27, 2026, but

Bullish on Verizon and AT&T for yield.

Cramer says "Verizon's actually got some game here," citing a new CEO and upward movement, and states "I care for Verizon." New leadership and positive price action suggest potential for a turnaround or improved performance relative to its recent past. The positive assessment, paired with the acknowledgment it's "well behind the market," frames it as an improving situation worth monitoring. Execution under new management fails to materialize, or sector-wide competition continues to pressure margins.

Andrew Yang states that Americans overpay for wireless service by ~$48/month vs. Europeans, funneling an extra ~$100B/year to carriers. He explicitly names Verizon and AT&T, noting they pay $11B and $7B in annual dividends, respectively, funded by this "consumer gouging." This pricing gap is presented as a massive, sustained inefficiency and wealth transfer from consumers to shareholders of the incumbent carriers. SHORT. The thesis implies these companies are vulnerable to disruption from transparent, low-margin models (like his Noble Mobile), which could compress their excessive profits and dividend payouts by aligning U.S. prices with global norms. Extreme consumer inertia and regulatory capture protect the incumbents; a truly disruptive competitor fails to gain sufficient scale to force industry-wide repricing.