What changed
$VZ — BUY 📊 | 6 MONTHS THESIS
🎯 Q1 2026 | Rev $34.4B | EPS $1.28 vs $1.21 🟢 | Margin 25.0%
💡 The market is anchored to prior low-growth expectations (consensus EPS $1.21 vs. actual $1.28) and has not fully incorporated the raised 2026 adjusted EPS guidance of $4.95–$4.99 (midpoint $4.97).
📉 Reward/risk: 3.4:1
🏢 Business Quality: 7/10 - Dominant wireless network with scale advantages and high switching costs, but growth historically challenged by intense competition, high leverage, and capital-intensive business model.
📊 Valuation: cheap - Forward P/E 9.1x vs. historical 11.4x median and T-Mobile's 15x; FCF yield estimated >6%; EV/EBITDA likely in the 7–8x range, below long-term...
🔮 Catalyst: Q1 2026 earnings beat and raised full-year 2026 guidance (reported March 31, 2026)
💰 Entry: $45.37, stop $42.5, target $55.0
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/VZ0619