Verizon Communications

VZ: Wireless Spectrum Deal And Incoming CEO Will Drive Future Market Position

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

06 Aug 24

Updated

16 Dec 25

Views

1.9k

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

0.1%

7D

-2.0%

Loading

1Y

0.1%

7D

-2.0%

You can edit this narrative until Dec 17 5:10 AM. Then, changes will post as Updates.

Author's Valuation

US$47.4815.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 16 Dec 25

Fair value Decreased 0.11%

VZ: Leadership Shift And Cost Cuts Will Drive Wireless Turnaround

Verizon Communications' fair value estimate has been nudged slightly lower to approximately $47.48 per share, as analysts modestly increase the discount rate and factor in execution risk around restructuring and the CEO transition, even as they acknowledge better-than-feared recent results and a supportive sector backdrop. Analyst Commentary Recent Street research reflects a mixed but generally constructive view on Verizon, with modest target changes around the mid 40s to low 50s per share and a focus on execution through the upcoming restructuring and CEO transition.

Shared on 28 Nov 25

VZ: Future Leadership and Cost Reductions Will Drive Competitive Strength

Verizon Communications' analyst price target has been lowered from $49 to $45 as analysts cite moderate improvements in postpaid metrics. However, they also point to execution risks tied to restructuring and ongoing competitive pressures.

Shared on 14 Nov 25

VZ: Future Restructuring Will Drive Transformation and Expand Wireless Market Opportunities

Verizon Communications’ average analyst price target has decreased from $49 to $45. Analysts attribute this modest decline to execution risks amid restructuring efforts and evolving competitive strategies in the wireless market.

Shared on 30 Oct 25

Fair value Decreased 2.23%

Verizon Communications' analyst price target has been reduced from $48.61 to $47.53 per share. Analysts cite ongoing execution risks, leadership transition uncertainty, and modestly lower growth expectations for the company.

Shared on 07 May 25

Fair value Increased 1.23%

Shared on 30 Apr 25

Fair value Increased 0.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Increased 0.17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 1.87%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 2.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 1.58%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$47.48

15.8% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

1.32%

Telecom Services and Carriers revenue growth rate

2.27%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.27%

Calculation

US$21.86b

Earnings '28

x

11.63x

PE Ratio '28

=

US$254.12b

Market Cap '28

US$254.12b

Market Cap '28

/

4.24b

No. shares '28

=

US$59.98

Share Price '28

US$59.98 Share Price '28

Discounted to 2025 @ 8.11% p.a.

=

US$47.47

Fair Value '25