Verizon Communications Inc.

NYSE:VZ 株式レポート

時価総額：US$198.1b

Verizon Communications 将来の成長

Future 基準チェック /16

Verizon Communications利益と収益がそれぞれ年間7%と1.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に19.8% 9.4%なると予測されています。

主要情報

7.0%

収益成長率

9.42%

EPS成長率

Telecom 収益成長9.2%
収益成長率1.9%
将来の株主資本利益率19.80%
アナリストカバレッジ

Good

最終更新日30 Apr 2026

今後の成長に関する最新情報

Recent updates

新しいナラティブ • May 06

Verizon worth to invest in

I was looking for a large-cap company for diversification in my portfolio that has the strength to grow in the coming years. Furthermore, the debt-to-equity ratio must remain responsible or under control.
Seeking Alpha • Apr 28

Verizon's New Era: Aggressive Leadership, Solid Execution, Real Upside Potential

Summary Verizon Communications (VZ) demonstrates renewed momentum, driven by aggressive leadership, improved subscriber growth, and a robust share repurchase program. Verizon raised 2024 EPS guidance to $4.95–$4.99, reflecting 5.6% growth, and delivered the first positive Q1 postpaid phone net adds in 13 years. Despite a double-digit price gain, VZ remains attractively valued with a forward P/E under 10x and a 6% dividend yield, supporting a continued Buy rating. Rising debt and macro risks could weigh on VZ, but execution and potential multiple re-rating to 12x–13x could drive shares toward $59–$60 over 12–24 months. Read the full article on Seeking Alpha
ナラティブ更新 • Apr 23

VZ: Cost Cuts And Cash Efficiency Will Support Higher Future Earnings Quality

The updated analyst price target for Verizon Communications edges higher to $51.58, with analysts pointing to steady assumptions for revenue growth, a slightly firmer profit margin, and a modestly higher future P/E multiple as key supports for the change. Analyst Commentary Recent research on Verizon Communications shows a mix of optimism around cost execution and cash efficiency, alongside ongoing concerns about transparency and competitive positioning.
新しいナラティブ • Apr 16

Verizon Communications Inc. (VZ): The "Connectivity Giant" and the FY2026 Fiber Transformation

Verizon Communications Inc. (VZ) , the bedrock of American wireless infrastructure, signaled a powerful "Better" and structural pivot on Thursday, April 16, 2026 , as it emerged as a key beneficiary of a sector-wide re-rating.
ナラティブ更新 • Apr 09

VZ: Fair Value View Will Balance Cost Cuts And Disclosure Concerns

Verizon Communications' analyst price target inches up by about $0.40 to $51.17 as analysts balance recent upgrades and price target increases with concerns about disclosure clarity and competitive pressures in wireless and broadband. Analyst Commentary Recent research on Verizon shows a split view, with several firms raising price targets or upgrading ratings while others highlight disclosure issues and competitive challenges that could affect how reliably investors can assess execution and future growth.
ナラティブ更新 • Mar 25

VZ: Fair Value View Will Balance Cost Cuts And Disclosure Concerns

Narrative Update Overview The analyst price target for Verizon Communications has been adjusted by about $0.77 to $50.76 as analysts weigh recent upward target revisions tied to cost reduction efforts and subscriber trends, against concerns about less transparent financial disclosures. Analyst Commentary Recent research on Verizon Communications reflects a mixed but generally constructive tone, with several firms lifting price targets while at least one calls out concerns around disclosure quality and financial transparency.
ナラティブ更新 • Mar 10

VZ: Fair Value View Will Reflect Cost Cuts And Execution Risks

Narrative Update: Verizon Communications The analyst price target for Verizon Communications edges higher to approximately $50.00, up by a small fraction. Analysts point to firming trends in subscriber additions, cost efficiencies and broadband growth, which are reflected in a slightly higher fair value estimate and a modestly higher assumed future P/E of about 12x.
ナラティブ更新 • Feb 24

VZ: Fair Value View Will Reflect Leadership Shifts And Mixed Execution Risks

The updated analyst price target for Verizon Communications edges higher to about $49.80, reflecting a modest shift in models as analysts factor in a slightly lower discount rate while keeping revenue growth, profit margin and future P/E assumptions broadly consistent. Analyst Commentary Recent Street research on Verizon Communications has been active, with several firms adjusting their price targets both higher and lower as they refine models ahead of upcoming results.
分析記事 • Feb 16

Verizon Communications Inc. (NYSE:VZ) Stock Rockets 26% But Many Are Still Ignoring The Company

Verizon Communications Inc. ( NYSE:VZ ) shares have had a really impressive month, gaining 26% after a shaky period...
分析記事 • Feb 11

Verizon Communications (NYSE:VZ) Is Increasing Its Dividend To $0.7075

Verizon Communications Inc. ( NYSE:VZ ) will increase its dividend from last year's comparable payment on the 1st of...
ナラティブ更新 • Feb 10

VZ: New CEO And Cost Cuts Will Support Mixed Execution Outlook

Analysts have nudged their price target for Verizon Communications higher to about $49.34 from $47.11. They state that this reflects updated views that slightly higher revenue growth, modestly stronger profit margins and a lower required return better capture the stock's risk and earnings profile.
新しいナラティブ • Feb 01

Fiber Expansion And AI Ambitions Will Strain Margins And Limit Upside

Catalysts About Verizon Communications Verizon Communications is a large US telecommunications company that provides wireless, broadband and related services to consumer, business and public sector customers. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 • Jan 26

VZ: New CEO And Cost Cuts Will Support Cash Flow Restructuring

Narrative Update: Verizon Communications Analyst Price Target Shift The analyst price target for Verizon Communications has been trimmed by about US$0.48 per share, reflecting recent price target reductions from several firms and slightly more cautious assumptions around the discount rate, revenue growth, profit margin, and future P/E. Analysts link these changes to execution risk during restructuring and competitive holiday promotions.
ナラティブ更新 • Jan 09

VZ: New CEO And Cost Cuts Will Support Wireless Turnaround

Analysts now see Verizon's fair value edging up by about $0.12 to roughly $47.60, reflecting updated views on revenue growth, profit margins and P/E assumptions after recent price target revisions around sector promotions, execution risk and competitive pressure. Analyst Commentary Recent Street research on Verizon highlights a mix of cautious valuation resets and steady confidence in the underlying wireless profit pool, with firms adjusting their models ahead of upcoming results and in light of recent promotional activity and restructuring plans.
ナラティブ更新 • Dec 16

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.
ナラティブ更新 • Nov 28

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.
ナラティブ更新 • Nov 14

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.
ナラティブ更新 • Oct 30

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

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.
分析記事 • Oct 01

Verizon Communications' (NYSE:VZ) Dividend Will Be Increased To $0.69

The board of Verizon Communications Inc. ( NYSE:VZ ) has announced that it will be increasing its dividend by 1.8% on...
分析記事 • Sep 12

Verizon Communications' (NYSE:VZ) Dividend Will Be Increased To $0.69

Verizon Communications Inc. ( NYSE:VZ ) will increase its dividend on the 3rd of November to $0.69, which is 1.8...
分析記事 • May 15

Here's Why Shareholders May Want To Be Cautious With Increasing Verizon Communications Inc.'s (NYSE:VZ) CEO Pay Packet

Key Insights Verizon Communications to hold its Annual General Meeting on 22nd of May Salary of US$1.50m is part of CEO...
Seeking Alpha • Apr 29

Verizon: Increasing Cash Flow Makes It A Bargain

Summary Verizon's revenue grew, but customer base declined; impressive $50 billion annualized EBITDA and $4 billion quarterly FCF highlight strong financials despite market challenges. Verizon's postpaid phone subscriptions saw business growth but consumer decline; fixed wireless access grows, but lacks AT&T's fiber business potential. VZ offers free phone trade-ins, satellite text messaging, and 3-year price lock to retain customers, impacting margins due to competition. Verizon's FCF yield is 8.5%, covering a 6.5% dividend; debt reduced by $10 billion YoY, but high interest rates remain a concern. Read the full article on Seeking Alpha
Seeking Alpha • Apr 22

Why Verizon's Q1 2025 Outperformance Is The Last Hurrah

Summary Despite Verizon's Q1 2025 earnings outperformance, a deeper dive into the drivers shows its vulnerability to impending weakness. The upcoming tariff uncertainties are poised to impact Verizon's capital-intensive and consumer-centric business, raising execution risks to its already modest growth outlook. The added weight of AI investments amidst growing demand uncertainties also risks straining its balance sheet and upending its dividend sustainability. VZ stock's inherent sensitivity to Treasury yields amid a volatile macro backdrop could further contradict its income-focused investor base's demand for stability. Read the full article on Seeking Alpha
Seeking Alpha • Apr 15

Verizon Q1 Preview: Defensive Play With A Solid Dividend, But Don't Rush The Entry

Summary Verizon Communications Inc. is a defensive, dividend-focused stock, ideal for stability and income, not growth, with a 6.1% yield and consistent performance. The company outperformed in Q4 2024, meeting or exceeding targets, with strong broadband and wireless growth, and significant debt reduction. Despite cautious analyst forecasts for Q1 2025, Evercore ISI upgraded Verizon, citing underestimated broadband strategy and solid subscriber trends. VZ stock trades at a significant discount to the sector, making it attractive for income-focused investors seeking stability and steady cash flow. Read the full article on Seeking Alpha
Seeking Alpha • Mar 12

Verizon: The Warning Signs Are Starting To Appear (Downgrade)

Summary Verizon Communications Inc. is reportedly facing more intense headwinds, potentially impacting churn metrics and postpaid phone net adds. Downside risks to its 2025 guidance could temper optimism in VZ, although its solid dividend yield should temper adverse sentiments. Increased economic uncertainties could affect its ability to shift consumers to higher value plans, suggesting a need to compete more aggressively on pricing. VZ offers a confident forward yield of 6%, but unanticipated surprises and a perceived lack of margin of safety could impact its momentum. I argue why investors should no longer ignore the warning signs brewing and consider allowing more time to assess the damage first. Read the full article on Seeking Alpha
Seeking Alpha • Mar 04

Verizon Q4: Let Your Profit Run

Summary Since my last writing, Verizon has reported strong Q4 earnings. But its stock price advanced even more, resulting in a P/E expansion to 9.09x (from 8.5x at the time of my last writing). A reexamination of the stock shows that the current valuation is still attractive, with a risk premium at a multi-year low. Furthermore, VZ's dividend yield of 6.38% is compelling, with a payout ratio of 59.45%, leaving ample room for future growth and downside protection. Read the full article on Seeking Alpha
Seeking Alpha • Feb 04

Why You Should Back Up The Truck For Verizon

Summary Verizon has an almost 7% dividend yield, a strong return all by itself that justifies investing in the company. The company is growing both in prepaid and postpaid subscribers, resulting in top- and bottom-line growth. The company has additional billions it can use to improve its financial position and drive strong shareholder returns. Read the full article on Seeking Alpha
Seeking Alpha • Jan 27

Verizon Is A Buy Again (Rating Upgrade)

Summary Last Friday, Verizon reported strong quarterly numbers powered by healthy user growth. Despite a massive debt load, Verizon's utility-like cash flow generation and undervaluation make it a solid buy, with a 5-year price target of $80.64 [expected CAGR return of 15.3%]. Given improving business trends, positive growth forecasts, balance sheet deleveraging, and attractive dividend yield, I am upgrading Verizon to a "Buy" rating. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:VZ - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/2028147,21422,02324,52040,98115
12/31/2027144,90721,43023,12539,65721
12/31/2026142,90020,30721,69938,06222
3/31/2026139,14617,34019,86137,339N/A
12/31/2025138,19117,17419,67637,137N/A
9/30/2025137,49119,83720,64938,455N/A
6/30/2025137,00018,19319,60737,100N/A
3/31/2025135,29217,78320,17837,610N/A
12/31/2024134,78817,50618,92236,912N/A
9/30/2024134,2379,79613,83035,157N/A
6/30/2024134,24311,25213,93236,024N/A
3/31/2024134,04311,30713,43836,270N/A
12/31/2023133,97411,61412,91237,475N/A
9/30/2023134,09520,89613,67837,740N/A
6/30/2023135,00021,03412,36737,496N/A
3/31/2023136,19321,58512,97238,609N/A
12/31/2022136,83521,25610,40137,141N/A
9/30/2022135,65119,29210,88136,576N/A
6/30/2022134,32520,79910,11236,766N/A
3/31/2022134,30021,40010,40236,666N/A
12/31/2021133,61322,065-28,34339,539N/A
9/30/2021134,23822,040-24,59340,458N/A
6/30/2021132,86619,990-25,77738,654N/A
3/31/2021129,54918,890-23,01942,638N/A
12/31/2020128,29217,80119,68041,768N/A
9/30/2020128,37518,30817,33941,470N/A
6/30/2020129,72619,14521,14043,462N/A
3/31/2020131,35018,38917,31637,489N/A
12/31/2019131,86819,265N/A35,746N/A
9/30/2019131,37416,109N/A34,843N/A
6/30/2019131,08715,839N/A33,742N/A
3/31/2019131,21916,015N/A34,772N/A
12/31/2018130,86315,528N/A34,339N/A
9/30/2018130,53732,258N/A34,087N/A
6/30/2018129,64730,954N/A31,445N/A
3/31/2018127,99231,196N/A29,590N/A
12/31/2017126,03430,101N/A24,318N/A
9/30/2017124,41915,927N/A21,561N/A
6/30/2017123,63915,927N/A19,208N/A
3/31/2017123,62312,267N/A16,689N/A
12/31/2016125,98013,127N/A21,689N/A
9/30/2016127,89414,023N/A28,228N/A
6/30/2016130,11514,441N/A32,932N/A
3/31/2016131,80717,970N/A36,258N/A
12/31/2015131,62017,879N/A39,027N/A
9/30/2015130,55810,257N/A35,900N/A
6/30/2015128,9869,914N/A34,733N/A

アナリストによる今後の成長予測

収入対貯蓄率: VZの予測収益成長率 (年間7% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: VZの収益 ( 7% ) US市場 ( 16.6% ) よりも低い成長が予測されています。

高成長収益: VZの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: VZの収益 ( 1.9% ) US市場 ( 11.5% ) よりも低い成長が予測されています。

高い収益成長: VZの収益 ( 1.9% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: VZの 自己資本利益率 は、3年後には低くなると予測されています ( 19.8 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/07 10:50
終値2026/05/07 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Verizon Communications Inc. 22 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。55

アナリスト機関
Andrew Charles BealeArete Research Services LLP
Joseph BonnerArgus Research Company
William PowerBaird