Added to YB: 2025-10-23
Pitch date: 2025-10-21
VZ [neutral]
Verizon Communications Inc.
+3.34%
current return
Author Info
UnlearningCFA is a self-taught corporate governance analyst sharing ideas in their newsletter. Sign up for the newsletter.
Company Info
Verizon Communications Inc., through its subsidiaries, engages in the provision of communications, technology, information, and entertainment products and services to consumers, businesses, and governmental entities worldwide.
Market Cap
$174.1B
Pitch Price
$39.57
Price Target
N/A
Dividend
6.68%
EV/EBITDA
6.12
P/E
8.81
EV/Sales
2.49
Sector
Diversified Telecommunication Services
Category
special_situation
Fiber to the Wallet (FTTW) - Verizon Communications Inc.
VZ (earnings play): New CEO Dan Schulman gets $60M+ front-loaded equity comp w/ performance periods starting Oct 17, just before Q3 earnings (Oct 29). Stock price PSUs at $55-75 targets thru 2028. Retention awards to other execs same date suggests positive earnings surprise likely - potential spring-load setup.
Read full article (2 min)