Verizon (VZ) Valuation: Is the Stock Undervalued?

Snack-Sized Version:

Verizon’s valuation remains a key topic for investors. The company recently expanded its fiber infrastructure. Moreover, it secured new enterprise clients like AdventHealth. Analysts, however, just trimmed their consensus price target to $47.53. This revised target still suggests the stock is undervalued from its recent $40 price. This analysis also comes as Verizon prepares for a CEO transition in October 2025.

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Read the Full Meal:

Verizon is focusing on long-term growth. The company is expanding its fiber network. It also signed new partnerships with KPMG and AWS. Consequently, its sales funnel for private networks and AI solutions exceeds $2 billion. Analysts, however, recently lowered their consensus price target to $47.53. This move reflects ongoing execution risks. Specifically, investors are watching the upcoming CEO transition to Dan Schulman. This leadership change adds uncertainty during a competitive market. The telecom sector is fighting hard for every subscriber.

Bull vs. Bear: Sizing Up Verizon (VZ)

• Bullish case: Strong demand for private 5G and edge computing is creating new high-margin revenue.
• Bearish case: Bears cite execution risks and leadership uncertainty as significant headwinds.
• Valuation: The “most popular narrative” values the stock at $47.53, suggesting it is undervalued.
• Guidance: Verizon recently reiterated its 2025 guidance for wireless service revenue growth.

Quick links

• Official source: Verizon newsroom
• IR hub: events & presentations · filings
• Our coverage: Verizon Settlement Payout Hidden Fees · Verizon News Hub

Why this can matter for VZ holders

• Growth drivers: New fiber agreements and healthcare clients show Verizon is expanding beyond traditional markets.
• Competitive risk: Rivals and complex satellite deals may pressure Verizon’s market share.
• Leadership signal: The new CEO must balance subscriber growth and financial stability.

What to watch next

1. Spectrum deals: Watch for news on Verizon’s talks to acquire EchoStar’s AWS-3 spectrum.
2. CEO transition: Monitor updates as Dan Schulman prepares to take the CEO role in October 2025.
3. Enterprise adoption: Look for growth in the $2B+ sales funnel for private 5G and AI solutions.

Mini FAQ

What is Verizon’s new analyst price target?
The consensus analyst price target was reduced slightly from $48.61 to $47.53.

Who is Verizon’s new CEO?
Dan Schulman will become the new CEO, effective October 2025.

What is Verizon’s 2025 guidance?
Verizon reiterated its guidance for 2.0% to 2.8% total wireless service revenue growth.